Home/Filings/4/0001181431-12-051637
4//SEC Filing

MCMAKEN BRUCE R 4

Accession 0001181431-12-051637

CIK 0001071341other

Filed

Sep 19, 8:00 PM ET

Accepted

Sep 20, 5:27 PM ET

Size

11.5 KB

Accession

0001181431-12-051637

Insider Transaction Report

Form 4
Period: 2012-09-20
MCMAKEN BRUCE R
Executive Vice President
Transactions
  • Other

    Common stock

    2012-09-20$8.85/sh95,804$847,8650 total
  • Other

    Common Stock

    2012-09-20$8.85/sh76,459$676,66295,804 total
  • Disposition to Issuer

    Restricted Stock Unit

    2012-09-2026,0820 total
    Exercise: $8.85Common Stock (26,082 underlying)
  • Disposition to Issuer

    Restricted Stock Units

    2012-09-2015,1860 total
    Exercise: $8.85Common Stock (15,186 underlying)
Footnotes (7)
  • [F1]Disposed pursuant to merger agreement among the Issuer, Summer Holdings II, Inc., and Summer Merger Sub, inc. in exchnage for $8.85 in cash per share.
  • [F2]Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Pursuant to the merger agreement each restruicted stock unit was converted into the right to receibe $8.85 per share.
  • [F3]Resticted stock units vest 25% on the date of grant, 50% on March 15, 2013, 75% on March 15, 2014, and 100% on March 15, 2015
  • [F4]The restricted stock units were issued pursuant to the Issuer's 2011 Executive and Key Manager Restricted Stock Unit Sub-Plan
  • [F5]Resticted stock units vest 25% on the date of grant, 50% on March 15, 2012, 75% on March 15, 2013, and 100% on March 15, 2014
  • [F6]Shares contributed to Lee Summer, L.P. pursuant to the terms of a Contributon Agreement dated as of April 16, 2012, at a value of $8.85 per share.
  • [F7]The restricted stock units were issued pursuant to the Issuer's 2010 Executive and Key Manager Restricted Stock Unit Sub-Plan

Documents

1 file

Issuer

EDELMAN FINANCIAL GROUP INC.

CIK 0001071341

Entity typeother

Related Parties

1
  • filerCIK 0001184311

Filing Metadata

Form type
4
Filed
Sep 19, 8:00 PM ET
Accepted
Sep 20, 5:27 PM ET
Size
11.5 KB