Home/Filings/4/0001181431-12-051638
4//SEC Filing

Edelman Fredric M 4

Accession 0001181431-12-051638

CIK 0001071341other

Filed

Sep 19, 8:00 PM ET

Accepted

Sep 20, 5:27 PM ET

Size

11.8 KB

Accession

0001181431-12-051638

Insider Transaction Report

Form 4
Period: 2012-09-20
Edelman Fredric M
DirectorPresident10% Owner
Transactions
  • Other

    Common Stock

    2012-09-20$8.85/sh3,149,287$27,871,1900 total(indirect: Owned by The Edelman Financial Center, Inc.)
  • Other

    Comon Stock

    2012-09-20$8.85/sh266,050$2,354,5430 total
  • Disposition to Issuer

    Restricted Stock Units

    2012-09-2069,8420 total
    Exercise: $8.85Common stock (69,842 underlying)
  • Disposition to Issuer

    Restricted Stock Units

    2012-09-20+91,2360 total
    Exercise: $8.85Common Stock (91,236 underlying)
Footnotes (7)
  • [F1]Award of restricted stock unit, vests 25% on March 15, 2012.
  • [F2]Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
  • [F3]Restricted stock units, which provided for vesting of 25% on the date of grant, 50% on March 15, 2013, 75% on March 15, 2014, and 100% on March 15, 2015, were cancelled in the merger in exchange for a cash payment of $8.85 per share.
  • [F4]The restricted stock units were issued pursuant to the Issuer's 2011 Executive and Key Manager Restricted Stock Unit Sub-Plan.
  • [F5]Restricted stock units, which provided for vesting of 25% on the date of grant, 50% on March 15, 2012, 75% on March 15, 2013, and 100% on March 15, 2014, were cancelled in the merger in exchange for a cash payment of $8.85 per share.
  • [F6]The restricted stock units were issued pursuant to the Issuer's 2010 Executive and Key Manager Restricted Stock Unit Sub-Plan.
  • [F7]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.

Documents

1 file

Issuer

EDELMAN FINANCIAL GROUP INC.

CIK 0001071341

Entity typeother

Related Parties

1
  • filerCIK 0001486404

Filing Metadata

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