Emery Christina 4
Research Summary
AI-generated summary
Barings Corporate Investors President Emery Acquires Notional Shares
What Happened
- Christina Emery, President of Barings Corporate Investors, recorded an acquisition on 2026-07-09 of 43.311 notional shares at $17.35 per share, a derivative transaction with an aggregate value of approximately $751. The filing lists the transaction as code “J” (other acquisition or disposition) and classifies the position as a derivative tied to company common shares rather than an actual share transfer.
Key Details
- Transaction date: 2026-07-09; filing date: 2026-07-10 (timely).
- Instrument & amount: 43.311 shares (derivative) @ $17.35, total ≈ $751.
- Transaction code: J — other acquisition/disposition (derivative).
- Footnotes: The entry reflects participation in a non‑qualified deferred compensation plan (F1/F2). The plan’s investment option is valued by reference to BCI common shares but the plan and participant do not own actual shares; payouts/exercisability occur only on termination, retirement, or other plan‑permitted events. Plan holdings may be reallocated by participants.
- Shares owned after transaction: not specified in the provided filing summary.
Context
- This was an allocation into a deferred-compensation investment option that tracks the company’s stock value (a notional or bookkeeping position), not a market purchase of shares. Such entries are typically routine and reflect compensation deferral choices rather than open‑market buying or selling of stock.