Colgate CLO Betsy Fishbone reports initial stake
Colgate-Palmolive’s CLO and Secretary Betsy Fishbone has reported her initial ownership in company securities.
Rhea-AI Filing Summary
Colgate-Palmolive’s CLO and Secretary Betsy Fishbone has reported her initial ownership in company securities. The filing lists 15,021 shares of common stock held directly, plus 8,336 shares held indirectly through the issuer’s 401(k) plan trustee and 50 shares held indirectly by a family member.
She also holds several stock options to buy Colgate-Palmolive common stock at exercise prices between $72.83 and $106.34 per share, with expirations ranging from 2029 to 2033. The filing records these positions as of the reporting date without showing new purchases or sales.
Positive
- None.
Negative
- None.
Insider Trade Summary
8 transactions reported
Mixed
8 txns
Insider
Fishbone Betsy
Role
CLO and Secretary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Stock Option (Right to Buy) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Option (Right to Buy) — 61,808 contracts (Direct);
Common Stock — 15,021 shares (Direct);
Common Stock — 50 shares (Indirect, By Family Member);
Common Stock — 8,336 shares (Indirect, By Issuer's 401(k) Plan Trustee)
Footnotes (5)
- F1. Option became exercisable in one-third increments beginning on the first anniversary of the September 13, 2023 grant date.
- F2. Option became exercisable in one-third increments beginning on the first anniversary of the September 10, 2021 grant date.
- F3. Option became exercisable in one-third increments beginning on the first anniversary of the September 9, 2022 grant date.
- F4. Option becomes exercisable in one-third increments beginning on the first anniversary of the September 11, 2025 grant date.
- F5. Option became exercisable in one-third increments beginning on the first anniversary of the September 12, 2024 grant date.
Key Figures
Direct common shares: 15,021 shares
Indirect 401(k) shares: 8,336 shares
Indirect family shares: 50 shares
+3 more
6 metrics
Direct common shares
15,021 shares
Common Stock held directly as of Form 3 date
Indirect 401(k) shares
8,336 shares
Common Stock held indirectly by issuer’s 401(k) plan trustee
Indirect family shares
50 shares
Common Stock held indirectly by family member
Option at $77.04
19,012 underlying shares
Stock Option (Right to Buy), exercise price $77.04, expires 2029-09-10
Option at $78.03
16,612 underlying shares
Stock Option (Right to Buy), exercise price $78.03, expires 2030-09-09
Option at $72.83
9,944 underlying shares
Stock Option (Right to Buy), exercise price $72.83, expires 2031-09-13
Key Terms
Stock Option (Right to Buy), 401(k) Plan Trustee, indirect ownership, exercise price, +1 more
5 terms
Stock Option (Right to Buy) financial
"security_title": "Stock Option (Right to Buy)""
401(k) Plan Trustee financial
"nature_of_ownership": "By Issuer's 401(k) Plan Trustee""
indirect ownership financial
"ownership_type": "indirect""
exercise price financial
"conversion_or_exercise_price": "72.8300""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
expiration date financial
"expiration_date": "2031-09-13T00:00:00.000Z""
The expiration date is the deadline after which a financial contract, such as an option or a futures agreement, is no longer valid or can be exercised. It matters to investors because it determines the timeframe during which they can take action or benefit from the contract, similar to how a coupon or a food item has a limited period of usefulness. Once the expiration date passes, the contract loses its value or ability to be used.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Betsy Fishbone’s Form 3 filing show for Colgate-Palmolive (CL)?
The Form 3 shows Betsy Fishbone’s initial ownership in Colgate-Palmolive securities. She reports 15,021 common shares held directly, plus indirect holdings through the issuer’s 401(k) plan and a family member, along with multiple stock option awards at specified exercise prices and expiration dates.
What stock options does Betsy Fishbone report in Colgate-Palmolive (CL)?
She reports several Stock Option (Right to Buy) positions over Colgate-Palmolive common stock. Examples include options over 19,012 shares at $77.04, 16,612 shares at $78.03, and 9,944 shares at $72.83 per share, each with stated expiration dates between 2029 and 2033.
Are there any buy or sell transactions in Betsy Fishbone’s Colgate-Palmolive Form 3?
The Form 3 functions as an initial ownership report rather than a trade record. It lists her direct and indirect shareholdings and option awards as of the reporting date, with transaction fields marked as holdings and no explicit purchases or sales disclosed in this data.
How are Betsy Fishbone’s indirect Colgate-Palmolive holdings structured?
Indirect holdings are split between 8,336 Colgate-Palmolive shares held by the issuer’s 401(k) plan trustee and 50 shares held by a family member. The filing designates both as indirect ownership, distinguishing them from her 15,021 directly owned common shares reported separately.
What are the expiration dates of Betsy Fishbone’s reported Colgate-Palmolive stock options?
Her stock options over Colgate-Palmolive common stock have expiration dates spanning several years. Reported examples include options expiring on September 10, 2029, September 9, 2030, September 13, 2031, September 12, 2032 and September 11, 2033, reflecting long-dated equity incentives.
AI-generated analysis. How Rhea-AI works. Not financial advice.
