SEC Form 4 · accession 0001127602-15-032078
AMETEK INC/ · AME
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Elizebeth R Varet
Director
Period of report
Nov 19, 2015
Accepted (ET)
Nov 20, 2015 · 10:25 am EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001037868
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF2 | Nov 19, 2015 | J | 37,664 | $0.00 | D | 163,445 | I | By Trust |
| Common Stock | holding | — | — | — | 122,580 | D | ||
| Common StockF3 | holding | — | — | — | 1,950 | I | By Adult Child | |
| Common StockF4 | holding | — | — | — | 67,500 | I | By Trust | |
| Common StockF5 | holding | — | — | — | 4,050 | I | By Adult Child |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock OptionF6 | $29.8267 | holding | — | — | — | — | May 2, 2018 | Common Stock | 3,050 | 3,050 | D |
| Stock OptionF7 | $34.0467 | holding | — | — | — | — | Apr 30, 2019 | Common Stock | 4,725 | 4,725 | D |
| Stock OptionF8 | $30.74 | holding | — | — | — | — | Jul 25, 2019 | Common Stock | 1,570 | 1,570 | D |
| Stock OptionF9 | $41.74 | holding | — | — | — | — | May 7, 2020 | Common Stock | 5,190 | 5,190 | D |
| Stock OptionF10 | $53.13 | holding | — | — | — | — | May 7, 2021 | Common Stock | 3,740 | 3,740 | D |
| Stock OptionF11 | $52.27 | holding | — | — | — | — | May 5, 2022 | Common Stock | 5,160 | 5,160 | D |
Explanation of responses
- F1The reporting person is a co-trustee of Issue Trust 6NR, of which her sister is the beneficiary. On November 19, 2015, the reporting person caused the trust to distribute 37,664 shares of AMETEK Common Stock to the beneficiary. The reporting person disclaims beneficial ownership of the securities held by the trust except to the extent of her pecuniary interest therein.
- F10The stock options will become exercisable in four equal annual installments beginning on May 8, 2015.
- F11The stock options will become exercisable in four equal annual installments beginning on May 6, 2016.
- F2Held by trust of which the reporting person is a co-trustee or co-beneficiary.
- F3The reporting person is a managing member of the limited liability company which holds the securities for the benefit of the reporting person's adult child. The reporting person disclaims any beneficial ownership of these securities.
- F4These shares are held in a trust for the benefit of the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities.
- F5The reporting person has a power of attorney over the securities. The reporting person disclaims beneficial ownership of these securities.
- F6The stock options will become exercisable in four equal installments beginning on May 3, 2012.
- F7The stock options will become exercisable in four equal installments beginning on May 1, 2013.
- F8The stock options will become exercisable in four equal annual installments beginning on July 26, 2013.
- F9The stock options will become exercisable in four equal annual installments beginning on May 8, 2014.