(P) Purchase – Insider buys shares. Most purchases take place on the open market, but shares can also be bought in offerings or in privately negotiated transactions.
(S) Sale – Insider sells shares he or she already holds.
(D) Sale to Company – A sale reported as a disposition back to the company pursuant to Rule 16b-3(e)
Planned Purchase/Sale - A purchase or sale made pursuant to a pre-arranged Rule 10b5-1 trading plan. Rule 10b5-1 information is included in Form 4 footnotes.
(M) Exercise – Insiders exercise options by paying a set exercise price to acquire the underlying security, usually common stock. EZ-Insider lists the length of time the options have been vested, and the time left until they would have expired (when available).
(M) Vesting – Insiders acquire shares without paying an exercise price after a prior grant of derivative securities meets date or performance criteria. These shares can come from restricted stock units, stock appreciation rights, etc.
(F) Surrender – Shares are withheld to pay an exercise price or tax liability by delivering or withholding securities incident to the receipt
(A) Award – Insiders are granted shares at no cost or other acquisition pursuant to Rule 16b-3(d)
(G) Gift – This can be an acquisition or disposition, as insiders may give or receive gifts of stock.
(C) Conversion – One type of securities is converted into another type, such as an issuer’s Class B common stock being converted into Class A.
(J) Other Acquisition/Disposition – These are not purchases or sales, but are instead transactions such as transfers between related entities or debt conversion.