Edgar Lee

CIK 1511022 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 25, 2011 · Latest: Jan. 25, 2011

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 5 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

5 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Dec. 15, 2017 OCSL P 7,476 $4.66 $34,838 12,000 Direct +165.25% Acquired -6.2% (price as of 2026-08-19)
Dec. 15, 2017 OCSL P 4,524 $4.67 $21,127 4,524 Direct — Acquired -6.4% (price as of 2026-08-19)
May 1, 2013 CHTR S 136,202 $44.22 $6,022,852 225,882 Indirect -37.62% Disposed 248.9% (price as of 2026-08-19)
May 1, 2013 CHTR S 66,460 $48.64 $3,232,614 0 Indirect -100.00% Disposed 217.2% (price as of 2026-08-19)
May 1, 2013 CHTR S 7,064,036 $95.50 $674,615,438 2,000,000 Indirect -77.93% Disposed 61.6% (price as of 2026-08-19)
March 12, 2013 CHTR S 3,083,333 $89.47 $275,865,804 9,064,036 Indirect -25.38% Disposed 72.4% (price as of 2026-08-19)
Dec. 7, 2012 CHTR S 110,500 $70.35 $7,773,675 12,147,369 Indirect -0.90% Disposed 119.3% (price as of 2026-08-19)
Dec. 7, 2012 CHTR S 400,000 $70.00 $28,000,000 12,257,869 Indirect -3.16% Disposed 120.4% (price as of 2026-08-19)
Dec. 6, 2012 CHTR S 5,581 $70.00 $390,670 12,657,869 Indirect -0.04% Disposed 120.4% (price as of 2026-08-19)
Dec. 5, 2012 CHTR S 173,619 $70.23 $12,193,262 12,663,450 Indirect -1.35% Disposed 119.7% (price as of 2026-08-19)
Dec. 4, 2012 CHTR S 370,592 $70.29 $26,048,912 12,837,069 Indirect -2.81% Disposed 119.5% (price as of 2026-08-19)
Dec. 3, 2012 CHTR S 139,708 $70.58 $9,860,591 13,207,661 Indirect -1.05% Disposed 118.6% (price as of 2026-08-19)
Nov. 30, 2012 CHTR S 526,707 $70.97 $37,380,396 13,347,369 Indirect -3.80% Disposed 117.4% (price as of 2026-08-19)
Nov. 29, 2012 CHTR S 567,339 $71.30 $40,451,271 13,874,076 Indirect -3.93% Disposed 116.4% (price as of 2026-08-19)
Nov. 28, 2012 CHTR S 205,954 $70.34 $14,486,804 14,441,415 Indirect -1.41% Disposed 119.3% (price as of 2026-08-19)
Aug. 15, 2012 CHTR S 1,666,667 $73.00 $121,666,691 14,647,369 Indirect -10.22% Disposed 111.4% (price as of 2026-08-19)
Aug. 9, 2012 CHTR S 166,000 $75.37 $12,511,420 16,314,036 Indirect -1.01% Disposed 104.7% (price as of 2026-08-19)
May 23, 2012 CHTR S 99,666 $63.58 $6,336,764 16,480,036 Indirect -0.60% Disposed 142.7% (price as of 2026-08-19)
May 22, 2012 CHTR S 154,117 $64.60 $9,955,958 16,579,702 Indirect -0.92% Disposed 138.8% (price as of 2026-08-19)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
May 1, 2013 CHTR Common Stock Warrants (CUSIP 16117M123) Class A Common Stock (136,202) $51.28 Nov. 30, 2014 136,202 Disposed
May 1, 2013 CHTR Common Stock Warrants (CUSIP 16117M131) Class A Common Stock (66,460) $46.86 Nov. 30, 2014 66,460 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 3 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Jan. 25, 2011 CHTR Class A Common Stock 19,725,105 Indirect
Jan. 25, 2011 CHTR Common Stock Warrants (CUSIP 16117M123)→ Class A Common Stock (136,202) 136,202 Indirect
Jan. 25, 2011 CHTR Common Stock Warrants (CUSIP 16117M131)→ Class A Common Stock (292,342) 292,342 Indirect