Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMPASS MINERALS INTERNATIONAL INCCMP · Entity 4940 | Chief Accounting Officer | November 17, 2023 | November 20, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COMPASS MINERALS INTERNATIONAL INC
Report date November 17, 2023 · Filed November 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock Unit (rTSR)SEC Table II · derivative / convertible security · Expires 2025-10-15 | Direct | 393 |
Reported balance
After 2023-11-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-11-17 · Grant · Acquired 393 · Balance 393 F2: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period from 10/1/2022 to 9/30/2025. F3: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of October 15, 2025 or the Compensation Committee's determination of performance. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2025-10-15 | Direct | 262 |
Reported balance
After 2023-11-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-11-17 · Grant · Acquired 262 · Balance 262 F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F5: 50% of the restricted stock units will vest on the first anniversary of the grant date with the other 50% vesting on October 15, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 3,061 |
Reported balance
Holding disclosure · report date 2023-11-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,061 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 350 |
Reported balance
Holding disclosure · report date 2023-11-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 350 F1: The reported number is based on a 401(k) plan statement dated as of November 17, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported number is based on a 401(k) plan statement dated as of November 17, 2023.
F2: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period from 10/1/2022 to 9/30/2025.
F3: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of October 15, 2025 or the Compensation Committee's determination of performance.
F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock.
F5: 50% of the restricted stock units will vest on the first anniversary of the grant date with the other 50% vesting on October 15, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 17, 2023 Filed Nov 20, 2023 23:04 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000216 · wk-form4_1700521438.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262 Underlying: Common Stock · 262 shares Expires 2025-10-15 F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F5 · derivative.exercise_date: 50% of the restricted stock units will vest on the first anniversary of the grant date with the other 50% vesting on October 15, 2025. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 23:04 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit (rTSR) · Derivative | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000216 · wk-form4_1700521438.xml · derivative · entry 3 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 393 Underlying: Common Stock · 393 shares Expires 2025-10-15 F2 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period from 10/1/2022 to 9/30/2025. F3 · derivative.exercise_date: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of October 15, 2025 or the Compensation Committee's determination of performance. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 21:32 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 493 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000206 · wk-form4_1697578317.xml · derivative · entry 6 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986 Underlying: Common Stock · 493 shares Expires 2025-10-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F7 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date and ending on October 15, 2025. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 21:32 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000206 · wk-form4_1697578317.xml · derivative · entry 5 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167 Underlying: Common Stock · 168 shares Expires 2024-10-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. A performance hurdle tied to the Issuer's fiscal year 2022 financial performance was satisfied. F6 · derivative.exercise_date: The first and second tranche of these restricted stock units vested on November 14, 2022 (the date the Compensation Committee certified achievement of the performance hurdle) and October 15, 2023, respectively. The remaining tranche will vest on October 15, 2024. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 21:32 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 3,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000206 · wk-form4_1697578317.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,260 Underlying: Common Stock · 3,260 shares Expires 2026-10-15 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date and ending on October 15, 2026. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 21:32 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 195 | $27.27 | $5,317.65 |
DisclosureSEC source: 0001227654-23-000206 · wk-form4_1697578317.xml · nonDerivative · entry 2 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,061 F1 · shares: Represents the number of shares withheld to satisfy tax withholding obligations on the vesting and release of restricted stock units. Read SEC document |
| October 15, 2023 Filed Oct 17, 2023 21:32 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000206 · wk-form4_1697578317.xml · nonDerivative · entry 1 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,256 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:00 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 2,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000119 · wk-form4_1684785605.xml · derivative · entry 3 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,134 Underlying: Common Stock · 2,134 shares Expires 2026-05-18 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F3 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date and ending on May 18, 2026. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 23:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000013 · wf-form4_167408365323869.xml · derivative · entry 5 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263 Underlying: Common Stock · 263 shares Expires 2024-01-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F5 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date and ending on January 13, 2024. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 23:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 696 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000013 · wf-form4_167408365323869.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 696 shares Expires 2023-01-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. A performance hurdle tied to the Issuer's 2020 financial performance was satisfied. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 23:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 334 | $47.01 | $15,701.34 |
DisclosureSEC source: 0001227654-23-000013 · wf-form4_167408365323869.xml · nonDerivative · entry 2 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,595 F1 · shares: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and release of the restricted stock units listed in Table II. Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 23:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 959 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000013 · wf-form4_167408365323869.xml · nonDerivative · entry 1 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,929 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000314 · wf-form4_166863407584616.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335 Underlying: Common Stock · 167 shares Expires 2024-10-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F4 · derivative.exercise_date: The first tranche of these restricted stock units vested on November 14, 2022 (the date the Compensation Committee certified achievement of the performance hurdle). The remaining two tranches will continue to vest, equally, on October 15, 2023 and October 15, 2024. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 50 | $43.48 | $2,174.00 |
DisclosureSEC source: 0001227654-22-000314 · wf-form4_166863407584616.xml · nonDerivative · entry 2 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,970 F1 · shares: Represents the number of shares withheld to satisfy tax withholding obligations on the vesting and release of restricted stock units. Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 21:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000314 · wf-form4_166863407584616.xml · nonDerivative · entry 1 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,020 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 20:23 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 1,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000292 · wf-form4_166612450278245.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,479 Underlying: Common Stock · 1,479 shares Expires 2025-10-15 F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. F5 · derivative.exercise_date: Restricted stock units vest in three equal annual installments, beginning on the first anniversary of the grant date and ending on October 15, 2025. Read SEC document |
| October 15, 2022 Filed Oct 18, 2022 20:23 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit (rTSR) · Derivative | 2,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000292 · wf-form4_166612450278245.xml · derivative · entry 3 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 2,218 shares Expires 2025-10-15 F2 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period. F3 · derivative.exercise_date: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of October 15, 2025 or the Compensation Committee's determination of performance. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 20:46 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionPerformance Stock Unit (rTSR) · Derivative | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000113 · wf-form4_164979636420527.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 621 shares Expires 2022-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The number of shares earned and payable was determined based on the Issuer's actual performance and equaled 69.57% of the target number of performance stock units awarded. The earned shares were issuable on April 8, 2022 (the date the Compensation Committee certified performance). F4 · shares: Represents rTSR performance stock units awarded on April 1, 2019 and on December 1, 2021. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 20:46 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 129 | $61.44 | $7,925.76 |
DisclosureSEC source: 0001227654-22-000113 · wf-form4_164979636420527.xml · nonDerivative · entry 2 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 F1 · shares: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and release of the performance stock units listed in Table II. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 20:46 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000113 · wf-form4_164979636420527.xml · nonDerivative · entry 1 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,982 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000097 · wf-form4_164919047522018.xml · derivative · entry 5 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 646 shares Expires 2022-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionPerformance Stock Unit (ROIC) · Derivative | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000097 · wf-form4_164919047522018.xml · derivative · entry 4 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 646 shares Expires 2022-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The reported number of shares represents the actual number of shares that were earned based on the Issuer's actual performance over a three-year performance period. The number of shares earned and payable equals 0% of the target number of performance stock units awarded. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 224 | $63.79 | $14,288.96 |
DisclosureSEC source: 0001227654-22-000097 · wf-form4_164919047522018.xml · nonDerivative · entry 2 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,549 F1 · shares: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and release of the restricted stock units listed in Table II. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-22-000097 · wf-form4_164919047522018.xml · nonDerivative · entry 1 Cook Teresa D · CIK 0001906634 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.