Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Fortune Brands Innovations, Inc.FBIN · Entity 3896 | Director | May 16, 2023 | May 18, 2023 |
| GENERAL MILLS INCGIS · Entity 3236 | Director | September 29, 2026 | October 01, 2026 |
| JOHNSON & JOHNSONJNJ · Entity 2722 | Director | April 23, 2026 | April 27, 2026 |
| SHERWIN WILLIAMS COSHW · Entity 2948 | Director · Executive Chairman | February 18, 2025 | February 21, 2025 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | May 07, 2026 | May 08, 2026 |
| WHIRLPOOL CORP /DE/WHR · Entity 4355 | Director | April 21, 2026 | April 23, 2026 |
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.
Fortune Brands Innovations, Inc.
Report date May 16, 2023 · Filed May 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.01SEC Table I · non-derivative | Direct | 48,843 |
Reported balance
After 2023-05-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-16 · Grant · Acquired 2,474 · Balance 48,843 F1: Reflects a grant of stock under the issuer's Long-Term Incentive Plan. F2: Includes 5,742 shares of the issuer's common stock, the receipt of which was deferred until the January 1 following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of stock under the issuer's Long-Term Incentive Plan.
F2: Includes 5,742 shares of the issuer's common stock, the receipt of which was deferred until the January 1 following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors.
GENERAL MILLS INC
Report date September 29, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,826 |
Reported balance
After 2026-09-29 transaction · row 1
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 5,323 · Balance 25,826 F1: Automatic grant of restricted stock units under the General Mills, Inc. 2022 Stock Compensation Plan. Each restricted stock unit vests on the date of the next annual meeting of General Mills stockholders and represents a contingent right to receive one share of General Mills, Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Automatic grant of restricted stock units under the General Mills, Inc. 2022 Stock Compensation Plan. Each restricted stock unit vests on the date of the next annual meeting of General Mills stockholders and represents a contingent right to receive one share of General Mills, Inc. common stock.
JOHNSON & JOHNSON
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 1,540 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 1,540 · Balance 1,540 F1: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date). |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Deferred Share Units (DSU) acquired under the Issuer's Amended and Restated Deferred Fee Plan for Directors are to be settled in cash upon termination of the Reporting Person's directorship (with each DSU representing the fair market value of one share of Common Stock on the settlement date).
SHERWIN WILLIAMS CO
Report date February 18, 2025 · Filed February 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 384,900 |
Ending reported balance
After 2025-02-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-18 · Grant · Acquired 32,194 · Balance 399,078 F1: Represents a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of common stock. The PRSU award was initially granted on February 15, 2022, subject to the achievement of certain performance conditions for the 2022-2024 performance period, under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. Row 2 · 2025-02-18 · Tax withholding · Disposed 14,178 · Balance 384,900 F2: Represents shares mandatorily withheld to satisfy tax withholding liabilities arising upon the vesting of the PRSU award. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 58,170.24 |
Reported balance
Holding disclosure · report date 2025-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 58,170.24 F3: Represents the number of shares of common stock attributable to the Reporting Person's participation in The Sherwin-Williams Company 401(k) Plan per the trustee's 2/18/2025 statement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of common stock. The PRSU award was initially granted on February 15, 2022, subject to the achievement of certain performance conditions for the 2022-2024 performance period, under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan.
F2: Represents shares mandatorily withheld to satisfy tax withholding liabilities arising upon the vesting of the PRSU award.
F3: Represents the number of shares of common stock attributable to the Reporting Person's participation in The Sherwin-Williams Company 401(k) Plan per the trustee's 2/18/2025 statement.
UNITED PARCEL SERVICE INC
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,053.3596 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,948 · Balance 4,053.3596 F1: One unit is equivalent to one share of UPS Class A common stock. F2: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3: Includes units credited upon the payment of dividends on the underlying Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: One unit is equivalent to one share of UPS Class A common stock.
F2: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director.
F3: Includes units credited upon the payment of dividends on the underlying Class A common stock.
WHIRLPOOL CORP /DE/
Report date April 21, 2026 · Filed April 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,475 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Grant · Acquired 2,811 · Balance 6,475 F1: Annual stock award granted under the Omnibus Stock and Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award granted under the Omnibus Stock and Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| July 26, 2018 Filed Jul 30, 2018 16:41 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,334 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001209191-18-044325 · doc4.xml · derivative · entry 7 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,334 shares Expires 2023-10-15 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. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:41 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 270 | $441.20 | $119,124.00 |
DisclosureSEC source: 0001209191-18-044325 · doc4.xml · nonDerivative · entry 5 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,961 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $441.11 to $441.29 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:41 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 4,830 | $440.79 | $2,129,015.70 |
DisclosureSEC source: 0001209191-18-044325 · doc4.xml · nonDerivative · entry 4 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,231 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $440.11 to $441.05 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:41 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 5,700 | $439.36 | $2,504,352.00 |
DisclosureSEC source: 0001209191-18-044325 · doc4.xml · nonDerivative · entry 3 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,061 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $439.02 to $439.99 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:41 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 10,146 | $438.50 | $4,449,021.00 |
DisclosureSEC source: 0001209191-18-044325 · doc4.xml · nonDerivative · entry 2 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,761 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $438.00 to $438.99 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 16:41 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 21,446 | $180.46 | $3,870,145.16 |
DisclosureSEC source: 0001209191-18-044325 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,907 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 |
| July 02, 2018 Filed Jul 3, 2018 18:01 UTC | Fortune Brands Innovations, Inc. FBHS · Entity 3896 | GrantCommon Stock, Par Value $0.01 | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040726 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,060 F1 · kind: The grant of stock is made in lieu of cash compensation earned for services as a Director pursuant to the Non-Employee Director Stock Election Program under the issuer's long-term incentive plans. F2 · balance_after: Includes a total of 5,742 shares of common stock, receipt of which was deferred until the January following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. Read SEC document |
| April 30, 2018 Filed May 1, 2018 20:03 UTC | Fortune Brands Innovations, Inc. FBHS · Entity 3896 | GrantCommon Stock, Par Value $0.01 | 2,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027056 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,569 F1 · kind: Reflects a grant of stock under the Fortune Brands Home & Security, Inc. 2013 Long-Term Incentive Plan. F2 · balance_after: Includes a total of 5,742 shares of common stock, receipt of which was deferred until the January following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 20:43 UTC | Fortune Brands Innovations, Inc. FBHS · Entity 3896 | GrantCommon Stock, Par Value $0.01 | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023052 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,101 F1 · kind: The grant of stock is made in lieu of cash compensation earned for services as a Director pursuant to the Non-Employee Director Stock Election Program under the issuer's long-term incentive plans. F2 · balance_after: Includes a total of 5,742 shares of common stock, receipt of which was deferred until the January following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 00:37 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 3,762 | $401.08 | $1,508,862.96 |
DisclosureSEC source: 0001209191-18-011614 · doc4.xml · nonDerivative · entry 2 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,461 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 00:37 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 2,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011614 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,223 F1 · kind: Represents the vesting of performance-based restricted stock units in an amount in excess of the target award previously granted to the reporting person under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan for the 2015 - 2017 performance period. The target amount was previously reported on a Form 4 filed February 19, 2015. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 22:19 UTC | Fortune Brands Innovations, Inc. FBHS · Entity 3896 | GrantCommon Stock, Par Value $0.01 | 381 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-001138 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,642 F1 · kind: The grant of stock is made in lieu of cash compensation earned for services as a Director pursuant to the Non-Employee Director Stock Election Program under the issuer's long-term incentive plans. F2 · balance_after: Includes a total of 5,742 shares of common stock, receipt of which was deferred until the January following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 15:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 439 | $0.00 Strike: $227.73 | $0.00 |
DisclosureSEC source: 0001209191-17-061688 · doc4.xml · derivative · entry 3 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 439 shares Expires 2024-10-21 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 17, 2017 Filed Nov 20, 2017 15:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 439 | $227.73 | $99,973.47 |
DisclosureSEC source: 0001209191-17-061688 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,929 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. F1 · balance_after: Of shares listed, 6,000 are restricted stock units. Read SEC document |
| October 18, 2017 Filed Oct 19, 2017 19:24 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 52,100 | $0.00 Strike: $383.92 | $0.00 |
DisclosureSEC source: 0001209191-17-057447 · doc4.xml · derivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,100 Underlying: Common Stock · 52,100 shares Expires 2027-10-17 F1 · derivative.exercise_date: The option vests in three annual installments of 17,367, 17,367 and 17,366 beginning on October 18, 2018. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:17 UTC | Fortune Brands Innovations, Inc. FBHS · Entity 3896 | GrantCommon Stock, Par Value $0.01 | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055060 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,261 F1 · kind: The grant of stock is made in lieu of cash compensation earned for services as a Director pursuant to the Non-Employee Director Stock Election Program under the issuer's long-term incentive plans. F2 · balance_after: Includes a total of 5,742 shares of common stock, receipt of which was deferred until the January following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:13 UTC | Fortune Brands Innovations, Inc. FBHS · Entity 3896 | GrantCommon Stock, Par Value $0.01 | 2,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029643 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,874 F1 · kind: Reflects a grant of stock under the Fortune Brands Home & Security, Inc. 2013 Long-Term Incentive Plan. F2 · balance_after: Includes a total of 5,742 shares of common stock, receipt of which was deferred until the January following the calendar year in which Mr. Morikis ceases to be a member of the Board of Directors. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 13:24 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 5,515 | $311.37 | $1,717,205.55 |
DisclosureSEC source: 0001209191-17-013023 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,490 F1 · balance_after: Of shares listed, 6,000 are restricted stock units. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 12:53 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 554 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001209191-16-147554 · doc4.xml · derivative · entry 3 MORIKIS JOHN G · CIK 0001203523 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,779 Underlying: Common Stock · 554 shares Expires 2023-10-15 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. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 12:53 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 554 | $180.46 | $99,974.84 |
DisclosureSEC source: 0001209191-16-147554 · doc4.xml · nonDerivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,005 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. F1 · balance_after: Of shares listed, 11,500 are restricted stock and 6,000 are restricted stock units. Read SEC document |
| October 18, 2016 Filed Oct 20, 2016 14:46 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 52,900 | $0.00 Strike: $270.12 | $0.00 |
DisclosureSEC source: 0001209191-16-146435 · doc4.xml · derivative · entry 1 MORIKIS JOHN G · CIK 0001203523 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,900 Underlying: Common Stock · 52,900 shares Expires 2026-10-17 F1 · derivative.exercise_date: The option vests in three annual installments of 17,634, 17,633 and 17,633 beginning on October 18, 2017. 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.