Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL PAPER CO /NEW/IP · Entity 3274 | Director · Chairman and CEO | February 12, 2024 | February 14, 2024 |
| KROGER COKR · Entity 100 | Director | September 01, 2026 | September 02, 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.
INTERNATIONAL PAPER CO /NEW/
Report date February 12, 2024 · Filed February 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 731,701 |
Last balance in matching sequence
After 2024-02-12 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2024-02-12 · Grant · Acquired 178,816 · Balance 801,078 F4: Performance?Share Units ("PSUs") earned (including accrued dividend equivalents and an anti-dilution adjustment related to the spin-off of Sylvamo Corporation) are based on the achievement of pre-established performance?goals pursuant to a January 1, 2021 grant of?PSUs made under the 2021-2023 Performance Share Plan. F1: Share numbers rounded. Row 4 · 2024-02-12 · Tax withholding · Disposed 69,377 · Balance 731,701 F5: Shares withheld to cover tax obligations due on the vesting of the earned PSUs described in footnote 1. F1: Share numbers rounded. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 143,000 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 143,000 F1: Share numbers rounded. F2: Held in trust for the reporting person's children with the reporting person's spouse serving as trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Plan | 97 |
Reported balance
Holding disclosure · report date 2024-02-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 97 F1: Share numbers rounded. F3: Represents shares of International Paper common stock held through the International Paper Salaried Savings Plan. The information in this report is based on a plan statement as of February 8, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Share numbers rounded.
F2: Held in trust for the reporting person's children with the reporting person's spouse serving as trustee.
F3: Represents shares of International Paper common stock held through the International Paper Salaried Savings Plan. The information in this report is based on a plan statement as of February 8, 2024.
F4: Performance?Share Units ("PSUs") earned (including accrued dividend equivalents and an anti-dilution adjustment related to the spin-off of Sylvamo Corporation) are based on the achievement of pre-established performance?goals pursuant to a January 1, 2021 grant of?PSUs made under the 2021-2023 Performance Share Plan.
F5: Shares withheld to cover tax obligations due on the vesting of the earned PSUs described in footnote 1.
KROGER CO
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock - Incentive SharesSEC Table II · derivative / convertible security | Direct | 7,474.821 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 49.977 · Balance 7,474.821 F1: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. |
| Common StockSEC Table I · non-derivative | Direct | 46,004 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 46,004 |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account.
F2: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co.
F3: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co.
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 |
|---|---|---|---|---|---|---|
| February 10, 2020 Filed Feb 12, 2020 15:53 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 134,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-005012 · form4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,608 F1 · shares: Represents shares acquired under the 2017-2019 Performance Share Plan ("PSP") based on actual corporate achievement against pre-established performance objectives. F2 · balance_after: Share numbers are rounded. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 17:00 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 37.093 | $27.74 Strike: $0.00 | $1,028.96 |
DisclosureSEC source: 0001209191-19-058969 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,468.01 Underlying: Common Stock · 37.093 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 18:08 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 42.571 | $24.01 Strike: $0.00 | $1,022.13 |
DisclosureSEC source: 0001209191-19-048104 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,430.917 Underlying: Common Stock · 42.571 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 21:47 UTC | KROGER CO KR · Entity 100 | GrantCommon Stock | 7,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-042250 · doc4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,686 F1 · shares: Shares awarded pursuant to a long-term incentive plan of The Kroger Co. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 21:34 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 38.717 | $22.96 Strike: $0.00 | $888.94 |
DisclosureSEC source: 0001209191-19-034455 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,388.346 Underlying: Common Stock · 38.717 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| May 20, 2019 Filed May 20, 2019 22:14 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GiftCommon Stock | 6,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019207 · form4.xml · nonDerivative · entry 2 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,186 Read SEC document |
| May 16, 2019 Filed May 20, 2019 22:14 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GiftCommon Stock | 8,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019207 · form4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,666 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 17:44 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 31.568 | $28.02 Strike: $0.00 | $884.54 |
DisclosureSEC source: 0001209191-19-015342 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,349.629 Underlying: Common Stock · 31.568 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:28 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | Tax withholdingCommon Stock | 98,358 | $45.99 | $4,523,484.42 |
DisclosureSEC source: 0001127602-19-005588 · form4.xml · nonDerivative · entry 2 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,186 F3 · shares: Represents shares withheld from the PSP award for the payment of tax liability. F2 · balance_after: Share numbers are rounded. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 19:28 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 258,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005588 · form4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,544 F1 · shares: Represents shares acquired under the 2016-2018 Performance Share Plan ("PSP") based on actual corporate achievement against pre-established performance objectives. F2 · balance_after: Share numbers are rounded. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 17:22 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 29.583 | $29.76 Strike: $0.00 | $880.39 |
DisclosureSEC source: 0001209191-18-060732 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,318.061 Underlying: Common Stock · 29.583 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 18:22 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 27.478 | $31.90 Strike: $0.00 | $876.55 |
DisclosureSEC source: 0001209191-18-049471 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,288.478 Underlying: Common Stock · 27.478 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · shares: Represents phantom stock acquired in dividend reinvestment transactions under a deferred compensation plan of The Kroger Co. F3 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F3 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 15:16 UTC | KROGER CO KR · Entity 100 | GrantPhantom Stock - Incentive Shares · Derivative | 6,261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042600 · doc4.xml · derivative · entry 2 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,261 Underlying: Common Stock · 6,261 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share represents the right to receive one common share upon distribution from the deferred compensation account. F2 · derivative.exercise_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. F2 · derivative.expiration_date: Shares of phantom stock will be distributed following termination of the reporting person's services as an Independent Director of The Kroger Co. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 14:35 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 104,458 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005660 · form4.xml · nonDerivative · entry 2 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,907 Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 14:35 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | Tax withholdingCommon Stock | 38,485 | $57.20 | $2,201,342.00 |
DisclosureSEC source: 0001127602-18-005660 · form4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,449 Read SEC document |
| July 13, 2017 Filed Jul 14, 2017 17:55 UTC | KROGER CO KR · Entity 100 | GrantCommon Stock | 7,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-045178 · doc4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,691 F1 · shares: Shares awarded pursuant to a long-term incentive plan of The Kroger Co. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 19:48 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | Tax withholdingCommon Stock | 55,472 | $52.89 | $2,933,914.08 |
DisclosureSEC source: 0001127602-17-006240 · form4.xml · nonDerivative · entry 2 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,932 F3 · shares: Represents shares withheld from the PSP award for the payment of tax liability. F2 · balance_after: Share numbers are rounded. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 19:48 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 23,387 | $52.89 | $1,236,938.43 |
DisclosureSEC source: 0001127602-17-006240 · form4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 736,404 F1 · shares: Represents additional shares acquired under the 2014-2016 Performance Share Plan ("PSP") based on actual corporate achievement against pre-established performance objectives over target shares reported at the time of grant. F2 · balance_after: Share numbers are rounded. Read SEC document |
| January 12, 2017 Filed Jan 13, 2017 20:16 UTC | KROGER CO KR · Entity 100 | GrantCommon Stock | 2,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003652 · doc4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,454 F1 · shares: Shares awarded pursuant to a long-term incentive plan of The Kroger Co. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:13 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 165,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000598 · form4.xml · nonDerivative · entry 1 Sutton Mark S · CIK 0001402419 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,017 F1 · kind: Performance-based restricted stock acquired pursuant to a grant under the issuer's 2017 Performance Share Plan ("PSP"). PSP shares are earned over a three-year performance period based on pre-established performance objectives. Any difference between shares granted and shares earned at the end of the performance period will be reported upon payout. F2 · balance_after: Share numbers are rounded. 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.