Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCOTTS MIRACLE-GRO COSMG · Entity 4142 | President and COO | February 03, 2023 | February 07, 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.
SCOTTS MIRACLE-GRO CO
Report date February 03, 2023 · Filed February 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 106,437 |
Reported balance
After 2023-02-03 transaction · row 1
1 source rowRow 1 · 2023-02-03 · Tax withholding · Disposed 2,072 · Balance 106,437 |
| Common SharesSEC Table I · non-derivative | IndirectBy 401(K) Plan | 577.028 |
Reported balance
Holding disclosure · report date 2023-02-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 577.028 |
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 |
|---|---|---|---|---|---|---|
| January 30, 2018 Filed Feb 1, 2018 23:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 11,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-18-000054 · e18039_lukemire-form4.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,794 F1 · date: On January 30, 2015, the reporting person was granted an award of 11,825 restricted stock units with vesting subject to the satisfaction of certain performance criteria. On January 30, 2018, the award settled. Read SEC document |
| August 08, 2017 Filed Aug 10, 2017 20:10 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 18,000 | $96.14 | $1,730,581.20 |
DisclosureSEC source: 0001182489-17-000456 · edgar.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,969 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.81 to $96.72, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of Issuer, 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 1. Read SEC document |
| May 09, 2017 Filed May 10, 2017 18:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 8,300 | $89.41 | $742,142.01 |
DisclosureSEC source: 0001182489-17-000314 · edgar.xml · nonDerivative · entry 2 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,969 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.02 to $89.73, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of Issuer, 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 2. Read SEC document |
| May 09, 2017 Filed May 10, 2017 18:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 1,700 | $88.79 | $150,943.00 |
DisclosureSEC source: 0001182489-17-000314 · edgar.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,269 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.39 to $88.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of Issuer, 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 1. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:29 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | Tax withholdingCommon Shares | 3,558 | $91.97 | $327,229.26 |
DisclosureSEC source: 0001182489-17-000130 · edgar.xml · nonDerivative · entry 2 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,743 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 16:29 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 7,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000130 · edgar.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,301 Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 20:29 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 8,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000097 · edgar.xml · nonDerivative · entry 3 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,723 Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 20:29 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 11,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000097 · edgar.xml · nonDerivative · entry 2 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,118 F1 · date: On January 29, 2016, the reporting person was granted an award of 11,649 restricted stock units with vesting subject to the satisfaction of certain performance criteria. On January 30, 2017, the Compensation and Organization Committee certified performance with respect to 11,649 restricted stock units. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 20:29 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | Tax withholdingCommon Shares | 4,514 | $92.98 | $419,711.72 |
DisclosureSEC source: 0001182489-17-000097 · edgar.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,469 Read SEC document |
| January 30, 2017 Filed Feb 16, 2017 15:50 UTC Amendment | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 11,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-17-000185 · edgar.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,949 F1 · shares: The original Form 4 showed 8,605 shares withheld. This amendment displays the correct number. The net gain of 3,226 shares is also omitted from one Form 4 filed by the reporting person after the original Form 4 was filed. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 22:54 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 12,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-001284 · edgar.xml · nonDerivative · entry 1 Lukemire Michael C · CIK 0001434770 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,983 F1 · date: On January 30, 2015, the reporting person was granted an award of 15,766 restricted stock units with vesting subject to the satisfaction of certain performance criteria. On November 9, 2016, the Compensation and Organization Committee certified performance with respect to 12,613 restricted stock units. The remaining 3,153 restricted stock units were forfeited. 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.