Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WD 40 COWDFC · Entity 4262 | Director | December 13, 2022 | December 15, 2022 |
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.
WD 40 CO
Report date December 13, 2022 · Filed December 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,741 |
Reported balance
After 2022-12-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-13 · Grant · Acquired 840 · Balance 6,741 F1: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock. F2: Represents an elective and a non-elective restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 12, 2021. This RSU award, which was effective December 13, 2022, had an aggregate fair market value of approximately $140,000 on such date, and vests immediately. The award was composed of 360 elective RSUs (representing approximately $60,000 of annual base compensation for directors) and 480 non-elective RSUs (representing approximately $80,000 of annual director compensation). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock.
F2: Represents an elective and a non-elective restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 12, 2021. This RSU award, which was effective December 13, 2022, had an aggregate fair market value of approximately $140,000 on such date, and vests immediately. The award was composed of 360 elective RSUs (representing approximately $60,000 of annual base compensation for directors) and 480 non-elective RSUs (representing approximately $80,000 of annual director compensation).
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 |
|---|---|---|---|---|---|---|
| December 13, 2022 Filed Dec 15, 2022 17:54 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 840 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-021625 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,741 F1 · security: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock. F2 · shares: Represents an elective and a non-elective restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 12, 2021. This RSU award, which was effective December 13, 2022, had an aggregate fair market value of approximately $140,000 on such date, and vests immediately. The award was composed of 360 elective RSUs (representing approximately $60,000 of annual base compensation for directors) and 480 non-elective RSUs (representing approximately $80,000 of annual director compensation). F2 · price: Represents an elective and a non-elective restricted stock unit ("RSU") award covering shares of Issuer's common stock granted in accordance with the Issuer's Directors' Compensation Policy and Election Plan adopted on October 12, 2021. This RSU award, which was effective December 13, 2022, had an aggregate fair market value of approximately $140,000 on such date, and vests immediately. The award was composed of 360 elective RSUs (representing approximately $60,000 of annual base compensation for directors) and 480 non-elective RSUs (representing approximately $80,000 of annual director compensation). F1 · balance_after: Represents fully vested RSUs treated as common stock equivalents. Following termination of the Reporting Person's service as a director, the RSUs will be settled with Issuer's common stock. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 01:03 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 581 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-022120 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,901 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total represents 5,901 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| December 08, 2020 Filed Dec 11, 2020 00:55 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-020926 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,320 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total represents 5,320 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| December 10, 2019 Filed Dec 13, 2019 01:23 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 636 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-023004 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,845 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total represents 4,845 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 22:54 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-18-007948 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,209 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total represents 4,209 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 00:04 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-046109 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,515 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total represents 3,515 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:11 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 832 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-089774 · doc1.xml · nonDerivative · entry 1 CLAASSEN MELISSA · CIK 0001637542 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,541 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for non-elective and elective portions of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total represents 2,541 Restricted Stock Units (Common Stock equivalents). 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.