Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WD 40 COWDFC · Entity 4262 | VP, Corporate Controller | October 24, 2022 | October 26, 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 October 24, 2022 · Filed October 26, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,872 |
Reported balance
After 2022-10-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-10-24 · Tax withholding · Disposed 59 · Balance 1,872 F1: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreement(s) in satisfaction of tax withholding obligations upon vesting of 166 RSUs. F2: Total includes: (i) 199 shares of restricted Common Stock received upon settlement of performance share units or PSUs, (ii) 356 unvested RSUs, and (iii) 102 vested deferred performance units or DPUs, which are Common Stock equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreement(s) in satisfaction of tax withholding obligations upon vesting of 166 RSUs.
F2: Total includes: (i) 199 shares of restricted Common Stock received upon settlement of performance share units or PSUs, (ii) 356 unvested RSUs, and (iii) 102 vested deferred performance units or DPUs, which are Common Stock equivalents.
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 |
|---|---|---|---|---|---|---|
| October 24, 2022 Filed Oct 26, 2022 01:19 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 59 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-018783 · doc1.xml · nonDerivative · entry 1 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,872 F1 · shares: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreement(s) in satisfaction of tax withholding obligations upon vesting of 166 RSUs. F1 · price: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreement(s) in satisfaction of tax withholding obligations upon vesting of 166 RSUs. F2 · balance_after: Total includes: (i) 199 shares of restricted Common Stock received upon settlement of performance share units or PSUs, (ii) 356 unvested RSUs, and (iii) 102 vested deferred performance units or DPUs, which are Common Stock equivalents. Read SEC document |
| October 10, 2022 Filed Oct 12, 2022 23:23 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 204 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-018463 · doc1.xml · nonDerivative · entry 1 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931 F1 · price: Represents a grant of restricted stock units (RSUs) under the WD-40 Company 2016 Stock Incentive Plan. Except as otherwise provided in the RSU award agreement, the RSUs vest annually over 3 years. F2 · balance_after: Total includes: (i) 199 shares of restricted Common Stock received upon settlement of performance share units or PSUs, (ii) 522 unvested RSUs (which include the grant of RSUs reported in this Form 4), and (iii) 102 vested deferred performance units or DPUs, which are Common Stock equivalents. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 23:49 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 106 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-018747 · doc1.xml · nonDerivative · entry 3 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,727 F3 · shares: Shares withheld pursuant to mandatory provisions of Performance Share Unit (PSU) Restricted Stock Award Agreement in satisfaction of tax withholding obligation upon settlement of 305 PSUs (Common Stock equivalents). F3 · price: Shares withheld pursuant to mandatory provisions of Performance Share Unit (PSU) Restricted Stock Award Agreement in satisfaction of tax withholding obligation upon settlement of 305 PSUs (Common Stock equivalents). F4 · balance_after: Total includes 199 shares of restricted Common Stock issued upon settlement of vested PSUs, 318 RSUs, all of which are subject to future vesting, and 102 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 23:49 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 99 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-018747 · doc1.xml · nonDerivative · entry 2 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,833 F2 · shares: Shares withheld pursuant to mandatory provisions of Market Stock Unit (MSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 285 MSUs (Common Stock equivalents). F2 · price: Shares withheld pursuant to mandatory provisions of Market Stock Unit (MSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 285 MSUs (Common Stock equivalents). Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 23:49 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-018747 · doc1.xml · nonDerivative · entry 1 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,932 F1 · shares: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 178 RSUs (Common Stock equivalents). F1 · price: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 178 RSUs (Common Stock equivalents). Read SEC document |
| October 12, 2021 Filed Oct 15, 2021 01:01 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-018325 · doc1.xml · nonDerivative · entry 3 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,996 F3 · shares: Acquisition of vested Performance Share Units (Common Stock equivalents) upon certified performance vesting of Performance Share Units (PSUs) awarded to the reporting person on October 12, 2020, pursuant to the WD-40 Company 2016 Stock Incentive Plan. Vested PSUs will be settled solely with Issuer Common Stock not later than November 15, 2021. F3 · price: Acquisition of vested Performance Share Units (Common Stock equivalents) upon certified performance vesting of Performance Share Units (PSUs) awarded to the reporting person on October 12, 2020, pursuant to the WD-40 Company 2016 Stock Incentive Plan. Vested PSUs will be settled solely with Issuer Common Stock not later than November 15, 2021. F4 · balance_after: Total includes 496 RSUs, all of which are subject to future vesting, 285 vested MSUs, 305 vested PSUs, and 102 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 12, 2021 Filed Oct 15, 2021 01:01 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-018325 · doc1.xml · nonDerivative · entry 2 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,691 F2 · shares: Acquisition of vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 8, 2018, pursuant to the WD-40 Company 2016 Stock Incentive Plan. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2021. F2 · price: Acquisition of vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 8, 2018, pursuant to the WD-40 Company 2016 Stock Incentive Plan. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2021. Read SEC document |
| October 12, 2021 Filed Oct 15, 2021 01:01 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-21-018325 · doc1.xml · nonDerivative · entry 1 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2022, 33% not later than November 15, 2023, and 33% not later than November 15, 2024. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2022, 33% not later than November 15, 2023, and 33% not later than November 15, 2024. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 20:08 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 138 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-018408 · doc1.xml · nonDerivative · entry 2 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258 F2 · shares: Shares withheld pursuant to mandatory provisions of Market Stock Unit (MSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 399 MSUs (Common Stock equivalents). F2 · price: Shares withheld pursuant to mandatory provisions of Market Stock Unit (MSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 399 MSUs (Common Stock equivalents). F3 · balance_after: Total includes 348 Restricted Stock Units (Common Stock equivalents), all of which are subject to future vesting and 102 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 20:08 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-018408 · doc1.xml · nonDerivative · entry 1 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,396 F1 · shares: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 211 RSUs (Common Stock equivalents). F1 · price: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 211 RSUs (Common Stock equivalents). Read SEC document |
| October 12, 2020 Filed Oct 15, 2020 01:47 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 399 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-017830 · doc1.xml · nonDerivative · entry 2 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,471 F2 · shares: Acquisition of vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 9, 2017, pursuant to the WD-40 Company 2016 Stock Incentive Plan. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2020. F2 · price: Acquisition of vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 9, 2017, pursuant to the WD-40 Company 2016 Stock Incentive Plan. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2020. F3 · balance_after: Total includes 559 Restricted Stock Units (Common Stock equivalents), all of which are subject to future vesting and 102 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 12, 2020 Filed Oct 15, 2020 01:47 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 170 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-20-017830 · doc1.xml · nonDerivative · entry 1 PARTLO RAE ANN · CIK 0001229062 · VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,072 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2021, 33% not later than November 15, 2022, and 33% not later than November 15, 2023. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2021, 33% not later than November 15, 2022, and 33% not later than November 15, 2023. 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.