Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAR CORPAIR · Entity 3893 | Director | October 13, 2022 | October 17, 2022 |
| KEMPER CorpKMPR · Entity 719 | Director | March 08, 2022 | March 10, 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.
AAR CORP
Report date October 13, 2022 · Filed October 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 295,090 |
Reported balance
After 2022-10-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-10-13 · Sale · Disposed 20,000 · Balance 295,090 F1: All direct shares of the report person are held by the David P. Storch 1997 Declaration Trust. |
| Common StockSEC Table I · non-derivative | IndirectBarbara R. Eichner 2020 Dynasty Trust | 76,738 |
Reported balance
Holding disclosure · report date 2022-10-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 76,738 F2: The reporting person is a Co-Trustee of this Trust and the reporting person's wife is one of the beneficiaries of this Trust. |
| Common StockSEC Table I · non-derivative | IndirectBy Lorraine Revocable Trust | 2,025 |
Reported balance
Holding disclosure · report date 2022-10-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,025 F3: Mr. Storch became a co-trustee under this Trust when it was amended on 1/6/12. |
| Common StockSEC Table I · non-derivative | IndirectBy Power Of Attorney | 39,577 |
Reported balance
Holding disclosure · report date 2022-10-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 39,577 F4: I disclaim beneficial ownership in these shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 18,810 |
Reported balance
Holding disclosure · report date 2022-10-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 18,810 F5: All indirect shares owned By Wife are held by the Leslie J. Storch 1998 Declaration Trust. |
| Common StockSEC Table I · non-derivative | IndirectDavid P. Storch 2020 Perpetual Trust | 83,000 |
Reported balance
Holding disclosure · report date 2022-10-13 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 83,000 F6: Reporting person is the Settlor of the Trust, reporting person's wife is the Trustee of the Trust and the Beneficiaries are the wife and descendants. |
| Common StockSEC Table I · non-derivative | IndirectStorch Family 2012 Dynasty Trust | 419,741 |
Reported balance
Holding disclosure · report date 2022-10-13 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 419,741 F7: Mr. Storch is a Trustee and beneficiary of this Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: All direct shares of the report person are held by the David P. Storch 1997 Declaration Trust.
F2: The reporting person is a Co-Trustee of this Trust and the reporting person's wife is one of the beneficiaries of this Trust.
F3: Mr. Storch became a co-trustee under this Trust when it was amended on 1/6/12.
F4: I disclaim beneficial ownership in these shares.
F5: All indirect shares owned By Wife are held by the Leslie J. Storch 1998 Declaration Trust.
F6: Reporting person is the Settlor of the Trust, reporting person's wife is the Trustee of the Trust and the Beneficiaries are the wife and descendants.
F7: Mr. Storch is a Trustee and beneficiary of this Trust.
KEMPER Corp
Report date March 08, 2022 · Filed March 10, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,125 |
Ending reported balance
After 2022-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-08 · Exercise / conversion · Acquired 4,000 · Balance 29,373 Row 2 · 2022-03-08 · Tax withholding · Disposed 2,248 · Balance 27,125 F1: Shares withheld to pay the exercise price due in connection with the transaction. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $29.78 · Expires 2022-05-02 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-08 · Exercise / conversion · Disposed 4,000 · Balance 0 F2: All shares subject to this annual option grant are fully vested and exercisable as of the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to pay the exercise price due in connection with the transaction.
F2: All shares subject to this annual option grant are fully vested and exercisable as of the transaction date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KAPSTONE PAPER & PACKAGING CORP
Report date November 02, 2018 · Filed November 06, 2018
Section 16 reporting ended · disclosed 2018-11-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-11-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-11-02 · Disposition to issuer · Disposed 86,156 · Balance 2,833 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Row 2 · 2018-11-02 · Disposition to issuer · Disposed 2,833 · Balance 0 F2: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.72 · Expires 2026-03-18 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-02 · Disposition to issuer · Disposed 4,558 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock.
F2: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement).
F3: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016.
F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio.
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 |
|---|---|---|---|---|---|---|
| June 01, 2020 Filed Jun 3, 2020 15:19 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 5,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018629 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499,340 F1 · kind: Award of stock pursuant to Restricted Stock Agreement in transaction exempt under Rule 16b-3. Read SEC document |
| May 05, 2020 Filed May 6, 2020 21:07 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-20-000094 · wf-form4_158879921241293.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,703 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:13 UTC | KEMPER Corp KMPR · Entity 719 | Exercise / conversionCommon Stock · Derivative | 4,000 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0000860748-20-000055 · wf-form4_158456960721332.xml · derivative · entry 6 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2021-05-04 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. F3 · derivative.exercise_date: Option shares vested in four equal consecutive annual installments beginning on 11/4/2011. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:13 UTC | KEMPER Corp KMPR · Entity 719 | Exercise / conversionCommon Stock · Derivative | 8,000 | $0.00 Strike: $26.62 | $0.00 |
DisclosureSEC source: 0000860748-20-000055 · wf-form4_158456960721332.xml · derivative · entry 5 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2020-05-05 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. F2 · derivative.exercise_date: Option shares vested in four equal consecutive annual installments beginning on 11/5/2010. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:13 UTC | KEMPER Corp KMPR · Entity 719 | SaleCommon Stock | 4,000 | $72.14 | $288,560.00 |
DisclosureSEC source: 0000860748-20-000055 · wf-form4_158456960721332.xml · nonDerivative · entry 4 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,696 F1 · price: This is the weighted average sale price per share for these transactions. These sales were executed in multiple lots at prices ranging from $72.10 through $72.275 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price upon the request by the Commission staff, the issuer or security holder of the issuer. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:13 UTC | KEMPER Corp KMPR · Entity 719 | Exercise / conversionCommon Stock | 4,000 | $29.96 | $119,840.00 |
DisclosureSEC source: 0000860748-20-000055 · wf-form4_158456960721332.xml · nonDerivative · entry 3 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,696 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 |
| March 16, 2020 Filed Mar 18, 2020 22:13 UTC | KEMPER Corp KMPR · Entity 719 | SaleCommon Stock | 8,000 | $72.10 | $576,800.00 |
DisclosureSEC source: 0000860748-20-000055 · wf-form4_158456960721332.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,696 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 22:13 UTC | KEMPER Corp KMPR · Entity 719 | Exercise / conversionCommon Stock | 8,000 | $26.62 | $212,960.00 |
DisclosureSEC source: 0000860748-20-000055 · wf-form4_158456960721332.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,696 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 |
| January 14, 2020 Filed Jan 14, 2020 21:44 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 9,663 | $45.95 | $444,018.72 |
DisclosureSEC source: 0001127602-20-001564 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 493,364 Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 20:43 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 7,964 | $45.98 | $366,166.40 |
DisclosureSEC source: 0001127602-20-001535 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,027 Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionStock Option · Derivative | 25,000 | $0.00 Strike: $24.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · derivative · entry 16 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,663 Underlying: Common Stock · 25,000 shares Expires 2026-07-11 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 |
| January 09, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 25,000 | $46.82 | $1,170,577.50 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 9 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,991 Read SEC document |
| January 09, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionCommon Stock | 25,000 | $24.00 | $600,000.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 8 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,991 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 |
| January 08, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionStock Option · Derivative | 30,337 | $0.00 Strike: $24.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · derivative · entry 15 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,663 Underlying: Common Stock · 30,337 shares Expires 2026-07-11 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 |
| January 08, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionStock Option · Derivative | 29,663 | $0.00 Strike: $26.62 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · derivative · entry 14 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,663 shares Expires 2025-08-07 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 |
| January 08, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 60,000 | $47.08 | $2,824,752.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 7 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,991 Read SEC document |
| January 08, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionCommon Stock | 30,337 | $24.00 | $728,088.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 6 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,598 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 |
| January 08, 2020 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionCommon Stock | 29,663 | $26.62 | $789,629.06 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 5 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,654 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 |
| December 24, 2019 Filed Jan 2, 2020 21:47 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionStock Option · Derivative | 4,793 | $0.00 Strike: $26.62 | $0.00 |
DisclosureSEC source: 0001127602-20-000197 · form4.xml · derivative · entry 9 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,663 Underlying: Common Stock · 4,793 shares Expires 2025-08-07 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 |
| December 24, 2019 Filed Jan 2, 2020 21:47 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 4,793 | $48.02 | $230,161.30 |
DisclosureSEC source: 0001127602-20-000197 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547,399 Read SEC document |
| December 24, 2019 Filed Jan 2, 2020 21:47 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionCommon Stock | 4,793 | $26.62 | $127,589.66 |
DisclosureSEC source: 0001127602-20-000197 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,192 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 |
| December 23, 2019 Filed Dec 26, 2019 21:41 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionStock Option · Derivative | 16,814 | $0.00 Strike: $26.62 | $0.00 |
DisclosureSEC source: 0001127602-19-035845 · form4.xml · derivative · entry 10 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,456 Underlying: Common Stock · 16,814 shares Expires 2025-08-07 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 |
| December 23, 2019 Filed Dec 26, 2019 21:41 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 11,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035845 · form4.xml · nonDerivative · entry 3 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 547,399 Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:41 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 16,814 | $48.47 | $814,974.58 |
DisclosureSEC source: 0001127602-19-035845 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,399 Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:41 UTC | AAR CORP AIR · Entity 3893 | Exercise / conversionCommon Stock | 16,814 | $26.62 | $447,588.68 |
DisclosureSEC source: 0001127602-19-035845 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,213 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 20, 2019 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 36,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 4 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Storch Family 2012 Dynasty Trust Disclosed balance after: 286,408 F1 · ownership.nature: Mr. Storch is a Trustee and beneficiary of this Trust. Read SEC document |
| November 20, 2019 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 36,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 3 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 18,810 Read SEC document |
| October 14, 2019 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 36,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 55,218 Read SEC document |
| October 14, 2019 Filed Jan 10, 2020 18:49 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 36,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001385 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,991 Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 20:49 UTC | AAR CORP AIR · Entity 3893 | Tax withholdingCommon Stock | 59,755 | $41.86 | $2,501,344.30 |
DisclosureSEC source: 0001127602-19-025679 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,399 Read SEC document |
| July 31, 2019 Filed Aug 1, 2019 20:49 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 64,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-025679 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,154 F1 · kind: These are additional performance restricted shares issued in a transaction exempt under Rule 16b-3, due to the Company exceeding the targeted performance criteria for the FY17 (granted 7/11/16) performance period. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 17:59 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 3,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020655 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,474 F1 · kind: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 17:59 UTC | AAR CORP AIR · Entity 3893 | Tax withholdingCommon Stock | 917 | $30.09 | $27,592.53 |
DisclosureSEC source: 0001127602-19-020655 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549,552 Read SEC document |
| May 01, 2019 Filed May 3, 2019 14:16 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 1,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-19-000120 · edgar.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,696 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2011 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 05, 2019 Filed Mar 29, 2021 16:09 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012179 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,469 F1 · security: All direct shares of the report person are held by the David P. Storch 1997 Declaration Trust. F2 · shares: Update to reflect change from indirect to direct ownership via gift on February 5, 2019. Read SEC document |
| February 05, 2019 Filed Mar 29, 2021 16:09 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012179 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By DPS Asset Management LLC Disclosed balance after: 0 Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 16:58 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 30,000 | $38.72 | $1,161,600.00 |
DisclosureSEC source: 0001127602-19-001852 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,469 Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:10 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 4,558 | Not disclosed Strike: $12.72 | Not disclosed |
DisclosureSEC source: 0001127602-18-032330 · form4.xml · derivative · entry 3 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,558 shares Expires 2026-03-18 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:10 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 2,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-032330 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:10 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 86,156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-032330 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,458 | $0.00 Strike: $22.20 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 16 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,458 shares Expires 2027-03-07 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. F8 · derivative.exercise_date: The options vested 100% on the first anniversary of the grant date. They were granted on March 7, 2017. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,558 | $0.00 Strike: $12.72 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 15 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,558 Underlying: Common Stock · 4,558 shares Expires 2026-03-18 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. F7 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and the remaining 50% will vest on the third anniversary of the grant date. They were granted on March 18, 2016. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,216 | $0.00 Strike: $31.89 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 14 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,216 shares Expires 2025-03-26 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. F6 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 26, 2015. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,098 | $0.00 Strike: $30.41 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 13 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,098 shares Expires 2024-03-12 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. F5 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 12, 2014. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,508 | $0.00 Strike: $13.83 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 12 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,508 shares Expires 2023-03-06 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. F4 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 6, 2013. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,550 | $0.00 Strike: $8.88 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 11 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,550 shares Expires 2022-03-07 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. F3 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 7, 2012. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,526 | $0.00 Strike: $7.31 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 10 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,526 shares Expires 2021-03-03 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. F2 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 3, 2011. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,948 | $0.00 Strike: $4.68 | $0.00 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · derivative · entry 9 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,948 shares Expires 2020-05-27 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 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on May 27, 2010. Read SEC document |
| October 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionCommon Stock | 5,458 | $22.20 | $121,140.31 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · nonDerivative · entry 8 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,989 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 26, 2018 Filed Oct 29, 2018 20:24 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionCommon Stock | 4,558 | $12.72 | $57,977.76 |
DisclosureSEC source: 0001127602-18-031230 · form4.xml · nonDerivative · entry 7 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,531 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.