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 |
|---|---|---|---|---|---|---|
| January 12, 2018 Filed Jan 30, 2018 21:36 UTC Amendment | AAR CORP AIR · Entity 3893 | Exercise / conversionCommon Stock | 86,400 | $12.90 | $1,114,560.00 |
DisclosureSEC source: 0001127602-18-002989 · form4a.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,200 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 27, 2017 Filed Jan 17, 2018 21:29 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 3,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001958 · form4.xml · nonDerivative · entry 4 STORCH DAVID P · CIK 0001027741 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755,459 Read SEC document |
| December 26, 2017 Filed Jan 17, 2018 21:29 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001958 · form4.xml · nonDerivative · entry 3 STORCH DAVID P · CIK 0001027741 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,634 Read SEC document |
| December 19, 2017 Filed Jan 17, 2018 21:29 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001958 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,214 Read SEC document |
| October 11, 2017 Filed Jun 4, 2018 19:55 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001436244-18-000002 · primary_doc.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758,255 Read SEC document |
| August 09, 2017 Filed Jan 17, 2018 21:29 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 1,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001958 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,639 Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 15:04 UTC | AAR CORP AIR · Entity 3893 | Tax withholdingCommon Stock | 1,129 | $37.40 | $42,224.60 |
DisclosureSEC source: 0001127602-17-024449 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760,999 Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 21:11 UTC | AAR CORP AIR · Entity 3893 | GrantStock Option · Derivative | 160,000 | $35.26 Strike: $35.26 | $5,641,600.00 |
DisclosureSEC source: 0001127602-17-023495 · form4.xml · derivative · entry 9 STORCH DAVID P · CIK 0001027741 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock · 160,000 shares Expires 2027-07-10 F4 · derivative.exercise_date: The option vests in 1/3 annual installments beginning on July 10, 2018. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 21:11 UTC | AAR CORP AIR · Entity 3893 | Disposition to issuerCommon Stock | 38,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023495 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,128 F2 · kind: This is a cancellation of performance restricted shares, issued in a transaction exempt under Rule 16b-3, due to the Company not meeting the performance criteria to which this award was subjected. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 21:11 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 48,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023495 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800,676 F1 · kind: Award of stock pursuant to a Performance Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 17:40 UTC | AAR CORP AIR · Entity 3893 | Tax withholdingCommon Stock | 7,838 | $34.94 | $273,859.72 |
DisclosureSEC source: 0001127602-17-020217 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,676 Read SEC document |
| May 18, 2017 Filed May 19, 2017 09:02 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | PurchaseCommon Stock | 5,000 | $20.00 | $99,981.50 |
DisclosureSEC source: 0001127602-17-018731 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,127 F1 · price: The reported price represents a weighted average purchase price. The range of prices at which common stock was sold was $19.985 to $20.01 per share. The Reporting Person undertakes to provide to the staff, the issuer, or a security holder full information regarding the number of shares purchased at each separate price. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:32 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-17-000045 · edgar.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800 F1 · shares: Award of deferred stock units that are vested on the grant date and convert to shares of Common Stock on the date of the reporting person's departure from Kemper Corporation's board of directors. The number of units is based on a grant date value of $110,000.00 pursuant to the current non-employee director compensation program. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:56 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantStock Option (Right to Buy) · Derivative | 5,458 | $0.00 Strike: $22.20 | $0.00 |
DisclosureSEC source: 0001127602-17-011130 · form4.xml · derivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,458 Underlying: Common Stock · 5,458 shares Expires 2027-03-07 F2 · security: Represents options granted pursuant to the KapStone Paper and Packaging 2016 Incentive Plan. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:56 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantCommon Stock | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011130 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,127 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of KapStone common stock. The restricted stock units vest in their entirety on the first anniversary of the grant date. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 22:06 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000268 · form4.xml · nonDerivative · entry 2 STORCH DAVID P · CIK 0001027741 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760,514 Read SEC document |
| December 28, 2016 Filed Jan 3, 2017 22:06 UTC | AAR CORP AIR · Entity 3893 | GiftCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000268 · form4.xml · nonDerivative · entry 1 STORCH DAVID P · CIK 0001027741 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,014 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.