Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JELD-WEN Holding, Inc.JELD · Entity 6378 | EVP | July 18, 2022 | July 20, 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.
JELD-WEN Holding, Inc.
Report date July 18, 2022 · Filed July 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,223 |
Ending reported balance
After 2022-07-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-07-18 · Grant · Acquired 10,776 · Balance 44,471 F1: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on July 18, 2019. Row 2 · 2022-07-18 · Tax withholding · Disposed 4,349 · Balance 40,122 F2: Shares reported were withheld for payment of taxes associated with the vesting of certain performance stock units originally made on July 18, 2019. Row 3 · 2022-07-18 · Tax withholding · Disposed 2,899 · Balance 37,223 F3: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on July 18, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on July 18, 2019.
F2: Shares reported were withheld for payment of taxes associated with the vesting of certain performance stock units originally made on July 18, 2019.
F3: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on July 18, 2019.
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 |
|---|---|---|---|---|---|---|
| July 18, 2022 Filed Jul 20, 2022 20:37 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 2,899 | $15.85 | $45,949.15 |
DisclosureSEC source: 0001674335-22-000100 · wf-form4_165834942776239.xml · nonDerivative · entry 3 Guernsey David R · CIK 0001812248 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,223 F3 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on July 18, 2019. Read SEC document |
| July 18, 2022 Filed Jul 20, 2022 20:37 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 4,349 | $15.85 | $68,931.65 |
DisclosureSEC source: 0001674335-22-000100 · wf-form4_165834942776239.xml · nonDerivative · entry 2 Guernsey David R · CIK 0001812248 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,122 F2 · shares: Shares reported were withheld for payment of taxes associated with the vesting of certain performance stock units originally made on July 18, 2019. Read SEC document |
| July 18, 2022 Filed Jul 20, 2022 20:37 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 10,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-22-000100 · wf-form4_165834942776239.xml · nonDerivative · entry 1 Guernsey David R · CIK 0001812248 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,471 F1 · shares: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on July 18, 2019. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:58 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,512 | $21.46 | $32,447.52 |
DisclosureSEC source: 0001674335-22-000036 · wf-form4_164582623630410.xml · nonDerivative · entry 1 Guernsey David R · CIK 0001812248 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,695 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on February 23, 2021. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:52 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock Option (Right to Buy) · Derivative | 24,832 | $0.00 Strike: $24.17 | $0.00 |
DisclosureSEC source: 0001674335-22-000014 · wf-form4_164522110789917.xml · derivative · entry 2 Guernsey David R · CIK 0001812248 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,832 Underlying: Common Stock · 24,832 shares Expires 2032-02-16 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 16, 2023, February 16, 2024 and February 16, 2025. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:52 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 12,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-22-000014 · wf-form4_164522110789917.xml · nonDerivative · entry 1 Guernsey David R · CIK 0001812248 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,207 F1 · shares: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on February 16, 2023, February 16, 2024 and February 16, 2025. Read SEC document |
| February 23, 2021 Filed Mar 2, 2021 22:42 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock Option (Right to Buy) · Derivative | 20,226 | $0.00 Strike: $29.01 | $0.00 |
DisclosureSEC source: 0001674335-21-000026 · wf-form4_161472493565303.xml · derivative · entry 2 Guernsey David R · CIK 0001812248 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,226 Underlying: Common Stock · 20,226 shares Expires 2031-02-23 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on each of the first three anniversaries of the grant date. Read SEC document |
| February 23, 2021 Filed Mar 2, 2021 22:42 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 10,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-21-000026 · wf-form4_161472493565303.xml · nonDerivative · entry 1 Guernsey David R · CIK 0001812248 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,920 F1 · shares: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on each of the first three anniversaries of the grant date. 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.