Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SONOCO PRODUCTS COSON · Entity 3864 | VP Invstr Rel & Corp Affairs | June 10, 2022 | June 13, 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.
SONOCO PRODUCTS CO
Report date June 10, 2022 · Filed June 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalents on Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,769.9 |
Reported balance
After 2022-06-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-06-10 · Grant · Acquired 227.5 · Balance 6,769.9 F1: Each share of Dividend equivalents on Restricted Stock units is the economic equivalent of one share of Sonoco Products Company common stock F2: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 29,697.9 |
Reported balance
After 2022-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-10 · Grant · Acquired 253.5 · Balance 29,697.9 F3: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F4: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Dividend equivalents on Restricted Stock units is the economic equivalent of one share of Sonoco Products Company common stock
F2: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service.
F3: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock.
F4: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service.
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 |
|---|---|---|---|---|---|---|
| March 10, 2017 Filed Mar 14, 2017 20:57 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 103.5 | $53.33 Strike: $0.00 | $5,519.66 |
DisclosureSEC source: 0001225208-17-006239 · doc4.xml · derivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,021 Underlying: Common Stock · 103.5 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F4 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F4 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 20:57 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantDividend Equivalents on Restricted Stock Units · Derivative | 111.3 | $53.33 Strike: $0.00 | $5,935.63 |
DisclosureSEC source: 0001225208-17-006239 · doc4.xml · derivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,491.7 Underlying: Common Stock · 111.3 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Dividend equivalents on Restricted Stock units is the economic equivalent of one share of Sonoco Products Company common stock F2 · derivative.exercise_date: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:14 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Exercise / conversionPhantom Stock Units · Derivative | 139 | $52.86 Strike: $0.00 | $7,347.54 |
DisclosureSEC source: 0001225208-17-004170 · doc4.xml · derivative · entry 5 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,917.5 Underlying: Common Stock · 139 shares Expires not disclosed 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_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. The shares were cashed out to account for withholding taxes. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. The shares were cashed out to account for withholding taxes. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:14 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 4,446 | $52.70 Strike: $0.00 | $234,304.20 |
DisclosureSEC source: 0001225208-17-004170 · doc4.xml · derivative · entry 4 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,056.5 Underlying: Common Stock · 4,446 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Represents performance shares which have vested but receipt of which has been deferred until six months after termination of service. F2 · derivative.expiration_date: Represents performance shares which have vested but receipt of which has been deferred until six months after termination of service. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:14 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Tax withholdingCommon Stock | 139 | $52.86 | $7,347.54 |
DisclosureSEC source: 0001225208-17-004170 · doc4.xml · nonDerivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 22:14 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Exercise / conversionCommon Stock | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004170 · doc4.xml · nonDerivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,703 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 |
| February 11, 2017 Filed Feb 15, 2017 00:38 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Tax withholdingRestricted Stock Units · Derivative | 11 | $52.70 Strike: $0.00 | $579.70 |
DisclosureSEC source: 0001225208-17-003290 · doc4.xml · derivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 986 Underlying: Common Stock · 11 shares Expires 2025-02-11 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Sonoco Products Company common stock. F2 · shares: Each share of Restricted Stock Unit is the equivalent of one share of Sonoco Products Company common stock. The shares were cashed out to account for withholding taxes. F3 · derivative.exercise_date: The restricted stock units vest 33%, 33%, 34% per year beginning one year from date of grant. Vested shares will be paid to the reporting person six months following retirement or termination of service. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 00:38 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Tax withholdingRestricted Stock Units · Derivative | 15 | $52.70 Strike: $0.00 | $790.50 |
DisclosureSEC source: 0001225208-17-003290 · doc4.xml · derivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,313 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Sonoco Products Company common stock. F2 · shares: Each share of Restricted Stock Unit is the equivalent of one share of Sonoco Products Company common stock. The shares were cashed out to account for withholding taxes. F3 · derivative.expiration_date: The restricted stock units vest 33%, 33%, 34% per year beginning one year from date of grant. Vested shares will be paid to the reporting person six months following retirement or termination of service. Read SEC document |
| February 08, 2017 Filed Feb 11, 2017 01:52 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantStock Appreciation Right · Derivative | 6,859 | $0.00 Strike: $54.46 | $0.00 |
DisclosureSEC source: 0001225208-17-002878 · doc4.xml · derivative · entry 4 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,859 Underlying: Common Stock · 6,859 shares Expires 2027-02-08 F5 · derivative.exercise_date: SAR units vest beginning one year from date of grant in three annual installments of 33%, 33% and 34%. Read SEC document |
| February 08, 2017 Filed Feb 11, 2017 01:52 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Tax withholdingRestricted Stock Units II · Derivative | 8 | $54.46 Strike: $0.00 | $435.68 |
DisclosureSEC source: 0001225208-17-002878 · doc4.xml · derivative · entry 3 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991.1 Underlying: Common Stock · 8 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Sonoco Products Company common stock. F4 · derivative.exercise_date: Each share of Restricted Stock Unit is the equivalent of one share of Sonoco Products Company common stock. The shares were cashed out to account for withholding taxes. F4 · derivative.expiration_date: Each share of Restricted Stock Unit is the equivalent of one share of Sonoco Products Company common stock. The shares were cashed out to account for withholding taxes. Read SEC document |
| February 08, 2017 Filed Feb 11, 2017 01:52 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantRestricted Stock Units II · Derivative | 213 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002878 · doc4.xml · derivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 999.1 Underlying: Common Stock · 213 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Sonoco Products Company common stock. F3 · derivative.exercise_date: The restricted stock units vested immediately. Vested shares will be paid to the reporting person six months following retirement or termination of service. F3 · derivative.expiration_date: The restricted stock units vested immediately. Vested shares will be paid to the reporting person six months following retirement or termination of service. Read SEC document |
| February 08, 2017 Filed Feb 11, 2017 01:52 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantRestricted Stock Units · Derivative | 971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002878 · doc4.xml · derivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 971 Underlying: Common Stock · 971 shares Expires 2027-02-08 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The restricted stock units vest beginning one year from date of grant in three annual installments of 33%, 33%, 34%. Vested shares will be paid to the reporting person six months following retirement or termination of service. Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 17:04 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Exercise / conversionStock Appreciation Right · Derivative | 5,830 | $0.00 Strike: $41.58 | $0.00 |
DisclosureSEC source: 0001225208-17-001674 · doc4.xml · derivative · entry 5 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,830 shares Expires 2021-02-12 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. Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 17:04 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Disposition to issuerCommon Stock | 4,946 | $55.00 | $272,030.00 |
DisclosureSEC source: 0001225208-17-001674 · doc4.xml · nonDerivative · entry 3 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 17:04 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | SaleCommon Stock | 884 | $55.00 | $48,620.00 |
DisclosureSEC source: 0001225208-17-001674 · doc4.xml · nonDerivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,510 Read SEC document |
| January 25, 2017 Filed Jan 26, 2017 17:04 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Exercise / conversionCommon Stock | 5,830 | $41.58 | $242,411.40 |
DisclosureSEC source: 0001225208-17-001674 · doc4.xml · nonDerivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,394 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 04, 2017 Filed Jan 5, 2017 19:51 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Exercise / conversionStock Appreciation Right · Derivative | 5,830 | $0.00 Strike: $41.58 | $0.00 |
DisclosureSEC source: 0001225208-17-000606 · doc4.xml · derivative · entry 5 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,830 Underlying: Common Stock · 5,830 shares Expires 2021-02-12 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. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 19:51 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Disposition to issuerCommon Stock | 5,022 | $54.00 | $271,188.00 |
DisclosureSEC source: 0001225208-17-000606 · doc4.xml · nonDerivative · entry 3 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 19:51 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | SaleCommon Stock | 808 | $54.00 | $43,632.00 |
DisclosureSEC source: 0001225208-17-000606 · doc4.xml · nonDerivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,586 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 19:51 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | Exercise / conversionCommon Stock | 5,830 | $41.58 | $242,411.40 |
DisclosureSEC source: 0001225208-17-000606 · doc4.xml · nonDerivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,394 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 09, 2016 Filed Dec 13, 2016 22:48 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 72.2 | $54.01 Strike: $0.00 | $3,899.52 |
DisclosureSEC source: 0001225208-16-043108 · doc4.xml · derivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,610.5 Underlying: Common Stock · 72.2 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F4 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F4 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 22:48 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantDividend Equivalents on Restricted Stock Units · Derivative | 102.7 | $54.01 Strike: $0.00 | $5,546.83 |
DisclosureSEC source: 0001225208-16-043108 · doc4.xml · derivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,380.4 Underlying: Common Stock · 102.7 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Dividend equivalents on Restricted Stock units is the economic equivalent of one share of Sonoco Products Company common stock F2 · derivative.exercise_date: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 21:33 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 75.7 | $51.10 Strike: $0.00 | $3,868.27 |
DisclosureSEC source: 0001225208-16-039330 · doc4.xml · derivative · entry 2 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,538.3 Underlying: Common Stock · 75.7 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F4 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F4 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's officers' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 21:33 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantDividend Equivalents on Restricted Stock Units · Derivative | 107.8 | $51.10 Strike: $0.00 | $5,508.58 |
DisclosureSEC source: 0001225208-16-039330 · doc4.xml · derivative · entry 1 SCHRUM ROGER P · CIK 0001273889 · VP Invstr Rel & Corp Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,277.7 Underlying: Common Stock · 107.8 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Dividend equivalents on Restricted Stock units is the economic equivalent of one share of Sonoco Products Company common stock F2 · derivative.exercise_date: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired quarterly dividend equivalent rights on Restricted Stock which will be settled upon the reporting person's retirement or other termination of service. 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.