Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA SPORTSWEAR COCOLM · Entity 1777 | Director | May 02, 2022 | May 04, 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.
COLUMBIA SPORTSWEAR CO
Report date May 02, 2022 · Filed May 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,616 |
Reported balance
After 2022-05-02 transaction · row 1
1 source rowRow 1 · 2022-05-02 · Exercise / conversion · Acquired 1,501 · Balance 2,616 F1: Restricted stock units convert to common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-05-02 | Direct | 0 |
Reported balance
After 2022-05-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-02 · Exercise / conversion · Disposed 1,501 · Balance 0 F1: Restricted stock units convert to common stock on a one-for-one basis. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,009 |
Reported balance
Holding disclosure · report date 2022-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,009 F2: Revocable trust, for which the reporting person and his wife share voting and investment power. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert to common stock on a one-for-one basis.
F2: Revocable trust, for which the reporting person and his wife share voting and investment power.
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 |
|---|---|---|---|---|---|---|
| February 26, 2018 Filed Feb 28, 2018 16:11 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | SaleCommon Stock | 11,694 | $75.87 | $887,223.78 |
DisclosureSEC source: 0001351952-18-000018 · edgar.xml · nonDerivative · entry 3 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,011 F1 · price: The price reported in Column 4 is a weighted averge price. These shares were sold in multiple transactions at prices ranging from $75.70 to $76.00, inclusive. The reporting person undertakes to provide to Columbia Sportswear Company, any security holder of Columbia Sportswear Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote to this Form 4. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:11 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 5,030 | $32.79 | $164,908.55 |
DisclosureSEC source: 0001351952-18-000018 · edgar.xml · nonDerivative · entry 2 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,705 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 26, 2018 Filed Feb 28, 2018 16:11 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 6,664 | $24.69 | $164,534.16 |
DisclosureSEC source: 0001351952-18-000018 · edgar.xml · nonDerivative · entry 1 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,675 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 17, 2017 Filed Nov 20, 2017 19:33 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,608 | $15.23 Strike: $15.23 | $176,789.84 |
DisclosureSEC source: 0001351952-17-000067 · edgar.xml · derivative · entry 3 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,608 shares Expires 2019-05-20 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: On 5/21/2009 the reporting person was granted 11,608 stock options. The option grant vests one-third of the shares on the first three anniversaries of the grant date. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 19:33 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | SaleCommon Stock | 11,608 | $66.05 | $766,708.40 |
DisclosureSEC source: 0001351952-17-000067 · edgar.xml · nonDerivative · entry 2 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,011 F1 · price: The price reported in Column 4 is a weighted averge price. These shares were sold in multiple transactions at prices ranging from $65.76 to $66.44, inclusive. The reporting person undertakes to provide to Columbia Sportswear Company, any security holder of Columbia Sportswear Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 19:33 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 11,608 | $15.23 | $176,789.84 |
DisclosureSEC source: 0001351952-17-000067 · edgar.xml · nonDerivative · entry 1 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,619 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 |
| July 03, 2017 Filed Jul 6, 2017 20:26 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionRestricted Stock Units · Derivative | 365 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000054 · edgar.xml · derivative · entry 4 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 730 Underlying: Common Stock · 365 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 restricted stock unit represents a right to receive one share of COLM common stock. F4 · derivative.exercise_date: On 6/10/16 the reporting person was granted 1,095 restricted stock units, 33% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the two subsequent anniversaries following the first anniversary of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F2 · derivative.expiration_date: N/A Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:26 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionRestricted Stock Units · Derivative | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000054 · edgar.xml · derivative · entry 3 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 494 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 restricted stock unit represents a right to receive one share of COLM common stock. F3 · derivative.exercise_date: On 6/3/14 the reporting person was granted 1,486 restricted stock units, 33% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the two subsequent anniversaries following the first anniversary of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F2 · derivative.expiration_date: N/A Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:26 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351952-17-000054 · edgar.xml · nonDerivative · entry 2 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,011 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 · price: Each restricted stock unit represents a right to receive one share of COLM common stock. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:26 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 494 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351952-17-000054 · edgar.xml · nonDerivative · entry 1 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,646 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 · price: Each restricted stock unit represents a right to receive one share of COLM common stock. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 18:31 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | GrantEmployee Stock Option (right to buy) · Derivative | 3,388 | $0.00 Strike: $57.35 | $0.00 |
DisclosureSEC source: 0001351952-17-000045 · edgar.xml · derivative · entry 2 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,388 Underlying: Common Stock · 3,388 shares Expires 2027-06-12 F4 · derivative.exercise_date: 33% of the stock options vest annually (a) on May 1, 2018 (the "Vest Date"), and (b) on each of the two subsequent anniversaries following the first anniversary of the Vest Date. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 18:31 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | GrantRestricted Stock Units · Derivative | 1,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000045 · edgar.xml · derivative · entry 1 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085 Underlying: Common Stock · 1,085 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of COLM common stock. F2 · derivative.exercise_date: 33% of the restricted stock units vest annually (a) on May 1, 2018 (the "Vest Date"), and (b) on each of the two subsequent anniversaries following the first anniversary of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F3 · derivative.expiration_date: N/A Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 23:26 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionRestricted Stock Units · Derivative | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000037 · edgar.xml · derivative · entry 2 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362 Underlying: Common Stock · 362 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 restricted stock unit represents a right to receive one share of COLM common stock. F3 · derivative.exercise_date: On 5/19/15 the reporting person was granted 1,086 restricted stock units, 33% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the two subsequent anniversaries following the first anniversary of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F2 · derivative.expiration_date: N/A Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 23:26 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351952-17-000037 · edgar.xml · nonDerivative · entry 1 KLENZ WALTER · CIK 0001201106 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,152 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 · price: Each restricted stock unit represents a right to receive one share of COLM common stock. 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.