Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Water Works Company, Inc.AWK · Entity 3169 | Chief Tech. & Innov. Officer | February 15, 2022 | February 16, 2022 |
| Veritiv CorpVRTV · Entity 107723 | SVP and CIO | January 01, 2020 | January 03, 2020 |
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.
American Water Works Company, Inc.
Report date February 15, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,064 |
Reported balance
After 2022-02-15 transaction · row 1
1 source rowRow 1 · 2022-02-15 · Grant · Acquired 813 · Balance 2,064 |
Veritiv Corp
Report date January 01, 2020 · Filed January 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,967 |
Reported balance
After 2020-01-01 transaction · row 1
1 source rowRow 1 · 2020-01-01 · Grant · Acquired 8,080 · Balance 10,967 |
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 15, 2022 Filed Feb 16, 2022 21:53 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 813 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-22-000061 · wf-form4_164504840666970.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · Chief Tech. & Innov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,064 Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 14:31 UTC | American Water Works Company, Inc. AWK · Entity 3169 | Tax withholdingCommon Stock | 303 | $160.80 | $48,722.40 |
DisclosureSEC source: 0001410636-22-000025 · wf-form4_164381226838929.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · Chief Tech. & Innov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,251 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 17:07 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-21-000084 · wf-form4_161366801007620.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · Chief Tech. & Innov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,554 Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 02:46 UTC | American Water Works Company, Inc. AWK · Entity 3169 | Tax withholdingCommon Stock | 222 | $159.02 | $35,302.44 |
DisclosureSEC source: 0001410636-21-000059 · wf-form4_161223398127337.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · Chief Tech. & Innov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 839 Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 14:01 UTC | American Water Works Company, Inc. AWK · Entity 3169 | GrantCommon Stock | 1,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001410636-20-000128 · wf-form4_159905529550941.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · Chief Tech. & Innov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:23 UTC | Veritiv Corp VRTV · Entity 107723 | GrantCommon Stock | 8,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-20-000074 · primary_01.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,967 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 16:10 UTC | Veritiv Corp VRTV · Entity 107723 | GrantCommon Stock | 2,887 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-19-001537 · primary_01.xml · nonDerivative · entry 1 Noble Adam W. · CIK 0001778773 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,887 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.