Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATRICK INDUSTRIES INCPATK · Entity 4317 | Principal Accounting Officer | January 26, 2022 | January 28, 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.
PATRICK INDUSTRIES INC
Report date January 26, 2022 · Filed January 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,200 |
Ending reported balance
After 2022-01-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-26 · Grant · Acquired 1,200 · Balance 1,900 F1: Shares are performance-based and vest after three years upon achievement of target Company objectives. Row 2 · 2022-01-26 · Grant · Acquired 300 · Balance 2,200 F2: Annual Management time-based grant awarded January 2022 and vesting in January 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares are performance-based and vest after three years upon achievement of target Company objectives.
F2: Annual Management time-based grant awarded January 2022 and vesting in January 2025.
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 26, 2022 Filed Jan 28, 2022 02:22 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-22-000023 · wf-form4_164333653514123.xml · nonDerivative · entry 2 Rose James E · CIK 0001822138 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 F2 · shares: Annual Management time-based grant awarded January 2022 and vesting in January 2025. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 02:22 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-22-000023 · wf-form4_164333653514123.xml · nonDerivative · entry 1 Rose James E · CIK 0001822138 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 F1 · shares: Shares are performance-based and vest after three years upon achievement of target Company objectives. Read SEC document |
| March 24, 2021 Filed Mar 27, 2021 01:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-21-000086 · wf-form4_161680899833531.xml · nonDerivative · entry 1 Rose James E · CIK 0001822138 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 F1 · shares: Annual time-based grant which will vest in January 2024. 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.