Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAIN CELESTIAL GROUP INCHAIN · Entity 7055 | EVP & Chief Financial Officer | December 02, 2021 | December 06, 2021 |
| HERSHEY COHSY · Entity 795 | VP, Chief Accounting Officer | September 23, 2019 | September 24, 2019 |
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.
HAIN CELESTIAL GROUP INC
Report date December 02, 2021 · Filed December 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,995 |
Ending reported balance
After 2021-12-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-02 · Exercise / conversion · Acquired 26,011 · Balance 110,733 F1: On December 2, 2021, the Reporting Person had 26,011 restricted stock units ("RSUs") vest, resulting in the Reporting Person receiving 26,011 shares of common stock of the Issuer prior to withholding for taxes. F2: The RSUs represented a contingent right to receive shares of the Issuer's common stock upon vesting. Row 2 · 2021-12-02 · Tax withholding · Disposed 12,738 · Balance 97,995 F3: The Issuer withheld 12,738 shares of common stock to satisfy the tax withholding obligations in connection with the vesting of 26,011 RSUs, pursuant to the terms of the applicable award agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-12-02 · Exercise / conversion · Disposed 26,011 · Balance 0 F2: The RSUs represented a contingent right to receive shares of the Issuer's common stock upon vesting. F4: Of 52,021 RSUs granted on December 2, 2019, 26,010 RSUs vested on December 2, 2020 and 26,011 RSUs vested on December 2, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 2, 2021, the Reporting Person had 26,011 restricted stock units ("RSUs") vest, resulting in the Reporting Person receiving 26,011 shares of common stock of the Issuer prior to withholding for taxes.
F2: The RSUs represented a contingent right to receive shares of the Issuer's common stock upon vesting.
F3: The Issuer withheld 12,738 shares of common stock to satisfy the tax withholding obligations in connection with the vesting of 26,011 RSUs, pursuant to the terms of the applicable award agreement.
F4: Of 52,021 RSUs granted on December 2, 2019, 26,010 RSUs vested on December 2, 2020 and 26,011 RSUs vested on December 2, 2021.
HERSHEY CO
Report date September 23, 2019 · Filed September 24, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,290 |
Reported balance
After 2019-09-23 transaction · row 1
1 source rowRow 1 · 2019-09-23 · Tax withholding · Disposed 661 · Balance 25,290 |
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 |
|---|---|---|---|---|---|---|
| May 18, 2017 Filed May 22, 2017 17:36 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock | 5,249 | $110.00 | $577,390.00 |
DisclosureSEC source: 0001127602-17-018957 · form4.xml · nonDerivative · entry 2 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,010 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2016. Read SEC document |
| May 18, 2017 Filed May 22, 2017 17:36 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionCommon Stock | 5,249 | $81.73 | $429,000.77 |
DisclosureSEC source: 0001127602-17-018957 · form4.xml · nonDerivative · entry 1 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,259 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 |
| April 18, 2017 Filed Apr 20, 2017 15:25 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 4,496 | $0.00 Strike: $81.73 | $0.00 |
DisclosureSEC source: 0001127602-17-015135 · form4.xml · derivative · entry 3 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,122 Underlying: Common Stock · 4,496 shares Expires 2023-02-18 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: The options vested according to the following schedule: 25% vested on February 19, 2014, 25% vested on February 19, 2015, 25% vested on February 19, 2016 and 25% vested on February 19, 2017. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 15:25 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock | 4,496 | $110.00 | $494,560.00 |
DisclosureSEC source: 0001127602-17-015135 · form4.xml · nonDerivative · entry 2 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,010 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2016. Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 15:25 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionCommon Stock | 4,496 | $81.73 | $367,458.08 |
DisclosureSEC source: 0001127602-17-015135 · form4.xml · nonDerivative · entry 1 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,506 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 |
| March 16, 2017 Filed Mar 20, 2017 17:00 UTC | HERSHEY CO HSY · Entity 795 | Tax withholdingCommon Stock | 203 | $109.47 | $22,222.41 |
DisclosureSEC source: 0001127602-17-012314 · form4.xml · nonDerivative · entry 1 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,010 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:43 UTC | HERSHEY CO HSY · Entity 795 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 13,385 | $107.95 Strike: $107.95 | $1,444,910.75 |
DisclosureSEC source: 0001127602-17-008185 · form4.xml · derivative · entry 3 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,385 Underlying: Common Stock · 13,385 shares Expires 2027-02-21 F1 · derivative.exercise_date: Options vest according to the following schedule: 25% vest on the first anniversary of the grant date, an additional 25% vest on the second anniversary of the grant date, an additional 25% vest on the third anniversary of the grant date, and the options become fully vested on the fourth anniversary of the grant date. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:43 UTC | HERSHEY CO HSY · Entity 795 | Tax withholdingCommon Stock | 229 | $107.95 | $24,720.55 |
DisclosureSEC source: 0001127602-17-008185 · form4.xml · nonDerivative · entry 2 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,213 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:43 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 3,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008185 · form4.xml · nonDerivative · entry 1 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,442 Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:00 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,448 | $0.00 Strike: $60.68 | $0.00 |
DisclosureSEC source: 0001127602-16-065548 · form4.xml · derivative · entry 3 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,448 shares Expires 2022-02-20 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: The options vested according to the following schedule: 25% vested on February 21, 2013, 25% vested on February 21, 2014, 25% vested on February 21, 2015 and 25% vested on February 21, 2016. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:00 UTC | HERSHEY CO HSY · Entity 795 | SaleCommon Stock | 6,448 | $100.00 | $644,800.00 |
DisclosureSEC source: 0001127602-16-065548 · form4.xml · nonDerivative · entry 2 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,948 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2016. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 20:00 UTC | HERSHEY CO HSY · Entity 795 | Exercise / conversionCommon Stock | 6,448 | $60.68 | $391,264.64 |
DisclosureSEC source: 0001127602-16-065548 · form4.xml · nonDerivative · entry 1 Idrovo Javier H · CIK 0001449685 · VP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,396 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.