Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlueLinx Holdings Inc.BXC · Entity 5356 | Director | January 11, 2017 | January 13, 2017 |
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.
BlueLinx Holdings Inc.
Report date January 11, 2017 · Filed January 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 160,058 |
Reported balance
After 2017-01-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-01-11 · Grant · Acquired 0 · Balance 160,058 F2: Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3: The restricted stock units vest on January 11, 2018. Vested shares will be delivered to the reporting person within 30 days after the earlier of January 11, 2028 and/or termination of Reporting Owner's service on the Board of Directors of Issuer. |
| Common StockSEC Table I · non-derivative | Direct | 220,019 |
Reported balance
Holding disclosure · report date 2017-01-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 220,019 F1: Certain of these shares of common stock are subject to vesting based upon the passage of time. |
Filing footnotes · ownership attribution and instrument terms
F1: Certain of these shares of common stock are subject to vesting based upon the passage of time.
F2: Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock.
F3: The restricted stock units vest on January 11, 2018. Vested shares will be delivered to the reporting person within 30 days after the earlier of January 11, 2028 and/or termination of Reporting Owner's service on the Board of Directors of Issuer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
COMPASS MINERALS INTERNATIONAL INC
Report date November 16, 2021 · Filed November 18, 2021
Section 16 reporting ended · disclosed 2021-11-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,753 |
Reported balance
After 2021-11-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-11-16 · Grant · Acquired 1,016 · Balance 45,753 F1: On 11/16/2021, 1,016 deferred stock units were distributed to the Reporting Person in the form of the Issuer's common stock. The Reporting Person's ownership amount has been adjusted for this distribution and includes 43,335 deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director and 1,402 common shares held by the Reporting Person. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-05-17 | Direct | 0 |
Reported balance
After 2021-11-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-11-16 · Exercise / conversion · Disposed 822 · Balance 0 F2: Represents deferred stock units granted to the Reporting Person on 05/18/2021. Upon the Reporting Person's resignation from the board of directors, a prorated portion of this award became vested and the remainder of this award was forfeited. F3: Deferred stock units distributed on the Reporting Person's date of resignation. The remainder of this award was forfeited. F4: The remaining 817 deferred stock units granted with this award have been forfeited. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-05-17 | Direct | 0 |
Reported balance
After 2021-11-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-11-16 · Exercise / conversion · Disposed 194 · Balance 0 F2: Represents deferred stock units granted to the Reporting Person on 05/18/2021. Upon the Reporting Person's resignation from the board of directors, a prorated portion of this award became vested and the remainder of this award was forfeited. F3: Deferred stock units distributed on the Reporting Person's date of resignation. The remainder of this award was forfeited. F5: The remaining 191 deferred stock units granted with this award have been forfeited. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 27,479 |
Reported balance
Holding disclosure · report date 2021-11-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,479 |
Filing footnotes · ownership attribution and instrument terms
F1: On 11/16/2021, 1,016 deferred stock units were distributed to the Reporting Person in the form of the Issuer's common stock. The Reporting Person's ownership amount has been adjusted for this distribution and includes 43,335 deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director and 1,402 common shares held by the Reporting Person.
F2: Represents deferred stock units granted to the Reporting Person on 05/18/2021. Upon the Reporting Person's resignation from the board of directors, a prorated portion of this award became vested and the remainder of this award was forfeited.
F3: Deferred stock units distributed on the Reporting Person's date of resignation. The remainder of this award was forfeited.
F4: The remaining 817 deferred stock units granted with this award have been forfeited.
F5: The remaining 191 deferred stock units granted with this award have been forfeited.
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 |
|---|---|---|---|---|---|---|
| October 03, 2016 Filed Oct 4, 2016 19:02 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-16-000244 · wf-form4_147562213627007.xml · nonDerivative · entry 1 GRANT RICHARD S · CIK 0001287185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,093 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 16:17 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-16-000225 · wf-form4_147405706253432.xml · nonDerivative · entry 1 GRANT RICHARD S · CIK 0001287185 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,804 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. These deferred stock units were previously mischaracterized as indirect holdings of the Reporting Person, rather than direct holdings of the Reporting Person. F2 · shares: Represents dividend equivalent rights granted in connection with the Issuer's quarterly dividend that accrued to deferred stock units held by the Reporting Person. 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.