Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crimson Wine Group, LtdCWGL · Entity 6868 | Chief Financial Officer | July 06, 2021 | July 08, 2021 |
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.
Crimson Wine Group, Ltd
Report date July 06, 2021 · Filed July 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.88 · Expires 2028-07-06 | Direct | 49,000 |
Reported balance
After 2021-07-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-07-06 · Grant · Acquired 49,000 · Balance 49,000 F1: The options will vest in four equal increments on each of January 4, 2022, January 4, 2023, January 4, 2024 and January 4, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The options will vest in four equal increments on each of January 4, 2022, January 4, 2023, January 4, 2024 and January 4, 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 |
|---|---|---|---|---|---|---|
| July 06, 2021 Filed Jul 8, 2021 01:02 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | GrantEmployee Stock Option (Right to buy) · Derivative | 49,000 | $0.00 Strike: $8.88 | $0.00 |
DisclosureSEC source: 0001562151-21-000075 · wf-form4_162570615424666.xml · derivative · entry 1 Diepholz Karen L. · CIK 0001744102 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,000 Underlying: Common Stock · 49,000 shares Expires 2028-07-06 F1 · derivative.exercise_date: The options will vest in four equal increments on each of January 4, 2022, January 4, 2023, January 4, 2024 and January 4, 2025. Read SEC document |
| August 22, 2018 Filed Aug 22, 2018 23:55 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | PurchaseCommon Stock | 1,000 | $9.15 | $9,150.00 |
DisclosureSEC source: 0001562151-18-000135 · wf-form4_153498209255610.xml · nonDerivative · entry 1 Diepholz Karen L. · CIK 0001744102 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.