Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acushnet Holdings Corp.GOLF · Entity 3901 | Director | June 07, 2021 | June 09, 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.
Acushnet Holdings Corp.
Report date June 07, 2021 · Filed June 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 145,369 |
Reported balance
After 2021-06-07 transaction · row 1
1 source rowRow 1 · 2021-06-07 · Grant · Acquired 2,416 · Balance 145,369 |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT D | 100,000 |
Reported balance
Holding disclosure · report date 2021-06-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100,000 F1: Represents shares of Common Stock that the reporting person transferred to a grantor retained annuity trust created on May 19, 2021 ("GRAT D"). These shares are held in trust for the benefit of the reporting person, who is the Trustee of GRAT D. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 512,000 |
Reported balance
Holding disclosure · report date 2021-06-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 512,000 F2: Represents shares of Common Stock held by The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Common Stock that the reporting person transferred to a grantor retained annuity trust created on May 19, 2021 ("GRAT D"). These shares are held in trust for the benefit of the reporting person, who is the Trustee of GRAT D.
F2: Represents shares of Common Stock held by The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 07, 2021 Filed Jun 9, 2021 16:43 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GrantCommon Stock | 2,416 | $51.73 | $124,979.68 |
DisclosureSEC source: 0001127602-21-019537 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,369 Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 16:53 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010833 · form4.xml · nonDerivative · entry 2 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 512,000 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. F1 · ownership.nature: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 16:53 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010833 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,953 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 13:26 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GrantCommon Stock | 3,050 | $36.06 | $109,983.00 |
DisclosureSEC source: 0001127602-20-019298 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,953 Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 11:23 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009293 · form4.xml · nonDerivative · entry 2 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 507,000 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. F1 · ownership.nature: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 11:23 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009293 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,903 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 10:40 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GrantCommon Stock | 4,619 | $23.81 | $109,978.39 |
DisclosureSEC source: 0001127602-19-020955 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,903 Read SEC document |
| March 04, 2019 Filed Mar 7, 2019 15:00 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 38,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010393 · form4.xml · nonDerivative · entry 2 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 488,000 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. F1 · ownership.nature: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 04, 2019 Filed Mar 7, 2019 15:00 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 38,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-010393 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,284 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 13:52 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GrantCommon Stock | 97,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009862 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,284 F1 · kind: Represents shares received upon settlement of a performance stock award. Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 16:09 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | Tax withholdingCommon Stock | 28,432 | $22.99 | $653,651.68 |
DisclosureSEC source: 0001127602-19-003731 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,328 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 16:13 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GrantCommon Stock | 4,073 | $24.55 | $99,992.15 |
DisclosureSEC source: 0001127602-18-020788 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,760 Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 09:18 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011493 · form4.xml · nonDerivative · entry 2 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 450,000 F1 · ownership.nature: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 09:18 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | GiftCommon Stock | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011493 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,687 F1 · kind: Represents shares of Common Stock that the reporting person transferred as a gift to The Uihlein Family Delaware Trust, for which the reporting person's wife is the investment advisor. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 14:20 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | Tax withholdingCommon Stock | 28,509 | $21.45 | $611,518.05 |
DisclosureSEC source: 0001127602-18-003555 · form4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,687 F1 · kind: This transaction is not a sale of shares by the Reporting Person. Instead, this represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the vesting and net settlement of previously reported restricted stock units. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 16:49 UTC | Acushnet Holdings Corp. GOLF · Entity 3901 | PurchaseCommon Stock | 70,000 | $17.00 | $1,190,000.00 |
DisclosureSEC source: 0001104659-16-154605 · a4.xml · nonDerivative · entry 1 Uihlein Walter R. · CIK 0001682307 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,196 F1 · kind: Reflects shares of common stock of Acushnet Holdings Corp. (the "Issuer") purchased under the Issuer's Directed Share Program in connection with the Issuer's initial public offering. 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.