Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLETE INCALE · Entity 71489 | Director | June 01, 2021 | June 02, 2021 |
| J M SMUCKER CoSJM · Entity 627 | Director | October 01, 2019 | October 03, 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.
ALLETE INC
Report date June 01, 2021 · Filed June 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,593.04 |
Reported balance
After 2021-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-01 · Grant · Acquired 1,334.67 · Balance 19,593.04 F1: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of stock awards deferred under the ALLETE non-employee director deferral plan, based on plan information available as of May 28, 2021 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of stock awards deferred under the ALLETE non-employee director deferral plan, based on plan information available as of May 28, 2021
J M SMUCKER Co
Report date October 01, 2019 · Filed October 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 42,842.1725 |
Reported balance
After 2019-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-10-01 · Grant · Acquired 1,390 · Balance 42,842.1725 F1: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director.
F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.
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 01, 2021 Filed Jun 2, 2021 13:34 UTC | ALLETE INC ALE · Entity 71489 | GrantCommon Stock | 1,334.67 | $0.00 | $0.00 |
DisclosureSEC source: 0000066756-21-000050 · edgar.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,593.04 F1 · balance_after: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of stock awards deferred under the ALLETE non-employee director deferral plan, based on plan information available as of May 28, 2021 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 11:59 UTC | ALLETE INC ALE · Entity 71489 | GrantCommon Stock | 1,740.92 | $0.00 | $0.00 |
DisclosureSEC source: 0000066756-20-000054 · edgar.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,024.83 F1 · balance_after: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of stock awards deferred under the ALLETE non-employee director deferral plan, based on plan information available as of May 29, 2020 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:41 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,390 | $107.69 Strike: $0.00 | $149,689.10 |
DisclosureSEC source: 0001127602-19-030023 · form4.xml · derivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,842.1725 Underlying: Common Shares · 1,390 shares Expires not disclosed F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 16:08 UTC | ALLETE INC ALE · Entity 71489 | GrantCommon Stock | 982.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000066756-19-000071 · edgar.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,128.13 Read SEC document |
| May 21, 2019 Filed May 22, 2019 16:21 UTC | ALLETE INC ALE · Entity 71489 | SaleCommon Stock | 735 | $82.03 | $60,292.05 |
DisclosureSEC source: 0000066756-19-000068 · edgar.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,145.63 F1 · balance_after: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of deferred stock award under ALLETE director stock plan, and is based on plan information available as of May 1, 2019. Read SEC document |
| December 27, 2018 Filed Dec 29, 2018 00:59 UTC | J M SMUCKER Co SJM · Entity 627 | PurchaseCommon Shares | 500 | $92.20 | $46,100.00 |
DisclosureSEC source: 0001127602-18-037518 · form4.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 500 F1 · ownership.nature: I disclaim beneficial ownership of these shares. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 20:43 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,317 | $102.51 Strike: $0.00 | $135,005.67 |
DisclosureSEC source: 0001127602-18-029382 · form4.xml · derivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,637.8415 Underlying: Common Shares · 1,317 shares Expires not disclosed F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 08:54 UTC | ALLETE INC ALE · Entity 71489 | GrantCommon Stock | 1,033.14 | $0.00 | $0.00 |
DisclosureSEC source: 0000066756-18-000061 · edgar.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,691.85 F1 · balance_after: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of deferred stock award under ALLETE director stock plan, and is based on plan information available as of May 31, 2018. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 23:01 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,290 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029274 · form4.xml · derivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,235.2275 Underlying: Common Shares · 1,290 shares Expires not disclosed F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 01, 2017 Filed Jun 1, 2017 15:29 UTC | ALLETE INC ALE · Entity 71489 | GrantCommon Stock | 1,112.88 | $0.00 | $0.00 |
DisclosureSEC source: 0000066756-17-000065 · edgar.xml · nonDerivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,473.84 F1 · balance_after: Includes shares acquired in exempt transactions pursuant to the dividend equivalent feature of deferred stock award under ALLETE director stock plan, and is based on plan information available as of May 31, 2017. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:13 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 923 | $135.54 Strike: $0.00 | $125,103.42 |
DisclosureSEC source: 0001127602-16-064379 · form4.xml · derivative · entry 1 DINDO KATHRYN W · CIK 0001127121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,065.1325 Underlying: Common Shares · 923 shares Expires not disclosed F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a Director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. 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.