Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Director | March 30, 2021 | April 21, 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.
J M SMUCKER Co
Report date March 30, 2021 · Filed April 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectBy Husband | 0.869 |
Reported balance
After 2021-03-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-03-30 · Sale · Disposed 225 · Balance 0.869 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. F3: The reporting person disclaims beneficial ownership of these shares. |
| Common SharesSEC Table I · non-derivative | Direct | 175 |
Reported balance
Holding disclosure · report date 2021-03-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 175 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.
F3: The reporting person disclaims beneficial ownership of these shares.
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 |
|---|---|---|---|---|---|---|
| March 30, 2021 Filed Apr 21, 2021 22:41 UTC | J M SMUCKER Co SJM · Entity 627 | SaleCommon Shares | 225 | $131.15 | $29,508.75 |
DisclosureSEC source: 0000091419-21-000030 · wf-form4_161904484535612.xml · nonDerivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Husband Disclosed balance after: 0.869 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions. The reporting person undertakes to provide to The J. M. Smucker Company, any shareholder of The J. M. Smucker Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. F3 · ownership.nature: The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:18 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,294 | $116.00 Strike: $0.00 | $150,104.00 |
DisclosureSEC source: 0000091419-20-000137 · wf-form4_160167347672107.xml · derivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,046.561 Underlying: Common Shares · 1,294 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 |
| October 01, 2019 Filed Oct 3, 2019 21:05 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,390 | $107.69 Strike: $0.00 | $149,689.10 |
DisclosureSEC source: 0001127602-19-030031 · form4.xml · derivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,042.5266 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 |
| October 22, 2018 Filed May 13, 2019 20:53 UTC | J M SMUCKER Co SJM · Entity 627 | PurchaseCommon Shares | 50 | $104.65 | $5,232.50 |
DisclosureSEC source: 0001127602-19-018344 · form5.xml · nonDerivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Husband Disclosed balance after: 160 F1 · ownership.nature: I disclaim beneficial ownership of these shares. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:25 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,317 | $102.51 Strike: $0.00 | $135,005.67 |
DisclosureSEC source: 0001127602-18-029447 · form4.xml · derivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,775.2486 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 |
| October 02, 2017 Filed Oct 4, 2017 21:46 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,290 | $104.72 Strike: $0.00 | $135,088.80 |
DisclosureSEC source: 0001127602-17-029257 · form4.xml · derivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,935.8286 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 |
| August 31, 2017 Filed May 13, 2019 20:53 UTC | J M SMUCKER Co SJM · Entity 627 | PurchaseCommon Shares | 50 | $105.83 | $5,291.50 |
DisclosureSEC source: 0001127602-19-018344 · form5.xml · nonDerivative · entry 2 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Husband Disclosed balance after: 215 F2 · balance_after: This amount includes (i) 110 common shares that were acquired by the reporting person's spouse prior to marriage and (ii) 5 common shares acquired by the reporting person's spouse under the Company's dividend reinvestment plan, as administered by its transfer agent. F1 · ownership.nature: I disclaim beneficial ownership of these shares. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:32 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 923 | $135.54 Strike: $0.00 | $125,103.42 |
DisclosureSEC source: 0001127602-16-064395 · form4.xml · derivative · entry 1 Knight Nancy Lopez · CIK 0001373489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,238.4304 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.