Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Agile Growth Corp.AGGR · Entity 115503 | Director | March 09, 2021 | March 09, 2021 |
| CDW CorpCDW · Entity 3281 | Director | March 09, 2021 | March 12, 2021 |
| Origin Materials, Inc.AACQ · Entity 52695 | Director | July 13, 2020 | July 13, 2020 |
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.
Agile Growth Corp.
Report date March 09, 2021 · Filed March 09, 2021
This filing explicitly reported no securities owned.
CDW Corp
Report date March 09, 2021 · Filed March 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 21,205.75 |
Ending reported balance
After 2021-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-09 · Grant · Acquired 987 · Balance 21,183.61 F1: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on March 9, 2022. Row 2 · 2021-03-10 · Grant · Acquired 22.14 · Balance 21,205.75 F2: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on March 9, 2022.
F2: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan.
Origin Materials, Inc.
Report date July 13, 2020 · Filed July 13, 2020
This filing explicitly reported no securities owned.
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 10, 2021 Filed Mar 12, 2021 00:32 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 22.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-21-000041 · wf-form4_161550914378313.xml · nonDerivative · entry 2 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,205.75 F2 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 09, 2021 Filed Mar 12, 2021 00:32 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-21-000041 · wf-form4_161550914378313.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,183.61 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on March 9, 2022. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 21:32 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 33.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000169 · wf-form4_160798151005815.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,196.61 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| September 10, 2020 Filed Sep 11, 2020 21:14 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 38.43 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000138 · wf-form4_159985884798031.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,162.68 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 21:01 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 34.65 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000112 · wf-form4_159199569864784.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,124.25 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 21:29 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 66.18 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000067 · wf-form4_158396212448875.xml · nonDerivative · entry 2 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,089.6 F2 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:29 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000067 · wf-form4_158396212448875.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,023.42 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on March 9, 2021. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:18 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 46.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000247 · wf-form4_157618906617111.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,470.42 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 20:31 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 43.62 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000196 · wf-form4_156823386086028.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,424.16 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:41 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 45.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000154 · wf-form4_156045845527635.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,380.54 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 20:51 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 56.16 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000109 · wf-form4_155259670071118.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334.73 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 08, 2019 Filed Mar 8, 2019 21:46 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 1,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000074 · wf-form4_155208160260988.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,278.57 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on February 25, 2020. Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 23:07 UTC | CDW Corp CDW · Entity 3281 | GiftCommon Stock, par value $0.01 | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000012 · wf-form4_155001281591238.xml · nonDerivative · entry 3 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,682.57 Read SEC document |
| February 11, 2019 Filed Feb 12, 2019 23:07 UTC | CDW Corp CDW · Entity 3281 | SaleCommon Stock, par value $0.01 | 6,000 | $91.00 | $546,000.00 |
DisclosureSEC source: 0001402057-19-000012 · wf-form4_155001281591238.xml · nonDerivative · entry 2 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,182.57 F2 · price: The price reported is the average weighted price. The shares were sold in multiple transactions at prices ranging from $90.99 to $91.00, inclusive. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:07 UTC | CDW Corp CDW · Entity 3281 | SaleCommon Stock, par value $0.01 | 14,013 | $89.09 | $1,248,418.17 |
DisclosureSEC source: 0001402057-19-000012 · wf-form4_155001281591238.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,182.57 F1 · price: The price reported is the average weighted price. The shares were sold in multiple transactions at prices ranging from $89.00 to $89.24, inclusive. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:41 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 54.12 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000257 · wf-form4_154465089158957.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,195.57 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 20:42 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 39.36 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000206 · wf-form4_153678492999944.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,141.45 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:57 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 41.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000159 · wf-form4_152892342417419.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,102.09 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 20:51 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 46.02 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000099 · wf-form4_152097425211389.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,061.02 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 22:06 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 1,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000075 · wf-form4_152002836043011.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,015 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on the first anniversary of the date of grant. Read SEC document |
| December 11, 2017 Filed Dec 13, 2017 21:17 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 43.59 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000195 · wf-form4_151319982759723.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,144 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 20:57 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 38.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000139 · wf-form4_150533623969074.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,100.41 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 21:02 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 38.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000088 · wf-form4_149738772433746.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,061.58 F1 · shares: Dividend equivalents awarded pursuant to the terms of outstanding restricted stock units. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:43 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 2,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000045 · wf-form4_148952780407423.xml · nonDerivative · entry 1 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,984.39 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on the first anniversary of the date of grant and settlement into shares of CDW Corporation common stock has been deferred until the sooner of separation of service on the Board of Directors or five years following vesting. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:43 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 32.81 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000045 · wf-form4_148952780407423.xml · nonDerivative · entry 2 ALESIO STEVEN W · CIK 0001192733 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,017.2 F2 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. 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.