Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stagwell IncMDCA · Entity 4480 | See Remarks | February 26, 2021 | March 03, 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.
Stagwell Inc
Report date February 26, 2021 · Filed March 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Subordinate Voting SharesSEC Table I · non-derivative | Direct | 344,327 |
Last balance in matching sequence
After 2021-02-26 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2021-02-26 · Disposition to issuer · Disposed 9,852 · Balance 414,838 F1: 200,000 shares of Restricted Stock (Class A Shares) of the Issuer were awarded to the Reporting Person on November 4, 2019, subject to achievement of financial performance targets and continued employment. 9,852 of these shares were forfeited on February 26, 2021 as a result of partial achievement of the financial performance targets. The remaining shares will vest on December 31, 2022, subject to continued employment. F2: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Row 2 · 2021-02-26 · Disposition to issuer · Disposed 43,807 · Balance 371,031 F3: 95,488 shares of Restricted Stock (Class A Shares) of the Issuer awarded to the Reporting Person were eligible for vesting on February 26, 2021, subject to achievement of financial performance targets and continued employment. Of these shares, 43,807 were forfeited and 51,681 vested. 26,704 of the vested shares were withheld by the Issuer to satisfy tax withholding requirements related to the vesting. F2: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Row 3 · 2021-02-26 · Tax withholding · Disposed 26,704 · Balance 344,327 F3: 95,488 shares of Restricted Stock (Class A Shares) of the Issuer awarded to the Reporting Person were eligible for vesting on February 26, 2021, subject to achievement of financial performance targets and continued employment. Of these shares, 43,807 were forfeited and 51,681 vested. 26,704 of the vested shares were withheld by the Issuer to satisfy tax withholding requirements related to the vesting. F2: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: 200,000 shares of Restricted Stock (Class A Shares) of the Issuer were awarded to the Reporting Person on November 4, 2019, subject to achievement of financial performance targets and continued employment. 9,852 of these shares were forfeited on February 26, 2021 as a result of partial achievement of the financial performance targets. The remaining shares will vest on December 31, 2022, subject to continued employment.
F2: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer.
F3: 95,488 shares of Restricted Stock (Class A Shares) of the Issuer awarded to the Reporting Person were eligible for vesting on February 26, 2021, subject to achievement of financial performance targets and continued employment. Of these shares, 43,807 were forfeited and 51,681 vested. 26,704 of the vested shares were withheld by the Issuer to satisfy tax withholding requirements related to the vesting.
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 |
|---|---|---|---|---|---|---|
| February 26, 2021 Filed Mar 3, 2021 00:29 UTC | Stagwell Inc MDCA · Entity 4480 | Tax withholdingClass A Subordinate Voting Shares | 26,704 | $3.23 | $86,253.92 |
DisclosureSEC source: 0001104659-21-030938 · tm218483-4_4seq1.xml · nonDerivative · entry 3 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,327 F3 · shares: 95,488 shares of Restricted Stock (Class A Shares) of the Issuer awarded to the Reporting Person were eligible for vesting on February 26, 2021, subject to achievement of financial performance targets and continued employment. Of these shares, 43,807 were forfeited and 51,681 vested. 26,704 of the vested shares were withheld by the Issuer to satisfy tax withholding requirements related to the vesting. F2 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 00:29 UTC | Stagwell Inc MDCA · Entity 4480 | Disposition to issuerClass A Subordinate Voting Shares | 43,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-030938 · tm218483-4_4seq1.xml · nonDerivative · entry 2 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,031 F3 · shares: 95,488 shares of Restricted Stock (Class A Shares) of the Issuer awarded to the Reporting Person were eligible for vesting on February 26, 2021, subject to achievement of financial performance targets and continued employment. Of these shares, 43,807 were forfeited and 51,681 vested. 26,704 of the vested shares were withheld by the Issuer to satisfy tax withholding requirements related to the vesting. F2 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 00:29 UTC | Stagwell Inc MDCA · Entity 4480 | Disposition to issuerClass A Subordinate Voting Shares | 9,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-030938 · tm218483-4_4seq1.xml · nonDerivative · entry 1 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,838 F1 · shares: 200,000 shares of Restricted Stock (Class A Shares) of the Issuer were awarded to the Reporting Person on November 4, 2019, subject to achievement of financial performance targets and continued employment. 9,852 of these shares were forfeited on February 26, 2021 as a result of partial achievement of the financial performance targets. The remaining shares will vest on December 31, 2022, subject to continued employment. F2 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| March 25, 2020 Filed Apr 6, 2020 20:19 UTC | Stagwell Inc MDCA · Entity 4480 | Tax withholdingClass A Subordinate Voting Shares | 62,048 | $2.46 | $152,638.08 |
DisclosureSEC source: 0001104659-20-043700 · tm2015117d1_4.xml · nonDerivative · entry 1 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,190 F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Subordinate Voting Shares) of the Issuer. Read SEC document |
| March 25, 2020 Filed Jul 31, 2020 00:11 UTC Amendment | Stagwell Inc MDCA · Entity 4480 | Disposition to issuerClass A Subordinate Voting Shares | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-088532 · tm2026201d1_4a.xml · nonDerivative · entry 1 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,690 F1 · date: This amendment is being filed to include a transaction inadvertently omitted from the Form 4 filed by the Reporting Person on April 6, 2020. F2 · balance_after: Includes shares of unvested Restricted Stock (Class A Subordinate Voting Shares) of the Issuer. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 19:28 UTC | Stagwell Inc MDCA · Entity 4480 | PurchaseClass A Subordinate Voting Shares | 35,000 | $1.10 | $38,489.50 |
DisclosureSEC source: 0001104659-20-038253 · tm2013791d2_4.xml · nonDerivative · entry 1 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,238 F1 · price: The purchase price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $1.0900 and $1.1000, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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: Includes unvested shares of Restricted Stock (Class A Subordinate Voting Shares) of the Issuer. Read SEC document |
| November 04, 2019 Filed Nov 6, 2019 23:18 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-060622 · tv531780_4.xml · nonDerivative · entry 2 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,238 F2 · shares: 200,000 shares of Restricted Stock (Class A Shares) of the Issuer were awarded on November 4, 2019. Shares will vest on December 31, 2022 subject to achievement of financial performance targets and continued employment. F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| June 04, 2019 Filed Jun 5, 2019 20:00 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 137,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-029881 · tv523107_4.xml · nonDerivative · entry 2 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,238 F2 · shares: 137,500 shares of Restricted Stock (Class A Shares) of the Issuer were awarded on June 4, 2019 subject to achievement of financial performance targets and continued employment. Shares will vest in two installments on or prior to March 1, 2020 and March 1, 2021. F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| March 13, 2019 Filed Mar 21, 2019 00:51 UTC | Stagwell Inc MDCA · Entity 4480 | OtherClass A Shares | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-015211 · tv516697_4.xml · nonDerivative · entry 2 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,738 F2 · shares: 30,000 shares of Restricted Stock (Class A Shares) of the Issuer were awarded on February 17, 2016 subject to achievement of financial performance targets and continued employment. All 30,000 shares were forfeited as of March 13, 2019 due to the Company's failure to achieve such targets. F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:30 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 26,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-012554 · tv487323_4.xml · nonDerivative · entry 2 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,738 F2 · shares: All 26,738 shares of Restricted Stock (Class A Shares) of the Issuer awarded on February 28, 2018 will vest on March 1, 2021, subject to achievement of financial performance targets and continued employment. F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 14:36 UTC | Stagwell Inc MDCA · Entity 4480 | PurchaseClass A Shares | 5,000 | $8.65 | $43,250.00 |
DisclosureSEC source: 0001144204-17-012340 · v460935_4.xml · nonDerivative · entry 2 Ross David Corwin · CIK 0001699282 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 F2 · shares: A total of 5,000 Class A Shares of the Issuer were purchased by the Reporting Person on the open market at a per share price of $8.65 USD on March 1, 2017. F1 · balance_after: Includes 100,000 shares of unvested Restricted Stock (Class A Shares) of the Issuer. 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.