Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Director | July 01, 2020 | July 06, 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.
J M SMUCKER Co
Report date July 01, 2020 · Filed July 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 43,209.384 |
Reported balance
After 2020-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-07-01 · Grant · Acquired 158.4 · Balance 43,209.384 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 |
|---|---|---|---|---|---|---|
| July 01, 2020 Filed Jul 6, 2020 20:53 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 158.4 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091419-20-000090 · wf-form4_159406880444905.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,209.384 Underlying: Common Shares · 158.4 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 |
| April 01, 2020 Filed Apr 3, 2020 20:44 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 228.1 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000091419-20-000026 · wf-form4_158594663548188.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,724.952 Underlying: Common Shares · 228.1 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 |
| December 31, 2019 Filed Jan 3, 2020 22:57 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 240.08 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000847 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,149.3554 Underlying: Common Shares · 240.08 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 20:55 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,390 | $107.69 Strike: $0.00 | $149,689.10 |
DisclosureSEC source: 0001127602-19-030028 · form4.xml · derivative · entry 2 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,563.8254 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 01, 2019 Filed Oct 3, 2019 20:55 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 232.15 | $107.96 Strike: $0.00 | $25,062.91 |
DisclosureSEC source: 0001127602-19-030028 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,173.8254 Underlying: Common Shares · 232.15 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 |
| July 01, 2019 Filed Jul 2, 2019 20:49 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 214.57 | $116.51 Strike: $0.00 | $24,999.55 |
DisclosureSEC source: 0001127602-19-023606 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,615.8004 Underlying: Common Shares · 214.57 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 |
| April 01, 2019 Filed Apr 3, 2019 21:05 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 216.02 | $115.73 Strike: $0.00 | $24,999.99 |
DisclosureSEC source: 0001127602-19-014689 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,133.6234 Underlying: Common Shares · 216.02 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 |
| December 31, 2018 Filed Jan 2, 2019 22:09 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 267.41 | $93.49 Strike: $0.00 | $25,000.16 |
DisclosureSEC source: 0001127602-19-000340 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,606.3214 Underlying: Common Shares · 267.41 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, 2018 Filed Oct 3, 2018 20:50 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 243.88 | $102.51 Strike: $0.00 | $25,000.14 |
DisclosureSEC source: 0001127602-18-029394 · form4.xml · derivative · entry 2 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,025.8954 Underlying: Common Shares · 243.88 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, 2018 Filed Oct 3, 2018 20:50 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,317 | $102.51 Strike: $0.00 | $135,005.67 |
DisclosureSEC source: 0001127602-18-029394 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,782.0154 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 29, 2018 Filed Jul 2, 2018 20:40 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 232.6 | $107.48 Strike: $0.00 | $24,999.85 |
DisclosureSEC source: 0001127602-18-022264 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,168.5214 Underlying: Common Shares · 232.6 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 |
| March 29, 2018 Filed Apr 2, 2018 21:08 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 201.6 | $124.01 Strike: $0.00 | $25,000.42 |
DisclosureSEC source: 0001127602-18-013353 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,673.9094 Underlying: Common Shares · 201.6 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 |
| December 29, 2017 Filed Jan 3, 2018 22:14 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 201.22 | $124.24 Strike: $0.00 | $24,999.57 |
DisclosureSEC source: 0001127602-18-000726 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,255.6094 Underlying: Common Shares · 201.22 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 22:19 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,290 | $104.72 Strike: $0.00 | $135,088.80 |
DisclosureSEC source: 0001127602-17-029264 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,324.7604 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 |
| September 11, 2017 Filed Sep 13, 2017 21:49 UTC | J M SMUCKER Co SJM · Entity 627 | PurchaseCommon Shares | 1,000 | $107.30 | $107,297.00 |
DisclosureSEC source: 0001127602-17-027396 · form4.xml · nonDerivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · balance_after: The number of shares reported in Column 5 includes 2,000 directly-owned common shares that were obtained upon the exercise of a stock option on June 10, 2014, which transaction was reported on a Form 4 filed on June 11, 2014. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 21:39 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 923 | $135.54 Strike: $0.00 | $125,103.42 |
DisclosureSEC source: 0001127602-16-064397 · form4.xml · derivative · entry 1 OATEY GARY A · CIK 0001251547 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,225.9407 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.