Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cooper-Standard Holdings Inc.CPS · Entity 5544 | Sr. VP, Global Manufacturing | February 13, 2020 | February 18, 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.
Cooper-Standard Holdings Inc.
Report date February 13, 2020 · Filed February 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 2,317 |
Ending reported balance
After 2020-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-13 · Exercise / conversion · Acquired 984 · Balance 2,785 F1: The company, in its sole discretion, settles such RSUs by electing either to (i) make an appropriate book entry in the reporting person's name for a number of shares equal to the number of RSUs that have vested or (ii) deliver an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested. Row 2 · 2020-02-13 · Tax withholding · Disposed 468 · Balance 2,317 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-02-13 · Exercise / conversion · Disposed 984 · Balance 0 F2: These are restricted stock units (RSUs) granted to the reporting person on February 13, 2017, under the Cooper-Standard Holdings Inc. 2011 Omnibus Incentive Plan, as amended and restated. F1: The company, in its sole discretion, settles such RSUs by electing either to (i) make an appropriate book entry in the reporting person's name for a number of shares equal to the number of RSUs that have vested or (ii) deliver an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested. F3: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,779 |
Reported balance
After 2020-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-02-13 · Grant · Acquired 2,779 · Balance 2,779 F4: These are time-based restricted stock units (RSUs) granted to the reporting person on February 13, 2020, under Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan. F5: The company settles such RSUs by delivering an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested. F3: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. |
| Employee stock options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.19 · Expires 2030-02-13 | Direct | 11,865 |
Reported balance
After 2020-02-13 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-13 · Grant · Acquired 11,865 · Balance 11,865 F6: These are time-restricted employee stock options with the right to buy, granted to the reporting person on February 13, 2020, under the Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan. F7: Subject to the reporting person's continued employment with the company or its affiliate, one third of the options shall vest on each of the first three anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The company, in its sole discretion, settles such RSUs by electing either to (i) make an appropriate book entry in the reporting person's name for a number of shares equal to the number of RSUs that have vested or (ii) deliver an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested.
F2: These are restricted stock units (RSUs) granted to the reporting person on February 13, 2017, under the Cooper-Standard Holdings Inc. 2011 Omnibus Incentive Plan, as amended and restated.
F3: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant.
F4: These are time-based restricted stock units (RSUs) granted to the reporting person on February 13, 2020, under Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan.
F5: The company settles such RSUs by delivering an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested.
F6: These are time-restricted employee stock options with the right to buy, granted to the reporting person on February 13, 2020, under the Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan.
F7: Subject to the reporting person's continued employment with the company or its affiliate, one third of the options shall vest on each of the first three anniversaries of the grant date.
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 13, 2020 Filed Feb 18, 2020 20:08 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | GrantEmployee stock options (right to buy) · Derivative | 11,865 | $0.00 Strike: $25.19 | $0.00 |
DisclosureSEC source: 0001761754-20-000002 · wf-form4_158205647807329.xml · derivative · entry 5 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,865 Underlying: Common stock · 11,865 shares Expires 2030-02-13 F6 · security: These are time-restricted employee stock options with the right to buy, granted to the reporting person on February 13, 2020, under the Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan. F7 · derivative.exercise_date: Subject to the reporting person's continued employment with the company or its affiliate, one third of the options shall vest on each of the first three anniversaries of the grant date. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:08 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | GrantRestricted Stock Units · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001761754-20-000002 · wf-form4_158205647807329.xml · derivative · entry 4 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,779 Underlying: Common stock · 2,779 shares Expires not disclosed F4 · security: These are time-based restricted stock units (RSUs) granted to the reporting person on February 13, 2020, under Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan. F5 · derivative.exercise_price: The company settles such RSUs by delivering an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested. F3 · derivative.exercise_date: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. F3 · derivative.expiration_date: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:08 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | Exercise / conversionRestricted Stock Units · Derivative | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001761754-20-000002 · wf-form4_158205647807329.xml · derivative · entry 3 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 984 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: These are restricted stock units (RSUs) granted to the reporting person on February 13, 2017, under the Cooper-Standard Holdings Inc. 2011 Omnibus Incentive Plan, as amended and restated. F1 · derivative.exercise_price: The company, in its sole discretion, settles such RSUs by electing either to (i) make an appropriate book entry in the reporting person's name for a number of shares equal to the number of RSUs that have vested or (ii) deliver an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested. F3 · derivative.exercise_date: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. F3 · derivative.expiration_date: Subject to the reporting person's continued employment with the company or its affiliate, these RSUs shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:08 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | Tax withholdingCommon stock | 468 | $25.19 | $11,788.92 |
DisclosureSEC source: 0001761754-20-000002 · wf-form4_158205647807329.xml · nonDerivative · entry 2 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 20:08 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | Exercise / conversionCommon stock | 984 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001761754-20-000002 · wf-form4_158205647807329.xml · nonDerivative · entry 1 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,785 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The company, in its sole discretion, settles such RSUs by electing either to (i) make an appropriate book entry in the reporting person's name for a number of shares equal to the number of RSUs that have vested or (ii) deliver an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSUs that have vested. Read SEC document |
| February 18, 2019 Filed Feb 19, 2019 20:38 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | Exercise / conversionRestricted Stock Units · Derivative | 800 | $0.00 Strike: $64.56 | $0.00 |
DisclosureSEC source: 0001761754-19-000004 · wf-form4_155060869687183.xml · derivative · entry 5 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 800 shares Expires 2019-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · security: These are time-based restricted stock units (RSU's) granted to the reporting person on February 18, 2016, under the Cooper-Standard Holdings Inc. 2011 Omnibus Incentive Plan, as amended and restated. Read SEC document |
| February 18, 2019 Filed Feb 19, 2019 20:38 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | Tax withholdingCommon stock | 380 | $64.56 | $24,532.80 |
DisclosureSEC source: 0001761754-19-000004 · wf-form4_155060869687183.xml · nonDerivative · entry 2 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,801 Read SEC document |
| February 18, 2019 Filed Feb 19, 2019 20:38 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | Exercise / conversionCommon stock | 800 | $64.56 | $51,648.00 |
DisclosureSEC source: 0001761754-19-000004 · wf-form4_155060869687183.xml · nonDerivative · entry 1 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,181 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:38 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | GrantRestricted Stock Units · Derivative | 810 | $0.00 | $0.00 |
DisclosureSEC source: 0001761754-19-000004 · wf-form4_155060869687183.xml · derivative · entry 4 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810 Underlying: Common stock · 810 shares Expires 2022-02-14 F4 · security: These are time-based restricted stock units (RSUs) granted to the reporting person on February 14, 2019, under Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan. F5 · derivative.exercise_price: The company, in its sole discretion, settles such RSU's by electing either to (i) make an appropriate book entry in the reporting person's name for a number of shares equal to the number of RSU's that have vested or (ii) deliver an amount of cash equal to the fair market value, determined as of the vesting date, of a number of shares equal to the number of RSU's that have vested. F6 · derivative.exercise_date: Subject to the reporting person's continued employment with the company or its affiliate, these RSU's shall vest and no longer be subject to forfeiture on the third anniversary date of the grant. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 20:38 UTC | Cooper-Standard Holdings Inc. CPS · Entity 5544 | GrantEmployee stock options (right to buy) · Derivative | 3,576 | $0.00 Strike: $74.15 | $0.00 |
DisclosureSEC source: 0001761754-19-000004 · wf-form4_155060869687183.xml · derivative · entry 3 Helmrich Hans · CIK 0001761754 · Sr. VP, Global Manufacturing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,576 Underlying: Common stock · 3,576 shares Expires 2029-02-14 F1 · security: These are time-restricted employee stock options with the right to buy, granted to the reporting person on February 14, 2019, under the Cooper-Standard Holdings Inc. 2017 Omnibus Incentive Plan. F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the company or its affiliate, one third of the options shall vest on each of the first three anniversaries of the grant date. F3 · derivative.expiration_date: To the extent an option would expire at a time when the holder of such option is prohibited by applicable law or by the Company's insider trading policy from exercising the option(the "Closed Window Period"), then such Option shall remain exercisable until the thirtieth (30th) day following the end of the Closed Window Period 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.