Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESCO INTERNATIONAL INCWCC · Entity 3330 | CIO & VP, IT | 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.
WESCO INTERNATIONAL 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 | 12,857 |
Ending reported balance
After 2020-02-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-02-13 · Exercise / conversion · Acquired 929 · Balance 12,618 F1: Represents shares acquired upon settlement of performance shares granted in 2017 under WESCO International, Inc.'s long-term incentive plan. Each performance share represented a contingent right to receive one share of Common Stock if WESCO International, Inc. achieved specified performance goals during the three-years ended December 31, 2019. Row 2 · 2020-02-13 · Tax withholding · Disposed 315 · Balance 12,303 Row 3 · 2020-02-16 · Exercise / conversion · Acquired 838 · Balance 13,141 F2: Reflects settlement of Restricted Stock Units, the grant of which was previously reported on a Form 4, following the vesting of the Restricted Stock Units. Row 4 · 2020-02-16 · Tax withholding · Disposed 284 · Balance 12,857 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $48.32 · Expires 2030-02-13 | Direct | 7,576 |
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 7,576 · Balance 7,576 F3: Each Stock Appreciation Right becomes exercisable in three (3) equal, annual installments beginning on the first anniversary of the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,173 |
Reported balance
After 2020-02-13 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-13 · Grant · Acquired 2,173 · Balance 2,173 F4: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F5: The Restricted Stock Units vest in three years from the date of the grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-02-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-02-16 · Exercise / conversion · Disposed 838 · Balance 0 F4: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F6: The Restricted Stock Units vested in full on February 16, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon settlement of performance shares granted in 2017 under WESCO International, Inc.'s long-term incentive plan. Each performance share represented a contingent right to receive one share of Common Stock if WESCO International, Inc. achieved specified performance goals during the three-years ended December 31, 2019.
F2: Reflects settlement of Restricted Stock Units, the grant of which was previously reported on a Form 4, following the vesting of the Restricted Stock Units.
F3: Each Stock Appreciation Right becomes exercisable in three (3) equal, annual installments beginning on the first anniversary of the date of grant.
F4: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock.
F5: The Restricted Stock Units vest in three years from the date of the grant.
F6: The Restricted Stock Units vested in full on February 16, 2020.
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 16, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · derivative · entry 7 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F6 · derivative.exercise_date: The Restricted Stock Units vested in full on February 16, 2020. F6 · derivative.expiration_date: The Restricted Stock Units vested in full on February 16, 2020. Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 284 | $48.35 | $13,731.40 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · nonDerivative · entry 4 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,857 Read SEC document |
| February 16, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 838 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · nonDerivative · entry 3 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,141 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 · kind: Reflects settlement of Restricted Stock Units, the grant of which was previously reported on a Form 4, following the vesting of the Restricted Stock Units. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 2,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · derivative · entry 6 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173 Underlying: Common Stock · 2,173 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in three years from the date of the grant. F5 · derivative.expiration_date: The Restricted Stock Units vest in three years from the date of the grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantStock Appreciation Rights · Derivative | 7,576 | $0.00 Strike: $48.32 | $0.00 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · derivative · entry 5 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,576 Underlying: Common Stock · 7,576 shares Expires 2030-02-13 F3 · derivative.exercise_date: Each Stock Appreciation Right becomes exercisable in three (3) equal, annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 315 | $48.32 | $15,220.80 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · nonDerivative · entry 2 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,303 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:27 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 929 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010129 · doc4.xml · nonDerivative · entry 1 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,618 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 · shares: Represents shares acquired upon settlement of performance shares granted in 2017 under WESCO International, Inc.'s long-term incentive plan. Each performance share represented a contingent right to receive one share of Common Stock if WESCO International, Inc. achieved specified performance goals during the three-years ended December 31, 2019. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingWESCO International, Inc. Common Stock | 191 | $54.67 | $10,441.97 |
DisclosureSEC source: 0001209191-19-016401 · doc4.xml · nonDerivative · entry 2 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,689 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:07 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantWESCO International, Inc. Common Stock | 669 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016401 · doc4.xml · nonDerivative · entry 1 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,880 F1 · shares: Represents shares acquired upon settlement of performance shares granted in 2016 under WESCO International, Inc.'s long-term incentive plan. Each performance share represented a contingent right to receive one share of Common Stock if WESCO International, Inc. achieved specified performance goals during the three-years ended December 31, 2018. Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 3,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011059 · doc4.xml · derivative · entry 4 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,534 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 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of common stock. F3 · derivative.exercise_date: The Restricted Stock Units vested in full on February 16, 2019. F3 · derivative.expiration_date: The Restricted Stock Units vested in full on February 16, 2019. Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionRestricted Stock Units · Derivative | 1,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011059 · doc4.xml · derivative · entry 3 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,059 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 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of common stock. F3 · derivative.exercise_date: The Restricted Stock Units vested in full on February 16, 2019. F3 · derivative.expiration_date: The Restricted Stock Units vested in full on February 16, 2019. Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Tax withholdingCommon Stock | 1,382 | $55.67 | $76,935.94 |
DisclosureSEC source: 0001209191-19-011059 · doc4.xml · nonDerivative · entry 2 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,211 Read SEC document |
| February 16, 2019 Filed Feb 19, 2019 21:12 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | Exercise / conversionCommon Stock | 4,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011059 · doc4.xml · nonDerivative · entry 1 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,593 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 · kind: Reflects settlement of restricted stock units, the grant of which was previously reported on a Form 4, following the vesting of the restricted stock units. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:11 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 1,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010562 · doc4.xml · derivative · entry 2 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,830 Underlying: Common Stock · 1,830 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three years from the date of the grant. F3 · derivative.expiration_date: The Restricted Stock Units vest in three years from the date of the grant. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 21:11 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantStock Appreciation Rights · Derivative | 6,109 | $0.00 Strike: $54.64 | $0.00 |
DisclosureSEC source: 0001209191-19-010562 · doc4.xml · derivative · entry 1 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,109 Underlying: Common Stock · 6,109 shares Expires 2029-02-13 F1 · derivative.exercise_date: Each Stock Appreciation Right becomes exercisable in three (3) equal, annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantRestricted Stock Units · Derivative | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010342 · doc4.xml · derivative · entry 2 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,115 Underlying: Common Stock · 1,115 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three years from the date of the grant. F3 · derivative.expiration_date: The Restricted Stock Units vest in three years from the date of the grant. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 21:04 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantStock Appreciation Rights · Derivative | 9,510 | $0.00 Strike: $62.80 | $0.00 |
DisclosureSEC source: 0001209191-18-010342 · doc4.xml · derivative · entry 1 Minicozzi Robert · CIK 0001725260 · CIO & VP, IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,510 Underlying: Common Stock · 9,510 shares Expires 2028-02-13 F1 · derivative.exercise_date: Each Stock Appreciation Right becomes exercisable in three (3) equal, annual installments beginning on the first anniversary of the date of grant. 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.