Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCENDRA HEALTH INC/VA/OMI · Entity 6858 | SVP, Chief Information Officer | December 10, 2019 | December 12, 2019 |
| ACCO BRANDS CorpACCO · Entity 5672 | SVP, Chief Information Officer | September 19, 2018 | September 21, 2018 |
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.
ACCENDRA HEALTH INC/VA/
Report date December 10, 2019 · Filed December 12, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 113,244 |
Reported balance
After 2019-12-10 transaction · row 1
1 source rowRow 1 · 2019-12-10 · Tax withholding · Disposed 4,212 · Balance 113,244 F1: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person.
ACCO BRANDS Corp
Report date September 19, 2018 · Filed September 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2019-03-02 | Direct | 6,750.08 |
Reported balance
After 2018-09-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-09-19 · Grant · Acquired 33.38 · Balance 6,750.08 F1: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-03-08 | Direct | 4,747.37 |
Reported balance
After 2018-09-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-09-19 · Grant · Acquired 23.48 · Balance 4,747.37 F1: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-03-07 | Direct | 5,205.64 |
Reported balance
After 2018-09-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-09-19 · Grant · Acquired 25.74 · Balance 5,205.64 F1: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards.
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 |
|---|---|---|---|---|---|---|
| December 10, 2019 Filed Dec 12, 2019 02:17 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 4,212 | $7.70 | $32,432.40 |
DisclosureSEC source: 0000075252-19-000144 · edgar.xml · nonDerivative · entry 1 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,244 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:32 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 35,150 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-19-000040 · edgar.xml · nonDerivative · entry 1 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,456 F1 · security: Restricted stock grant which vests one-third per year over three years. Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 21:10 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 41,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-18-000147 · edgar.xml · nonDerivative · entry 2 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,306 F2 · security: Restricted stock with three year vesting date. Read SEC document |
| December 10, 2018 Filed Dec 11, 2018 21:10 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 41,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-18-000147 · edgar.xml · nonDerivative · entry 1 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,153 F1 · security: Restricted stock grant which vests one-third per year over three years. Read SEC document |
| September 19, 2018 Filed Sep 21, 2018 20:41 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 25.74 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000136 · wf-form4_153756246889753.xml · derivative · entry 3 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,205.64 Underlying: Common Stock · 25.74 shares Expires 2021-03-07 F1 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. Read SEC document |
| September 19, 2018 Filed Sep 21, 2018 20:41 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 23.48 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000136 · wf-form4_153756246889753.xml · derivative · entry 2 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,747.37 Underlying: Common Stock · 23.48 shares Expires 2020-03-08 F1 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. Read SEC document |
| September 19, 2018 Filed Sep 21, 2018 20:41 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 33.38 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000136 · wf-form4_153756246889753.xml · derivative · entry 1 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,750.08 Underlying: Common Stock · 33.38 shares Expires 2019-03-02 F1 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 20:49 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 22.9 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000095 · wf-form4_152961417152042.xml · derivative · entry 3 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,179.9 Underlying: Common Stock · 22.9 shares Expires 2021-03-07 F1 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 20:49 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 20.89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000095 · wf-form4_152961417152042.xml · derivative · entry 2 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,723.89 Underlying: Common Stock · 20.89 shares Expires 2020-03-08 F1 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. Read SEC document |
| June 20, 2018 Filed Jun 21, 2018 20:49 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 29.7 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000095 · wf-form4_152961417152042.xml · derivative · entry 1 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,716.7 Underlying: Common Stock · 29.7 shares Expires 2019-03-02 F1 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's outstanding RSU awards. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:16 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionStock Option (right to buy) · Derivative | 7,073 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0000712034-18-000086 · wf-form4_152892097604232.xml · derivative · entry 3 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,073 shares Expires 2022-03-04 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: Nonqualified employee stock options granted under the Issuer's Incentive Plan. One-third of original grant vests annually. Options expire seven years from the grant date, if not earlier terminated or exercised in full, subject to acceleration as provided in said Plan. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:16 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | SaleCommon Stock | 20,473 | $13.52 | $276,713.07 |
DisclosureSEC source: 0000712034-18-000086 · wf-form4_152892097604232.xml · nonDerivative · entry 2 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,441 F1 · price: This price reflects the weighted average sale price for the shares, which were sold in multiple transactions at prices that ranged from $13.50 to $13.55. Upon request of the SEC staff, the issuer, or a security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:16 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionCommon Stock | 7,073 | $7.51 | $53,118.23 |
DisclosureSEC source: 0000712034-18-000086 · wf-form4_152892097604232.xml · nonDerivative · entry 1 Pekala Joseph S · CIK 0001741445 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,914 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.