Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RAYONIER ADVANCED MATERIALS INC.RYAM · Entity 5392 | Director | May 20, 2019 | May 22, 2019 |
| TEREX CORPTEX · Entity 3718 | Director | May 17, 2019 | May 21, 2019 |
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.
RAYONIER ADVANCED MATERIALS INC.
Report date May 20, 2019 · Filed May 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,751 |
Reported balance
After 2019-05-20 transaction · row 1
1 source rowRow 1 · 2019-05-20 · Exercise / conversion · Acquired 5,751 · Balance 5,751 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2019-05-20 | Direct | 0 |
Reported balance
After 2019-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-05-20 · Exercise / conversion · Disposed 5,751 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-05-21 | Direct | 13,258 |
Reported balance
After 2019-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-21 · Grant · Acquired 13,258 · Balance 13,258 F1: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock.
TEREX CORP
Report date May 17, 2019 · Filed May 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 13,088 |
Reported balance
After 2019-05-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-17 · Grant · Acquired 4,553 · Balance 13,088 F1: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director retainer. F2: The reporting person disclaims beneficial ownership of the shares of and derivatives related to the common stock of the Issuer as reported as beneficially owned by Marcato Capital Management LP, Marcato International Master Fund, Ltd., and Richard T. McGuire III, and accordingly this report does not include such shares and derivatives. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director retainer.
F2: The reporting person disclaims beneficial ownership of the shares of and derivatives related to the common stock of the Issuer as reported as beneficially owned by Marcato Capital Management LP, Marcato International Master Fund, Ltd., and Richard T. McGuire III, and accordingly this report does not include such shares and derivatives.
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 |
|---|---|---|---|---|---|---|
| May 21, 2019 Filed May 22, 2019 21:51 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 13,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008408 · doc4.xml · derivative · entry 3 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,258 Underlying: Common Stock · 13,258 shares Expires 2020-05-21 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 20, 2019 Filed May 22, 2019 21:51 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionRestricted Stock Units · Derivative | 5,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008408 · doc4.xml · derivative · entry 2 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,751 shares Expires 2019-05-20 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 20, 2019 Filed May 22, 2019 21:51 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | Exercise / conversionCommon Stock | 5,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008408 · doc4.xml · nonDerivative · entry 1 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,751 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 |
| May 17, 2019 Filed May 21, 2019 19:18 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 4,553 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-19-000143 · wf-form4_155846626688961.xml · nonDerivative · entry 1 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,088 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director retainer. F2 · balance_after: The reporting person disclaims beneficial ownership of the shares of and derivatives related to the common stock of the Issuer as reported as beneficially owned by Marcato Capital Management LP, Marcato International Master Fund, Ltd., and Richard T. McGuire III, and accordingly this report does not include such shares and derivatives. Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:46 UTC | RAYONIER ADVANCED MATERIALS INC. RYAM · Entity 5392 | GrantRestricted Stock Units · Derivative | 5,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009830 · doc4.xml · derivative · entry 1 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,751 Underlying: Common Stock · 5,751 shares Expires 2019-05-20 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of RYAM common stock. Read SEC document |
| May 14, 2018 Filed May 16, 2018 17:54 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 3,266 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-18-000095 · edgar.xml · nonDerivative · entry 1 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,535 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director retainer. F2 · balance_after: The reporting person disclaims beneficial ownership of the shares of and derivatives related to the common stock of the Issuer as reported as beneficially owned by Marcato Capital Management LP, Marcato International Master Fund, Ltd., and Richard T. McGuire III, and accordingly this report does not include such shares and derivatives. Read SEC document |
| May 12, 2017 Filed May 15, 2017 19:52 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 4,139 | $32.62 | $135,014.18 |
DisclosureSEC source: 0000097216-17-000142 · edgar.xml · nonDerivative · entry 1 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,269 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director retainer. F2 · balance_after: The reporting person disclaims beneficial ownership of the shares of and derivatives related to the common stock of the Issuer as reported as beneficially owned by Marcato Capital Management LP, Marcato International Master Fund, Ltd., and Richard T. McGuire III, and accordingly this report does not include such shares and derivatives. Read SEC document |
| April 05, 2017 Filed Apr 6, 2017 20:08 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 1,130 | $31.75 | $35,877.50 |
DisclosureSEC source: 0000097216-17-000119 · edgar.xml · nonDerivative · entry 1 HEPLER MATTHEW · CIK 0001697487 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,130 F1 · shares: Represents prorata payment of annual director retainer. F2 · price: Price set in accordance with the terms of the Company's outside director compensation program. F3 · balance_after: The reporting person disclaims beneficial ownership of the shares of and derivatives related to the common stock of the Issuer as reported as beneficially owned by Marcato Capital Management LP, Marcato International Master Fund, Ltd., and Richard T. McGuire III, and accordingly this report does not include such shares and derivatives. 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.