Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA SPORTSWEAR COCOLM · Entity 1777 | Director | May 01, 2019 | May 03, 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.
COLUMBIA SPORTSWEAR CO
Report date May 01, 2019 · Filed May 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 31,495 |
Last balance in matching sequence
After 2019-05-01 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2019-05-01 · Exercise / conversion · Acquired 365 · Balance 29,998 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F2: Shares held by Edward S. George and Vilora Lynn George, Trustees of the Amended and Restated George Family Trust, dated May 15, 2006. Row 2 · 2019-05-01 · Exercise / conversion · Acquired 362 · Balance 30,360 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F2: Shares held by Edward S. George and Vilora Lynn George, Trustees of the Amended and Restated George Family Trust, dated May 15, 2006. Row 3 · 2019-05-01 · Exercise / conversion · Acquired 361 · Balance 30,721 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F2: Shares held by Edward S. George and Vilora Lynn George, Trustees of the Amended and Restated George Family Trust, dated May 15, 2006. Row 4 · 2019-05-01 · Exercise / conversion · Acquired 774 · Balance 31,495 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F2: Shares held by Edward S. George and Vilora Lynn George, Trustees of the Amended and Restated George Family Trust, dated May 15, 2006. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-05-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-05-01 · Exercise / conversion · Disposed 365 · Balance 0 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F3: The reported transaction involved an amendment to the outstanding restricted stock unit award, resulting in accelerated vesting of 365 shares. On 6/10/2016 the reporting person was granted 1,095 restricted stock units, one-third of the restricted stock units vest annually (a) on 7/1/2017 (the "Vest Date"), and (b) on each of the two subsequent anniversaries of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F7: N/A |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 361 |
Reported balance
After 2019-05-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-05-01 · Exercise / conversion · Disposed 362 · Balance 361 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F4: On 6/13/2017 the reporting person was granted 1,085 restricted stock units, one-third of the restricted stock units vest annually (a) on 5/1/2018 (the "Vest Date"), and (b) on each of the two subsequent anniversaries of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F7: N/A |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-05-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-05-01 · Exercise / conversion · Disposed 361 · Balance 0 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F5: The reported transaction involved an amendment to the outstanding restricted stock unit award, resulting in accelerated vesting of 361 shares. On 6/13/2017 the reporting person was granted 1,085 restricted stock units, one-third of the restricted stock units vest annually (a) on 5/1/2018 (the "Vest Date"), and (b) on each of the two subsequent anniversaries of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F7: N/A |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-05-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-05-01 · Exercise / conversion · Disposed 774 · Balance 0 F1: Each restricted stock unit represents a right to receive one share of COLM common stock. F6: On 6/6/2018 the reporting person was granted 774 restricted stock units, 100% of the restricted stock units vested on 5/1/2019. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vested. F7: N/A |
| Common StockSEC Table I · non-derivative | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2019-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive one share of COLM common stock.
F2: Shares held by Edward S. George and Vilora Lynn George, Trustees of the Amended and Restated George Family Trust, dated May 15, 2006.
F3: The reported transaction involved an amendment to the outstanding restricted stock unit award, resulting in accelerated vesting of 365 shares. On 6/10/2016 the reporting person was granted 1,095 restricted stock units, one-third of the restricted stock units vest annually (a) on 7/1/2017 (the "Vest Date"), and (b) on each of the two subsequent anniversaries of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be.
F4: On 6/13/2017 the reporting person was granted 1,085 restricted stock units, one-third of the restricted stock units vest annually (a) on 5/1/2018 (the "Vest Date"), and (b) on each of the two subsequent anniversaries of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be.
F5: The reported transaction involved an amendment to the outstanding restricted stock unit award, resulting in accelerated vesting of 361 shares. On 6/13/2017 the reporting person was granted 1,085 restricted stock units, one-third of the restricted stock units vest annually (a) on 5/1/2018 (the "Vest Date"), and (b) on each of the two subsequent anniversaries of the Vest Date. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vests. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be.
F6: On 6/6/2018 the reporting person was granted 774 restricted stock units, 100% of the restricted stock units vested on 5/1/2019. One share of Common Stock will be automatically delivered to the reporting person for each restricted stock unit that vested.
F7: N/A
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 |
|---|---|---|---|---|---|---|
| November 09, 2016 Filed Nov 11, 2016 00:07 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | SaleCommon Stock | 3,536 | $57.15 | $202,091.95 |
DisclosureSEC source: 0001351952-16-000139 · edgar.xml · nonDerivative · entry 3 GEORGE EDWARD S · CIK 0001201104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.1477 to $57.1907, inclusive. The reporting person undertakes to provide to Columbia Sportswear Company, any security holder of Columbia Sportswear Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 09, 2016 Filed Nov 11, 2016 00:07 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 3,536 | $32.47 | $114,796.24 |
DisclosureSEC source: 0001351952-16-000139 · edgar.xml · nonDerivative · entry 2 GEORGE EDWARD S · CIK 0001201104 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,536 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 |
| August 11, 2016 Filed Nov 11, 2016 00:07 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-16-000139 · edgar.xml · nonDerivative · entry 1 GEORGE EDWARD S · CIK 0001201104 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 28,564 F1 · ownership.nature: Shares held by Edward S. George and Vilora Lynn George, Trustees of the Amended and Restated George Family Trust, dated May 15, 2006. 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.