Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIFETIME BRANDS, INCLCUT · Entity 671 | Director | April 03, 2019 | April 05, 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.
LIFETIME BRANDS, INC
Report date April 03, 2019 · Filed April 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 223,121 |
Ending reported balance
After 2019-04-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-04-03 · Grant · Acquired 2,172 · Balance 226,093 F1: The common stock was issued for no consideration as part of director compensation. Row 2 · 2019-04-03 · Tax withholding · Disposed 2,972 · Balance 223,121 F2: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock was issued for no consideration as part of director compensation.
F2: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock.
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 |
|---|---|---|---|---|---|---|
| April 03, 2019 Filed Apr 5, 2019 20:52 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 2,972 | $9.33 | $27,728.76 |
DisclosureSEC source: 0001227431-19-000003 · primary_doc.xml · nonDerivative · entry 2 SHIFTAN RONALD · CIK 0001227431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,121 F2 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 20:52 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | GrantCommon Stock | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001227431-19-000003 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,093 F1 · price: The common stock was issued for no consideration as part of director compensation. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 20:44 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 2,299 | $9.06 | $20,828.94 |
DisclosureSEC source: 0000923401-19-000001 · primary_doc.xml · nonDerivative · entry 2 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,921 F2 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of PSUs. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 20:44 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | GrantCommon Stock | 5,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000923401-19-000001 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,220 F1 · kind: On June 9, 2016, the reporting person received Deferred Stock (Performance vesting) grant (PSUs) that vest upon the satisfaction of certain performance conditions. On March 12, 2019, the Compensation Committee determined that certain of the performance conditions were met and a portion of the shares subject to the PSUs vested. F1 · shares: On June 9, 2016, the reporting person received Deferred Stock (Performance vesting) grant (PSUs) that vest upon the satisfaction of certain performance conditions. On March 12, 2019, the Compensation Committee determined that certain of the performance conditions were met and a portion of the shares subject to the PSUs vested. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 21:53 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 637 | $10.03 | $6,389.11 |
DisclosureSEC source: 0001227431-19-000001 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,938 F1 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:10 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Exercise / conversionEmployee Stock Option · Derivative | 15,000 | $0.00 Strike: $4.60 | $0.00 |
DisclosureSEC source: 0001227431-18-000006 · primary_doc.xml · derivative · entry 3 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2018-11-10 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_date: This option was granted on November 10, 2008 and vested quarterly through June 30, 2010. Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:10 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 9,933 | $10.15 | $100,819.95 |
DisclosureSEC source: 0001227431-18-000006 · primary_doc.xml · nonDerivative · entry 2 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,575 Read SEC document |
| November 09, 2018 Filed Nov 13, 2018 21:10 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Exercise / conversionCommon Stock | 15,000 | $4.60 | $69,000.00 |
DisclosureSEC source: 0001227431-18-000006 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,508 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 27, 2018 Filed Aug 28, 2018 20:23 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | SaleCommon Stock | 1,000 | $12.15 | $12,150.00 |
DisclosureSEC source: 0001227431-18-000005 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,508 Read SEC document |
| June 22, 2018 Filed Jun 25, 2018 21:37 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 574 | $12.75 | $7,318.50 |
DisclosureSEC source: 0001227431-18-000003 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,508 F1 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. Read SEC document |
| June 10, 2018 Filed Jun 11, 2018 15:11 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 478 | $11.30 | $5,401.40 |
DisclosureSEC source: 0001227431-18-000002 · primary_doc.xml · nonDerivative · entry 2 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,082 F1 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. Read SEC document |
| June 09, 2018 Filed Jun 11, 2018 15:11 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 574 | $11.30 | $6,486.20 |
DisclosureSEC source: 0001227431-18-000002 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,560 F1 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:29 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 1,734 | $13.45 | $23,322.30 |
DisclosureSEC source: 0001469326-18-000003 · primary_doc.xml · nonDerivative · entry 2 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,134 F2 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of PSUs. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 22:29 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | GrantCommon Stock | 4,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001469326-18-000003 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,868 F1 · kind: On June 10, 2015, the reporting person received Deferred Stock (Performance vesting) grant (PSUs) that vest upon the satisfaction of certain performance conditions. On March 7, 2018, the Compensation Committee determined that certain of the performance conditions were met and a portion of the shares subject to the PSUs vested. F1 · shares: On June 10, 2015, the reporting person received Deferred Stock (Performance vesting) grant (PSUs) that vest upon the satisfaction of certain performance conditions. On March 7, 2018, the Compensation Committee determined that certain of the performance conditions were met and a portion of the shares subject to the PSUs vested. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 21:13 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Exercise / conversionEmployee Stock Option · Derivative | 100,000 | $0.00 Strike: $10.72 | $0.00 |
DisclosureSEC source: 0001227431-18-000001 · primary_doc.xml · derivative · entry 3 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2018-01-02 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_date: 20% of the options vested and became exercisable on December 31, 2013 and the balance of the options vested and became exercisable in four equal semi-annual installments thereafter commencing on June 30, 2014 and fully vested on December 31, 2015. Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 21:13 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 14,601 | $16.60 | $242,376.60 |
DisclosureSEC source: 0001227431-18-000001 · primary_doc.xml · nonDerivative · entry 2 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,222 Read SEC document |
| December 28, 2017 Filed Jan 2, 2018 21:13 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Exercise / conversionCommon Stock | 100,000 | $10.72 | $1,072,000.00 |
DisclosureSEC source: 0001227431-18-000001 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,823 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 28, 2017 Filed Aug 28, 2017 21:26 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | SaleCommon Stock | 4,480 | $16.92 | $75,801.60 |
DisclosureSEC source: 0001227431-17-000002 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,823 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $16.90 to $16.94 per share. Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 22, 2017 Filed Jun 23, 2017 20:46 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001092378-17-000011 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,303 F1 · shares: The restricted stock was granted pursuant to the Company's Amended and Restated 2000 Long-Term Incentive Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 21:01 UTC | LIFETIME BRANDS, INC LCUT · Entity 671 | Tax withholdingCommon Stock | 685 | $17.75 | $12,158.75 |
DisclosureSEC source: 0001227431-17-000001 · primary_doc.xml · nonDerivative · entry 1 SHIFTAN RONALD · CIK 0001227431 · Director · Vice Chairman of Board & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,303 F1 · kind: Payment of tax liability by withholding Common Stock incident to the vesting of restricted stock. 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.