Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRUNSWICK CORPBC · Entity 3939 | Vice President and Controller | March 15, 2019 | March 19, 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.
BRUNSWICK CORP
Report date March 15, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,498 |
Reported balance
After 2019-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-15 · Exercise / conversion · Acquired 1,000 · Balance 22,498 F1: Beneficial holdings include 41 shares acquired pursuant to dividend reinvestment on March 15, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 23,848 |
Reported balance
After 2019-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-03-15 · Exercise / conversion · Acquired 1,350 · Balance 23,848 |
| Common StockSEC Table I · non-derivative | Direct | 26,948 |
Reported balance
After 2019-03-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2019-03-15 · Exercise / conversion · Acquired 3,100 · Balance 26,948 |
| Common StockSEC Table I · non-derivative | Direct | 24,871 |
Reported balance
After 2019-03-15 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2019-03-15 · Disposition to issuer · Disposed 2,077 · Balance 24,871 |
| Common StockSEC Table I · non-derivative | Direct | 21,498 |
Reported balance
After 2019-03-15 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2019-03-15 · Sale · Disposed 3,373 · Balance 21,498 |
| Stock Settled Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $11.08 · Expires 2020-02-09 | Direct | 0 |
Reported balance
After 2019-03-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-03-15 · Exercise / conversion · Disposed 1,000 · Balance 0 F2: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan. F3: Currently all shares are exercisable. |
| Stock Settled Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $23.79 · Expires 2022-02-14 | Direct | 0 |
Reported balance
After 2019-03-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-03-15 · Exercise / conversion · Disposed 1,350 · Balance 0 F2: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan. F3: Currently all shares are exercisable. |
| Stock Settled Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $21.52 · Expires 2021-02-08 | Direct | 0 |
Reported balance
After 2019-03-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-03-15 · Exercise / conversion · Disposed 3,100 · Balance 0 F2: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan. F3: Currently all shares are exercisable. |
| Common StockSEC Table I · non-derivative | IndirectBy Svgs Plan Trustee | 59 |
Reported balance
Holding disclosure · report date 2019-03-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 59 |
Filing footnotes · ownership attribution and instrument terms
F1: Beneficial holdings include 41 shares acquired pursuant to dividend reinvestment on March 15, 2019.
F2: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan.
F3: Currently all shares are exercisable.
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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Exercise / conversionStock Settled Stock Appreciation Right · Derivative | 3,100 | $0.00 Strike: $21.52 | $0.00 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · derivative · entry 9 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,100 shares Expires 2021-02-08 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: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan. F3 · derivative.exercise_date: Currently all shares are exercisable. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Exercise / conversionStock Settled Stock Appreciation Right · Derivative | 1,350 | $0.00 Strike: $23.79 | $0.00 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · derivative · entry 8 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,350 shares Expires 2022-02-14 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: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan. F3 · derivative.exercise_date: Currently all shares are exercisable. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Exercise / conversionStock Settled Stock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $11.08 | $0.00 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · derivative · entry 7 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2020-02-09 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: Employee Stock-Settled Stock Appreciation Right granted under the Brunswick Corporation 2003 Stock Incentive Plan. F3 · derivative.exercise_date: Currently all shares are exercisable. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | SaleCommon Stock | 3,373 | $53.28 | $179,697.25 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · nonDerivative · entry 5 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,498 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Disposition to issuerCommon Stock | 2,077 | $52.96 | $109,997.92 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · nonDerivative · entry 4 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,871 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Exercise / conversionCommon Stock | 3,100 | $21.52 | $66,712.00 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · nonDerivative · entry 3 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,948 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 |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Exercise / conversionCommon Stock | 1,350 | $23.79 | $32,116.50 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · nonDerivative · entry 2 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,848 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 |
| March 15, 2019 Filed Mar 19, 2019 20:17 UTC | BRUNSWICK CORP BC · Entity 3939 | Exercise / conversionCommon Stock | 1,000 | $11.08 | $11,080.00 |
DisclosureSEC source: 0000014930-19-000059 · wf-form4_155302656061705.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,498 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 · balance_after: Beneficial holdings include 41 shares acquired pursuant to dividend reinvestment on March 15, 2019. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:53 UTC | BRUNSWICK CORP BC · Entity 3939 | GrantCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0000014930-19-000050 · wf-form4_155027116940157.xml · nonDerivative · entry 2 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,457 F2 · shares: Shares were acquired pursuant to the officer's 2016 performance share grant that vested on February 13, 2019. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 22:53 UTC | BRUNSWICK CORP BC · Entity 3939 | GrantCommon Stock | 3,820 | $0.00 | $0.00 |
DisclosureSEC source: 0000014930-19-000050 · wf-form4_155027116940157.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,636 F1 · shares: Restricted stock granted under the 2014 Stock Incentive Plan with right to have shares withheld to pay income taxes on lapse of restrictions. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 21:28 UTC | BRUNSWICK CORP BC · Entity 3939 | Tax withholdingCommon Stock | 1,315 | $48.28 | $63,488.20 |
DisclosureSEC source: 0000014930-19-000032 · wf-form4_155009330708465.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,816 F1 · balance_after: Beneficial holdings include 151 shares acquired pursuant to dividend reinvestment in 2018. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:12 UTC | BRUNSWICK CORP BC · Entity 3939 | GrantCommon Stock | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0000014930-18-000048 · wf-form4_151881552008756.xml · nonDerivative · entry 2 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,980 F2 · shares: Shares were acquired pursuant to the officer's 2015 performance share grant that vested on February 14, 2018. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:12 UTC | BRUNSWICK CORP BC · Entity 3939 | GrantCommon Stock | 3,370 | $0.00 | $0.00 |
DisclosureSEC source: 0000014930-18-000048 · wf-form4_151881552008756.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,359 F1 · shares: Restricted stock granted under the 2014 Stock Incentive Plan with right to have shares withheld to pay income taxes on lapse of restrictions. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 23:15 UTC | BRUNSWICK CORP BC · Entity 3939 | Tax withholdingCommon Stock | 196 | $57.54 | $11,277.84 |
DisclosureSEC source: 0000014930-18-000033 · wf-form4_151865007733991.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,989 F1 · balance_after: Beneficial holdings include 102 shares acquired pursuant to dividend reinvestment in 2017. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:23 UTC | BRUNSWICK CORP BC · Entity 3939 | Tax withholdingCommon Stock | 181 | $60.70 | $10,986.70 |
DisclosureSEC source: 0000014930-17-000047 · wf-form4_148736660559270.xml · nonDerivative · entry 2 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,083 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:23 UTC | BRUNSWICK CORP BC · Entity 3939 | GrantCommon Stock | 3,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000014930-17-000047 · wf-form4_148736660559270.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,264 F1 · shares: Restricted stock granted under the 2014 Stock Incentive Plan with right to have shares withheld to pay income taxes on lapse of restrictions. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 21:22 UTC | BRUNSWICK CORP BC · Entity 3939 | Tax withholdingCommon Stock | 382 | $60.88 | $23,256.16 |
DisclosureSEC source: 0000014930-17-000038 · wf-form4_148641611656801.xml · nonDerivative · entry 1 Tanner Daniel J. · CIK 0001667206 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,174 F1 · balance_after: Beneficial holdings include 89 shares acquired pursuant to dividend reinvestment in June, September and December 2016. 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.