Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearwater Paper CorpCLW · Entity 5835 | Senior Vice President | March 07, 2019 | March 11, 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.
Clearwater Paper Corp
Report date March 07, 2019 · Filed March 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,280 |
Reported balance
After 2019-03-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-07 · Grant · Acquired 4,908 · Balance 41,280 F1: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F2: Represents award of RSUs that will vest 33%, 33%, 34% on March 7, 2020, 2021 and 2022, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis.
F2: Represents award of RSUs that will vest 33%, 33%, 34% on March 7, 2020, 2021 and 2022, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs.
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 07, 2019 Filed Mar 11, 2019 21:12 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 4,908 | $27.11 | $133,055.88 |
DisclosureSEC source: 0001209191-19-018516 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,280 F1 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F2 · shares: Represents award of RSUs that will vest 33%, 33%, 34% on March 7, 2020, 2021 and 2022, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:37 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 211 | $28.60 | $6,034.60 |
DisclosureSEC source: 0001209191-19-016777 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,724 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of restricted stock units, that vested March 1, 2019 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:12 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 767 | $24.58 | $18,852.86 |
DisclosureSEC source: 0001209191-19-001151 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,935 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of restricted stock units. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 00:00 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantEmployee Stock Options (right to buy) · Derivative | 12,405 | $0.00 Strike: $37.45 | $0.00 |
DisclosureSEC source: 0001209191-18-016917 · doc4.xml · derivative · entry 3 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,096 Underlying: Common Stock · 12,405 shares Expires 2028-03-05 F4 · derivative.exercise_date: These options become exercisable 33%, 33% and 34% on March 5, 2019, 2020 and 2021, respectively, assuming continued employment. Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 00:00 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 4,135 | $37.45 | $154,855.75 |
DisclosureSEC source: 0001209191-18-016917 · doc4.xml · nonDerivative · entry 2 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,702 F2 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F3 · shares: Represents award of RSUs that will vest 33%, 33%, 34% on March 5, 2019, 2020 and 2021, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| March 05, 2018 Filed Mar 5, 2019 22:37 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 352 | $27.97 | $9,845.44 |
DisclosureSEC source: 0001209191-19-016777 · doc4.xml · nonDerivative · entry 2 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,372 F2 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of restricted stock units, that vested March 5, 2019 Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 00:00 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 210 | $37.60 | $7,896.00 |
DisclosureSEC source: 0001209191-18-016917 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,567 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of restricted stock units, that vested March 1, 2018. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 21:41 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 494 | $46.30 | $22,872.20 |
DisclosureSEC source: 0001209191-18-000938 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,777 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of restricted stock units. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:33 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantEmployee Stock Options (right to buy) · Derivative | 9,663 | $0.00 Strike: $56.75 | $0.00 |
DisclosureSEC source: 0001209191-17-016037 · doc4.xml · derivative · entry 4 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,691 Underlying: Common Stock · 9,663 shares Expires 2027-02-27 F5 · derivative.exercise_date: These options become exercisable 33%, 33% and 34% on March 1, 2018, 2019 and 2020, respectively, assuming continued employment. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:33 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016037 · doc4.xml · nonDerivative · entry 3 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,271 F3 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F4 · shares: Represents award of RSUs that will vest 33%, 33%, 34% on March 1, 2018, 2019 and 2020, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:33 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 831 | $56.75 | $47,159.25 |
DisclosureSEC source: 0001209191-17-016037 · doc4.xml · nonDerivative · entry 2 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,124 F2 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax witholding requirements due at settlement of 2014-2016 Performance Share Grant. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 22:33 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 2,893 | $56.75 | $164,177.75 |
DisclosureSEC source: 0001209191-17-016037 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,955 F1 · security: Represents aggregate number of shares of common stock issuable in settlement of 2014-2016 Performance Share Grant. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:22 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 910 | $65.55 | $59,650.50 |
DisclosureSEC source: 0001209191-17-001220 · doc4.xml · nonDerivative · entry 1 HERTZ JOHN · CIK 0001417778 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,062 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of restricted stock units. 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.