Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EDGEWELL PERSONAL CARE Co
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectShares owned by Joint Trust | 104,615 |
Reported balance
After 2019-03-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-01 · Exercise / conversion · Acquired 52,238 · Balance 104,615 F1: Previously deferred Restricted Stock Equivalents converted into shares of Edgewell common stock due to Mr. Hatfield's departure from the Company on March 1, 2019. These shares of Edgewell common stock will be delivered to Mr. Hatfield on September 3, 2019. |
| Restricted Stock Equivalent 11/3/2016SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,470 |
Reported balance
After 2019-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-01 · Other · Disposed 992 · Balance 3,470 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. F3: These shares vested upon Mr. Hatfield's departure from the Company on March 1, 2019. These shares will be delivered to Mr. Hatfield on September 3, 2019. |
| Non-Qualified Stock Options 11/3/2016SEC Table II · derivative / convertible security · Conversion / exercise price $74.70 | Direct | 12,989 |
Reported balance
After 2019-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-01 · Other · Disposed 3,711 · Balance 12,989 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. F4: These options vested upon Mr. Hatfield's departure from the Company. He will have 5 years from his departure date to exercise them. |
| Performance Stock Equivalents 11/3/2016SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,619 |
Reported balance
After 2019-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-01 · Other · Disposed 4,462 · Balance 15,619 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. F5: These PSEs will vest and convert into shares of Edgewell common stock upon the release of earnings for fiscal year ending September 30, 2019 if specified performance criteria are met subject to the exercise of negative discretion by the Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the adjusted earnings per share of the Company for its 2019 fiscal year. |
| Restricted Stock Equivalent 11/13/2017SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,225 |
Reported balance
After 2019-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-01 · Other · Disposed 4,981 · Balance 6,225 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. F3: These shares vested upon Mr. Hatfield's departure from the Company on March 1, 2019. These shares will be delivered to Mr. Hatfield on September 3, 2019. |
| Non-Qualified Stock Options 11/13/2017SEC Table II · derivative / convertible security · Conversion / exercise price $58.90 | Direct | 15,005 |
Reported balance
After 2019-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-03-01 · Other · Disposed 12,005 · Balance 15,005 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. F4: These options vested upon Mr. Hatfield's departure from the Company. He will have 5 years from his departure date to exercise them. |
| Performance Stock Equivalents 11/13/2017SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 24,901 |
Reported balance
After 2019-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-03-01 · Other · Disposed 31,127 · Balance 24,901 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. F6: These PSEs will vest and convert into shares of Edgewell common stock upon the release of earnings for fiscal year ending September 30, 2020 if specified performance criteria are met subject to the exercise of negative discretion by the Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs are the adjusted earnings per share of the Company for its 2020 fiscal year and the adjusted cumulative free cash flow of the Company for its 2020 fiscal year as a percentage of adjusted net sales of the Company for its 2020 fiscal year. |
| Restricted Stock Equivalents 11/15/2018SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-03-01 · Other · Disposed 23,180 · Balance 0 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. |
| Non-Qualified Stock Options 11/15/2018SEC Table II · derivative / convertible security · Conversion / exercise price $42.71 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-03-01 · Other · Disposed 50,887 · Balance 0 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. |
| Performance Stock Equivalents 11/15/2018SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-03-01 · Other · Disposed 241,162 · Balance 0 F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 18,619 |
Reported balance
Holding disclosure · report date 2019-03-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,619 |
Filing footnotes · ownership attribution and instrument terms
F1: Previously deferred Restricted Stock Equivalents converted into shares of Edgewell common stock due to Mr. Hatfield's departure from the Company on March 1, 2019. These shares of Edgewell common stock will be delivered to Mr. Hatfield on September 3, 2019.
F2: Unvested award forfeited upon Mr. Hatfield's departure from the Company on March 1, 2019.
F3: These shares vested upon Mr. Hatfield's departure from the Company on March 1, 2019. These shares will be delivered to Mr. Hatfield on September 3, 2019.
F4: These options vested upon Mr. Hatfield's departure from the Company. He will have 5 years from his departure date to exercise them.
F5: These PSEs will vest and convert into shares of Edgewell common stock upon the release of earnings for fiscal year ending September 30, 2019 if specified performance criteria are met subject to the exercise of negative discretion by the Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the adjusted earnings per share of the Company for its 2019 fiscal year.
F6: These PSEs will vest and convert into shares of Edgewell common stock upon the release of earnings for fiscal year ending September 30, 2020 if specified performance criteria are met subject to the exercise of negative discretion by the Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs are the adjusted earnings per share of the Company for its 2020 fiscal year and the adjusted cumulative free cash flow of the Company for its 2020 fiscal year as a percentage of adjusted net sales of the Company for its 2020 fiscal year.
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 14, 2016 Filed Nov 16, 2016 18:12 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionRestricted Stock Equivalent 11/13/2014 · Derivative | 8,884 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150427 · doc4.xml · derivative · entry 3 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,884 shares Expires not disclosed 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 · derivative.exercise_date: Restricted stock equivalents vested and converted into shares of EPC common stock on 11/14/2016. F2 · derivative.expiration_date: Restricted stock equivalents vested and converted into shares of EPC common stock on 11/14/2016. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 18:12 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Tax withholdingCommon Stock | 4,260 | $81.75 | $348,255.00 |
DisclosureSEC source: 0001209191-16-150427 · doc4.xml · nonDerivative · entry 2 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,625 F1 · shares: Shares withheld as payment of a tax liability on vesting of restricted stock equivalents. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 18:12 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionCommon Stock | 8,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150427 · doc4.xml · nonDerivative · entry 1 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,525 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 |
| November 10, 2016 Filed Nov 15, 2016 20:16 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionRestricted Stock Equivalent 11/06/2013 · Derivative | 8,429 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150097 · doc4.xml · derivative · entry 3 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,429 shares Expires not disclosed 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 · derivative.exercise_date: Restricted stock equivalents vested and converted into shares of EPC common stock on 11/10/2016. F2 · derivative.expiration_date: Restricted stock equivalents vested and converted into shares of EPC common stock on 11/10/2016. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 20:16 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Tax withholdingCommon Stock | 3,844 | $79.53 | $305,713.32 |
DisclosureSEC source: 0001209191-16-150097 · doc4.xml · nonDerivative · entry 2 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,641 F1 · shares: Shares withheld as payment of a tax liability on vesting of restricted stock equivalents. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 20:16 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionCommon Stock | 8,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-150097 · doc4.xml · nonDerivative · entry 1 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,485 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 |
| November 07, 2016 Filed Nov 9, 2016 19:22 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionRestricted Stock Equivalent 11/06/2013 · Derivative | 2,809 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-149009 · doc4.xml · derivative · entry 3 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,809 shares Expires not disclosed 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 · derivative.exercise_date: Restricted stock equivalents vested and converted into shares of EPC common stock on 11/7/2016. F2 · derivative.expiration_date: Restricted stock equivalents vested and converted into shares of EPC common stock on 11/7/2016. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 19:22 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Tax withholdingCommon Stock | 1,347 | $75.07 | $101,119.29 |
DisclosureSEC source: 0001209191-16-149009 · doc4.xml · nonDerivative · entry 2 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,056 F1 · shares: Shares withheld as payment of a tax liability on vesting of restricted stock equivalents. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 19:22 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionCommon Stock | 2,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-149009 · doc4.xml · nonDerivative · entry 1 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,403 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 |
| November 03, 2016 Filed Nov 7, 2016 21:52 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantPerformance Stock Equivalents (PSE) 11/3/2016 · Derivative | 20,081 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148655 · doc4.xml · derivative · entry 3 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,081 Underlying: Common Stock · 20,081 shares Expires not disclosed F3 · derivative.exercise_date: The PSEs will vest and convert into shares of Edgewell common stock on the date that Edgewell releases its earnings for the fiscal year ending September 30, 2019 if specified performance criteria are met subject to the exercise of negative discretion by the Nominating and Executive Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the adjusted earnings per share of the Company for its 2019 fiscal year. The percentage of the PSEs vesting will range from 0% to 100% based on performance. F3 · derivative.expiration_date: The PSEs will vest and convert into shares of Edgewell common stock on the date that Edgewell releases its earnings for the fiscal year ending September 30, 2019 if specified performance criteria are met subject to the exercise of negative discretion by the Nominating and Executive Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the adjusted earnings per share of the Company for its 2019 fiscal year. The percentage of the PSEs vesting will range from 0% to 100% based on performance. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:52 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantRestricted Stock Equivalents (RSE) 11/3/2016 · Derivative | 13,387 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148655 · doc4.xml · derivative · entry 2 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,387 Underlying: Common Stock · 13,387 shares Expires not disclosed F2 · derivative.exercise_date: One-third of the RSEs will vest and convert into shares of Edgewell common stock on each of 11/3/2017, 11/3/2018 and 11/3/2019 if the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. F2 · derivative.expiration_date: One-third of the RSEs will vest and convert into shares of Edgewell common stock on each of 11/3/2017, 11/3/2018 and 11/3/2019 if the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:52 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantNon-Qualified Stock Options 11/3/2016 · Derivative | 50,101 | $0.00 Strike: $74.70 | $0.00 |
DisclosureSEC source: 0001209191-16-148655 · doc4.xml · derivative · entry 1 HATFIELD DAVID P · CIK 0001283856 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,101 Underlying: Common Stock · 50,101 shares Expires 2026-11-03 F1 · derivative.exercise_date: One-third of the Options will become exercisable on each of 11/3/2017, 11/3/2018 and 11/3/2019, as long as the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. 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.