Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JELD-WEN Holding, Inc.JELD · Entity 6378 | EVP & President, Europe | February 25, 2019 | February 27, 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.
JELD-WEN Holding, Inc.
Report date February 25, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,264 |
Reported balance
After 2019-02-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-25 · Grant · Acquired 5,128 · Balance 22,264 F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 25, 2022. |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $20.96 · Expires 2029-02-25 | Direct | 12,905 |
Reported balance
After 2019-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-25 · Grant · Acquired 12,905 · Balance 12,905 F2: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 25, 2020, February 25, 2021 and February 25, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 25, 2022.
F2: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 25, 2020, February 25, 2021 and February 25, 2022.
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 |
|---|---|---|---|---|---|---|
| February 25, 2019 Filed Feb 27, 2019 18:24 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock · Derivative | 12,905 | $20.96 Strike: $20.96 | $270,488.80 |
DisclosureSEC source: 0001674335-19-000015 · wf-form4_155130983678507.xml · derivative · entry 2 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,905 Underlying: Common Stock · 12,905 shares Expires 2029-02-25 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 25, 2020, February 25, 2021 and February 25, 2022. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 18:24 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 5,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-19-000015 · wf-form4_155130983678507.xml · nonDerivative · entry 1 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,264 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 25, 2022. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 17:56 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 4,982 | $26.16 | $130,349.05 |
DisclosureSEC source: 0001674335-18-000092 · wf-form4_153748054565379.xml · nonDerivative · entry 1 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,136 F1 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on September 9, 2018 to cover the foreign tax obligations resulting from the vesting of 11,000 RSUs originally granted on September 28, 2015. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $26.09 to $26.22, inclusive. The reporting person undertakes to provide to JELD-WEN Holding, Inc., any security holder of JELD-WEN Holding, Inc., 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 Form 4. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 20:15 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantStock Option (Right to Buy) · Derivative | 10,330 | $0.00 Strike: $33.34 | $0.00 |
DisclosureSEC source: 0001674335-18-000017 · wf-form4_151986690923435.xml · derivative · entry 2 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,330 Underlying: Common Stock · 10,330 shares Expires 2028-02-26 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably on February 26, 2019, February 26, 2020 and February 26, 2021. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 20:15 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 4,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-18-000017 · wf-form4_151986690923435.xml · nonDerivative · entry 1 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,118 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 26, 2021. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 16:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantStock Option (Right to Buy) · Derivative | 24,379 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0001140361-17-004577 · doc1.xml · derivative · entry 2 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,379 Underlying: Common Stock · 24,379 shares Expires 2027-02-02 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, these options will vest ratably on February 2, 2018, February 2, 2019 and February 2, 2020. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 16:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 7,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004577 · doc1.xml · nonDerivative · entry 1 Maxwell Peter · CIK 0001695324 · EVP & President, Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,094 F1 · security: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest on February 2, 2020. 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.