Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stagwell IncMDCA · Entity 4480 | Director | February 17, 2019 | February 22, 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.
Stagwell Inc
Report date February 17, 2019 · Filed February 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A SharesSEC Table I · non-derivative | Direct | 92,678 |
Reported balance
After 2019-02-17 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2019-02-17 · Tax withholding · Disposed 1,881 · Balance 92,678 F2: A total of 5,000 shares of restricted stock (Class A Shares) vested on February 17, 2019. The Reporting Person elected to have a total of 1,881 Class A Shares withheld by the Issuer to satisfy tax withholding requirements. F1: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. |
| Class A SharesSEC Table I · non-derivative | Direct | 94,559 |
Reported balance
Holding disclosure · report date 2019-02-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 94,559 F1: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer.
F2: A total of 5,000 shares of restricted stock (Class A Shares) vested on February 17, 2019. The Reporting Person elected to have a total of 1,881 Class A Shares withheld by the Issuer to satisfy tax withholding requirements.
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 17, 2019 Filed Feb 22, 2019 21:19 UTC | Stagwell Inc MDCA · Entity 4480 | Tax withholdingClass A Shares | 1,881 | $2.94 | $5,530.14 |
DisclosureSEC source: 0001144204-19-009598 · tv514433_form4.xml · nonDerivative · entry 2 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,678 F2 · shares: A total of 5,000 shares of restricted stock (Class A Shares) vested on February 17, 2019. The Reporting Person elected to have a total of 1,881 Class A Shares withheld by the Issuer to satisfy tax withholding requirements. F1 · balance_after: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:33 UTC | Stagwell Inc MDCA · Entity 4480 | Tax withholdingClass A Shares | 1,495 | $7.30 | $10,913.50 |
DisclosureSEC source: 0001144204-18-025148 · tv493021_form4.xml · nonDerivative · entry 2 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,559 F2 · shares: A total of 3,570 shares of restricted stock (Class A Shares) vested on May 1, 2018. The Reporting Person elected to have a total of 1,495 Class A Shares withheld by the Issuer to satisfy tax withholding requirements. F1 · balance_after: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:01 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 10,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-003464 · tv483774_form4.xml · nonDerivative · entry 2 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,054 F1 · balance_after: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. F2 · balance_after: These restricted units granted January 22, 2018 will vest on the third anniversary of the grant date. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | Stagwell Inc MDCA · Entity 4480 | Exercise / conversionStock Options · Derivative | 37,500 | $0.00 Strike: $5.83 | $0.00 |
DisclosureSEC source: 0001144204-17-035915 · v470373_form4.xml · derivative · entry 4 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Shares · 37,500 shares Expires 2017-07-03 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 |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | Stagwell Inc MDCA · Entity 4480 | Tax withholdingClass A Shares | 30,929 | $9.16 | $283,309.64 |
DisclosureSEC source: 0001144204-17-035915 · v470373_form4.xml · nonDerivative · entry 3 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,064 F2 · kind: Reflects the election by Mr. Copeland to have Class A Shares withheld by the Issuer to satisfy the exercise price and tax withholding requirements relating to the exercise of the options reported herein. None of the shares reported herein were sold in the open market. The expiration date of the options reported herein was July 3, 2017 (the tenth anniversary of the grant date). F1 · balance_after: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:25 UTC | Stagwell Inc MDCA · Entity 4480 | Exercise / conversionClass A Shares | 37,500 | $5.83 | $218,625.00 |
DisclosureSEC source: 0001144204-17-035915 · v470373_form4.xml · nonDerivative · entry 2 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,993 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: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:51 UTC | Stagwell Inc MDCA · Entity 4480 | Tax withholdingClass A Shares | 2,021 | $8.40 | $16,976.40 |
DisclosureSEC source: 0001144204-17-025268 · v466356_form4.xml · nonDerivative · entry 2 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,493 F2 · shares: A total of 4,441 shares of restricted stock (Class A Shares) vested on May 5, 2017. The Reporting Person elected to have a total of 2,021 Class A Shares withheld by the Issuer to satisfy tax withholding requirements. F1 · balance_after: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. F2 · balance_after: A total of 4,441 shares of restricted stock (Class A Shares) vested on May 5, 2017. The Reporting Person elected to have a total of 2,021 Class A Shares withheld by the Issuer to satisfy tax withholding requirements. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 22:03 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-005133 · v457698_4.xml · nonDerivative · entry 2 COPELAND CLARE · CIK 0001262699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,514 F1 · balance_after: Includes unvested Restricted Stock Units (Class A Shares) of the Issuer. F2 · balance_after: These restricted units granted January 30, 2017 will vest on the third anniversary of the grant date. 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.