Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atkore Inc.ATKR · Entity 4197 | VP, Global Human Resources | November 28, 2018 | December 06, 2018 |
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.
Atkore Inc.
Report date November 28, 2018 · Filed December 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,008 |
Ending reported balance
After 2018-11-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-11-28 · Tax withholding · Disposed 470 · Balance 48,385 F1: Securities withheld to pay withholding taxes on vested restricted stock units exempt under Rule 16b-3. Row 2 · 2018-11-30 · Tax withholding · Disposed 377 · Balance 48,008 F1: Securities withheld to pay withholding taxes on vested restricted stock units exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities withheld to pay withholding taxes on vested restricted stock units exempt under Rule 16b-3.
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 30, 2018 Filed Dec 6, 2018 21:52 UTC | Atkore Inc. ATKR · Entity 4197 | Tax withholdingCommon Stock | 377 | $20.42 | $7,698.34 |
DisclosureSEC source: 0001666138-18-000158 · wf-form4_154413312281900.xml · nonDerivative · entry 2 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,008 F1 · shares: Securities withheld to pay withholding taxes on vested restricted stock units exempt under Rule 16b-3. Read SEC document |
| November 28, 2018 Filed Dec 6, 2018 21:52 UTC | Atkore Inc. ATKR · Entity 4197 | Tax withholdingCommon Stock | 470 | $21.06 | $9,898.20 |
DisclosureSEC source: 0001666138-18-000158 · wf-form4_154413312281900.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,385 F1 · shares: Securities withheld to pay withholding taxes on vested restricted stock units exempt under Rule 16b-3. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 22:46 UTC | Atkore Inc. ATKR · Entity 4197 | GrantStock Options (right to buy) · Derivative | 10,417 | $0.00 Strike: $17.90 | $0.00 |
DisclosureSEC source: 0001666138-18-000138 · wf-form4_154353159435526.xml · derivative · entry 2 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,417 Underlying: Common Stock · 10,417 shares Expires 2028-11-27 F2 · derivative.exercise_date: Represents stock options. The options vest and become exercisable ratably in three installments on each anniversary of November 27, 2018, subject to continued employment. Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 22:46 UTC | Atkore Inc. ATKR · Entity 4197 | GrantCommon Stock | 4,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001666138-18-000138 · wf-form4_154353159435526.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,855 F1 · security: Represents restricted stock units ("RSUs"). The RSUs vest ratably in three installments on each anniversary of November 27, 2018, subject to continued employment. The RSUs settle into common stock of the Issuer no later than March 15th of the calendar year immediately following the calendar year in which vesting occurs. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionStock Options (right to buy) · Derivative | 2,827 | $0.00 Strike: $21.45 | $0.00 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · derivative · entry 7 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,657 Underlying: Common Stock · 2,827 shares Expires 2026-11-30 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. F3 · derivative.exercise_date: These options are fully vested and exercisable. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionStock Options (right to buy) · Derivative | 132,894 | $0.00 Strike: $7.30 | $0.00 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · derivative · entry 6 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 132,894 shares Expires 2022-12-07 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. F3 · derivative.exercise_date: These options are fully vested and exercisable. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionStock Options (right to buy) · Derivative | 91,685 | $0.00 Strike: $7.30 | $0.00 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · derivative · entry 5 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 91,685 shares Expires 2022-01-09 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. F3 · derivative.exercise_date: These options are fully vested and exercisable. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | SaleCommon Stock | 228,036 | $24.79 | $5,653,103.65 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · nonDerivative · entry 4 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,967 F1 · kind: This exercise and sale were undertaken pursuant to a predetermined diversification plan previously adopted by the Reporting Person (a "10b5-1 Plan"). F2 · price: This price represents the approximate weighted average price per share of common stock (each a "Share") of Atkore International Group Inc. (the "Issuer") of sales that were executed at prices ranging from $24.00 to $25.83 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionCommon Stock | 2,827 | $21.45 | $60,639.15 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · nonDerivative · entry 3 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,003 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 |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionCommon Stock | 132,894 | $7.30 | $970,126.20 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · nonDerivative · entry 2 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,176 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 |
| August 07, 2018 Filed Aug 9, 2018 21:55 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionCommon Stock | 91,685 | $7.30 | $669,300.50 |
DisclosureSEC source: 0001666138-18-000096 · wf-form4_153385170911058.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,282 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 30, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionStock Options (right to buy) · Derivative | 2,709 | $0.00 Strike: $7.30 | $0.00 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · derivative · entry 8 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,894 Underlying: Common Stock · 2,709 shares Expires 2022-12-07 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. F6 · derivative.exercise_date: These options are fully vested and exercisable. Read SEC document |
| November 30, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | SaleCommon Stock | 2,709 | $22.10 | $59,879.47 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · nonDerivative · entry 5 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,223 F2 · kind: This exercise and sale were undertaken pursuant to a predetermined diversification plan previously adopted by the Reporting Person (a "10b5-1 Plan"). F4 · price: This price represents the approximate weighted average price per share of common stock (each a "Share") of Atkore International Group Inc. (the "Issuer") of sales that were executed at prices ranging from $22.00 to $22.32 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| November 30, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionCommon Stock | 2,709 | $7.30 | $19,775.70 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · nonDerivative · entry 4 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,932 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 30, 2017 Filed Dec 13, 2017 22:30 UTC | Atkore Inc. ATKR · Entity 4197 | Tax withholdingCommon Stock | 535 | $21.28 | $11,384.80 |
DisclosureSEC source: 0001666138-17-000136 · wf-form4_151320421615703.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,688 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionStock Options (right to buy) · Derivative | 152,097 | $0.00 Strike: $7.30 | $0.00 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · derivative · entry 7 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,603 Underlying: Common Stock · 152,097 shares Expires 2022-12-07 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. F6 · derivative.exercise_date: These options are fully vested and exercisable. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | SaleCommon Stock | 152,097 | $22.13 | $3,366,104.34 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · nonDerivative · entry 3 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,223 F2 · kind: This exercise and sale were undertaken pursuant to a predetermined diversification plan previously adopted by the Reporting Person (a "10b5-1 Plan"). F3 · price: This price represents the approximate weighted average price per share of common stock (each a "Share") of Atkore International Group Inc. (the "Issuer") of sales that were executed at prices ranging from $22.00 to $22.48 per Share. The Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionCommon Stock | 152,097 | $7.30 | $1,110,308.10 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · nonDerivative · entry 2 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,320 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 28, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | GrantStock Options (right to buy) · Derivative | 10,504 | $0.00 Strike: $20.01 | $0.00 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · derivative · entry 6 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,504 Underlying: Common Stock · 10,504 shares Expires 2027-11-28 F5 · derivative.exercise_date: Represents stock options. The options vest and become exercisable ratably in three installments on each anniversary of November 28, 2017, subject to continued employment. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 23:14 UTC | Atkore Inc. ATKR · Entity 4197 | GrantCommon Stock | 4,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001666138-17-000116 · wf-form4_151208364394714.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,223 F1 · security: Represents restricted stock units ("RSUs"). The RSUs vest ratably in three installments on each anniversary of November 28, 2017, subject to continued employment. The RSUs settle into common stock of the Issuer no later than March 15th of the calendar year immediately following the calendar year in which vesting occurs. Read SEC document |
| April 28, 2017 Filed May 1, 2017 22:25 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionStock Options (right to buy) · Derivative | 31,615 | $0.00 Strike: $7.30 | $0.00 |
DisclosureSEC source: 0001209191-17-029009 · doc4.xml · derivative · entry 3 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,685 Underlying: Common Stock · 31,615 shares Expires 2022-04-11 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. F3 · derivative.exercise_date: These options are fully vested and exercisable. Read SEC document |
| April 28, 2017 Filed May 1, 2017 22:25 UTC | Atkore Inc. ATKR · Entity 4197 | SaleCommon Stock | 22,362 | $26.22 | $586,331.64 |
DisclosureSEC source: 0001209191-17-029009 · doc4.xml · nonDerivative · entry 2 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,850 F1 · kind: This exercise and sale were undertaken pursuant to a predetermined diversification plan previously adopted by the Reporting Person (a "10b5-1 Plan"). F2 · price: This price represents the approximate weighted average price per share of common stock (each a "Share") of Atkore International Group Inc. (the "Issuer") of sales that were executed at prices ranging from $26.03 to $26.29 per Share. the Reporting Person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the issuer, full information regarding the number of Shares sold at each price. Read SEC document |
| April 28, 2017 Filed May 1, 2017 22:25 UTC | Atkore Inc. ATKR · Entity 4197 | Exercise / conversionCommon Stock | 31,615 | $7.30 | $230,789.50 |
DisclosureSEC source: 0001209191-17-029009 · doc4.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,212 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 30, 2016 Filed Dec 2, 2016 22:00 UTC | Atkore Inc. ATKR · Entity 4197 | GrantStock Options (right to buy) · Derivative | 8,484 | $0.00 Strike: $21.45 | $0.00 |
DisclosureSEC source: 0001209191-16-153074 · doc4.xml · derivative · entry 2 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,484 Underlying: Common Stock · 8,484 shares Expires 2026-11-30 F2 · derivative.exercise_date: Represents stock options. The options vest and become exercisable ratably in three installments on each anniversary of November 30, 2016, subject to continued employment. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:00 UTC | Atkore Inc. ATKR · Entity 4197 | GrantCommon Stock | 3,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-153074 · doc4.xml · nonDerivative · entry 1 Fitzpatrick Kevin P · CIK 0001454306 · VP, Global Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,597 F1 · security: Represents restricted stock units ("RSUs"). The RSUs vest ratably in three installments on each anniversary of November 30, 2016, subject to continued employment. The RSUs settle into common stock of the Issuer no later than March 15th of the calendar year immediately following the calendar year in which vesting occurs. 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.