Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WD 40 COWDFC · Entity 4262 | Chief Strategy Officer | November 16, 2018 | November 20, 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.
WD 40 CO
Report date November 16, 2018 · Filed November 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,351.233 |
Reported balance
After 2018-11-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-16 · Gift · Disposed 6,000 · Balance 13,351.233 F1: Represents the closing price of the stock on the date of the gift transfer. F2: Total includes 2,427.233 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Also includes 5,247 Restricted Stock Units, of which 1,276 are subject to future vesting, and 334 vested Deferred Performance Units (Common Stock equivalents). |
| Common StockSEC Table I · non-derivative | Indirectas Trustee | 6,000 |
Reported balance
After 2018-11-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-11-16 · Gift · Acquired 6,000 · Balance 6,000 F1: Represents the closing price of the stock on the date of the gift transfer. |
| Common StockSEC Table I · non-derivative | Indirectas Trustee | 0 |
Reported balance
After 2018-11-16 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-11-16 · Sale · Disposed 6,000 · Balance 0 F3: Average price for multiple sales at prices ranging from $164.46 to $168.40 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the closing price of the stock on the date of the gift transfer.
F2: Total includes 2,427.233 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Also includes 5,247 Restricted Stock Units, of which 1,276 are subject to future vesting, and 334 vested Deferred Performance Units (Common Stock equivalents).
F3: Average price for multiple sales at prices ranging from $164.46 to $168.40 per share.
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 16, 2018 Filed Nov 20, 2018 21:16 UTC | WD 40 CO WDFC · Entity 4262 | SaleCommon Stock | 6,000 | $167.36 | $1,004,166.00 |
DisclosureSEC source: 0001567619-18-006761 · doc1.xml · nonDerivative · entry 3 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · as Trustee Disclosed balance after: 0 F3 · price: Average price for multiple sales at prices ranging from $164.46 to $168.40 per share. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 21:16 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 6,000 | $168.79 | $1,012,740.00 |
DisclosureSEC source: 0001567619-18-006761 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · as Trustee Disclosed balance after: 6,000 F1 · price: Represents the closing price of the stock on the date of the gift transfer. Read SEC document |
| November 16, 2018 Filed Nov 20, 2018 21:16 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 6,000 | $168.79 | $1,012,740.00 |
DisclosureSEC source: 0001567619-18-006761 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,351.233 F1 · price: Represents the closing price of the stock on the date of the gift transfer. F2 · balance_after: Total includes 2,427.233 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Also includes 5,247 Restricted Stock Units, of which 1,276 are subject to future vesting, and 334 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 19:05 UTC | WD 40 CO WDFC · Entity 4262 | SaleCommon Stock | 5,386 | $169.23 | $911,472.78 |
DisclosureSEC source: 0001567619-18-006428 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,351.233 F1 · price: Average price for multiple sales at prices ranging from $169.00 to $170.00 per share. F2 · balance_after: Total includes 2,427.233 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Also includes 5,247 Restricted Stock Units, of which 1,276 are subject to future vesting, and 334 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 23:28 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-18-004807 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,729.57 F2 · shares: Shares withheld pursuant to mandatory provisions of a Market Stock Unit (MSU) Award Agreement in satisfaction of tax withholding obligation upon settlement of 1,818 MSUs (Common Stock equivalents). F2 · price: Shares withheld pursuant to mandatory provisions of a Market Stock Unit (MSU) Award Agreement in satisfaction of tax withholding obligation upon settlement of 1,818 MSUs (Common Stock equivalents). F3 · balance_after: Total includes 2,419.570 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Total also includes 5,247 RSUs, of which 1,276 are subject to future vesting and 334 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 26, 2018 Filed Oct 30, 2018 23:28 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-18-004807 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,358.57 F1 · shares: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 814 RSUs (Common Stock equivalents). F1 · price: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 814 RSUs (Common Stock equivalents). Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 23:07 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-18-003944 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,641.57 F2 · shares: Acquisition of additional vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 12, 2015. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2018. F2 · price: Acquisition of additional vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 12, 2015. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2018. F3 · balance_after: Total includes 2,419.570 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Total also includes 6,061 RSUs, of which 2,090 are subject to future vesting, 1,818 vested MSUs, and 334 vested Deferred Performance Units (Common Stock equivalents). Read SEC document |
| October 08, 2018 Filed Oct 10, 2018 23:07 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 522 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-18-003944 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,732.57 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2019, 33% not later than November 15, 2020, and 33% not later than November 15, 2021. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2019, 33% not later than November 15, 2020, and 33% not later than November 15, 2021. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 21:39 UTC | WD 40 CO WDFC · Entity 4262 | SaleCommon Stock | 4,861 | $119.58 | $581,278.38 |
DisclosureSEC source: 0001140361-18-008186 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,192.636 F1 · date: Transaction pursuant to trading plan adopted pursuant to Rule 10b5-1 under Securities Exchange Act of 1934. F1 · kind: Transaction pursuant to trading plan adopted pursuant to Rule 10b5-1 under Securities Exchange Act of 1934. F2 · price: Average price for multiple sales at prices ranging from $118.85 to $120.03 per share. F3 · balance_after: Total includes 2,401.636 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Also includes 5,539 Restricted Stock Units, of which 1,568 are subject to future vesting, 909 (target number) Market Share Units (MSUs) awarded to the reporting person in 2015, all of which are subject to future vesting, and 334 vested Deferred Performance Units (Common Stock equivalents). MSUs (which are performance-based equity awards) that were granted to the reporting person on October 11, 2016 and October 9, 2017 are not reported herein as beneficially owned Common Stock equivalents. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 17:14 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-040223 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,032.672 F2 · shares: Shares withheld pursuant to mandatory provisions of a Market Stock Unit (MSU) Award Agreement in satisfaction of tax withholding obligation upon settlement of 2,198 MSUs (Common Stock equivalents). F2 · price: Shares withheld pursuant to mandatory provisions of a Market Stock Unit (MSU) Award Agreement in satisfaction of tax withholding obligation upon settlement of 2,198 MSUs (Common Stock equivalents). F3 · balance_after: Total includes 2,380.672 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Total also includes 5,539 RSUs, of which 1,568 are subject to future vesting, 909 MSUs (target number) awarded to the reporting person in 2015, all of which are subject to future vesting, and 334 vested Deferred Performance Units (Common Stock equivalents). MSUs (which are performance-based equity awards) that were granted to the reporting person on October 11, 2016 and October 9, 2017 are not reported herein as beneficially owned Common Stock equivalents. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 17:14 UTC | WD 40 CO WDFC · Entity 4262 | Tax withholdingCommon Stock | 350 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-040223 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,859.672 F1 · shares: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 927 RSUs (Common Stock equivalents). F1 · price: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 927 RSUs (Common Stock equivalents). Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 23:37 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 1,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-038475 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,209.672 F2 · shares: Acquisition of additional vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 13, 2014. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2017. F2 · price: Acquisition of additional vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 13, 2014. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2017. F3 · balance_after: Total includes 2,380.672 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Total also includes 6,466 RSUs, of which 2,495 are subject to future vesting, 909 MSUs (target number) awarded to the reporting person in 2015, all of which are subject to future vesting, 2,198 vested MSUs, and 334 vested Deferred Performance Units (Common Stock equivalents). MSUs (which are performance-based equity awards) that were granted to the reporting person on October 11, 2016 and October 9, 2017 are not reported herein as beneficially owned Common Stock equivalents. Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 23:37 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 753 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-038475 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,110.672 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2018, 33% not later than November 15, 2019, and 33% not later than November 15, 2020. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2018, 33% not later than November 15, 2019, and 33% not later than November 15, 2020. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 23:51 UTC | WD 40 CO WDFC · Entity 4262 | Disposition to issuerCommon Stock | 859 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-084241 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,315.619 F2 · shares: Shares withheld pursuant to mandatory provisions of Market Stock Unit (MSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 2,284 MSUs (Common Stock equivalents). F2 · price: Shares withheld pursuant to mandatory provisions of Market Stock Unit (MSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 2,284 MSUs (Common Stock equivalents). F3 · balance_after: Total includes 2,338.619 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Total also includes 5,713 Restricted Stock Units, of which 1,742 are subject to future vesting, and 2,008 Market Share Units, all of which are subject to future vesting. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 23:51 UTC | WD 40 CO WDFC · Entity 4262 | Disposition to issuerCommon Stock | 396 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-084241 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,174.619 F1 · shares: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 1,049 RSUs (Common Stock equivalents). F1 · price: Shares withheld pursuant to mandatory provisions of Restricted Stock Unit (RSU) Award Agreements in satisfaction of tax withholding obligation upon settlement of 1,049 RSUs (Common Stock equivalents). Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 01:36 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-082626 · doc1.xml · nonDerivative · entry 1 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,094.619 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2007 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2017, 33% not later than November 15, 2018, and 33% not later than November 15, 2019. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2007 Stock Incentive Plan. The Restricted Stock Units (RSUs) will be settled solely with Issuer Common Stock upon an annual vesting schedule as provided for in the Award Agreement for the RSUs as follows: 34% not later than November 15, 2017, 33% not later than November 15, 2018, and 33% not later than November 15, 2019. Read SEC document |
| October 10, 2016 Filed Oct 13, 2016 01:36 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-082626 · doc1.xml · nonDerivative · entry 3 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,570.619 F3 · shares: Acquisition of vested Deferred Performance Units (Common Stock equivalents) upon certified performance vesting of Deferred Performance Units (DPUs) awarded to the reporting person on October 12, 2015. Vested DPUs will be settled solely with Issuer Common Stock following termination of employment. F3 · price: Acquisition of vested Deferred Performance Units (Common Stock equivalents) upon certified performance vesting of Deferred Performance Units (DPUs) awarded to the reporting person on October 12, 2015. Vested DPUs will be settled solely with Issuer Common Stock following termination of employment. F4 · balance_after: Total includes 2,338.619 shares held in WD-40 Company Profit Sharing Plan (Company Stock Fund) account. Total also includes 6,762 RSUs, of which 2,791 are subject to future vesting, and 2,008 MSUs (target number) awarded to the reporting person in 2014 and 2015. MSUs and DPUs (which are performance-based equity awards) that were granted to the reporting person on October 11, 2016 are not reported herein as beneficially owned common stock equivalents. Read SEC document |
| October 10, 2016 Filed Oct 13, 2016 01:36 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 1,142 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-082626 · doc1.xml · nonDerivative · entry 2 FREEMAN MICHAEL L · CIK 0001191593 · Division President, Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,236.619 F2 · shares: Acquisition of additional vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 14, 2013. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2016. F2 · price: Acquisition of additional vested Market Share Units (Common Stock equivalents) upon certified performance vesting of Market Share Units (MSUs) awarded to the reporting person on October 14, 2013. Vested MSUs will be settled solely with Issuer Common Stock not later than November 15, 2016. 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.