Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlueLinx Holdings Inc.BXC · Entity 5356 | VP, Procurement | July 18, 2018 | July 21, 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.
BlueLinx Holdings Inc.
Report date July 18, 2018 · Filed July 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,957 |
Ending reported balance
After 2018-07-20 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-07-20 · Exercise / conversion · Acquired 1,500 · Balance 3,369 F1: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Row 2 · 2018-07-20 · Tax withholding · Disposed 456 · Balance 2,913 F2: These shares were withheld to cover tax withholding obligations when 1,500 restricted stock units vested on July 20, 2018. Row 3 · 2018-07-20 · Exercise / conversion · Acquired 1,500 · Balance 4,413 F3: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Row 4 · 2018-07-20 · Tax withholding · Disposed 456 · Balance 3,957 F4: These shares were withheld to cover tax withholding obligations when 1,500 performance share units vested on July 20, 2018. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 1,500 |
Reported balance
After 2018-07-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-07-18 · Grant · Acquired 1,500 · Balance 1,500 F1: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-07-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-07-20 · Exercise / conversion · Disposed 1,500 · Balance 0 F1: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-07-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-07-20 · Exercise / conversion · Disposed 1,500 · Balance 0 F3: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 904 |
Reported balance
Holding disclosure · report date 2018-07-18 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 904 F5: These are time-based restricted stock units that vest in three equal annual installments commencing on June 8, 2019. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock.
F2: These shares were withheld to cover tax withholding obligations when 1,500 restricted stock units vested on July 20, 2018.
F3: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock.
F4: These shares were withheld to cover tax withholding obligations when 1,500 performance share units vested on July 20, 2018.
F5: These are time-based restricted stock units that vest in three equal annual installments commencing on June 8, 2019. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock.
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 |
|---|---|---|---|---|---|---|
| July 20, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Exercise / conversionRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · derivative · entry 7 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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. F3 · derivative.exercise_price: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3 · shares: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3 · derivative.exercise_date: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3 · derivative.expiration_date: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Read SEC document |
| July 20, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Exercise / conversionPerformance Share Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · derivative · entry 6 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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. F1 · derivative.exercise_price: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · shares: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · derivative.exercise_date: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · derivative.expiration_date: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Read SEC document |
| July 20, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Tax withholdingCommon Stock | 456 | $34.12 | $15,558.72 |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · nonDerivative · entry 4 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,957 F4 · shares: These shares were withheld to cover tax withholding obligations when 1,500 performance share units vested on July 20, 2018. Read SEC document |
| July 20, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · nonDerivative · entry 3 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,413 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 · shares: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3 · price: Represents the conversion of restricted stock units that vested on July 20, 2018. Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Read SEC document |
| July 20, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Tax withholdingCommon Stock | 456 | $34.12 | $15,558.72 |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · nonDerivative · entry 2 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,913 F2 · shares: These shares were withheld to cover tax withholding obligations when 1,500 restricted stock units vested on July 20, 2018. Read SEC document |
| July 20, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Exercise / conversionCommon Stock | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · nonDerivative · entry 1 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,369 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 · shares: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · price: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Read SEC document |
| July 18, 2018 Filed Jul 21, 2018 00:10 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | GrantPerformance Share Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001301787-18-000122 · wf-form4_153213182284126.xml · derivative · entry 5 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires not disclosed F1 · derivative.exercise_price: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · shares: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · derivative.exercise_date: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F1 · derivative.expiration_date: Represents the conversion of performance share units that vested on July 20, 2018. The performance-related conditions of these restricted stock units were satisfied on July 18, 2018. Each performance share unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. Read SEC document |
| July 16, 2018 Filed Jul 19, 2018 20:57 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Exercise / conversionStock Appreciation Rights · Derivative | 28,000 | $0.00 Strike: $7.00 | $0.00 |
DisclosureSEC source: 0001301787-18-000117 · wf-form4_153203382452755.xml · derivative · entry 3 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,000 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. F1 · shares: Represent cash-settled stock appreciation rights (SARs) that vested on July 16, 2018. The SARs will be settled in two cash installments as follows: (i) 50% payable within thirty days of the vesting date, and (ii) 50% payable in 2019, no later than August 15, 2019. F1 · derivative.expiration_date: Represent cash-settled stock appreciation rights (SARs) that vested on July 16, 2018. The SARs will be settled in two cash installments as follows: (i) 50% payable within thirty days of the vesting date, and (ii) 50% payable in 2019, no later than August 15, 2019. F1 · derivative.underlying_shares: Represent cash-settled stock appreciation rights (SARs) that vested on July 16, 2018. The SARs will be settled in two cash installments as follows: (i) 50% payable within thirty days of the vesting date, and (ii) 50% payable in 2019, no later than August 15, 2019. Read SEC document |
| July 16, 2018 Filed Jul 19, 2018 20:57 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Disposition to issuerCommon Stock | 28,000 | $38.17 | $1,068,760.00 |
DisclosureSEC source: 0001301787-18-000117 · wf-form4_153203382452755.xml · nonDerivative · entry 2 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869 F1 · shares: Represent cash-settled stock appreciation rights (SARs) that vested on July 16, 2018. The SARs will be settled in two cash installments as follows: (i) 50% payable within thirty days of the vesting date, and (ii) 50% payable in 2019, no later than August 15, 2019. F2 · price: Represents the "fair market value" of each SAR. The fair market value is equal to the average closing price for one share of BlueLinx Holdings Inc. common stock for the 20 trading days ending on the vesting date. Read SEC document |
| July 16, 2018 Filed Jul 19, 2018 20:57 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | Exercise / conversionCommon Stock | 28,000 | $7.00 | $196,000.00 |
DisclosureSEC source: 0001301787-18-000117 · wf-form4_153203382452755.xml · nonDerivative · entry 1 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,869 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 · shares: Represent cash-settled stock appreciation rights (SARs) that vested on July 16, 2018. The SARs will be settled in two cash installments as follows: (i) 50% payable within thirty days of the vesting date, and (ii) 50% payable in 2019, no later than August 15, 2019. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 22:08 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | GrantRestricted Stock Units · Derivative | 904 | $0.00 | $0.00 |
DisclosureSEC source: 0001301787-18-000101 · wf-form4_152884127861666.xml · derivative · entry 4 Herrin Ronald K. · CIK 0001738623 · VP, Procurement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904 Underlying: Common Stock · 904 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installment commencing June 8, 2019. Vested shares will be delivered to the reporting person not later than 30 days after each vesting date. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installment commencing June 8, 2019. Vested shares will be delivered to the reporting person not later than 30 days after each vesting 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.