Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINNEBAGO INDUSTRIES INCWGO · Entity 5088 | VP-General Counsel & Secretary | December 13, 2017 | December 15, 2017 |
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.
WINNEBAGO INDUSTRIES INC
Report date December 13, 2017 · Filed December 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.50 par valueSEC Table I · non-derivative | Direct | 36,565 |
Reported balance
After 2017-12-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-13 · Tax withholding · Disposed 278 · Balance 36,565 F1: Upon the annual incremental vesting of a restricted stock award granted 12/13/16 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. F2: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the annual incremental vesting of a restricted stock award granted 12/13/16 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award.
F2: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date.
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 |
|---|---|---|---|---|---|---|
| December 13, 2017 Filed Dec 15, 2017 19:27 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 278 | $56.65 | $15,748.70 |
DisclosureSEC source: 0000897101-17-001608 · wgo173359folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,565 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 12/13/16 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| October 18, 2017 Filed Oct 23, 2017 14:38 UTC Amendment | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantCommon Stock, $.50 par value | 1,980 | $44.40 | $87,912.00 |
DisclosureSEC source: 0000897101-17-001264 · wgo172805folkers_4a.xml · nonDerivative · entry 3 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,843 F4 · deemedExecutionDate: Granted 10/18/17 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Plan. Restricted shares vest in annual increments of one-third beginning on 10/18/2018. F5 · shares: Represents amount of Winnebago Stock Units acquired by reporting person on the transaction date. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| October 18, 2017 Filed Oct 23, 2017 14:38 UTC Amendment | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantCommon Stock, $.50 par value | 438 | $44.40 | $19,447.20 |
DisclosureSEC source: 0000897101-17-001264 · wgo172805folkers_4a.xml · nonDerivative · entry 2 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,863 F3 · shares: Granted under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards and Incentive Compensation Plan which provides for stock grants to Executive Officers under the Officers' Long-Term Incentive Plan for Fiscal Three-Year Period 2015, 2016, and 2017. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| October 16, 2017 Filed Oct 19, 2017 16:01 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Disposition to issuerCommon Stock, $.50 par value | 850 | $44.15 | $37,527.50 |
DisclosureSEC source: 0000897101-17-001257 · wgo172788folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,425 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/15/14 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| October 16, 2017 Filed Oct 23, 2017 14:38 UTC Amendment | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 850 | $44.15 | $37,527.50 |
DisclosureSEC source: 0000897101-17-001264 · wgo172805folkers_4a.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,425 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/15/14 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| October 13, 2017 Filed Oct 16, 2017 21:38 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Disposition to issuerCommon Stock, $.50 par value | 2,548 | $43.50 | $110,838.00 |
DisclosureSEC source: 0000897101-17-001246 · wgo172764folkers_4.xml · nonDerivative · entry 2 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,275 F3 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/13/15 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| October 11, 2017 Filed Oct 16, 2017 21:38 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Disposition to issuerCommon Stock, $.50 par value | 731 | $43.00 | $31,433.00 |
DisclosureSEC source: 0000897101-17-001246 · wgo172764folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,823 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/11/16 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. F2 · balance_after: Represents total amount of Winnebago Stock Units held by reporting person in Winnebago Industries, Inc. as of reporting date. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:49 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantCommon Stock, $.50 par value | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-16-003382 · wgo164250folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,554 F1 · shares: Granted under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Plan. Restricted shares vest in annual increments of one-third beginning December 13, 2017. Read SEC document |
| October 16, 2016 Filed Oct 18, 2016 20:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 680 | $28.19 | $19,169.20 |
DisclosureSEC source: 0000897101-16-003135 · wgo163587folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,054 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/16/2013 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. Read SEC document |
| October 15, 2016 Filed Oct 18, 2016 16:54 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 850 | $28.19 | $23,961.50 |
DisclosureSEC source: 0000897101-16-003119 · wgo163577folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,734 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/15/2014 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. Read SEC document |
| October 13, 2016 Filed Oct 17, 2016 13:58 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 2,548 | $27.84 | $70,936.32 |
DisclosureSEC source: 0000897101-16-003107 · wgo163543folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,584 F1 · shares: Upon the annual incremental vesting of a restricted stock award granted 10/13/2015 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan, which is a Section 16(b) plan, the reporting person exercised their option to have a portion of such vested shares, equal in value to the tax amount calculated based upon the value of such shares on the vesting date, to be withheld by the Company in order to meet reporting person's tax obligation incurred upon the vesting of such restricted stock award. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 22:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantStock Options (rights to buy) · Derivative | 4,300 | $27.89 Strike: $27.89 | $119,927.00 |
DisclosureSEC source: 0000897101-16-003074 · wgo163500folkers_4.xml · derivative · entry 6 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Underlying: Common Stock · 4,300 shares Expires 2026-10-11 F4 · shares: Granted under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards and Incentive Compensation Plan, which is a Section 16(b) Plan with options vesting in annual increments of one-third commencing 10/11/2017 and expiring ten years from date of grant. F4 · derivative.exercise_date: Granted under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards and Incentive Compensation Plan, which is a Section 16(b) Plan with options vesting in annual increments of one-third commencing 10/11/2017 and expiring ten years from date of grant. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 22:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantCommon Stock, $.50 par value | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-16-003074 · wgo163500folkers_4.xml · nonDerivative · entry 5 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,132 F3 · shares: Granted 10/11/16 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan. Restricted shares vest in annual increments of one-third beginning 10/11/2017. F3 · price: Granted 10/11/16 under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan. Restricted shares vest in annual increments of one-third beginning 10/11/2017. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 22:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 1,181 | $27.89 | $32,938.09 |
DisclosureSEC source: 0000897101-16-003074 · wgo163500folkers_4.xml · nonDerivative · entry 4 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,832 Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 22:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantCommon Stock, $.50 par value | 2,316 | $27.89 | $64,593.24 |
DisclosureSEC source: 0000897101-16-003074 · wgo163500folkers_4.xml · nonDerivative · entry 3 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,013 F2 · shares: Granted under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards and Incentive Compensation Plan which provides for stock grants to Executive Officers under the Officers' Long-Term Incentive Plan for Fiscal Three-Year Period 2014, 2015, and 2016. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 22:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | Tax withholdingCommon Stock, $.50 par value | 1,018 | $27.89 | $28,392.02 |
DisclosureSEC source: 0000897101-16-003074 · wgo163500folkers_4.xml · nonDerivative · entry 2 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,697 Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 22:32 UTC | WINNEBAGO INDUSTRIES INC WGO · Entity 5088 | GrantCommon Stock, $.50 par value | 1,998 | $27.89 | $55,724.22 |
DisclosureSEC source: 0000897101-16-003074 · wgo163500folkers_4.xml · nonDerivative · entry 1 Folkers Scott C · CIK 0001551472 · VP-General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,715 F1 · shares: Granted under the Winnebago Industries, Inc. 2014 Omnibus Equity, Performance Awards, and Incentive Compensation Plan which provides for stock grants to Executive Officers under the Officers' Incentive Compensation Plan for Fiscal Year 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.