Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WD 40 COWDFC · Entity 4262 | Director | August 31, 2017 | October 13, 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.
WD 40 CO
Report date August 31, 2017 · Filed October 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 228,302 |
Reported balance
After 2016-12-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-12-20 · Gift · Acquired 4,726 · Balance 228,302 F1: Gift value equal to average of high and low stock price for date of gift. |
| Common StockSEC Table I · non-derivative | Direct | 231,380 |
Reported balance
After 2016-12-28 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2016-12-28 · Gift · Acquired 3,078 · Balance 231,380 F1: Gift value equal to average of high and low stock price for date of gift. F2: Total includes 8,501 Restricted Stock Units (Common Stock equivalents). F3: The reporting person has sole voting and investment power over shares held in trust. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee | 23,287 |
Reported balance
After 2016-12-20 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-12-20 · Gift · Disposed 22,498 · Balance 23,287 F1: Gift value equal to average of high and low stock price for date of gift. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee | 8,475 |
Reported balance
After 2016-12-28 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2016-12-28 · Gift · Disposed 14,812 · Balance 8,475 F1: Gift value equal to average of high and low stock price for date of gift. |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee | 3 |
Reported balance
After 2017-07-28 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2017-07-28 · Gift · Disposed 8,475 · Balance 3 F1: Gift value equal to average of high and low stock price for date of gift. |
Filing footnotes · ownership attribution and instrument terms
F1: Gift value equal to average of high and low stock price for date of gift.
F2: Total includes 8,501 Restricted Stock Units (Common Stock equivalents).
F3: The reporting person has sole voting and investment power over shares held in trust.
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 28, 2017 Filed Oct 13, 2017 22:11 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 8,475 | $106.23 | $900,299.25 |
DisclosureSEC source: 0001140361-17-038665 · doc1.xml · nonDerivative · entry 5 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 3 F1 · price: Gift value equal to average of high and low stock price for date of gift. Read SEC document |
| May 08, 2017 Filed May 10, 2017 21:12 UTC | WD 40 CO WDFC · Entity 4262 | SaleCommon Stock | 4,726 | $104.25 | $492,676.05 |
DisclosureSEC source: 0001140361-17-019417 · doc1.xml · nonDerivative · entry 1 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,576 F1 · date: Transaction pursuant to trading plan adopted pursuant to Rule 10b-5 under Securities Exchange Act of 1934. F2 · price: Average price per share based on sales between $105 and $103.45. F4 · balance_after: Total includes 8,501 Restricted Stock Units (Common Stock equivalents). Read SEC document |
| December 28, 2016 Filed Oct 13, 2017 22:11 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 14,812 | $116.58 | $1,726,782.96 |
DisclosureSEC source: 0001140361-17-038665 · doc1.xml · nonDerivative · entry 4 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 8,475 F1 · price: Gift value equal to average of high and low stock price for date of gift. Read SEC document |
| December 28, 2016 Filed Oct 13, 2017 22:11 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 3,078 | $116.58 | $358,833.24 |
DisclosureSEC source: 0001140361-17-038665 · doc1.xml · nonDerivative · entry 2 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,380 F1 · price: Gift value equal to average of high and low stock price for date of gift. F2 · balance_after: Total includes 8,501 Restricted Stock Units (Common Stock equivalents). F3 · ownership.direct: The reporting person has sole voting and investment power over shares held in trust. Read SEC document |
| December 20, 2016 Filed Oct 13, 2017 22:11 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 22,498 | $113.92 | $2,562,972.16 |
DisclosureSEC source: 0001140361-17-038665 · doc1.xml · nonDerivative · entry 3 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 23,287 F1 · price: Gift value equal to average of high and low stock price for date of gift. Read SEC document |
| December 20, 2016 Filed Oct 13, 2017 22:11 UTC | WD 40 CO WDFC · Entity 4262 | GiftCommon Stock | 4,726 | $113.92 | $538,385.92 |
DisclosureSEC source: 0001140361-17-038665 · doc1.xml · nonDerivative · entry 1 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,302 F1 · price: Gift value equal to average of high and low stock price for date of gift. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 18:15 UTC | WD 40 CO WDFC · Entity 4262 | GrantCommon Stock | 497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-16-089775 · doc1.xml · nonDerivative · entry 1 CRIVELLO MARIO L · CIK 0001191651 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,302 F1 · shares: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for a non-elective portion of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F1 · price: Restricted Stock Units (Common Stock equivalents) were granted pursuant to the WD-40 Company 2016 Stock Incentive Plan for a non-elective portion of annual director compensation in accordance with the Issuer's Directors' Compensation Policy and Election Plan. The Restricted Stock Units will be settled solely with Issuer Common Stock upon termination of the reporting person's service as a director. F2 · balance_after: Total includes 8,501 Restricted Stock Units (Common Stock equivalents). 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.