Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMPASS MINERALS INTERNATIONAL INCCMP · Entity 4940 | SVP, Operations | April 03, 2017 | April 06, 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.
COMPASS MINERALS INTERNATIONAL INC
Report date April 03, 2017 · Filed April 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock Unit(ROIC)SEC Table II · derivative / convertible security · Expires 2020-04-03 | Direct | 2,075 |
Reported balance
After 2017-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-04-03 · Grant · Acquired 2,075 · Balance 2,075 F2: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated based on the Issuer's return on invested capital over a three-year performance period. |
| Performance Stock Unit(rTSR)SEC Table II · derivative / convertible security · Expires 2020-04-03 | Direct | 1,819 |
Reported balance
After 2017-04-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-04-03 · Grant · Acquired 1,819 · Balance 1,819 F3: Each performance stock unit represents a contingent right to receive between 0% and 150% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Russell 3000 Index over a three-year performance period. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2020-04-03 | Direct | 2,075 |
Reported balance
After 2017-04-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-04-03 · Grant · Acquired 2,075 · Balance 2,075 F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2017 financial performance. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.00 · Expires 2024-04-03 | Direct | 15,035 |
Reported balance
After 2017-04-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-04-03 · Grant · Acquired 15,035 · Balance 15,035 F5: This stock option award vests in four equal annual installments of 25% each, beginning on the first anniversary of the grant date. |
| Common StockSEC Table I · non-derivative | Direct | 6,804 |
Reported balance
Holding disclosure · report date 2017-04-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 6,804 |
| Common StockSEC Table I · non-derivative | IndirectCompany 401(k) Plan | 1,030 |
Reported balance
Holding disclosure · report date 2017-04-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,030 F1: The reported number is based on a 401(k) plan statement dated as of April 5, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported number is based on a 401(k) plan statement dated as of April 5, 2017.
F2: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated based on the Issuer's return on invested capital over a three-year performance period.
F3: Each performance stock unit represents a contingent right to receive between 0% and 150% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Russell 3000 Index over a three-year performance period.
F4: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2017 financial performance.
F5: This stock option award vests in four equal annual installments of 25% each, beginning on the first anniversary of the grant 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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 6, 2017 00:22 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantStock Option (Right to Buy) · Derivative | 15,035 | $0.00 Strike: $68.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000095 · wf-form4_149143815761268.xml · derivative · entry 6 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,035 Underlying: Common Stock · 15,035 shares Expires 2024-04-03 F5 · derivative.exercise_date: This stock option award vests in four equal annual installments of 25% each, beginning on the first anniversary of the grant date. Read SEC document |
| April 03, 2017 Filed Apr 6, 2017 00:22 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000095 · wf-form4_149143815761268.xml · derivative · entry 5 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires 2020-04-03 F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2017 financial performance. Read SEC document |
| April 03, 2017 Filed Apr 6, 2017 00:22 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit(rTSR) · Derivative | 1,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000095 · wf-form4_149143815761268.xml · derivative · entry 4 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,819 Underlying: Common Stock · 1,819 shares Expires 2020-04-03 F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 150% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Russell 3000 Index over a three-year performance period. Read SEC document |
| April 03, 2017 Filed Apr 6, 2017 00:22 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit(ROIC) · Derivative | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000095 · wf-form4_149143815761268.xml · derivative · entry 3 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Underlying: Common Stock · 2,075 shares Expires 2020-04-03 F2 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated based on the Issuer's return on invested capital over a three-year performance period. Read SEC document |
| March 14, 2017 Filed Mar 14, 2017 21:45 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Tax withholdingCommon Stock | 606 | $68.59 | $41,565.54 |
DisclosureSEC source: 0001227654-17-000040 · wf-form4_148952793005064.xml · nonDerivative · entry 3 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,804 F1 · shares: Represents the number of shares sold to satisfy tax withholding obligations on the vesting and release of the restricted stock units and performance stock units. F2 · price: The 606 shares were traded in blocks at prices ranging from $68.10 to $70.00 per share. $68.59 is the weighted average sale price per share. Information regarding the number of shares sold at each separate price is available upon request by the SEC staff or any security holder of the Issuer. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:45 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionPerformance Stock Unit · Derivative | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000040 · wf-form4_148952793005064.xml · derivative · entry 6 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 925 shares Expires 2017-03-10 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. F5 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 150% of one share of Issuer common stock. The actual number of shares that was earned was calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Russell 3000 Index over a three-year performance period. F6 · shares: The reported number of securities represents 65.21% of the initial target number of shares subject to the performance stock unit award granted on March 10, 2014, which were earned based the Issuer's performance over the three-year performance period. F6 · derivative.underlying_shares: The reported number of securities represents 65.21% of the initial target number of shares subject to the performance stock unit award granted on March 10, 2014, which were earned based the Issuer's performance over the three-year performance period. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:45 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionRestricted Stock Unit · Derivative | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000040 · wf-form4_148952793005064.xml · derivative · entry 5 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 860 shares Expires 2017-03-10 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. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:45 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000040 · wf-form4_148952793005064.xml · nonDerivative · entry 2 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,410 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 |
| March 10, 2017 Filed Mar 14, 2017 21:45 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-17-000040 · wf-form4_148952793005064.xml · nonDerivative · entry 1 Leunig Jack C. · CIK 0001578373 · SVP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,485 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.