Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL PAPER CO /NEW/IP · Entity 3274 | Senior Vice President | February 24, 2017 | February 27, 2017 |
| SHERWIN WILLIAMS COSHW · Entity 2948 | Director | March 14, 2017 | March 16, 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.
INTERNATIONAL PAPER CO /NEW/
Report date February 24, 2017 · Filed February 27, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,130 |
Reported balance
After 2017-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-02-24 · Other · Disposed 22,515 · Balance 109,130 F1: Represents deposit into voting trust by the reporting person of shares previously reported as directly owned. F2: Share numbers are rounded. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 69,892 |
Reported balance
After 2017-02-24 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-02-24 · Other · Acquired 22,515 · Balance 69,892 F1: Represents deposit into voting trust by the reporting person of shares previously reported as directly owned. F2: Share numbers are rounded. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deposit into voting trust by the reporting person of shares previously reported as directly owned.
F2: Share numbers are rounded.
SHERWIN WILLIAMS CO
Report date March 14, 2017 · Filed March 16, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,015 |
Reported balance
After 2017-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-14 · Gift · Disposed 1,139 · Balance 1,015 F1: Shares listed are restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 3,962 |
Reported balance
After 2017-03-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-03-14 · Gift · Acquired 1,139 · Balance 3,962 |
| Common StockSEC Table I · non-derivative | IndirectDeferred Plan | 2,650 |
Reported balance
Holding disclosure · report date 2017-03-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,650 F2: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares listed are restricted stock units.
F2: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan.
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 |
|---|---|---|---|---|---|---|
| March 14, 2017 Filed Mar 16, 2017 18:04 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GiftCommon Stock | 1,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021035 · doc4.xml · nonDerivative · entry 2 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 3,962 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:04 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GiftCommon Stock | 1,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021035 · doc4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,015 F1 · balance_after: Shares listed are restricted stock units. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 13:39 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GiftCommon Stock | 917 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019105 · doc4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 2,823 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 19:34 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | OtherCommon Stock | 22,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008533 · form4.xml · nonDerivative · entry 2 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 69,892 F1 · kind: Represents deposit into voting trust by the reporting person of shares previously reported as directly owned. F2 · balance_after: Share numbers are rounded. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 19:34 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | OtherCommon Stock | 22,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008533 · form4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,130 F1 · kind: Represents deposit into voting trust by the reporting person of shares previously reported as directly owned. F2 · balance_after: Share numbers are rounded. Read SEC document |
| February 14, 2017 Filed Feb 15, 2017 19:35 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-011004 · doc4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,154 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Stock Plan for Nonemployee Directors. F2 · balance_after: Of shares listed, 201 are restricted stock and 1,338 are restricted stock units. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 19:06 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | Tax withholdingCommon Stock | 11,606 | $52.89 | $613,841.34 |
DisclosureSEC source: 0001127602-17-006211 · form4.xml · nonDerivative · entry 2 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,645 F3 · shares: Represents shares withheld from the PSP award for the payment of tax liability. F2 · balance_after: Share numbers are rounded. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 19:06 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 6,586 | $52.89 | $348,333.54 |
DisclosureSEC source: 0001127602-17-006211 · form4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,251 F1 · shares: Represents additional shares acquired under the 2014-2016 Performance Share Plan ("PSP") based on actual corporate achievement against pre-established performance objectives over target shares reported at the time of grant. F2 · balance_after: Share numbers are rounded. Read SEC document |
| January 06, 2017 Filed Jan 9, 2017 21:09 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantPhantom Stock · Derivative | 60.93 | $278.99 | $16,998.86 |
DisclosureSEC source: 0001209191-17-002925 · doc4.xml · derivative · entry 4 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,626.7 Underlying: Common Stock · 60.93 shares Expires not disclosed F4 · derivative.exercise_price: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F4 · shares: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F4 · derivative.exercise_date: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F4 · derivative.expiration_date: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F5 · balance_after: Includes phantom stock acquired pursuant to the dividend reinvestment feature of the plan. Read SEC document |
| January 06, 2017 Filed Jan 9, 2017 21:09 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 61 | $277.55 | $16,930.55 |
DisclosureSEC source: 0001209191-17-002925 · doc4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 2,643 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:18 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | GrantCommon Stock | 25,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000615 · form4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,665 F1 · kind: Performance-based restricted stock acquired pursuant to a grant under the issuer's 2017 Performance Share Plan ("PSP"). PSP shares are earned over a three-year performance period based on pre-established performance objectives. Any difference between shares granted and shares earned at the end of the performance period will be reported upon payout. F2 · balance_after: Share numbers are rounded. Read SEC document |
| December 13, 2016 Filed Dec 13, 2016 23:14 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | SaleCommon Stock | 10,000 | $53.33 | $533,301.00 |
DisclosureSEC source: 0001127602-16-069952 · form4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 47,377 F1 · balance_after: Share numbers are rounded. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 12:27 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantPhantom Stock · Derivative | 60.93 | $268.74 | $16,374.33 |
DisclosureSEC source: 0001209191-16-145503 · doc4.xml · derivative · entry 4 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,557.66 Underlying: Common Stock · 60.93 shares Expires not disclosed F4 · derivative.exercise_price: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F4 · shares: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F4 · derivative.exercise_date: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F4 · derivative.expiration_date: Represents the number of shares of phantom stock acquired by the reporting person (in an exempt transaction) under the Director Deferred Fee Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable in cash generally upon the reporting person's retirement. F5 · balance_after: Includes phantom stock acquired pursuant to the dividend reinvestment feature of the plan. Read SEC document |
| October 07, 2016 Filed Oct 11, 2016 12:27 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 61 | $266.36 | $16,247.96 |
DisclosureSEC source: 0001209191-16-145503 · doc4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Plan Disclosed balance after: 2,573 F1 · kind: Shares were acquired in an exempt transaction in connection with the Director Deferred Fee Plan; reporting person has the right to direct the vote for such shares. F2 · balance_after: Shares listed are held pursuant to the Director Deferred Fee Plan, which includes shares acquired pursuant to the dividend reinvestment feature of such plan. Read SEC document |
| September 15, 2016 Filed Sep 15, 2016 21:58 UTC | INTERNATIONAL PAPER CO /NEW/ IP · Entity 3274 | SaleCommon Stock | 10,000 | $47.86 | $478,631.00 |
DisclosureSEC source: 0001127602-16-062565 · form4.xml · nonDerivative · entry 1 Kadien Thomas G · CIK 0001327759 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 57,377 F1 · price: Represents the weighted average price for 10,000 shares sold within the range of $47.86 to $47.90. Information regarding the number of shares sold at each separate price will be made available from the reporting person upon request by the SEC, the issuer or its shareowners. F2 · balance_after: Share numbers are rounded. 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.