Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBIA SPORTSWEAR COCOLM · Entity 1777 | SVP North America Sales | March 07, 2017 | March 09, 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.
COLUMBIA SPORTSWEAR CO
Report date March 07, 2017 · Filed March 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,339 |
Ending reported balance
After 2017-03-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-03-07 · Exercise / conversion · Acquired 3,048 · Balance 6,447 F1: On 3/3/14, the reporting person was granted a performance restricted stock unit grant for 1,878 target shares. 3,048 shares were earned on 3/7/17, based on achieving 162.3% of certain performance criteria for the period 1/1/14 - 12/31/16. Restricted stock units vest and settle in shares of the Company's common stock on a one-for-one basis. F2: On September 26, 2014 the RSUs were adjusted to reflect COLM 2-for-1 stock split. Row 2 · 2017-03-07 · Tax withholding · Disposed 1,108 · Balance 5,339 F3: Shares surrendered to the Company as payment to satisfy tax withholding obligation in connection with the vesting of the restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: On 3/3/14, the reporting person was granted a performance restricted stock unit grant for 1,878 target shares. 3,048 shares were earned on 3/7/17, based on achieving 162.3% of certain performance criteria for the period 1/1/14 - 12/31/16. Restricted stock units vest and settle in shares of the Company's common stock on a one-for-one basis.
F2: On September 26, 2014 the RSUs were adjusted to reflect COLM 2-for-1 stock split.
F3: Shares surrendered to the Company as payment to satisfy tax withholding obligation in connection with the vesting of the restricted stock units.
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 07, 2017 Filed Mar 9, 2017 00:05 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Tax withholdingCommon Stock | 1,108 | $54.79 | $60,707.32 |
DisclosureSEC source: 0001351952-17-000024 · edgar.xml · nonDerivative · entry 2 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,339 F3 · shares: Shares surrendered to the Company as payment to satisfy tax withholding obligation in connection with the vesting of the restricted stock units. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 00:05 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 3,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000024 · edgar.xml · nonDerivative · entry 1 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,447 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: On 3/3/14, the reporting person was granted a performance restricted stock unit grant for 1,878 target shares. 3,048 shares were earned on 3/7/17, based on achieving 162.3% of certain performance criteria for the period 1/1/14 - 12/31/16. Restricted stock units vest and settle in shares of the Company's common stock on a one-for-one basis. F2 · shares: On September 26, 2014 the RSUs were adjusted to reflect COLM 2-for-1 stock split. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionRestricted Stock Units · Derivative | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · derivative · entry 9 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054 Underlying: Common Stock · 352 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: Each restricted stock unit represents a right to receive one share of COLM common stock. F6 · derivative.exercise_date: On 1/28/16 the reporting person was granted 1,406 restricted stock units, 25% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the three subsequent anniversaries following the first anniversary of the Vest Date. Vested shares will be delivered to the reporting person on the designated vest dates. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F3 · derivative.expiration_date: N/A Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionRestricted Stock Units · Derivative | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · derivative · entry 8 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836 Underlying: Common Stock · 418 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: Each restricted stock unit represents a right to receive one share of COLM common stock. F5 · derivative.exercise_date: On 1/29/15 the reporting person was granted 1,673 restricted stock units, 25% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the three subsequent anniversaries following the first anniversary of the Vest Date. Vested shares will be delivered to the reporting person on the designated vest dates. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F3 · derivative.expiration_date: N/A Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionRestricted Stock Units · Derivative | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · derivative · entry 7 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 Underlying: Common Stock · 432 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: Each restricted stock unit represents a right to receive one share of COLM common stock. F4 · derivative.exercise_date: On 1/30/14 the reporting person was granted 1,728 restricted stock units, 25% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the three subsequent anniversaries following the first anniversary of the Vest Date. Vested shares will be delivered to the reporting person on the designated vest dates. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F3 · derivative.expiration_date: N/A Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Tax withholdingCommon Stock | 147 | $55.04 | $8,090.88 |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · nonDerivative · entry 6 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,399 F2 · shares: Shares surrendered to the Company as payment to satisfy tax withholding obligation in connection with the vesting of the restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 352 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · nonDerivative · entry 5 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,546 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 · price: Each restricted stock unit represents a right to receive one share of COLM common stock. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Tax withholdingCommon Stock | 175 | $55.04 | $9,632.00 |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · nonDerivative · entry 4 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,194 F2 · shares: Shares surrendered to the Company as payment to satisfy tax withholding obligation in connection with the vesting of the restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 418 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · nonDerivative · entry 3 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 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 · price: Each restricted stock unit represents a right to receive one share of COLM common stock. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Tax withholdingCommon Stock | 180 | $55.04 | $9,907.20 |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · nonDerivative · entry 2 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,951 F2 · shares: Shares surrendered to the Company as payment to satisfy tax withholding obligation in connection with the vesting of the restricted stock units. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 22:35 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | Exercise / conversionCommon Stock | 432 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001351952-17-000011 · edgar.xml · nonDerivative · entry 1 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,131 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 · price: Each restricted stock unit represents a right to receive one share of COLM common stock. Read SEC document |
| January 26, 2017 Filed Jan 31, 2017 00:42 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | GrantRestricted Stock Units · Derivative | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001351952-17-000005 · edgar.xml · derivative · entry 2 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 Underlying: Common Stock · 1,186 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of COLM common stock. F3 · derivative.exercise_date: 25% of the restricted stock units vest annually (a) on the first anniverary of the first day of the first full calendar month following the award date (the "Vest Date"), and (b) on each of the three subsequent anniversaries following the first anniversary of the Vest Date. Vested shares will be delivered to the reporting person on the designated vest dates. If a vesting date falls on a weekend or any other day on which the Nasdaq Stock Market ("NSM") or any national securities exchange on which the Common Stock then is principally traded (the "Exchange") is not open, affected RSUs shall vest on the next following NSM or Exchange business day, as the case may be. F4 · derivative.expiration_date: N/A Read SEC document |
| January 26, 2017 Filed Jan 31, 2017 00:42 UTC | COLUMBIA SPORTSWEAR CO COLM · Entity 1777 | GrantEmployee Stock Option (right to buy) · Derivative | 8,791 | $55.53 Strike: $55.53 | $488,164.23 |
DisclosureSEC source: 0001351952-17-000005 · edgar.xml · derivative · entry 1 Hopcus Russell B. · CIK 0001582888 · SVP North America Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,791 Underlying: Common Stock · 8,791 shares Expires 2027-01-25 F1 · derivative.exercise_date: The option grant vests over 4 years with 25% becoming exercisable on each anniversary of the grant 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.