Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASTEC INDUSTRIES INCASTE · Entity 425 | VP, CAO & Corporate Controller | November 27, 2024 | December 02, 2024 |
| NIQ Global Intelligence plcNIQ · Entity 3841 | Chief Accounting Officer | August 20, 2026 | August 24, 2026 |
| Welbilt, Inc.WBT · Entity 125055 | VP, Corp Controller, CAO | April 09, 2020 | April 10, 2020 |
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.
ASTEC INDUSTRIES INC
Report date November 27, 2024 · Filed December 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,095 |
Reported balance
After 2024-11-27 transaction · row 1
1 source rowRow 1 · 2024-11-27 · Grant · Acquired 19 · Balance 7,095 F1: Represents dividend equivalents earned on the prior RSU grant awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents earned on the prior RSU grant awards.
NIQ Global Intelligence plc
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 73,636 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Tax withholding · Disposed 247 · Balance 73,636 F1: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of restricted share units ("RSUs") that vested on August 20, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of restricted share units ("RSUs") that vested on August 20, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale.
Welbilt, Inc.
Report date April 09, 2020 · Filed April 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,973 |
Reported balance
After 2020-04-09 transaction · row 1
1 source rowRow 1 · 2020-04-09 · Tax withholding · Disposed 99 · Balance 7,973 F1: Based on the NYSE closing price of the Issuer's common stock on 04/08/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on the NYSE closing price of the Issuer's common stock on 04/08/2020.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 20:07 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | Tax withholdingOrdinary Shares | 247 | $18.31 | $4,522.57 |
DisclosureSEC source: 0001771481-26-000011 · wk-form4_1787602021.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,636 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of restricted share units ("RSUs") that vested on August 20, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| August 06, 2026 Filed Aug 7, 2026 20:20 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | Tax withholdingOrdinary Shares | 891 | $11.66 | $10,389.06 |
DisclosureSEC source: 0001771481-26-000009 · wk-form4_1786134012.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,883 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on August 6, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:26 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | Tax withholdingOrdinary Shares | 891 | $10.54 | $9,391.14 |
DisclosureSEC source: 0001771481-26-000006 · wk-form4_1778272001.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,774 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on May 6, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:06 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | GrantOrdinary Shares | 12,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001771481-26-000004 · wk-form4_1771621581.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,665 F1 · kind: Grant of 12,335 restricted share units ("RSUs"). Each RSU represents a contingent right to receive one ordinary share of the Issuer. The RSUs vest in 33% increments on the three anniversaries of the vesting commencement date of February 18, 2026. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 21:15 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | Tax withholdingOrdinary Shares | 4,199 | $11.54 | $48,456.46 |
DisclosureSEC source: 0001771481-26-000002 · wk-form4_1770758116.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,330 F1 · kind: Represents the number of shares withheld by the Issuer to satisfy tax withholding obligations in connection with the net settlement of RSUs that vested on February 6, 2026. The shares withheld represent a reduction of shares issued to the Reporting Person upon settlement of vested RSUs and do not constitute any open-market sale. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:53 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | GrantOrdinary Shares | 4,051 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-111002 · ownership.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,529 F1 · kind: Grant of 4,051 restricted share units ("RSUs"). Each RSU represents a contingent right to receive one ordinary share of the Issuer. The RSUs vest in 25% increments on the four anniversaries of the vesting commencement date of August 20, 2025. Read SEC document |
| July 24, 2025 Filed Jul 29, 2025 00:04 UTC | NIQ Global Intelligence plc NIQ · Entity 3841 | PurchaseOrdinary Shares | 5,000 | $21.00 | $105,000.00 |
DisclosureSEC source: 0000950170-25-099331 · ownership.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,478 F1 · kind: Represents shares purchased through a directed share program in connection with the underwritten public offering of the Issuer's ordinary shares. These shares were purchased at the public offering price. F2 · balance_after: Includes 58,478 restricted share units ("RSUs"). Each RSU represents a contingent right to receive one ordinary share of the Issuer. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 21:19 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-008046 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,095 F1 · shares: Represents dividend equivalents earned on the prior RSU grant awards. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:13 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006613 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,076 F1 · shares: Represents dividend equivalents earned on the prior RSU grant awards. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:12 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004559 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,054 F1 · shares: Represents dividend equivalents earned on the prior RSU grant awards. Read SEC document |
| March 29, 2024 Filed Apr 1, 2024 20:42 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003084 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,031 F1 · shares: Represents dividend equivalents earned on the prior RSU grant awards. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 02:14 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001956 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,014 F1 · shares: Reported transaction is an annual grant of RSUs under the Company's 2021 Equity Incentive Plan. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 21:30 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-008057 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,768 F1 · shares: Represents dividend equivalents earned on the 2021, 2022, and 2023 RSU grant awards. Read SEC document |
| November 09, 2023 Filed Nov 9, 2023 22:38 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | Tax withholdingCommon Stock | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-007615 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,754 F1 · shares: Shares withheld to satisfy tax withholding obligation. Read SEC document |
| August 31, 2023 Filed Aug 31, 2023 22:01 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006642 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,911 F1 · shares: Represents dividend equivalents earned on the 2021, 2022, and 2023 RSU grant awards. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 21:35 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004667 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,903 F1 · shares: Represents dividend equivalents earned on the 2021, 2022, and 2023 RSU grant awards. Read SEC document |
| May 15, 2023 Filed May 16, 2023 20:27 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 1,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004173 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,896 F1 · shares: Reported transaction is a grant of RSUs under the Company's 2021 Equity Incentive Plan. Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 21:54 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-003258 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,697 F1 · shares: Represents dividend equivalents earned on the 2021, 2022, and 2023 RSU grant awards. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 23:06 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002078 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,690 F1 · shares: Reported transaction is a grant of RSUs under the Company's 2021 Equity Incentive Plan. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 23:23 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-008117 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 F1 · shares: Represents dividend equivalents earned on the 2021 and 2022 RSU awards. Read SEC document |
| November 09, 2022 Filed Nov 9, 2022 22:11 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | Tax withholdingCommon Stock | 152 | $44.18 | $6,715.36 |
DisclosureSEC source: 0001562180-22-007589 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,040 F1 · shares: Shares withheld to satisfy applicable tax withholding obligation. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 21:01 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006394 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 F1 · shares: Represents dividend equivalents earned on the 2021 and 2022 RSU awards. F2 · balance_after: Amount reflects correct number of shares previously acquired through dividend equivalent rights, which was inadvertently overstated by 2 shares on the reporting person's Form 4 filed with the SEC on June 1, 2022. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 22:17 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004655 · primarydocument.xml · nonDerivative · entry 2 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,190 F2 · shares: Represents dividend equivalents earned on the 2021 and 2022 RSU awards. Read SEC document |
| April 04, 2022 Filed Jun 1, 2022 22:17 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | OtherCommon Stock | 1 | $43.09 | $43.09 |
DisclosureSEC source: 0001562180-22-004655 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,184 F1 · shares: Reflects shares acquired through broker dividend reinvestment feature. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 22:09 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 4 | $42.80 | $171.20 |
DisclosureSEC source: 0001562180-22-003146 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,183 F1 · shares: Represents dividend equivalents earned on the 2021 RSU award. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 23:41 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002145 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179 F1 · shares: Reported transaction is a grant of RSUs under the Company's 2021 Equity Incentive Plan. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 22:31 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 1 | $61.74 | $61.74 |
DisclosureSEC source: 0001562180-21-007488 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,144 F1 · shares: Represents dividend equivalents earned on the 2021 RSU award. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 21:25 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | Tax withholdingCommon Stock | 152 | $74.48 | $11,320.96 |
DisclosureSEC source: 0001562180-21-007018 · primarydocument.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,143 F1 · shares: Shares withheld to satisfy tax withholding obligation. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 20:50 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 1 | $61.48 | $61.48 |
DisclosureSEC source: 0000792987-21-000100 · wf-form4_163061580250641.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295.42 F1 · shares: Represents dividend equivalents earned on the 2021 RSU award. F2 · balance_after: Total share balance is updated to reflect dividend equivalents earned on the 2021 RSU award. Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:56 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 405 | $67.92 | $27,507.60 |
DisclosureSEC source: 0001771481-21-000004 · wf-form4_162016174324200.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,294 F1 · shares: Reported transaction is a grant of RSUs under the Company's 2021 Equity Incentive Plan. Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 18:35 UTC | ASTEC INDUSTRIES INC ASTE · Entity 425 | GrantCommon Stock | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0000792987-20-000116 · wf-form4_160520609630742.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, CAO & Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,889 F1 · shares: Reflects restricted stock units that vest and convert to shares of common stock on a one-for-one basis in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 09, 2020 Filed Apr 10, 2020 16:13 UTC | Welbilt, Inc. WBT · Entity 125055 | Tax withholdingCommon Stock | 99 | $4.52 | $447.48 |
DisclosureSEC source: 0001650962-20-000066 · wf-form4_158654960109806.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,973 F1 · price: Based on the NYSE closing price of the Issuer's common stock on 04/08/2020. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 16:13 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantStock Options (Right to Buy) · Derivative | 4,512 | $0.00 Strike: $14.01 | $0.00 |
DisclosureSEC source: 0001650962-20-000036 · wf-form4_158266518151897.xml · derivative · entry 2 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,512 Underlying: Common Stock · 4,512 shares Expires 2030-02-21 F2 · derivative.exercise_date: Options vest in four equal annual installments of 25% each, beginning on the first anniversary of the date of grant. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 16:13 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 1,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-20-000036 · wf-form4_158266518151897.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,072 F1 · shares: Grant of restricted stock units of the Issuer generally vesting on the third anniversary of the date of grant. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 17:00 UTC | Welbilt, Inc. WBT · Entity 125055 | GrantCommon Stock | 461 | $0.00 | $0.00 |
DisclosureSEC source: 0001650962-20-000015 · wf-form4_158214959455682.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,570 Read SEC document |
| December 14, 2019 Filed Dec 17, 2019 16:54 UTC | Welbilt, Inc. WBT · Entity 125055 | Tax withholdingCommon Stock | 82 | $16.03 | $1,314.46 |
DisclosureSEC source: 0001650962-19-000154 · wf-form4_157661962774622.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,109 F1 · price: Based on the NYSE closing price of the Issuer's common stock on 12/13/2019. Read SEC document |
| December 04, 2019 Filed Dec 5, 2019 17:44 UTC | Welbilt, Inc. WBT · Entity 125055 | Tax withholdingCommon Stock | 203 | $16.42 | $3,333.26 |
DisclosureSEC source: 0001650962-19-000152 · wf-form4_157558587990174.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,191 F1 · price: Based on the NYSE closing price of the Issuer's common stock on 12/03/2019 Read SEC document |
| April 09, 2019 Filed Apr 9, 2019 17:42 UTC | Welbilt, Inc. WBT · Entity 125055 | SaleCommon Stock | 100 | $16.55 | $1,654.99 |
DisclosureSEC source: 0001650962-19-000076 · wf-form4_155484613514725.xml · nonDerivative · entry 1 Palm Jamie E · CIK 0001771481 · VP, Corp Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,394 F1 · kind: Represents shares sold to cover tax withholding obligations in connection with the vesting of restricted stock units previously reported in Table 1, which sale is mandated at the Issuer's election and does not represent a discretionary trade by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.5401 to $16.5500, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, additional information regarding the number of shares sold at each separate price within the range set forth in this footnote. 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.