Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | Director | August 17, 2026 | August 19, 2026 |
| DANA IncDAN · Entity 6 | EVP &Pres Off-Hwy Technologies | May 31, 2024 | June 04, 2024 |
| GRAPHIC PACKAGING HOLDING COGPK · Entity 4188 | Director | December 31, 2025 | January 06, 2026 |
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.
COLUMBUS MCKINNON CORP
Report date August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred StockSEC Table II · derivative / convertible security | Direct | 3,629.854 |
Reported balance
After 2026-08-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-17 · Grant · Acquired 13.254 · Balance 3,629.854 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F3: Deferred Shares will be delivered to the reporting person on January 1, 2027, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 8,737.14 |
Reported balance
After 2026-08-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-17 · Grant · Acquired 31.904 · Balance 8,737.14 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F2: Represents additional deferred stock units attributable to dividend reinvestment. F4: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Deferred StockSEC Table II · derivative / convertible security | Direct | 7,590 |
Reported balance
After 2026-08-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-17 · Grant · Acquired 7,590 · Balance 7,590 F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock. F5: Represents deferred stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. F4: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 19,536.085 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,536.085 |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit is equal in value to one share of Columbus McKinnon Corporation common stock.
F2: Represents additional deferred stock units attributable to dividend reinvestment.
F3: Deferred Shares will be delivered to the reporting person on January 1, 2027, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026.
F4: Deferred Shares will be delivered to the reporting person upon separation, under and subject to the terms of the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026.
F5: Represents deferred stock units issued to reporting person under the Columbus McKinnon Corporation 2016 Long Term Incentive Plan as amended and restated effective June 4, 2024, and further amended effective August 14, 2026.
DANA Inc
Report date May 31, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 2,151 |
Reported balance
After 2024-05-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-31 · Grant · Acquired 311 · Balance 2,151 F1: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock.
GRAPHIC PACKAGING HOLDING CO
Report date December 31, 2025 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 26,129 |
Reported balance
After 2025-05-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 7,015 · Balance 26,129 F1: Reflects stock units acquired under the Graphic Packaging Holding Company Directors' Non-Qualified Deferred Compensation Plan. Such stock units are fully vested and generally payable in accordance with the Director's deferral elections solely in shares of the Issuer's common stock. F2: The Stock Units terminate upon their payout in shares of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects stock units acquired under the Graphic Packaging Holding Company Directors' Non-Qualified Deferred Compensation Plan. Such stock units are fully vested and generally payable in accordance with the Director's deferral elections solely in shares of the Issuer's common stock.
F2: The Stock Units terminate upon their payout in shares of Common Stock.
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 |
|---|---|---|---|---|---|---|
| February 15, 2017 Filed Feb 17, 2017 18:24 UTC | DANA Inc DAN · Entity 6 | GrantRestricted Stock Units · Derivative | 26,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003694 · doc4.xml · derivative · entry 1 Aghili Aziz · CIK 0001524680 · Pres Off-Hwy Technologies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,356 Underlying: Common Stock, par value $0.01 · 26,356 shares Expires not disclosed F1 · security: Restricted stock units granted pursuant to the Dana Holding Corporation 2012 Omnibus Incentive Plan. F2 · derivative.exercise_price: Each restricted stock unit granted represents the right to receive one share of Dana common stock or, at the election of Dana, cash equal to the market value per share. Each restricted stock unit contains dividend equivalent rights. F3 · derivative.exercise_date: Restricted stock units cliff vest three (3) years from the date of grant. Reporting person may elect to surrender a portion of their unvested grant to fulfill any tax obligation related to such grant. F3 · derivative.expiration_date: Restricted stock units cliff vest three (3) years from the date of grant. Reporting person may elect to surrender a portion of their unvested grant to fulfill any tax obligation related to such grant. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 19:24 UTC | DANA Inc DAN · Entity 6 | GrantDividend Equivalent Rights · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042671 · doc4.xml · derivative · entry 1 Aghili Aziz · CIK 0001524680 · Pres Off-Hwy Technologies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,036 Underlying: Common Stock, par value $0.01 · 295 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 19:17 UTC | DANA Inc DAN · Entity 6 | GrantDividend Equivalent Rights · Derivative | 352 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039293 · doc4.xml · derivative · entry 1 Aghili Aziz · CIK 0001524680 · Pres Off-Hwy Technologies 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,741 Underlying: Common Stock, par value $0.01 · 352 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. 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.