Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amcor plcAMCR · Entity 3245 | Director | December 01, 2025 | December 03, 2025 |
| REALTY INCOME CORPO · Entity 3009 | Director | May 18, 2018 | May 21, 2018 |
| VIVMARK RESIDENTIALVMRK · Entity 499 | Director · Chairman of the Board | August 17, 2026 | August 20, 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.
Amcor plc
Report date December 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 396,727 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Exercise / conversion · Acquired 9,317 · Balance 396,727 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-12-02 · Exercise / conversion · Disposed 9,317 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. F2: The restricted stock units vest December 2, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-12-01 | Direct | 19,907 |
Reported balance
After 2025-12-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-12-01 · Grant · Acquired 19,907 · Balance 19,907 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy Trust | 10,000 |
Reported balance
Holding disclosure · report date 2025-12-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units.
F2: The restricted stock units vest December 2, 2025.
REALTY INCOME CORP
Report date May 18, 2018 · Filed May 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2018-05-18 transaction · row 1
1 source rowRow 1 · 2018-05-18 · Grant · Acquired 4,000 · Balance 20,000 F1: Shares were granted through an incentive plan, no consideration was paid. Shares vest over a three year period. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were granted through an incentive plan, no consideration was paid. Shares vest over a three year period.
VIVMARK RESIDENTIAL
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 20,773 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 2,620 · Balance 20,773 F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential)scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 29,799 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,799 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027.
F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential)scheduled to vest in the future.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BERRY GLOBAL GROUP, INC.
Report date April 30, 2025 · Filed May 02, 2025
Section 16 reporting ended · disclosed 2025-05-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 1
1 source rowRow 1 · 2025-04-30 · Disposition to issuer · Disposed 33,608 · Balance 0 F1: On April 30, 2025, the previously announced acquisition of the Issuer was completed pursuant to the terms of the Agreement and Plan of Merger, dated as of November 19, 2024 (the "Merger Agreement"), by and among the Issuer, Amcor plc ("Amcor") and Aurora Spirit, Inc. At the effective time of the merger (the "Effective Time"), each share of the Issuer's common stock outstanding immediately prior to the Effective Time (excluding shares held by the Issuer as treasury stock immediately prior to the Effective Time) was automatically converted into the right to receive 7.25 Amcor ordinary shares and, if applicable, cash in lieu of fractional shares, less any applicable withholding taxes and without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-04-30 · Disposition to issuer · Disposed 4,044 · Balance 0 F2: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding. F3: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-30 · Disposition to issuer · Disposed 52,575 · Balance 0 F4: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option. F5: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and F6: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 30, 2025, the previously announced acquisition of the Issuer was completed pursuant to the terms of the Agreement and Plan of Merger, dated as of November 19, 2024 (the "Merger Agreement"), by and among the Issuer, Amcor plc ("Amcor") and Aurora Spirit, Inc. At the effective time of the merger (the "Effective Time"), each share of the Issuer's common stock outstanding immediately prior to the Effective Time (excluding shares held by the Issuer as treasury stock immediately prior to the Effective Time) was automatically converted into the right to receive 7.25 Amcor ordinary shares and, if applicable, cash in lieu of fractional shares, less any applicable withholding taxes and without interest.
F2: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding.
F3: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time.
F4: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option.
F5: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and
F6: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time.
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 17, 2026 Filed Aug 20, 2026 00:22 UTC | VIVMARK RESIDENTIAL VMRK · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000048 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,773 F1 · shares: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2 · balance_after: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential)scheduled to vest in the future. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 20:35 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000029 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,551 F1 · shares: Represents restricted shares granted for prospective service from the 2026 Annual Meeting of Shareholders, which are scheduled to vest on June 18, 2027. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:05 UTC | Amcor plc AMCR · Entity 3245 | Exercise / conversionRestricted Stock Units · Derivative | 9,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001235739-25-000006 · form4-12032025_091216.xml · derivative · entry 3 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 9,317 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 contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. F2 · derivative.exercise_date: The restricted stock units vest December 2, 2025. F2 · derivative.expiration_date: The restricted stock units vest December 2, 2025. Read SEC document |
| December 02, 2025 Filed Dec 3, 2025 21:05 UTC | Amcor plc AMCR · Entity 3245 | Exercise / conversionOrdinary Shares | 9,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001235739-25-000006 · form4-12032025_091216.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 396,727 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 contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 21:05 UTC | Amcor plc AMCR · Entity 3245 | GrantRestricted Stock Units · Derivative | 19,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001235739-25-000006 · form4-12032025_091216.xml · derivative · entry 4 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,907 Underlying: Ordinary Shares · 19,907 shares Expires 2026-12-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. Read SEC document |
| November 22, 2025 Filed Nov 25, 2025 21:06 UTC | Amcor plc AMCR · Entity 3245 | Exercise / conversionRestricted Stock Units · Derivative | 29,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001235739-25-000004 · form4-11252025_091141.xml · derivative · entry 3 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 29,319 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 contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. F2 · derivative.exercise_date: The restricted stock units vest November 22, 2025. F2 · derivative.expiration_date: The restricted stock units vest November 22, 2025. Read SEC document |
| November 22, 2025 Filed Nov 25, 2025 21:06 UTC | Amcor plc AMCR · Entity 3245 | Exercise / conversionOrdinary Shares | 29,319 | $0.00 | $0.00 |
DisclosureSEC source: 0001235739-25-000004 · form4-11252025_091141.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,410 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. F1 · price: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. Read SEC document |
| August 19, 2025 Filed Aug 21, 2025 20:51 UTC | Amcor plc AMCR · Entity 3245 | PurchaseOrdinary Shares | 10,000 | $8.55 | $85,500.00 |
DisclosureSEC source: 0001415889-25-022618 · form4-08212025_080816.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 10,000 Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 20:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,852 | $53.98 | $99,970.96 |
DisclosureSEC source: 0001127602-25-020563 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,275 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018892 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,422 F1 · shares: Represents restricted shares granted for prospective service from the 2025 Annual Meeting of Shareholders to the 2026 Annual Meeting of Shareholders which are scheduled to vest on July 1, 2026. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| April 30, 2025 Filed May 3, 2025 01:32 UTC | Amcor plc AMCR · Entity 3245 | GrantRestricted Stock Units · Derivative | 9,317 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-044281 · tm2513959-5_4seq1.xml · derivative · entry 3 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,317 Underlying: Common Stock · 9,317 shares Expires not disclosed F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one ordinary share of Amcor upon vesting of the RSUs. F4 · price: Represents 9,317 Amcor RSUs which vest on December 2, 2025, subject to the Reporting Person's service with Amcor through such date. F4 · derivative.exercise_date: Represents 9,317 Amcor RSUs which vest on December 2, 2025, subject to the Reporting Person's service with Amcor through such date. F4 · derivative.expiration_date: Represents 9,317 Amcor RSUs which vest on December 2, 2025, subject to the Reporting Person's service with Amcor through such date. Read SEC document |
| April 30, 2025 Filed May 3, 2025 01:32 UTC | Amcor plc AMCR · Entity 3245 | GrantRestricted Stock Units · Derivative | 29,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-044281 · tm2513959-5_4seq1.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,319 Underlying: Common Stock · 29,319 shares Expires not disclosed F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one ordinary share of Amcor upon vesting of the RSUs. F1 · kind: Upon closing of the merger of Berry Global Group Inc. ("Berry") with the Issuer ("Amcor"), the Reporting Person received Ordinary Shares and Amcor Restricted Stock Units ("RSUs") in exchange for the Reporting Person's Berry Common Stock, Berry RSUs, and Options to acquire Berry Common Stock ("Berry Options"). F3 · price: Represents 29,319 Amcor RSUs received in exchange for 4,044 unvested Berry RSUs, which Amcor RSUs will vest on November 22, 2025, subject to the Reporting Person's service with Amcor through such date. F3 · derivative.exercise_date: Represents 29,319 Amcor RSUs received in exchange for 4,044 unvested Berry RSUs, which Amcor RSUs will vest on November 22, 2025, subject to the Reporting Person's service with Amcor through such date. F3 · derivative.expiration_date: Represents 29,319 Amcor RSUs received in exchange for 4,044 unvested Berry RSUs, which Amcor RSUs will vest on November 22, 2025, subject to the Reporting Person's service with Amcor through such date. Read SEC document |
| April 30, 2025 Filed May 3, 2025 01:32 UTC | Amcor plc AMCR · Entity 3245 | GrantOrdinary Shares | 358,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-044281 · tm2513959-5_4seq1.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358,091 F1 · kind: Upon closing of the merger of Berry Global Group Inc. ("Berry") with the Issuer ("Amcor"), the Reporting Person received Ordinary Shares and Amcor Restricted Stock Units ("RSUs") in exchange for the Reporting Person's Berry Common Stock, Berry RSUs, and Options to acquire Berry Common Stock ("Berry Options"). F2 · price: Represents Ordinary Shares received in exchange for shares of Berry Common Stock and vested Berry Options. Read SEC document |
| April 30, 2025 Filed May 2, 2025 14:32 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Disposition to issuerDirector Stock Option (Right to Buy) · Derivative | 52,575 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-062322 · ownership.xml · derivative · entry 3 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,575 shares Expires not disclosed F4 · derivative.exercise_price: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option. F5 · derivative.exercise_price: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and F6 · derivative.exercise_price: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time. F4 · price: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option. F5 · price: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and F6 · price: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time. F4 · derivative.exercise_date: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option. F5 · derivative.exercise_date: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and F6 · derivative.exercise_date: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time. F4 · derivative.expiration_date: Each vested stock option award of the Issuer outstanding as of the Effective Time and each unvested stock option of the Issuer that otherwise would have vested within the 12 month period following the Effective Time (a "Vested Option") was cancelled and converted into the right to receive (i) a number of Amcor ordinary shares, rounded down to the nearest whole number of shares and less applicable tax withholding, equal to the quotient of (a) the product of (1) the excess, if any, of the merger consideration value over the per share exercise price of the applicable Vested Option, multiplied by (2) the number of shares of the Issuer's common stock subject to the Vested Option, divided by (b) the volume weighted average price (in U.S. dollars) of an Amcor ordinary share over the five (5) business days prior to April 30, 2025 and (ii) a cash amount equal to the amount that is accrued but unpaid as of the Effective Time with respect to any DERs that corresponded to each such Vested Option. F5 · derivative.expiration_date: Also at the Effective Time, any Vested Option with an exercise price that was equal to or greater than the merger consideration value was cancelled without consideration other than any accrued but unpaid DERs. Each stock option award of the Issuer outstanding as of the Effective Time that was not a Vested Option (an "Unvested Option") was assumed by Amcor and converted into (i) an Amcor stock option award (an "Amcor Converted Option") (a) with respect to a number of Amcor ordinary shares, rounded down to the nearest share, equal to the product of (1) the number of shares of the Issuer's common stock subject to the corresponding Unvested Option, multiplied by (2) 7.25, and (b) with an exercise price per Amcor ordinary share that is equal to the quotient of (x) the exercise price per share of the Issuer's common stock subject to the corresponding Unvested Option immediately prior to the Effective Time, divided by (y) 7.25 (rounded up to the nearest cent) and F6 · derivative.expiration_date: (ii) an amount in restricted cash equal to the value of any DERs that were accrued and unpaid as of the Effective Time with respect to each such Unvested Option. The resulting Amcor Converted Option and restricted cash payment is subject to the same terms and conditions (excluding the right to receive future dividend equivalents in excess of the accrued, but unpaid, DERs) that applied to the corresponding Unvested Option and DER as of immediately prior to the Effective Time. Read SEC document |
| April 30, 2025 Filed May 2, 2025 14:32 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Disposition to issuerRestricted Stock Units · Derivative | 4,044 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-062322 · ownership.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,044 shares Expires not disclosed F2 · derivative.exercise_price: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding. F3 · derivative.exercise_price: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time. F2 · price: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding. F3 · price: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time. F2 · derivative.exercise_date: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding. F3 · derivative.exercise_date: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time. F2 · derivative.expiration_date: Each time-vesting restricted stock unit award of the Issuer (a "RSU Award") that was vested or became vested as of the Effective Time (a "Vested RSU Award") was cancelled and converted into the right to receive (i) the number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Vested RSU Award immediately prior to the Effective Time, and (b) 7.25, less applicable tax withholding, and (ii) a cash amount equal to the Issuer's dividend equivalent rights ("DERs") corresponding to the Vested RSU Award, less applicable tax withholding. F3 · derivative.expiration_date: Each RSU Award that was unvested as of the Effective Time (a "Unvested RSU Award") was cancelled and converted into (i) a time-based restricted stock unit award of Amcor (an "Amcor RSU Award"), relating to a number of Amcor ordinary shares equal to the product, rounded down to the nearest whole number of shares, of (a) the number of shares of the Issuer's common stock subject to the Unvested RSU Award, and (b) 7.25, and (ii) an amount in restricted cash equal to the amount that is accrued but unpaid as of the Effective Time with respect to the DERs corresponding to each such Unvested RSU Award. The resulting Amcor RSU Award and restricted cash payment is subject to the same terms and conditions that applied to the corresponding Unvested RSU Award and DER as of immediately prior to the Effective Time. Read SEC document |
| April 30, 2025 Filed May 2, 2025 14:32 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Disposition to issuerCommon Stock | 33,608 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-062322 · ownership.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On April 30, 2025, the previously announced acquisition of the Issuer was completed pursuant to the terms of the Agreement and Plan of Merger, dated as of November 19, 2024 (the "Merger Agreement"), by and among the Issuer, Amcor plc ("Amcor") and Aurora Spirit, Inc. At the effective time of the merger (the "Effective Time"), each share of the Issuer's common stock outstanding immediately prior to the Effective Time (excluding shares held by the Issuer as treasury stock immediately prior to the Effective Time) was automatically converted into the right to receive 7.25 Amcor ordinary shares and, if applicable, cash in lieu of fractional shares, less any applicable withholding taxes and without interest. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:05 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,101 | $0.00 Strike: $68.40 | $0.00 |
DisclosureSEC source: 0001127602-25-003548 · form4.xml · derivative · entry 4 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 2,101 shares Expires 2025-02-05 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 |
| February 05, 2025 Filed Feb 7, 2025 21:05 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 2,101 | $72.21 | $151,713.21 |
DisclosureSEC source: 0001127602-25-003548 · form4.xml · nonDerivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,395 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:05 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 2,101 | $68.40 | $143,708.40 |
DisclosureSEC source: 0001127602-25-003548 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,496 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 22, 2024 Filed Nov 25, 2024 21:15 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-24-000100 · form4.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,044 Underlying: Common Stock · 4,044 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:25 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionRestricted Stock Units · Derivative | 3,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378992-24-000074 · form4.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,880 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 contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F3 · shares: The number of previously disclosed Restricted Stock Units was adjusted to reflect the previously announced spinoff and merger of BERY's HHNF with Glatfelter Corporation. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: The award was granted on November 20, 2023 and vested in full on November 20, 2024. F2 · derivative.expiration_date: The award was granted on November 20, 2023 and vested in full on November 20, 2024. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:25 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 3,880 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378992-24-000074 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,608 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. F3 · shares: The number of previously disclosed Restricted Stock Units was adjusted to reflect the previously announced spinoff and merger of BERY's HHNF with Glatfelter Corporation. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:34 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019158 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,395 F1 · shares: Represents restricted shares granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders which are scheduled to vest on June 20, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,976 | $50.60 | $99,985.60 |
DisclosureSEC source: 0001127602-24-007881 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,163 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 20:02 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 11,000 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001378992-24-000008 · form4.xml · derivative · entry 4 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,235 Underlying: Common Stock · 11,000 shares Expires 2026-02-12 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_date: Options fully vested. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 20:02 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionDirector Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $33.91 | $0.00 |
DisclosureSEC source: 0001378992-24-000008 · form4.xml · derivative · entry 3 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,235 Underlying: Common Stock · 14,000 shares Expires 2025-02-03 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_date: Options fully vested. Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 20:02 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantCommon Stock | 11,000 | $29.59 | $325,490.00 |
DisclosureSEC source: 0001378992-24-000008 · form4.xml · nonDerivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,728 Read SEC document |
| February 09, 2024 Filed Feb 12, 2024 20:02 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantCommon Stock | 14,000 | $33.91 | $474,740.00 |
DisclosureSEC source: 0001378992-24-000008 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,728 Read SEC document |
| November 25, 2023 Filed Nov 28, 2023 21:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionRestricted Stock Units · Derivative | 1,970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378992-23-000134 · form4.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,560 Underlying: Common Stock · 1,970 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 contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: The award was granted on November 25, 2022 and vested in full on November 25, 2023. F2 · derivative.expiration_date: The award was granted on November 25, 2022 and vested in full on November 25, 2023. Read SEC document |
| November 25, 2023 Filed Nov 28, 2023 21:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 1,970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378992-23-000134 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,728 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 contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 21:54 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stop Option (Right to Buy) · Derivative | 2,823 | $0.00 Strike: $64.62 | $0.00 |
DisclosureSEC source: 0001378992-23-000110 · form4.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,235 Underlying: Common Stock · 2,823 shares Expires 2033-11-20 F3 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest in full on the first anniversary of the grant date. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 21:54 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 3,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-23-000110 · form4.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,530 Underlying: Common Stock · 3,560 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:35 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019002 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,951 F1 · shares: Represents restricted shares granted for prospective service from the 2023 Annual Meeting of Shareholders to the 2024 Annual Meeting of Shareholders which are scheduled to vest on June 15, 2024. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,885 | $53.03 | $99,961.55 |
DisclosureSEC source: 0001127602-23-008363 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,088 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 26, 2022 Filed Nov 29, 2022 21:40 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionRestricted Stock Units · Derivative | 1,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020995 · doc1.xml · derivative · entry 4 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,970 Underlying: Common Stock · 1,091 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 contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F3 · derivative.exercise_date: The award was granted on November 29, 2021 and vested in full on November 26, 2022. F3 · derivative.expiration_date: The award was granted on November 29, 2021 and vested in full on November 26, 2022. Read SEC document |
| November 26, 2022 Filed Nov 29, 2022 21:40 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 1,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020995 · doc1.xml · nonDerivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,758 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 contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 17:50 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 3,415 | $0.00 Strike: $57.18 | $0.00 |
DisclosureSEC source: 0001567619-22-020964 · doc1.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,412 Underlying: Common Stock · 3,415 shares Expires 2032-11-25 F3 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest in full on the first anniversary of the grant date. Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 17:50 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 1,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020964 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,061 Underlying: Common Stock · 1,970 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,551 | $64.45 | $99,961.95 |
DisclosureSEC source: 0001127602-22-021197 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,202 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:39 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017925 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,676 F1 · shares: Represents restricted shares granted for prospective service from the 2022 Annual Meeting of Shareholders to the 2023 Annual Meeting of Shareholders which are scheduled to vest on June 16, 2023. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 26, 2021 Filed Nov 30, 2021 21:37 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 3,497 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001567619-21-021285 · doc1.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,997 Underlying: Common Stock · 3,497 shares Expires 2031-11-26 F3 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest in full on the first anniversary of the grant date. Read SEC document |
| November 26, 2021 Filed Nov 30, 2021 21:37 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-021285 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,758 Underlying: Common Stock · 1,091 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| November 23, 2021 Filed Nov 29, 2022 21:40 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionRestricted Stock Units · Derivative | 1,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020995 · doc1.xml · derivative · entry 3 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,667 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 · security: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F1 · price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. F2 · derivative.exercise_date: The award was granted on November 23, 2022 and vested in full on November 23, 2021. F2 · derivative.expiration_date: The award was granted on November 23, 2022 and vested in full on November 23, 2021. Read SEC document |
| November 23, 2021 Filed Nov 29, 2022 21:40 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 1,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-020995 · doc1.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 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 contingent right to receive one share of BERY common stock. This transaction represents the settlement of restricted stock units in shares of common stock on their scheduled vesting date. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:38 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020425 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,651 F1 · shares: Represents restricted shares granted for prospective service from the 2021 Annual Meeting of Shareholders to the 2022 Annual Meeting of Shareholders which are scheduled to vest on June 17, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,882 | $53.13 | $99,990.66 |
DisclosureSEC source: 0001127602-21-009142 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,626 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:35 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantDirector Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $54.22 | $0.00 |
DisclosureSEC source: 0001567619-20-020288 · doc1.xml · derivative · entry 2 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,500 Underlying: Common Stock · 5,000 shares Expires 2030-11-22 F3 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest in full on the first anniversary of the grant date. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 21:35 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantRestricted Stock Units · Derivative | 1,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-020288 · doc1.xml · derivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 1,667 shares Expires not disclosed F1 · security: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BERY common stock. Granted under the 2015 Long-Term Incentive Plan. F2 · derivative.exercise_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the first anniversary of the grant date. Shares of BERY common stock will be delivered to the reporting person within 60 days following the date on which the restricted stock units vest. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 21:17 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,124 | $47.08 | $99,997.92 |
DisclosureSEC source: 0001127602-20-029427 · form4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,744 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 22:08 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018009 · doc4.xml · nonDerivative · entry 1 STERRETT STEPHEN E · CIK 0001235739 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,736 F1 · shares: Represents restricted shares granted for prospective service from the 2020 Annual Meeting of Shareholders to the 2021 Annual Meeting of Shareholders which are scheduled to vest on June 25, 2021. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. 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.