Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearwater Paper CorpCLW · Entity 5835 | SVP, CFO | August 15, 2026 | August 18, 2026 |
| Hyliion Holdings Corp.HYLN · Entity 5333 | Chief Financial Officer | March 26, 2022 | June 27, 2022 |
| PGT Innovations, Inc.PGTI · Entity 92532 | Sr. V.P. and CFO | February 14, 2020 | February 19, 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.
Clearwater Paper Corp
Report date August 15, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,847 |
Reported balance
After 2026-08-15 transaction · row 1
1 source rowRow 1 · 2026-08-15 · Tax withholding · Disposed 4,634 · Balance 40,847 F1: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of the 2023 special grant of restricted stock units that vested August 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of the 2023 special grant of restricted stock units that vested August 15, 2026.
Hyliion Holdings Corp.
Report date March 26, 2022 · Filed June 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230,317 |
Ending reported balance
After 2022-06-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-26 · Tax withholding · Disposed 5,578 · Balance 231,407 F1: Shares withheld for the payment of a tax liability related to the vesting and distribution of restricted stock awards. Row 2 · 2022-06-26 · Tax withholding · Disposed 1,090 · Balance 230,317 F1: Shares withheld for the payment of a tax liability related to the vesting and distribution of restricted stock awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for the payment of a tax liability related to the vesting and distribution of restricted stock awards.
PGT Innovations, Inc.
Report date February 14, 2020 · Filed February 19, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PGTI Common StockSEC Table I · non-derivative | Direct | 28,534 |
Reported balance
After 2020-02-14 transaction · row 1
1 source rowRow 1 · 2020-02-14 · Grant · Acquired 7,075 · Balance 28,534 F1: Restricted stock granted under the issuer's 2019 Equity and Incentive Compensation Plan, which is expected to vest in three equal installments on February 14, 2021, February 14, 2022, and February 14, 2023, subject to the terms of the grant agreement between the issuer and the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted under the issuer's 2019 Equity and Incentive Compensation Plan, which is expected to vest in three equal installments on February 14, 2021, February 14, 2022, and February 14, 2023, subject to the terms of the grant agreement between the issuer and the reporting person.
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 15, 2026 Filed Aug 18, 2026 21:03 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 4,634 | $21.42 | $99,260.28 |
DisclosureSEC source: 0001773142-26-000009 · wk-form4_1787087000.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,847 F1 · shares: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of the 2023 special grant of restricted stock units that vested August 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:00 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 524 | $13.11 | $6,869.64 |
DisclosureSEC source: 0001773142-26-000006 · wk-form4_1773781228.xml · nonDerivative · entry 2 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,481 F2 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of the 2024 grant of restricted stock units that vested March 15, 2026. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 21:00 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 569 | $13.11 | $7,459.59 |
DisclosureSEC source: 0001773142-26-000006 · wk-form4_1773781228.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,005 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of the 2025 grant of restricted stock units that vested March 15, 2026. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 23:26 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 15,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001773142-26-000003 · wk-form4_1772493968.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,574 F1 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F2 · shares: Represents award of RSUs that will vest 33%, 33%, 34% on March 15, 2027, 2028 and 2029, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 21:27 UTC | Clearwater Paper Corp CLW · Entity 5835 | Tax withholdingCommon Stock | 512 | $23.95 | $12,262.40 |
DisclosureSEC source: 0002008545-25-000038 · wk-form4_1742333253.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,354 F1 · security: Represents shares withheld by Clearwater Paper Corporation to satisfy tax withholding requirements due at settlement of the 2024 grant of restricted stock units that vested March 15, 2025. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:05 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 6,911 | $0.00 | $0.00 |
DisclosureSEC source: 0002008545-25-000024 · wk-form4_1740618335.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,866 F1 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F2 · shares: Represents award of RSUs that will vest 33%, 33%, 34% on March 15, 2026, 2027 and 2028, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:20 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 6,368 | $0.00 | $0.00 |
DisclosureSEC source: 0002011383-24-000012 · wk-form4_1709158824.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,955 F1 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F2 · shares: Represents award of RSUs that will vest 33%, 33%, 34% on March 15, 2025, 2026 and 2027, respectively, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| August 14, 2023 Filed Sep 28, 2023 21:15 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantCommon Stock | 18,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050779 · doc4.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · SVP, CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,587 F1 · security: Represents award of restricted stock units ("RSUs"). RSUs may be settled only for shares of common stock on a one-for-one basis. F2 · shares: Represents award of RSUs that will vest on August 15, 2026, assuming continued employment. During the vesting period, an amount equal to the dividends that would have been paid on the RSUs had they been in the form of common stock will be converted into additional RSUs. Read SEC document |
| June 26, 2022 Filed Jun 27, 2022 23:21 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | Tax withholdingCommon Stock | 1,090 | $3.90 | $4,251.00 |
DisclosureSEC source: 0001759631-22-000029 · wf-form4_165637208859481.xml · nonDerivative · entry 2 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,317 F1 · shares: Shares withheld for the payment of a tax liability related to the vesting and distribution of restricted stock awards. Read SEC document |
| March 26, 2022 Filed Jun 27, 2022 23:21 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | Tax withholdingCommon Stock | 5,578 | $4.37 | $24,375.86 |
DisclosureSEC source: 0001759631-22-000029 · wf-form4_165637208859481.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,407 F1 · shares: Shares withheld for the payment of a tax liability related to the vesting and distribution of restricted stock awards. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 02:57 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | GrantCommon Stock | 138,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-009908 · ownership.xml · nonDerivative · entry 2 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,985 F2 · kind: The Reporting Person received a grant of restricted stock units ("RSU Award") pursuant to the Issuer's 2020 Equity Incentive Plan. One-third (1/3) of the RSU Award will vest on February 28, 2023 and the remaining two-thirds (2/3) of the RSU Award will vest quarterly in equal amounts over a two-year period thereafter. Read SEC document |
| February 24, 2022 Filed Mar 1, 2022 02:57 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-009908 · ownership.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,096 F1 · kind: Represents performance-based restricted stock units ("PRSU") awarded pursuant to the Issuer's 2020 Equity Incentive Plan for which performance criteria have been satisfied that entitle the Reporting Person to receive one share of the Issuer's common stock per PRSU. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 21:01 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | PurchaseCommon Stock | 2,000 | $6.18 | $12,360.00 |
DisclosureSEC source: 0001213900-21-063916 · ownership.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,096 Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 22:00 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | GrantCommon Stock | 53,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-018804 · ownership.xml · nonDerivative · entry 2 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,096 F2 · kind: The Reporting Person received a grant of restricted stock units ("RSU Award") pursuant to the Issuer's 2020 Equity Incentive Plan. One-third (1/3) of the RSU Award will vest on March 26, 2022 and the remaining two-thirds (2/3) of the RSU Award will vest quarterly in equal amounts over a two-year period thereafter. Read SEC document |
| March 26, 2021 Filed Mar 30, 2021 22:00 UTC | Hyliion Holdings Corp. HYLN · Entity 5333 | GrantCommon Stock | 22,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-018804 · ownership.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,381 F1 · kind: The Reporting Person received a grant of restricted stock pursuant to the Issuer's 2020 Equity Incentive Plan. The restricted stock vests on March 26, 2021. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 17:16 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 7,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-20-000003 · primary_doc.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · Sr. V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,534 F1 · shares: Restricted stock granted under the issuer's 2019 Equity and Incentive Compensation Plan, which is expected to vest in three equal installments on February 14, 2021, February 14, 2022, and February 14, 2023, subject to the terms of the grant agreement between the issuer and the reporting person. Read SEC document |
| April 08, 2019 Filed Apr 9, 2019 09:25 UTC | PGT Innovations, Inc. PGTI · Entity 92532 | GrantPGTI Common Stock | 21,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001354327-19-000026 · primary_doc.xml · nonDerivative · entry 1 Baker Sherri · CIK 0001773142 · Sr. V.P. and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,459 F1 · shares: Restricted stock, which is not subject to any issuer performance requirements, granted under the issuer's 2014 Omnibus Equity Incentive Plan, which is expected to vest in three equal installments on each of April 8, 2020, April 8, 2021, and April 8, 2022, subject to the terms of the grant agreement between the issuer and the reporting person. This restricted stock has a grant date value of $306,000, based on the closing trading price of the issuer's common stock on April 5, 2019, and was made to the reporting person pursuant to the terms of an employment agreement between the issuer and the reporting person. 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.