Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Smurfit Westrock plcSW · Entity 3199 | See remarks | September 10, 2026 | September 14, 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.
Smurfit Westrock plc
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 241,684 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 119 · Balance 241,684 F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2: Includes 32,704 restricted stock units which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. |
| Restricted Stock Units (PSP)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 38,054 |
Reported balance
After 2026-09-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-10 · Grant · Acquired 403 · Balance 38,054 F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3: The 38,054 restricted stock units vest and are due to settle in February 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share.
F2: Includes 32,704 restricted stock units which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date.
F3: The 38,054 restricted stock units vest and are due to settle in February 2027.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 14, 2026 15:26 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 403 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061761 · wk-form4_1789399589.xml · derivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,054 Underlying: Ordinary Shares · 403 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3 · derivative.exercise_date: The 38,054 restricted stock units vest and are due to settle in February 2027. F3 · derivative.expiration_date: The 38,054 restricted stock units vest and are due to settle in February 2027. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 15:26 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 119 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061761 · wk-form4_1789399589.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,684 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 32,704 restricted stock units which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 15:44 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057597 · wk-form4_1787067874.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,565 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents based on the Issuer's quarterly dividend of $0.4523 per ordinary share, with such accrual determined as of the dividend record date. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share F2 · balance_after: Includes 32,585 restricted stock unit awards. Each restricted stock unit represents a contingent right to receive one ordinary share. The RSUs are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:01 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 432 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042722 · wk-form4_1781280099.xml · derivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,651 Underlying: Ordinary Shares · 432 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3 · derivative.exercise_date: The 37,651 restricted stock units vest and are due to settle in February 2027. F3 · derivative.expiration_date: The 37,651 restricted stock units vest and are due to settle in February 2027. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:01 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042722 · wk-form4_1781280099.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,370 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 32,390 restricted stock units which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 15, 2026 Filed May 19, 2026 15:00 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 253 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036202 · wk-form4_1779202814.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,243 F1 · price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents based on the Issuer's quarterly dividend of $0.4523 per ordinary share, with such accrual determined as of the dividend record date. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 32,263 restricted stock unit awards. Each restricted stock unit represents a contingent right to receive one ordinary share. The RSUs are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 17:27 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 28 | $38.58 | $1,080.24 |
DisclosureSEC source: 0001628280-26-020109 · wk-form4_1774027662.xml · nonDerivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,990 F2 · kind: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the reporting person's tax withholding obligation upon the vesting and settlement of dividend equivalents, which accrued on 18 March 2026. Since these dividend equivalents were associated with restricted stock units that vested and settled on 12 March 2026, the dividend equivalents immediately vested and settled on 19 March 2026 in accordance with the terms of the associated restricted stock unit award. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 17:27 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020109 · wk-form4_1774027662.xml · derivative · entry 3 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,219 Underlying: Ordinary Shares · 431 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3 · derivative.exercise_date: The 37,219 restricted stock units vest and are due to be settled in February 2027 F3 · derivative.expiration_date: The 37,219 restricted stock units vest and are due to be settled in February 2027 Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 17:27 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020109 · wk-form4_1774027662.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,018 F1 · kind: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 16:46 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 2,333 | $42.20 | $98,452.60 |
DisclosureSEC source: 0001628280-26-017587 · wk-form4_1773420397.xml · nonDerivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,828 F2 · kind: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the Reporting Person's tax withholding obligation upon vesting and settlement of their restricted stock units. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 16:46 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 21,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017587 · wk-form4_1773420397.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,161 F1 · kind: On March 11, 2026, the Reporting Person was granted 21,031 restricted stock units. Each restricted stock unit represents a contingent right to receive one ordinary share. The restricted stock units are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 17:45 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionRestricted Stock Units (DBP) · Derivative | 12,288 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008418 · wk-form4_1771350315.xml · derivative · entry 5 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,907 Underlying: Ordinary Shares · 12,288 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. F4 · derivative.exercise_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 22 September 2023 and performance share plan awards granted on 22 September 2023. F4 · derivative.expiration_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 22 September 2023 and performance share plan awards granted on 22 September 2023. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 17:45 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionRestricted Stock Units (PSP) · Derivative | 44,539 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008418 · wk-form4_1771350315.xml · derivative · entry 4 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,788 Underlying: Ordinary Shares · 44,539 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. F4 · derivative.exercise_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 22 September 2023 and performance share plan awards granted on 22 September 2023. F4 · derivative.expiration_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 22 September 2023 and performance share plan awards granted on 22 September 2023. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 17:45 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 24,436 | $51.42 | $1,256,499.12 |
DisclosureSEC source: 0001628280-26-008418 · wk-form4_1771350315.xml · nonDerivative · entry 3 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,130 F3 · kind: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the reporting persons tax withholding obligation upon vesting and settlement of deferred bonus plan awards and performance share plan awards. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 17:45 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionOrdinary Shares | 12,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008418 · wk-form4_1771350315.xml · nonDerivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,566 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. F2 · kind: Reflects the acquisition of common stock upon vesting and settlement of deferred bonus plan awards. Each deferred bonus plan award represents a right to receive one ordinary share of Smurfit Westrock plc upon vesting and settlement of the applicable award. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 17:45 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionOrdinary Shares | 44,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008418 · wk-form4_1771350315.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 234,278 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 · kind: Reflects the acquisition of common stock upon vesting and settlement of performance share plan awards. Each performance share plan award represents a right to receive one ordinary share of Smurfit Westrock plc upon vesting and settlement of the applicable award. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 16:53 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058151 · wk-form4_1766163202.xml · derivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,327 Underlying: Ordinary Shares · 896 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the applicable outstanding restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3 · derivative.exercise_date: The 81,327 restricted stock units vest and are settled as follows:(i) 44,539 restricted stock units in February 2026, (ii) and 36,788 restricted stock units in February 2027. F3 · derivative.expiration_date: The 81,327 restricted stock units vest and are settled as follows:(i) 44,539 restricted stock units in February 2026, (ii) and 36,788 restricted stock units in February 2027. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 16:53 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058151 · wk-form4_1766163202.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,739 F1 · price: In accordance with the terms of the applicable outstanding restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 16,277 restricted stock units which are scheduled to vest in three equal annual installments beginning on March 11, 2026, the first anniversary of the grant date. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 13:23 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-091927 · tm2526572-14_4seq1.xml · derivative · entry 2 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,431 Underlying: Ordinary Shares · 776 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the applicable outstanding restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3 · derivative.exercise_date: The 80,431 restricted stock units vest and are settled as follows:(i) 44,048 restricted stock units in February 2026, (ii) and 36,383 restricted stock units in February 2027. F3 · derivative.expiration_date: The 80,431 restricted stock units vest and are settled as follows:(i) 44,048 restricted stock units in February 2026, (ii) and 36,383 restricted stock units in February 2027. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 13:23 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-091927 · tm2526572-14_4seq1.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,560 F1 · price: In accordance with the terms of the applicable outstanding restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 16,098 restricted stock units which are scheduled to vest in three equal annual installments beginning on March 11, 2026, the first anniversary of the grant date. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:00 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012025 · form4.xml · derivative · entry 2 Mayer Saverio · CIK 0002028256 · see remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,655 Underlying: Ordinary Shares · 800 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the applicable outstanding restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F3 · derivative.exercise_date: The 79,655 restricted stock units vest and are settled as follows:(i) 43,623 restricted stock units in February 2026, (ii) and 36,032 restricted stock units in February 2027. F3 · derivative.expiration_date: The 79,655 restricted stock units vest and are settled as follows:(i) 43,623 restricted stock units in February 2026, (ii) and 36,032 restricted stock units in February 2027. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:00 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012025 · form4.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · see remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,405 F1 · price: In accordance with the terms of the applicable outstanding restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 15,943 restricted stock units which are scheduled to vest in three equal annual installments beginning on March 11, 2026, the first anniversary of the grant date. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 22:10 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-026267 · tm259928-7_4seq1.xml · derivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,855 Underlying: Ordinary Shares · 745 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of outstanding restricted stock unit awards, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F1 · price: In accordance with the terms of outstanding restricted stock unit awards, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4308 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · derivative.exercise_date: The 78,855 restricted stock units vest and are settled as follows: (i) 43,185 restricted stock units in February 2026 and (ii) 35,670 restricted stock units in February 2027. F2 · derivative.expiration_date: The 78,855 restricted stock units vest and are settled as follows: (i) 43,185 restricted stock units in February 2026 and (ii) 35,670 restricted stock units in February 2027. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:18 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantCommon Stock | 15,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005378 · form4.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,245 F1 · shares: On March 11, 2025, the reporting person was granted 15,783 restricted stock units (RSUs). Each RSU represents a contingent right to receive one Ordinary Share. The RSUs are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:52 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionRestricted Stock Units (DBP) · Derivative | 9,462 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002725 · form4.xml · derivative · entry 5 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,195 Underlying: Ordinary Shares · 9,462 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. F4 · derivative.exercise_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 28 March 2022 and performance share plan awards granted on 28 March 2022. F4 · derivative.expiration_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 28 March 2022 and performance share plan awards granted on 28 March 2022. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:52 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionRestricted Stock Units (PSP) · Derivative | 31,484 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002725 · form4.xml · derivative · entry 4 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,110 Underlying: Ordinary Shares · 31,484 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. F4 · derivative.exercise_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 28 March 2022 and performance share plan awards granted on 28 March 2022. F4 · derivative.expiration_date: Reflects the vesting and settlement of deferred bonus plan awards granted on 28 March 2022 and performance share plan awards granted on 28 March 2022. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:52 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 17,395 | $54.65 | $950,636.75 |
DisclosureSEC source: 0001062993-25-002725 · form4.xml · nonDerivative · entry 3 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,462 F3 · kind: Reflects ordinary shares of Smurfit Westrock plc withheld to satisfy the reporting persons tax withholding obligation upon vesting and settlement of deferred bonus plan awards and performance share plan awards. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:52 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionOrdinary Shares | 9,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002725 · form4.xml · nonDerivative · entry 2 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,857 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. F2 · kind: Reflects the acquisition of common stock upon vesting and settlement of deferred bonus plan awards. Each deferred bonus plan award represents a right to receive one ordinary share of Smurfit Westrock plc upon vesting and settlement of the applicable award. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 22:52 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionOrdinary Shares | 31,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002725 · form4.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,395 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 · kind: Reflects the acquisition of common stock upon vesting and settlement of performance share plan awards. Each performance share plan award represents a right to receive one ordinary share of Smurfit Westrock plc upon vesting and settlement of the applicable award. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 17:34 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 636 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020993 · form4.xml · derivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,594 Underlying: Ordinary Shares · 636 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.3025 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · derivative.exercise_date: The 109,594 restricted stock units vest and are settled as follows: (i) 31,484 restricted stock units in February 2025, (ii) 42,777 restricted stock units in February 2026, (iii) and 35,333 restricted stock units in February 2027. F2 · derivative.expiration_date: The 109,594 restricted stock units vest and are settled as follows: (i) 31,484 restricted stock units in February 2025, (ii) 42,777 restricted stock units in February 2026, (iii) and 35,333 restricted stock units in February 2027. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 16:06 UTC | Smurfit Westrock plc SW · Entity 3199 | SaleOrdinary Shares | 25,000 | $54.84 | $1,371,000.00 |
DisclosureSEC source: 0001062993-24-020019 · form4.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,911 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.65 to $54.91, inclusive. The reporting person undertakes to provide to Smurfit Westrock plc (the Company), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4. The shares were sold on the London Stock Exchange and the weighted average price of GBP43.27 was converted to USD using the closing European Central Bank rates on 2 December 2024. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 20:21 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016860 · form4.xml · derivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,958 Underlying: Ordinary Shares · 683 shares Expires not disclosed F1 · derivative.exercise_price: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.3025 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · derivative.exercise_date: The 108,958 restricted stock units vest and are settled as follows: (i) 31,301 restricted stock units in February 2025, (ii) 42,529 restricted stock units in February 2026, (iii) and 35,128 restricted stock units in February 2027. F2 · derivative.expiration_date: The 108,958 restricted stock units vest and are settled as follows: (i) 31,301 restricted stock units in February 2025, (ii) 42,529 restricted stock units in February 2026, (iii) and 35,128 restricted stock units in February 2027. Read SEC document |
| July 05, 2024 Filed Jul 10, 2024 01:52 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 108,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078727 · tm2419140-6_4seq1.xml · derivative · entry 3 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,275 Underlying: Ordinary Shares · 108,275 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each performance share plan award ("PSP Award") in respect of ordinary shares of Smurfit Kappa was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by such PSP Award as of immediately prior to the Scheme Effective Time (with such number of shares determined by deeming the applicable performance goals to be achieved in accordance with the terms and conditions of the Transaction Agreement), and otherwise subject to the same terms and conditions (excluding performance goals) as applied to such PSP Award as of immediately prior to the Scheme Effective Time. F3 · price: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each performance share plan award ("PSP Award") in respect of ordinary shares of Smurfit Kappa was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by such PSP Award as of immediately prior to the Scheme Effective Time (with such number of shares determined by deeming the applicable performance goals to be achieved in accordance with the terms and conditions of the Transaction Agreement), and otherwise subject to the same terms and conditions (excluding performance goals) as applied to such PSP Award as of immediately prior to the Scheme Effective Time. F3 · derivative.exercise_date: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each performance share plan award ("PSP Award") in respect of ordinary shares of Smurfit Kappa was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by such PSP Award as of immediately prior to the Scheme Effective Time (with such number of shares determined by deeming the applicable performance goals to be achieved in accordance with the terms and conditions of the Transaction Agreement), and otherwise subject to the same terms and conditions (excluding performance goals) as applied to such PSP Award as of immediately prior to the Scheme Effective Time. F3 · derivative.expiration_date: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each performance share plan award ("PSP Award") in respect of ordinary shares of Smurfit Kappa was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by such PSP Award as of immediately prior to the Scheme Effective Time (with such number of shares determined by deeming the applicable performance goals to be achieved in accordance with the terms and conditions of the Transaction Agreement), and otherwise subject to the same terms and conditions (excluding performance goals) as applied to such PSP Award as of immediately prior to the Scheme Effective Time. Read SEC document |
| July 05, 2024 Filed Jul 10, 2024 01:52 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (DBP) · Derivative | 32,657 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078727 · tm2419140-6_4seq1.xml · derivative · entry 2 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,657 Underlying: Ordinary Shares · 32,657 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each deferred bonus plan award ("DBP Award") in respect of ordinary shares of Smurfit Kappa held by the Reporting Person was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by, and otherwise subject to the same terms and conditions as applied to, such DBP Award as of immediately prior to the Scheme Effective Time. F2 · price: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each deferred bonus plan award ("DBP Award") in respect of ordinary shares of Smurfit Kappa held by the Reporting Person was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by, and otherwise subject to the same terms and conditions as applied to, such DBP Award as of immediately prior to the Scheme Effective Time. F2 · derivative.exercise_date: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each deferred bonus plan award ("DBP Award") in respect of ordinary shares of Smurfit Kappa held by the Reporting Person was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by, and otherwise subject to the same terms and conditions as applied to, such DBP Award as of immediately prior to the Scheme Effective Time. F2 · derivative.expiration_date: Pursuant to the Transaction Agreement, at the Scheme Effective Time, each deferred bonus plan award ("DBP Award") in respect of ordinary shares of Smurfit Kappa held by the Reporting Person was converted into a restricted stock unit award in respect of Smurfit WestRock Shares covering the same number of shares as covered by, and otherwise subject to the same terms and conditions as applied to, such DBP Award as of immediately prior to the Scheme Effective Time. Read SEC document |
| July 05, 2024 Filed Jul 10, 2024 01:52 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 174,911 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078727 · tm2419140-6_4seq1.xml · nonDerivative · entry 1 Mayer Saverio · CIK 0002028256 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,911 F1 · price: Pursuant to the Transaction Agreement, dated as of September 12, 2023 (the "Transaction Agreement"), by and among Smurfit Kappa Group plc ("Smurfit Kappa"), Smurfit WestRock plc (formerly Smurfit WestRock Limited and prior to that known as Cepheidway Limited, "Smurfit WestRock"), Sun Merger Sub, LLC and WestRock Company, on July 5, 2024, Smurfit Kappa was acquired by Smurfit WestRock pursuant to a scheme of arrangement (the "Scheme") and, in accordance with the Scheme, each ordinary share of Smurfit Kappa held by the Reporting Person was exchanged for one ordinary share of Smurfit WestRock, par value $0.001 per share (each a "Smurfit WestRock Share"), at the effective time of the Scheme (the "Scheme Effective Time"). 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.