Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Smurfit Westrock plcSW · Entity 3199 | Chief Accounting Officer | 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 | 62,787 |
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 23 · Balance 62,787 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 5,469 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 | 14,361 |
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 152 · Balance 14,361 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 14,361 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 5,469 restricted stock units which are scheduled to vest in three equal annual installments beginning on the first anniversary of the grant date.
F3: The 14,361 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 15:28 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 152 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061764 · wk-form4_1789399697.xml · derivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,361 Underlying: Ordinary Shares · 152 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 14,361 restricted stock units vest and are due to settle in February 2027. F3 · derivative.expiration_date: The 14,361 restricted stock units vest and are due to settle in February 2027. Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 15:28 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061764 · wk-form4_1789399697.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,787 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 5,469 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 15:45 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 29 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057598 · wk-form4_1787067903.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,764 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 5,446 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 16:00 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 163 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042716 · wk-form4_1781280030.xml · derivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,209 Underlying: Ordinary Shares · 163 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 14,209 restricted stock units vest and are due to settle in February 2027. F3 · derivative.expiration_date: The 14,209 restricted stock units vest and are due to settle in February 2027. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 16:00 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042716 · wk-form4_1781280030.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,735 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 5,417 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 15:01 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 38 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036206 · wk-form4_1779202867.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,710 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 5,392 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 17:26 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 7 | $38.58 | $270.06 |
DisclosureSEC source: 0001628280-26-020104 · wk-form4_1774027587.xml · nonDerivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,672 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 17:26 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 162 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020104 · wk-form4_1774027587.xml · derivative · entry 3 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,046 Underlying: Ordinary Shares · 162 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 14,046 restricted stock units vest and are due to be settled in February 2027. F3 · derivative.expiration_date: The 14,046 restricted stock units vest and are due to be settled in February 2027. Read SEC document |
| March 18, 2026 Filed Mar 20, 2026 17:26 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-020104 · wk-form4_1774027587.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,679 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 | 556 | $42.20 | $23,463.20 |
DisclosureSEC source: 0001628280-26-017584 · wk-form4_1773420367.xml · nonDerivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,642 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 | 3,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-017584 · wk-form4_1773420367.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,198 F1 · kind: On March 11, 2026, the Reporting Person was granted 3,199 restricted stock units (RSUs). 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 | 5,301 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008417 · wk-form4_1771350309.xml · derivative · entry 5 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,805 Underlying: Ordinary Shares · 5,301 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 | 16,808 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008417 · wk-form4_1771350309.xml · derivative · entry 4 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,884 Underlying: Ordinary Shares · 16,808 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 | 11,542 | $51.42 | $593,489.64 |
DisclosureSEC source: 0001628280-26-008417 · wk-form4_1771350309.xml · nonDerivative · entry 3 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,999 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 | 5,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008417 · wk-form4_1771350309.xml · nonDerivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,541 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 | 16,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-008417 · wk-form4_1771350309.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,240 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 16:54 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058154 · wk-form4_1766163242.xml · derivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,692 Underlying: Ordinary Shares · 338 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 $0.4308 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 30,692 restricted stock units vest and are settled as follows:(i) 16,808 restricted stock units in February 2026, (ii) and 13,884 restricted stock units in February 2027. F3 · derivative.expiration_date: The 30,692 restricted stock units vest and are settled as follows:(i) 16,808 restricted stock units in February 2026, (ii) and 13,884 restricted stock units in February 2027. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 16:54 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058154 · wk-form4_1766163242.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,432 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 $0.4308 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 3,195 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 13:24 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-091931 · tm2526572d8_4seq1.xml · derivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,354 Underlying: Ordinary Shares · 292 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 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 30,354 restricted stock units vest and are settled as follows:(i) 16,623 restricted stock units in February 2026, (ii) and 13,731 restricted stock units in February 2027. F3 · derivative.expiration_date: The 30,354 restricted stock units vest and are settled as follows:(i) 16,623 restricted stock units in February 2026, (ii) and 13,731 restricted stock units in February 2027. Read SEC document |
| September 18, 2025 Filed Sep 22, 2025 13:24 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-091931 · tm2526572d8_4seq1.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,397 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 same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2 · balance_after: Includes 3,160 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 18:50 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 301 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012024 · form4.xml · derivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,062 Underlying: Ordinary Shares · 301 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 30,062 restricted stock units vest and are settled as follows:(i) 16,463 restricted stock units in February 2026, (ii) and 13,599 restricted stock units in February 2027. F3 · derivative.expiration_date: The 30,062 restricted stock units vest and are settled as follows:(i) 16,463 restricted stock units in February 2026, (ii) and 13,599 restricted stock units in February 2027. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 18:50 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-012024 · form4.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,367 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 3,130 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 22:11 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 281 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-026268 · tm259928-8_4seq1.xml · derivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,761 Underlying: Ordinary Shares · 281 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 29,761 restricted stock units vest and are settled as follows: (i) 16,298 restricted stock units in February 2026 and (ii) 13,463 restricted stock units in February 2027. F2 · derivative.expiration_date: The 29,761 restricted stock units vest and are settled as follows: (i) 16,298 restricted stock units in February 2026 and (ii) 13,463 restricted stock units in February 2027. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:12 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantCommon Stock | 3,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005371 · form4.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,336 F1 · shares: On March 11, 2025, the reporting person was granted 3,099 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 22:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionRestricted Stock Units (DBP) · Derivative | 4,062 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002723 · form4.xml · derivative · entry 5 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,106 Underlying: Ordinary Shares · 4,062 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 22:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionRestricted Stock Units (PSP) · Derivative | 13,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002723 · form4.xml · derivative · entry 4 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,480 Underlying: Ordinary Shares · 13,146 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 22:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Tax withholdingOrdinary Shares | 8,967 | $54.65 | $490,046.55 |
DisclosureSEC source: 0001062993-25-002723 · form4.xml · nonDerivative · entry 3 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,237 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 22:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionOrdinary Shares | 4,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002723 · form4.xml · nonDerivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,204 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 22:50 UTC | Smurfit Westrock plc SW · Entity 3199 | Exercise / conversionOrdinary Shares | 13,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-002723 · form4.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,142 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 18:19 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-021007 · form4.xml · derivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,626 Underlying: Ordinary Shares · 246 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 42,626 restricted stock units vest and are settled as follows: (i) 13,146 restricted stock units in February 2025, (ii) 16,144 restricted stock units in February 2026, (iii) and 13,336 restricted stock units in February 2027. F2 · derivative.expiration_date: The 42,626 restricted stock units vest and are settled as follows: (i) 13,146 restricted stock units in February 2025, (ii) 16,144 restricted stock units in February 2026, (iii) and 13,336 restricted stock units in February 2027. Read SEC document |
| September 18, 2024 Filed Sep 20, 2024 20:21 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-016859 · form4.xml · derivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,380 Underlying: Ordinary Shares · 265 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 42,380 restricted stock units vest and are settled as follows: (i) 13,070 restricted stock units in February 2025, (ii) 16,051 restricted stock units in February 2026, (iii) and 13,259 restricted stock units in February 2027. F2 · derivative.expiration_date: The 42,380 restricted stock units vest and are settled as follows: (i) 13,070 restricted stock units in February 2025, (ii) 16,051 restricted stock units in February 2026, (iii) and 13,259 restricted stock units in February 2027. Read SEC document |
| July 05, 2024 Filed Jul 10, 2024 01:48 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (PSP) · Derivative | 42,115 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078717 · tm2419140-2_4seq1.xml · derivative · entry 3 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,115 Underlying: Ordinary Shares · 42,115 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 01:48 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantRestricted Stock Units (DBP) · Derivative | 14,168 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078717 · tm2419140-2_4seq1.xml · derivative · entry 2 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,168 Underlying: Ordinary Shares · 14,168 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 01:48 UTC | Smurfit Westrock plc SW · Entity 3199 | GrantOrdinary Shares | 37,996 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-24-078717 · tm2419140-2_4seq1.xml · nonDerivative · entry 1 Page Irene · CIK 0002029262 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,996 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.