Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCOTTS MIRACLE-GRO COSMG · Entity 4142 | Director · President and CEO · 10% owner | September 05, 2026 | September 09, 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.
SCOTTS MIRACLE-GRO CO
Report date September 05, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 78,442.5948 |
Reported balance
After 2026-09-05 transaction · row 1
1 source rowRow 1 · 2026-09-05 · Tax withholding · Disposed 12,023 · Balance 78,442.5948 |
| Common SharesSEC Table I · non-derivative | IndirectHPLP | 36,993 |
Reported balance
Holding disclosure · report date 2026-09-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,993 F1: Pursuant to Exchange Act Rule 16a-1(a)(1), the reporting person may be deemed, solely for purposes of determining whether he is a beneficial owner of more than 10% of the common shares of the Issuer ("Common Shares"), to be the beneficial owner of the securities of the Issuer that are held by Hagedorn Partnership, L.P., a Delaware limited partnership in which the reporting person is a general partner (the "Partnership"). Represents the aggregate proportionate interest of the reporting person and those family members in whose holdings he may be deemed to have a pecuniary interest, in Common Shares held by the Partnership. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to Exchange Act Rule 16a-1(a)(1), the reporting person may be deemed, solely for purposes of determining whether he is a beneficial owner of more than 10% of the common shares of the Issuer ("Common Shares"), to be the beneficial owner of the securities of the Issuer that are held by Hagedorn Partnership, L.P., a Delaware limited partnership in which the reporting person is a general partner (the "Partnership"). Represents the aggregate proportionate interest of the reporting person and those family members in whose holdings he may be deemed to have a pecuniary interest, in Common Shares held by the Partnership.
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 |
|---|---|---|---|---|---|---|
| May 07, 2024 Filed May 9, 2024 22:55 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 21,375 | $69.29 | $1,481,073.75 |
DisclosureSEC source: 0001062993-24-009816 · form4.xml · nonDerivative · entry 1 Hagedorn Partnership, L.P. · CIK 0000945527 · Director · 10% owner HAGEDORN JAMES · CIK 0001180171 · Director · Chairman, CEO and President · 10% owner HAGEDORN KATHERINE LITTLEFIELD · CIK 0001180173 · Director · 10% owner HAGEDORN ROBERT · CIK 0001247299 · 10% owner HAGEDORN SUSAN · CIK 0001247301 · 10% owner Baxter Nathan Eric · CIK 0001785595 · EVP and COO · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,755,637 F1 · price: The transaction was executed in multiple trades at prices ranging from $68.87 to $69.83. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F5 · ownership.direct: Held directly by the Hagedorn Partnership, L.P. (the "Hagedorn Partnership"). James Hagedorn, Katherine Hagedorn Littlefield, Robert Hagedorn, Susan Hagedorn and Nathan Baxter are the general partners of the Hagedorn Partnership. Each of the Reporting Persons disclaim beneficial ownership of the reported securities, except to the extent of their pecuniary interest therein. Read SEC document |
| April 28, 2024 Filed Apr 30, 2024 19:22 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | Tax withholdingCommon Shares | 1,655 | $68.46 | $113,301.30 |
DisclosureSEC source: 0001443984-24-000127 · wk-form4_1714504958.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,233.8411 Read SEC document |
| April 25, 2024 Filed May 29, 2024 17:45 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 88.199 | $56.69 | $5,000.00 |
DisclosureSEC source: 0001443984-24-000135 · wk-form4_1717004746.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,322.0401 Read SEC document |
| March 25, 2024 Filed Apr 9, 2024 14:02 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 82.3181 | $60.74 | $5,000.00 |
DisclosureSEC source: 0001443984-24-000121 · wk-form4_1712671325.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,888.8411 Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 17:54 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 2.7174 | $67.87 | $184.44 |
DisclosureSEC source: 0001443984-24-000106 · wk-form4_1710266038.xml · nonDerivative · entry 2 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,806.523 Read SEC document |
| March 08, 2024 Filed Jul 30, 2024 17:42 UTC Amendment | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 5.401 | $67.87 | $366.58 |
DisclosureSEC source: 0001443984-24-000184 · wk-form4a_1722361347.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,513.3437 F1 · shares: The original Form 4 showed 2.7174 shares acquired. This amendment displays the correct number of shares which were acquired. Read SEC document |
| February 23, 2024 Filed Mar 12, 2024 17:54 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 102.3751 | $48.84 | $5,000.00 |
DisclosureSEC source: 0001443984-24-000106 · wk-form4_1710266038.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,803.8056 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 18:17 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantStock Option (right to buy) · Derivative | 14,935 | $0.00 Strike: $57.81 | $0.00 |
DisclosureSEC source: 0001443984-24-000070 · wk-form4_1708453042.xml · derivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,935 Underlying: Common Shares · 14,935 shares Expires 2034-02-16 Read SEC document |
| January 25, 2024 Filed Feb 1, 2024 19:36 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 104.1016 | $48.03 | $5,000.00 |
DisclosureSEC source: 0001443984-24-000031 · wk-form4_1706816179.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,701.4305 Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 17:15 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 13,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001443984-24-000015 · wk-form4_1706202927.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,597.3289 F1 · date: On April 28, 2023, the Issuer made a grant to the Reporting Person of 13,472 performance units (the "2023 grant"). Under the award agreement, the 2023 grant included an enhanced issuance provision under which the Reporting Person would receive a range of 50% to 100% of the original grant depending on certain pre-determined performance criteria over the entirety of the plan performance period. On January 23, 2024, the Compensation Committee of the Issuer's Board of Directors determined that the performance measures related to the 2023 grant were satisfied to the extent required to permit for the issuance of shares equal to 100% of the original grant. The grant continues to be subject to service based vesting requirements that will be fully satisfied on April 28, 2026. Read SEC document |
| December 22, 2023 Filed Jan 4, 2024 16:33 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 92.6784 | $53.95 | $5,000.00 |
DisclosureSEC source: 0001443984-24-000004 · wk-form4_1704385972.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,125.3289 Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 00:41 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 2.7174 | $60.47 | $164.33 |
DisclosureSEC source: 0001443984-23-000365 · wk-form4_1702428069.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,032.6505 Read SEC document |
| November 24, 2023 Filed Dec 4, 2023 21:05 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 106.9519 | $46.75 | $5,000.00 |
DisclosureSEC source: 0001443984-23-000332 · wk-form4_1701723941.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,029.9331 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 18:03 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantStock Option (right to buy) · Derivative | 68,652 | $0.00 Strike: $56.87 | $0.00 |
DisclosureSEC source: 0001443984-23-000322 · wk-form4_1700503376.xml · derivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,652 Underlying: Common Shares · 68,652 shares Expires 2033-11-16 Read SEC document |
| October 25, 2023 Filed Nov 6, 2023 17:53 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 132.4854 | $37.74 | $5,000.00 |
DisclosureSEC source: 0001443984-23-000308 · wk-form4_1699293226.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,922.9812 Read SEC document |
| September 25, 2023 Filed Oct 10, 2023 13:10 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 116.4958 | $42.92 | $5,000.00 |
DisclosureSEC source: 0001443984-23-000298 · wk-form4_1696943416.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,790.4958 Read SEC document |
| September 05, 2023 Filed Sep 6, 2023 19:11 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 27,448 | $54.65 | $1,500,033.20 |
DisclosureSEC source: 0001443984-23-000236 · wk-form4_1694027484.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,674 Read SEC document |
| April 28, 2023 Filed May 1, 2023 16:11 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantStock Option (right to buy) · Derivative | 35,212 | $0.00 Strike: $66.81 | $0.00 |
DisclosureSEC source: 0001443984-23-000140 · wf-form4_168295745172215.xml · derivative · entry 2 Baxter Nathan Eric · CIK 0001785595 · EVP, GLOBAL TECH & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,212 Underlying: Common Shares · 35,212 shares Expires 2033-04-28 Read SEC document |
| April 28, 2023 Filed May 1, 2023 16:11 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantCommon Shares | 11,226 | $66.81 | $750,009.06 |
DisclosureSEC source: 0001443984-23-000140 · wf-form4_168295745172215.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · EVP, GLOBAL TECH & OPS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,226 Read SEC document |
| August 02, 2019 Filed Sep 13, 2019 20:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 89 | $110.49 | $9,833.61 |
DisclosureSEC source: 0001012975-19-000607 · edgar.xml · nonDerivative · entry 6 Baxter Nathan Eric · CIK 0001785595 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 40,908 F6 · price: The transaction was executed in multiple trades at prices ranging from $110.42 to $109.29. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F7 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| August 02, 2019 Filed Sep 13, 2019 20:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 643 | $110.02 | $70,742.86 |
DisclosureSEC source: 0001012975-19-000607 · edgar.xml · nonDerivative · entry 5 Baxter Nathan Eric · CIK 0001785595 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 40,997 F5 · price: The transaction was executed in multiple trades at prices ranging from $109.42 to $110.41. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F7 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| August 02, 2019 Filed Sep 13, 2019 20:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 75 | $108.73 | $8,154.75 |
DisclosureSEC source: 0001012975-19-000607 · edgar.xml · nonDerivative · entry 4 Baxter Nathan Eric · CIK 0001785595 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,640 F4 · price: The transaction was executed in multiple trades at prices ranging from $108.24 to $109.15. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F7 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| August 02, 2019 Filed Sep 13, 2019 20:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 38 | $107.42 | $4,081.96 |
DisclosureSEC source: 0001012975-19-000607 · edgar.xml · nonDerivative · entry 3 Baxter Nathan Eric · CIK 0001785595 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,715 F3 · price: The transaction was executed in multiple trades at prices ranging from $107.02 to $107.78. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F7 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| August 01, 2019 Filed Sep 13, 2019 20:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 61 | $109.94 | $6,706.34 |
DisclosureSEC source: 0001012975-19-000607 · edgar.xml · nonDerivative · entry 2 Baxter Nathan Eric · CIK 0001785595 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,753 F2 · price: The transaction was executed in multiple trades at prices ranging from $109.54 to $110.44. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F7 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| August 01, 2019 Filed Sep 13, 2019 20:52 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 690 | $108.77 | $75,051.30 |
DisclosureSEC source: 0001012975-19-000607 · edgar.xml · nonDerivative · entry 1 Baxter Nathan Eric · CIK 0001785595 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,814 F1 · price: The transaction was executed in multiple trades at prices ranging from $108.35 to $109.29. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F7 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. 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.