Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Director | March 04, 2026 | March 07, 2026 |
| SHERWIN WILLIAMS COSHW · Entity 2948 | Director | October 02, 2026 | October 06, 2026 |
| Wayfair Inc.W · Entity 3426 | Director | May 07, 2020 | May 08, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Keurig Dr Pepper Inc.
Report date March 04, 2026 · Filed March 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,951,412 |
Ending reported balance
After 2026-03-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-05 · Exercise / conversion · Acquired 14,077 · Balance 1,956,952 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. Row 2 · 2026-03-05 · Tax withholding · Disposed 5,540 · Balance 1,951,412 F2: Shares withheld for payment of applicable taxes upon vesting of RSUs in accordance with Rule 16b-3. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 10,392 |
Reported balance
After 2026-03-04 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-04 · Grant · Acquired 10,392 · Balance 10,392 F3: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 4, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 42,230 |
Reported balance
After 2026-03-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-05 · Exercise / conversion · Disposed 14,077 · Balance 42,230 F4: As previously disclosed, these RSUs were granted on March 5, 2025, and vest in four installments as follows: 25% on March 5, 2026; 25% on March 5, 2027; 25% on March 5, 2028; and 25% on March 5, 2029. The RSUs converted into common stock on a one-for-one basis pursuant to the Issuer's Omnibus Stock Incentive Plan of 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy 2024 Trust | 102,142 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 102,142 |
| Common StockSEC Table I · non-derivative | IndirectBy 2025 Trust | 1,000,000 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,000,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: Shares withheld for payment of applicable taxes upon vesting of RSUs in accordance with Rule 16b-3.
F3: Subject to certain vesting conditions and exceptions, these restricted stock units vest on March 4, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting.
F4: As previously disclosed, these RSUs were granted on March 5, 2025, and vest in four installments as follows: 25% on March 5, 2026; 25% on March 5, 2027; 25% on March 5, 2028; and 25% on March 5, 2029. The RSUs converted into common stock on a one-for-one basis pursuant to the Issuer's Omnibus Stock Incentive Plan of 2019.
SHERWIN WILLIAMS CO
Report date October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectDeferred Fee Plan | 691.12 |
Reported balance
After 2026-10-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 104.12 · Balance 691.12 F1: Represents the number of deferred stock units acquired by the Reporting Person, in an exempt transaction, pursuant to the 2005 Director Deferred Fee Plan ("Deferred Fee Plan"). Each deferred stock unit is the economic equivalent of one share of common stock. The deferred stock units become payable solely in stock, generally following the Reporting Person's separation from service as a Director of the Company. F2: Represents the weighted average share price on the transaction date used to determine the number of deferred stock units to be credited to the Reporting Person's account. F3: These securities consist of deferred stock units, held pursuant to the Deferred Fee Plan, and include deferred stock units acquired pursuant to the dividend reinvestment feature of such Plan. |
| Common StockSEC Table I · non-derivative | Direct | 1,075 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,075 F4: No transaction is being reported on this line. Reported on a previously filed Form 4. F5: These securities consist of 902 restricted stock units ("RSUs") and 173 shares of common stock. Each RSU represents the Reporting Person's right to receive one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of deferred stock units acquired by the Reporting Person, in an exempt transaction, pursuant to the 2005 Director Deferred Fee Plan ("Deferred Fee Plan"). Each deferred stock unit is the economic equivalent of one share of common stock. The deferred stock units become payable solely in stock, generally following the Reporting Person's separation from service as a Director of the Company.
F2: Represents the weighted average share price on the transaction date used to determine the number of deferred stock units to be credited to the Reporting Person's account.
F3: These securities consist of deferred stock units, held pursuant to the Deferred Fee Plan, and include deferred stock units acquired pursuant to the dividend reinvestment feature of such Plan.
F4: No transaction is being reported on this line. Reported on a previously filed Form 4.
F5: These securities consist of 902 restricted stock units ("RSUs") and 173 shares of common stock. Each RSU represents the Reporting Person's right to receive one share of common stock.
Wayfair Inc.
Report date May 07, 2020 · Filed May 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 23,788 |
Ending reported balance
After 2020-05-08 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-05-07 · Sale · Disposed 3,100 · Balance 29,988 Row 2 · 2020-05-07 · Sale · Disposed 3,100 · Balance 26,888 Row 3 · 2020-05-08 · Sale · Disposed 3,100 · Balance 23,788 |
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 |
|---|---|---|---|---|---|---|
| July 09, 2018 Filed Jul 11, 2018 20:46 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 248,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042346 · doc4.xml · derivative · entry 5 Gamgort Robert James · CIK 0001570836 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,808 Underlying: Common Stock · 248,808 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit settles for one share of common stock. F3 · kind: Pursuant to the Merger Agreement, as of the effective time of the Merger, each Maple Restricted Stock Unit ("RSU") that was outstanding immediately prior to the effective time was converted to 96.4 KDP RSUs, with the same terms and conditions as were applicable under such Maple RSU immediately prior to the effective time. F5 · derivative.exercise_date: These Restricted Stock Units vest on July 2, 2023. F5 · derivative.expiration_date: These Restricted Stock Units vest on July 2, 2023. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 20:46 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 530,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042346 · doc4.xml · derivative · entry 4 Gamgort Robert James · CIK 0001570836 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,199 Underlying: Common Stock · 530,199 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit settles for one share of common stock. F3 · kind: Pursuant to the Merger Agreement, as of the effective time of the Merger, each Maple Restricted Stock Unit ("RSU") that was outstanding immediately prior to the effective time was converted to 96.4 KDP RSUs, with the same terms and conditions as were applicable under such Maple RSU immediately prior to the effective time. F4 · derivative.exercise_date: These Restricted Stock Units vest on March 15, 2021. F4 · derivative.expiration_date: These Restricted Stock Units vest on March 15, 2021. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 20:46 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 530,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042346 · doc4.xml · derivative · entry 3 Gamgort Robert James · CIK 0001570836 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,199 Underlying: Common Stock · 530,199 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit settles for one share of common stock. F3 · kind: Pursuant to the Merger Agreement, as of the effective time of the Merger, each Maple Restricted Stock Unit ("RSU") that was outstanding immediately prior to the effective time was converted to 96.4 KDP RSUs, with the same terms and conditions as were applicable under such Maple RSU immediately prior to the effective time. F4 · derivative.exercise_date: These Restricted Stock Units vest on March 15, 2021. F4 · derivative.expiration_date: These Restricted Stock Units vest on March 15, 2021. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 20:46 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Units · Derivative | 2,409,995 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042346 · doc4.xml · derivative · entry 2 Gamgort Robert James · CIK 0001570836 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409,995 Underlying: Common Stock · 2,409,995 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit settles for one share of common stock. F3 · kind: Pursuant to the Merger Agreement, as of the effective time of the Merger, each Maple Restricted Stock Unit ("RSU") that was outstanding immediately prior to the effective time was converted to 96.4 KDP RSUs, with the same terms and conditions as were applicable under such Maple RSU immediately prior to the effective time. F4 · derivative.exercise_date: These Restricted Stock Units vest on March 15, 2021. F4 · derivative.expiration_date: These Restricted Stock Units vest on March 15, 2021. Read SEC document |
| July 09, 2018 Filed Jul 11, 2018 20:46 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantCommon Stock | 2,409,994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-042346 · doc4.xml · nonDerivative · entry 1 Gamgort Robert James · CIK 0001570836 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409,994 F1 · kind: Pursuant to the Agreement and Plan of Merger dated as of January 29, 2018 (the "Merger Agreement"), by and among Maple Parent Holdings Corp., a Delaware corporation ("Maple"), Dr Pepper Snapple Group, Inc., a Delaware corporation ("DPS") and Salt Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of DPS ("Merger Sub"), Merger Sub merged on July 9, 2018 with and into Maple (the "Merger"), with Maple surviving the Merger as a wholly-owned subsidiary of DPS. As of the effective time of the Merger, DPS was renamed Keurig Dr Pepper Inc. ("KDP"), and each share of common stock of Maple issued and outstanding immediately prior to the effective time was converted into the right to receive 96.4 fully paid and nonassessable shares of KDP common stock. F1 · price: Pursuant to the Agreement and Plan of Merger dated as of January 29, 2018 (the "Merger Agreement"), by and among Maple Parent Holdings Corp., a Delaware corporation ("Maple"), Dr Pepper Snapple Group, Inc., a Delaware corporation ("DPS") and Salt Merger Sub, Inc., a Delaware corporation and wholly-owned subsidiary of DPS ("Merger Sub"), Merger Sub merged on July 9, 2018 with and into Maple (the "Merger"), with Maple surviving the Merger as a wholly-owned subsidiary of DPS. As of the effective time of the Merger, DPS was renamed Keurig Dr Pepper Inc. ("KDP"), and each share of common stock of Maple issued and outstanding immediately prior to the effective time was converted into the right to receive 96.4 fully paid and nonassessable shares of KDP common stock. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 23:00 UTC | Wayfair Inc. W · Entity 3426 | PurchaseClass A Common Stock | 1,200 | $78.43 | $94,116.00 |
DisclosureSEC source: 0001616707-18-000103 · wf-form4_152003161182292.xml · nonDerivative · entry 2 Gamgort Robert James · CIK 0001570836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,375 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 23:00 UTC | Wayfair Inc. W · Entity 3426 | PurchaseClass A Common Stock | 4,200 | $78.05 | $327,810.00 |
DisclosureSEC source: 0001616707-18-000103 · wf-form4_152003161182292.xml · nonDerivative · entry 1 Gamgort Robert James · CIK 0001570836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,175 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $77.96 to $78.17, inclusive. The reporting person undertakes to provide to Wayfair Inc., any security holder of Wayfair Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 21:49 UTC | Wayfair Inc. W · Entity 3426 | GrantClass A Common Stock | 1,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001616707-18-000095 · wf-form4_151985449244046.xml · nonDerivative · entry 1 Gamgort Robert James · CIK 0001570836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,975 F1 · shares: These shares of Class A Common Stock are issuable upon vesting of a restricted stock unit ("RSU"). The RSU vests upon the satisfaction of a service condition. The service condition is satisfied as to 1/3rd of the shares on February 1, 2019 and as to an additional 1/12th of the shares for each 3-month period of continuous service thereafter. Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 23:24 UTC | Wayfair Inc. W · Entity 3426 | GrantClass A Common Stock | 2,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001616707-17-000064 · wf-form4_148590501766130.xml · nonDerivative · entry 1 Gamgort Robert James · CIK 0001570836 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,642 F1 · shares: These shares of Class A Common Stock are issuable upon vesting of a restricted stock unit ("RSU"). The RSU vests upon the satisfaction of a service condition. The service condition is satisfied as to 1/3rd of the shares on February 1, 2018 and as to an additional 1/12th of the shares for each 3-month period of continuous service thereafter. 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.