Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALBEMARLE CORPALB · Entity 2581 | Director | July 01, 2026 | July 06, 2026 |
| Capstone Energy Plus, Inc.CGRN · Entity 2475 | Director | August 27, 2021 | August 31, 2021 |
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | Director | December 03, 2019 | December 05, 2019 |
| Kimball Electronics, Inc.KE · Entity 2738 | Director | November 14, 2025 | November 18, 2025 |
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.
ALBEMARLE CORP
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 10,028 |
Reported balance
After 2026-07-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 1,250 · Balance 10,028 F1: Phantom Stock units convert 1 for 1 into common stock. F2: Phantom Stock units represent an annual award of non-employee director stock compensation issued under the 2023 Stock Compensation and Deferral Election Plan for Non-Employee Directors of Albemarle Corporation (the "2023 Directors Plan"). Units to vest on July 1, 2027. F3: Payable as shares of common stock upon events established by the reporting person in accordance with the terms of the 2023 Directors Plan. F4: No expiration date. F5: Includes dividend equivalent rights earned based on total shares of Phantom Stock in reporting person's deferred stock account. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom Stock units convert 1 for 1 into common stock.
F2: Phantom Stock units represent an annual award of non-employee director stock compensation issued under the 2023 Stock Compensation and Deferral Election Plan for Non-Employee Directors of Albemarle Corporation (the "2023 Directors Plan"). Units to vest on July 1, 2027.
F3: Payable as shares of common stock upon events established by the reporting person in accordance with the terms of the 2023 Directors Plan.
F4: No expiration date.
F5: Includes dividend equivalent rights earned based on total shares of Phantom Stock in reporting person's deferred stock account.
Capstone Energy Plus, Inc.
Report date August 27, 2021 · Filed August 31, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,904 |
Reported balance
After 2021-08-27 transaction · row 1
1 source rowRow 1 · 2021-08-27 · Tax withholding · Disposed 4,098 · Balance 39,904 F1: The shares were automatically withheld to cover the tax liability resulting from the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were automatically withheld to cover the tax liability resulting from the vesting of restricted stock units.
ENERPAC TOOL GROUP CORP
Report date December 03, 2019 · Filed December 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,473 |
Reported balance
After 2019-12-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-03 · Grant · Acquired 938 · Balance 7,473 F1: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally folowing the director's termination of service. F2: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F3: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. F4: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service. |
| Class A Common StockSEC Table I · non-derivative | Direct | 39,518 |
Reported balance
Holding disclosure · report date 2019-12-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 39,518 |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally folowing the director's termination of service.
F2: The phantom stock is converted 1 for 1 into shares of Class A Common Stock.
F3: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service.
F4: Pursuant to the Outside Director's Deferred Compensation Plan, the phantom stock units are settled in stock generally following the director's termination of service.
Kimball Electronics, Inc.
Report date November 14, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,297 |
Reported balance
After 2025-11-14 transaction · row 1
1 source rowRow 1 · 2025-11-14 · Grant · Acquired 4,411 · Balance 34,297 F1: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to the Kimball Electronics, Inc. 2023 Equity Incentive Plan
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BEMIS CO INC
Report date June 11, 2019 · Filed June 11, 2019
Section 16 reporting ended · disclosed 2019-06-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-06-11 transaction · row 1
1 source rowRow 1 · 2019-06-11 · Disposition to issuer · Disposed 30,699 · Balance 0 F1: Disposed of as a result of merger pursuant to the previously announced Transaction Agreement, dated as of August 6, 2018 (which, as it may be amended from time to time, we refer to as the "Transaction Agreement"), by and among Amcor plc (f/k/a Arctic Jersey Limited)("New Amcor"), Amcor Limited, Arctic Corp. and Bemis Company, Inc. F2: Includes 96 shares acquired pursuant to a dividend equivalent feature upon settlement of a restricted stock unit. F3: Each share of common stock was cancelled pursuant to the Transaction Agreement in exchange for the right to receive the consideration provided in the Transaction Agreement (i.e., 5.1 ordinary shares of New Amcor for each such share, subject to applicable tax withholding and with cash payable in lieu of any fractional shares). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of merger pursuant to the previously announced Transaction Agreement, dated as of August 6, 2018 (which, as it may be amended from time to time, we refer to as the "Transaction Agreement"), by and among Amcor plc (f/k/a Arctic Jersey Limited)("New Amcor"), Amcor Limited, Arctic Corp. and Bemis Company, Inc.
F2: Includes 96 shares acquired pursuant to a dividend equivalent feature upon settlement of a restricted stock unit.
F3: Each share of common stock was cancelled pursuant to the Transaction Agreement in exchange for the right to receive the consideration provided in the Transaction Agreement (i.e., 5.1 ordinary shares of New Amcor for each such share, subject to applicable tax withholding and with cash payable in lieu of any fractional shares).
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 04, 2017 Filed May 8, 2017 10:47 UTC | BEMIS CO INC BMS · Entity 156671 | GrantCommon Stock | 2,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006771 · edgar.xml · nonDerivative · entry 1 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,352 F1 · shares: Restricted stock unit granted to Bemis Director pursuant to 2014 Stock Incentive Plan exempt under Rule 16b-3: Grant made on May 4, 2017, as part of Director's Annual Fee, vests on the earlier of May 3, 2018 or 2018 annual meeting of shareholders. F2 · balance_after: Includes 47 shares acquired pursuant to a dividend equivalent feature upon settlement of a restricted stock unit. Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:25 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantDirector Stock Option (Right to Buy) · Derivative | 2,930 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001179110-17-001083 · edgar.xml · derivative · entry 2 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,930 Underlying: Class A Common Stock · 2,930 shares Expires 2027-01-16 F3 · security: Option granted under the Actuant Corporation 2009 Omnibus Incentive Plan. Read SEC document |
| January 16, 2017 Filed Jan 20, 2017 01:25 UTC | ENERPAC TOOL GROUP CORP ATU · Entity 4543 | GrantClass A Common Stock | 2,412 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001083 · edgar.xml · nonDerivative · entry 1 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,573 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2009 Omnibus Incentive Plan. F2 · price: Not applicable. Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 10,118 | $0.94 | $9,510.92 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 7 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,941 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 2,400 | $0.94 | $2,248.80 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 6 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,823 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 300 | $0.94 | $280.50 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 5 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,423 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 488 | $0.93 | $453.84 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 4 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,123 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 7,000 | $0.92 | $6,440.00 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 3 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,635 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 800 | $0.91 | $731.20 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 2 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,635 Read SEC document |
| November 18, 2016 Filed Nov 18, 2016 22:59 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | PurchaseCommon Stock | 800 | $0.91 | $730.40 |
DisclosureSEC source: 0001447591-16-000075 · primary_doc.xml · nonDerivative · entry 1 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,835 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 22:50 UTC | Capstone Energy Plus, Inc. cpst · Entity 2475 | GrantCommon Stock | 4,399 | $1.69 | $7,434.31 |
DisclosureSEC source: 0001447591-16-000069 · primary_doc.xml · nonDerivative · entry 1 Van Deursen Holly · CIK 0001414921 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,035 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.