Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Coeur Mining, Inc.CDE · Entity 3250 | Director | March 16, 2020 | March 17, 2020 |
| SCOTTS MIRACLE-GRO COSMG · Entity 4142 | Director | October 01, 2026 | October 05, 2026 |
| Southwest Gas Holdings, Inc.SWX · Entity 3751 | Director | February 19, 2026 | February 24, 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.
Coeur Mining, Inc.
Report date March 16, 2020 · Filed March 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,012 |
Reported balance
After 2020-03-16 transaction · row 1
1 source rowRow 1 · 2020-03-16 · Purchase · Acquired 1,130 · Balance 39,012 |
SCOTTS MIRACLE-GRO CO
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 20,190 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 575 · Balance 20,190 F1: The Deferred Stock Units were issued to the reporting person in lieu of retainer in the amount of $28,750 |
Filing footnotes · ownership attribution and instrument terms
F1: The Deferred Stock Units were issued to the reporting person in lieu of retainer in the amount of $28,750
Southwest Gas Holdings, Inc.
Report date February 19, 2026 · Filed February 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,299.272 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 1,725.574 · Balance 3,299.272 F1: Balance includes 11.726 shares acquired through exempt dividend reinvestment transactions. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 11.726 shares acquired through exempt dividend reinvestment transactions.
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 23, 2019 Filed May 23, 2019 20:38 UTC | Coeur Mining, Inc. CDE · Entity 3250 | PurchaseCommon Stock | 1,750 | $3.00 | $5,244.75 |
DisclosureSEC source: 0000215466-19-000098 · wf-form4_155864389546648.xml · nonDerivative · entry 1 Sandoval Brian E · CIK 0001769844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,087 Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 20:32 UTC | Coeur Mining, Inc. CDE · Entity 3250 | GrantCommon Stock | 16,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000215466-19-000079 · wf-form4_155233630538677.xml · nonDerivative · entry 1 Sandoval Brian E · CIK 0001769844 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,337 F1 · shares: These shares were issued to the reporting person pursuant to the 2018 Long-Term Incentive Plan as a portion of the reporting person's retainer fee. 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.