Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amrize LtdAMRZ · Entity 1392 | Director | August 11, 2025 | August 13, 2025 |
| CATO CORPCATO · Entity 7181 | Director | June 01, 2025 | June 06, 2025 |
| SONOCO PRODUCTS COSON · Entity 3864 | Director | October 01, 2026 | October 05, 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.
Amrize Ltd
Report date August 11, 2025 · Filed August 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,958 |
Reported balance
After 2025-08-11 transaction · row 1
1 source rowRow 1 · 2025-08-11 · Grant · Acquired 2,958 · Balance 2,958 F1: Restricted stock unit award to the reporting person pursuant to the Amrize Ltd 2025 Omnibus Incentive Plan. The award vests on the earlier of the one-year anniversary of the grant date and the date of the issuer's next regular annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award to the reporting person pursuant to the Amrize Ltd 2025 Omnibus Incentive Plan. The award vests on the earlier of the one-year anniversary of the grant date and the date of the issuer's next regular annual meeting of shareholders.
CATO CORP
Report date June 01, 2025 · Filed June 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 24,809 |
Reported balance
After 2025-06-01 transaction · row 1
1 source rowRow 1 · 2025-06-01 · Grant · Acquired 2,000 · Balance 24,809 |
SONOCO PRODUCTS CO
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,261.3 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 747.4 · Balance 23,261.3 F1: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock.
F2: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement.
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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 5, 2021 21:35 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 507.8 | $64.00 | $32,499.20 |
DisclosureSEC source: 0001225208-21-006491 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,989.6 Underlying: Common Stock · 507.8 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:34 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 39.1 | $62.69 | $2,451.18 |
DisclosureSEC source: 0001225208-21-005191 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,481.8 Underlying: Common Stock · 39.1 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 02:37 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 556.5 | $58.40 | $32,499.60 |
DisclosureSEC source: 0001225208-21-000409 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,442.7 Underlying: Common Stock · 556.5 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 22:53 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 33.8 | $61.68 | $2,084.78 |
DisclosureSEC source: 0001225208-20-014677 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,886.2 Underlying: Common Stock · 33.8 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 18:42 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 630.1 | $51.58 | $32,500.56 |
DisclosureSEC source: 0001225208-20-012134 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,852.4 Underlying: Common Stock · 630.1 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| September 10, 2020 Filed Sep 14, 2020 21:24 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 33.9 | $53.14 | $1,801.45 |
DisclosureSEC source: 0001225208-20-011513 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,222.3 Underlying: Common Stock · 33.9 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 10:01 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 626.6 | $51.87 | $32,501.74 |
DisclosureSEC source: 0001225208-20-009537 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,188.4 Underlying: Common Stock · 626.6 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 21:28 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 28.4 | $53.41 | $1,516.84 |
DisclosureSEC source: 0001225208-20-008950 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,561.8 Underlying: Common Stock · 28.4 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 20:33 UTC | CATO CORP CATO · Entity 7181 | GrantClass A Common Stock | 2,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-018441 · form4.xml · nonDerivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,969 Read SEC document |
| April 01, 2020 Filed Apr 6, 2020 13:34 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 714.6 | $45.48 | $32,500.01 |
DisclosureSEC source: 0001225208-20-006089 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,533.4 Underlying: Common Stock · 714.6 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:35 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 23.7 | $50.73 | $1,202.30 |
DisclosureSEC source: 0001225208-20-004916 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,818.8 Underlying: Common Stock · 23.7 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 20:07 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 546.2 | $60.88 | $33,252.66 |
DisclosureSEC source: 0001225208-20-000466 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795.1 Underlying: Common Stock · 546.2 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:17 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 15.9 | $60.52 | $962.27 |
DisclosureSEC source: 0001225208-19-015709 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,248.9 Underlying: Common Stock · 15.9 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 16:28 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 573.4 | $57.99 | $33,251.47 |
DisclosureSEC source: 0001225208-19-012975 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,233 Underlying: Common Stock · 573.4 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 18:52 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 12.2 | $57.84 | $705.65 |
DisclosureSEC source: 0001225208-19-012339 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,659.6 Underlying: Common Stock · 12.2 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 18:45 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 550.7 | $65.82 | $36,247.07 |
DisclosureSEC source: 0001225208-19-010015 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,647.4 Underlying: Common Stock · 550.7 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 20:44 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 7.2 | $65.40 | $470.88 |
DisclosureSEC source: 0001225208-19-009166 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,096.7 Underlying: Common Stock · 7.2 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| June 01, 2019 Filed Jun 28, 2019 00:42 UTC | CATO CORP CATO · Entity 7181 | GrantClass A Common Stock | 3,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-022993 · form4.xml · nonDerivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,095 Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 19:56 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 535.5 | $62.09 | $33,249.20 |
DisclosureSEC source: 0001225208-19-006315 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,089.5 Underlying: Common Stock · 535.5 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 19:54 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 3.9 | $58.31 | $227.41 |
DisclosureSEC source: 0001225208-19-005098 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554 Underlying: Common Stock · 3.9 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. F2 · derivative.expiration_date: Acquired on quarterly dividend on Sonoco Products Company's directors' deferred compensation plan and will be settled upon the reporting person's retirement or other termination of service. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:28 UTC | SONOCO PRODUCTS CO SON · Entity 3864 | GrantPhantom Stock Units · Derivative | 550.1 | $52.26 | $28,748.23 |
DisclosureSEC source: 0001225208-19-000404 · doc4.xml · derivative · entry 1 Drew Theresa J · CIK 0001754907 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550.1 Underlying: Common Stock · 550.1 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of Sonoco Products Company common stock. F2 · derivative.exercise_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. F2 · derivative.expiration_date: The phantom stock units were accrued under the Sonoco Products Company directors deferred compensation plan and are to be settled in Sonoco Products Company common stock 6 months after the reporting person's retirement. 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.