Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | Director | October 01, 2026 | October 05, 2026 |
| KIMBERLY CLARK CORPKMB · Entity 3103 | Director | January 02, 2026 | January 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.
HERSHEY CO
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,656.185 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 282.486 · Balance 1,656.185 F1: The total amount of securities reported as directly owned in Column 5 includes 10.265 shares acquired on September 15, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 10.265 shares acquired on September 15, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
KIMBERLY CLARK CORP
Report date January 02, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,562 |
Reported balance
After 2026-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 1,923 · Balance 8,562 F1: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F2: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors.
F2: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Duckhorn Portfolio, Inc.
Report date December 24, 2024 · Filed December 26, 2024
Section 16 reporting ended · disclosed 2024-12-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 177,095 |
Reported balance
After 2024-12-24 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-12-24 · Exercise / conversion · Acquired 177,095 · Balance 177,095 |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-12-24 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-12-24 · Disposition to issuer · Disposed 613,830 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2024-12-24 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-12-24 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-24 | Direct | 0 |
Reported balance
After 2024-12-24 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-12-24 · Exercise / conversion · Disposed 177,095 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:09 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 282.486 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000262 · form4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,656.185 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 10.265 shares acquired on September 15, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:11 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 251.861 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000213 · form4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,363.434 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 8.842 shares acquired on June 15, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:29 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 221.795 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000160 · form4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,102.731 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 5.773 shares acquired on March 16, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 22:20 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | GrantRestricted Share Units · Derivative | 1,923 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000216 · doc4.xml · derivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,562 Underlying: Common Stock · 1,923 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.exercise_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.expiration_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F2 · balance_after: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:19 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 246.697 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000020 · form4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 875.163 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 4.544 shares acquired on December 15, 2025, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:41 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 225.07 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-25-000167 · form4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 623.922 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 2.923 shares acquired on September 15, 2025, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:35 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 395.929 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-25-000084 · form4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395.929 Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:38 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | GrantRestricted Share Units · Derivative | 1,493 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000352 · doc4.xml · derivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,406.5326 Underlying: Common Stock · 1,493 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.exercise_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.expiration_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F2 · balance_after: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 20:52 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 177,095 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-140370 · ownership.xml · derivative · entry 4 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 177,095 shares Expires 2024-12-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 20:52 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | Disposition to issuerCommon Stock | 10,000 | $11.10 | $111,000.00 |
DisclosureSEC source: 0000950170-24-140370 · ownership.xml · nonDerivative · entry 3 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 20:52 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | Disposition to issuerCommon Stock | 613,830 | $11.10 | $6,813,513.00 |
DisclosureSEC source: 0000950170-24-140370 · ownership.xml · nonDerivative · entry 2 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. F1 · shares: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated October 6, 2024, by and among the Issuer, Marlee Buyer, Inc. ("Parent") and Marlee Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as a wholly owned subsidiary of Parent, and at the time of the Merger each issued and outstanding share of the Issuer's Common Stock, par value $0.01 per share owned by the Reporting Person was cancelled and converted into the right to receive $11.10 per share in cash without interest. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 20:52 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | Exercise / conversionCommon Stock | 177,095 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-140370 · ownership.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,095 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 00:53 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | Tax withholdingCommon Stock | 22,046 | $5.89 | $129,850.94 |
DisclosureSEC source: 0001850356-24-000008 · wk-form4_1727744019.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436,735 F1 · shares: This Form 4 is being filed to report the withholding of shares for payment of tax liability related to the vesting of previously-reported restricted stock units. Read SEC document |
| April 30, 2024 Filed May 2, 2024 00:21 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantPerformance-based RSUs · Derivative | 177,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001850356-24-000006 · wk-form4_1714609249.xml · derivative · entry 3 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,095 Underlying: Common Stock · 177,095 shares Expires 2027-04-30 F2 · derivative.exercise_price: Each performance-based restricted stock unit represents a contingent right to receive one share of The Duckhorn Portfolio, Inc. common stock. The performance-based restricted stock units vest upon The Duckhorn Portfolio, Inc.'s common stock achieving a specified price per share. F2 · derivative.exercise_date: Each performance-based restricted stock unit represents a contingent right to receive one share of The Duckhorn Portfolio, Inc. common stock. The performance-based restricted stock units vest upon The Duckhorn Portfolio, Inc.'s common stock achieving a specified price per share. Read SEC document |
| April 30, 2024 Filed May 2, 2024 00:21 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 354,191 | $0.00 | $0.00 |
DisclosureSEC source: 0001850356-24-000006 · wk-form4_1714609249.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,781 Read SEC document |
| March 28, 2024 Filed Mar 29, 2024 16:42 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | SaleCommon Stock | 29,681 | $9.23 | $273,931.89 |
DisclosureSEC source: 0001850356-24-000004 · wk-form4_1711730540.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,590 F1 · shares: Reflects shares sold for payment of tax liability related to the vesting of previously-reported restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $9.17 to $9.31. The Reporting Person undertakes to provide The Duckhorn Portfolio, Inc., any security holder of The Duckhorn Portfolio, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:59 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | GrantRestricted Share Units · Derivative | 1,512 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000404 · doc4.xml · derivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,751 Underlying: Common Stock · 1,512 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.exercise_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.expiration_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F2 · balance_after: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 21:40 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | PurchaseCommon Stock | 5,000 | $8.99 | $44,942.50 |
DisclosureSEC source: 0001850356-23-000015 · wk-form4_1702330848.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 10,000 F1 · ownership.nature: Shares held of record by Deirdre Mahlan, trustee of the Deirdre Mahlan Revocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| October 04, 2023 Filed Oct 5, 2023 13:31 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | PurchaseCommon Stock | 5,000 | $9.95 | $49,749.50 |
DisclosureSEC source: 0001850356-23-000013 · wk-form4_1696512672.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 5,000 F1 · ownership.nature: Shares held of record by Deirdre Mahlan, trustee of the Deirdre Mahlan Revocable Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these securities on this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the reported securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 27, 2023 Filed Sep 29, 2023 21:25 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 115,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001850356-23-000010 · wf-form4_169602269680095.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,271 Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 00:46 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 6,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001850356-23-000005 · wf-form4_167460754598626.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,182 Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 23:26 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | GrantRestricted Share Units · Derivative | 1,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000322 · doc4.xml · derivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,138 Underlying: Common Stock · 1,349 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.exercise_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.expiration_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's common stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F2 · balance_after: Includes restricted share units which were accrued based on dividends paid on the Corporation's common stock. Read SEC document |
| January 19, 2022 Filed Jan 22, 2022 01:58 UTC | Duckhorn Portfolio, Inc. NAPA · Entity 84733 | GrantCommon Stock | 5,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001835256-22-000015 · wf-form4_164281672055415.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,434 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 18:18 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | GrantRestricted Share Units · Derivative | 1,299 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-000399 · doc4.xml · derivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,737 Underlying: Common Stock · 1,299 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.exercise_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.expiration_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 20:46 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | PurchaseCommon Stock | 25 | $129.67 | $3,241.75 |
DisclosureSEC source: 0001225208-21-013606 · doc4.xml · nonDerivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25 Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 17:40 UTC | KIMBERLY CLARK CORP KMB · Entity 3103 | GrantRestricted Share Units · Derivative | 438 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-012439 · doc4.xml · derivative · entry 1 Mahlan Deirdre · CIK 0001850356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438 Underlying: Common Stock · 438 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · price: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.exercise_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. F1 · derivative.expiration_date: Represents restricted share units, payable on a 1-for-1 basis, granted under the Kimberly-Clark Corporation Outside Directors' Compensation Plan. Additional restricted share units are accrued based on dividends paid on the Corporation's Common Stock. The restricted share units may not be sold or transferred until the reporting person ceases to be a member of the Corporation's Board of Directors. 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.