Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WESCO INTERNATIONAL INCWCC · Entity 3330 | SVP, Corp. Controller & CAO | September 30, 2026 | October 03, 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.
WESCO INTERNATIONAL INC
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,148.4464 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1.1601 · Balance 3,148.4464 F1: Represents dividend equivalent rights ("DERs") in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on restricted stock units ("RSUs") held by the Reporting Person. Each DER is the economic equivalent of one share of Issuer's common stock and vests on the same schedule as the underlying award. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights ("DERs") in connection with the Issuer's quarterly dividend and accrued to the Reporting Person on restricted stock units ("RSUs") held by the Reporting Person. Each DER is the economic equivalent of one share of Issuer's common stock and vests on the same schedule as the underlying award.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOY GLOBAL INC
Report date April 05, 2017 · Filed April 07, 2017
Section 16 reporting ended · disclosed 2017-04-07. 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 |
Ending reported balance
After 2017-04-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-04-05 · Grant · Acquired 4,625 · Balance 19,275 F1: Pursuant to the Agreement and Plan of Merger, dated as of July 21, 2016 (the Merger Agreement), by and among Joy Global, Inc. (the Company), Komatsu America Corp. (KAC), Pine Solutions, Inc., a wholly owned subsidiary of KAC (Merger Sub) and, solely for the purposes specified therein, Komatsu Ltd., at the effective time of the transactions contemplated by the Merger Agreement (the Merger), the number of shares covered by this performance share award was fixed at the target number of performance shares thereunder. Row 2 · 2017-04-05 · Disposition to issuer · Disposed 6,652 · Balance 12,623 F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each of these restricted stock units was converted into a long-term incentive award that entitles the holder to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30, subject to the same vesting terms that applied to the restricted stock unit as of immediately prior to the effective time of the Merger. Row 3 · 2017-04-05 · Disposition to issuer · Disposed 12,623 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each of these shares of Company stock (including shares reported in Table I that were covered by outstanding equity awards) was converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.69 · Expires 2018-12-08 | Direct | 0 |
Reported balance
After 2017-04-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-04-05 · Disposition to issuer · Disposed 1,333 · Balance 0 F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each vested and unvested stock option was cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Company stock subject to such option and (ii) the excess, if any, of the per share merger consideration of $28.30 over the exercise price per share of the Company stock subject to such option. All other options held by the reporting person were cancelled in the Merger as the exercise price of each such option was greater than the per share merger consideration of $28.30. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.19 · Expires 2025-12-07 | Direct | 0 |
Reported balance
After 2017-04-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-04-05 · Disposition to issuer · Disposed 15,600 · Balance 0 F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each vested and unvested stock option was cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Company stock subject to such option and (ii) the excess, if any, of the per share merger consideration of $28.30 over the exercise price per share of the Company stock subject to such option. All other options held by the reporting person were cancelled in the Merger as the exercise price of each such option was greater than the per share merger consideration of $28.30. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of July 21, 2016 (the Merger Agreement), by and among Joy Global, Inc. (the Company), Komatsu America Corp. (KAC), Pine Solutions, Inc., a wholly owned subsidiary of KAC (Merger Sub) and, solely for the purposes specified therein, Komatsu Ltd., at the effective time of the transactions contemplated by the Merger Agreement (the Merger), the number of shares covered by this performance share award was fixed at the target number of performance shares thereunder.
F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each of these restricted stock units was converted into a long-term incentive award that entitles the holder to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30, subject to the same vesting terms that applied to the restricted stock unit as of immediately prior to the effective time of the Merger.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each of these shares of Company stock (including shares reported in Table I that were covered by outstanding equity awards) was converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30.
F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each vested and unvested stock option was cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Company stock subject to such option and (ii) the excess, if any, of the per share merger consideration of $28.30 over the exercise price per share of the Company stock subject to such option. All other options held by the reporting person were cancelled in the Merger as the exercise price of each such option was greater than the per share merger consideration of $28.30.
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 16, 2021 Filed Apr 20, 2021 20:13 UTC | WESCO INTERNATIONAL INC WCC · Entity 3330 | GrantStock Appreciation Rights · Derivative | 1,780 | $0.00 Strike: $86.91 | $0.00 |
DisclosureSEC source: 0001209191-21-027566 · doc4.xml · derivative · entry 1 Kulasa Matthew S · CIK 0001611129 · Sr. VP, Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780 Underlying: Common stock · 1,780 shares Expires 2031-04-16 F1 · derivative.exercise_date: Each Stock Appreciation Right becomes exercisable in three (3) equal, annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 15,600 | $16.11 Strike: $12.19 | $251,316.00 |
DisclosureSEC source: 0000801898-17-000051 · wf-form4_149160311529088.xml · derivative · entry 5 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,600 shares Expires 2025-12-07 F4 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each vested and unvested stock option was cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Company stock subject to such option and (ii) the excess, if any, of the per share merger consideration of $28.30 over the exercise price per share of the Company stock subject to such option. All other options held by the reporting person were cancelled in the Merger as the exercise price of each such option was greater than the per share merger consideration of $28.30. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 1,333 | $6.61 Strike: $21.69 | $8,811.13 |
DisclosureSEC source: 0000801898-17-000051 · wf-form4_149160311529088.xml · derivative · entry 4 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,333 shares Expires 2018-12-08 F4 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each vested and unvested stock option was cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the product of (i) the number of shares of Company stock subject to such option and (ii) the excess, if any, of the per share merger consideration of $28.30 over the exercise price per share of the Company stock subject to such option. All other options held by the reporting person were cancelled in the Merger as the exercise price of each such option was greater than the per share merger consideration of $28.30. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | Disposition to issuerCommon Stock | 12,623 | $28.30 | $357,230.90 |
DisclosureSEC source: 0000801898-17-000051 · wf-form4_149160311529088.xml · nonDerivative · entry 3 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each of these shares of Company stock (including shares reported in Table I that were covered by outstanding equity awards) was converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | Disposition to issuerCommon Stock | 6,652 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000801898-17-000051 · wf-form4_149160311529088.xml · nonDerivative · entry 2 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,623 F2 · price: Pursuant to the Merger Agreement, at the effective time of the Merger, each of these restricted stock units was converted into a long-term incentive award that entitles the holder to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30, subject to the same vesting terms that applied to the restricted stock unit as of immediately prior to the effective time of the Merger. Read SEC document |
| April 05, 2017 Filed Apr 7, 2017 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | GrantCommon Stock | 4,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000801898-17-000051 · wf-form4_149160311529088.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,275 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of July 21, 2016 (the Merger Agreement), by and among Joy Global, Inc. (the Company), Komatsu America Corp. (KAC), Pine Solutions, Inc., a wholly owned subsidiary of KAC (Merger Sub) and, solely for the purposes specified therein, Komatsu Ltd., at the effective time of the transactions contemplated by the Merger Agreement (the Merger), the number of shares covered by this performance share award was fixed at the target number of performance shares thereunder. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 17:23 UTC | JOY GLOBAL INC JOY · Entity 177095 | GrantCommon Stock | 3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000801898-17-000016 · wf-form4_148469182220373.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,650 F1 · price: The number of shares acquired represents additional restricted stock units resulting from the payment on January 13, 2017 of a cash dividend of $0.01 per share of common stock based on $28.135, the average of the daily high and low trading prices of the issuer's common stock on the dividend payment date. Read SEC document |
| December 21, 2016 Filed Dec 22, 2016 19:58 UTC | JOY GLOBAL INC JOY · Entity 177095 | SaleCommon Stock | 580 | $28.01 | $16,245.80 |
DisclosureSEC source: 0000801898-16-000293 · wf-form4_148245472351773.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,647 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:16 UTC | JOY GLOBAL INC JOY · Entity 177095 | Tax withholdingCommon Stock | 344 | $28.03 | $9,642.32 |
DisclosureSEC source: 0000801898-16-000270 · wf-form4_148132179501260.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,227 F1 · shares: The securities disposed of represent shares withheld to cover withholding taxes resulting from the settlement of previously awarded restricted stock units. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | GrantCommon Stock | 6,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000801898-16-000262 · wf-form4_148115234914380.xml · nonDerivative · entry 3 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,571 F2 · price: Restricted stock unit award. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | Tax withholdingCommon Stock | 146 | $28.09 | $4,101.14 |
DisclosureSEC source: 0000801898-16-000262 · wf-form4_148115234914380.xml · nonDerivative · entry 2 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,921 F1 · shares: The securities disposed of represent shares withheld to cover withholding taxes resulting from the settlement of previously awarded restricted stock units. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 18:12 UTC | JOY GLOBAL INC JOY · Entity 177095 | Tax withholdingCommon Stock | 109 | $28.09 | $3,061.81 |
DisclosureSEC source: 0000801898-16-000262 · wf-form4_148115234914380.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,067 F1 · shares: The securities disposed of represent shares withheld to cover withholding taxes resulting from the settlement of previously awarded restricted stock units. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 18:07 UTC | JOY GLOBAL INC JOY · Entity 177095 | Tax withholdingCommon Stock | 279 | $28.08 | $7,834.32 |
DisclosureSEC source: 0000801898-16-000252 · wf-form4_148106564817318.xml · nonDerivative · entry 2 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,176 F1 · shares: The securities disposed of represent shares withheld to cover withholding taxes resulting from the settlement of previously awarded restricted stock units. Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 18:07 UTC | JOY GLOBAL INC JOY · Entity 177095 | Tax withholdingCommon Stock | 214 | $28.08 | $6,009.12 |
DisclosureSEC source: 0000801898-16-000252 · wf-form4_148106564817318.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,455 F1 · shares: The securities disposed of represent shares withheld to cover withholding taxes resulting from the settlement of previously awarded restricted stock units. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 16:46 UTC | JOY GLOBAL INC JOY · Entity 177095 | GrantCommon Stock | 2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000801898-16-000237 · wf-form4_147570038942274.xml · nonDerivative · entry 1 Kulasa Matthew S · CIK 0001611129 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,669 F1 · price: The number of shares acquired represents additional restricted stock units resulting from the payment on October 3, 2016 of a cash dividend of $0.01 per share of common stock based on $27.725, the average of the daily high and low trading prices of the issuer's common stock on the dividend payment date. F2 · balance_after: Includes 477 shares acquired on September 30, 2016, under the Joy Global Inc. Employee Stock Purchase Plan. 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.