Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCCORMICK & CO INCMKC · Entity 1416 | 10% owner | January 14, 2019 | April 05, 2019 |
| PRICE T ROWE GROUP INCTROW · Entity 3212 | Director | September 29, 2026 | September 30, 2026 |
| Smurfit Westrock plcSW · Entity 3199 | Director | September 10, 2026 | September 14, 2026 |
| WRKCo Inc.WRK · Entity 162579 | Director | November 02, 2018 | November 06, 2018 |
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.
MCCORMICK & CO INC
Report date January 14, 2019 · Filed April 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - VotingSEC Table I · non-derivative | Direct | 112,152.6878 |
Ending reported balance
After 2019-04-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-04-03 · Exercise / conversion · Acquired 94,400 · Balance 206,552.6878 Row 2 · 2019-04-03 · Sale · Disposed 94,400 · Balance 112,152.6878 |
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon-Qualified Retirement Savings Plan | 910.6859 |
Reported balance
After 2019-01-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-01-14 · Other · Acquired 4.1876 · Balance 910.6859 F1: Dividend Reinvestment |
| Option - Right to BuySEC Table II · derivative / convertible security · Conversion / exercise price $54.24 · Expires 2022-02-01 | Direct | 0 |
Reported balance
After 2019-04-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-04-03 · Exercise / conversion · Disposed 94,400 · Balance 0 F2: Option Exercised. |
| Common Stock - VotingSEC Table I · non-derivative | Indirect401(k) Retirement Plan | 10,678.8726 |
Reported balance
Holding disclosure · report date 2019-01-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,678.8726 |
| Common Stock - VotingSEC Table I · non-derivative | IndirectBy 2017 GRAT | 24,600 |
Reported balance
Holding disclosure · report date 2019-01-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 24,600 |
| Common Stock - VotingSEC Table I · non-derivative | IndirectBy 2018 GRAT | 20,000 |
Reported balance
Holding disclosure · report date 2019-01-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 20,000 |
| Common Stock - Non VotingSEC Table I · non-derivative | Direct | 5,852.054 |
Reported balance
Holding disclosure · report date 2019-01-14 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,852.054 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment
F2: Option Exercised.
PRICE T ROWE GROUP INC
Report date September 29, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,338.2688 |
Reported balance
After 2026-09-29 transaction · row 1
1 source rowRow 1 · 2026-09-29 · Grant · Acquired 520.1753 · Balance 42,338.2688 F1: This is pursuant to the T. Rowe Price Group, Inc. 2017 Non-Employee Director Equity Plan with respect to dividends declared by the issuer on it's Common Stock. A portion of these shares were credited as fully-vested dividend reinvestment shares and a portion will be accrued and vest when the corresponding grant vests. |
Filing footnotes · ownership attribution and instrument terms
F1: This is pursuant to the T. Rowe Price Group, Inc. 2017 Non-Employee Director Equity Plan with respect to dividends declared by the issuer on it's Common Stock. A portion of these shares were credited as fully-vested dividend reinvestment shares and a portion will be accrued and vest when the corresponding grant vests.
Smurfit Westrock plc
Report date September 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 67,580.2 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Grant · Acquired 673.692 · Balance 67,580.2 F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share. F2: Includes 4,537 restricted stock units which will vest on the earlier of (i) May 1, 2027, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders and 59,017.2 fully vested restricted stock units that will be settled in ordinary shares following the Reporting Person's cessation of service as a member of the Issuer's board of directors in accordance with the terms of the WestRock Company 2016 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the terms of the restricted stock unit award, additional restricted stock units accrued as dividend equivalents in connection with the Issuer's payment of a quarterly dividend of $0.4523 per ordinary share. Such additional restricted stock units are subject to the same terms and conditions as the underlying award. Each restricted stock unit represents the right to receive one ordinary share.
F2: Includes 4,537 restricted stock units which will vest on the earlier of (i) May 1, 2027, or (ii) the date of the next annual meeting of Smurfit Westrock plc's stockholders and 59,017.2 fully vested restricted stock units that will be settled in ordinary shares following the Reporting Person's cessation of service as a member of the Issuer's board of directors in accordance with the terms of the WestRock Company 2016 Deferred Compensation Plan for Non-Employee Directors.
WRKCo Inc.
Report date November 02, 2018 · Filed November 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 1
1 source rowRow 1 · 2018-11-02 · Disposition to issuer · Disposed 23,189 · Balance 0 F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers"). F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 2, 2018, pursuant to the terms of the Agreement and Plan of Merger, dated as of January 28, 2018, by and among WRKCo Inc. (formerly known as WestRock Company), KapStone Paper and Packaging Corporation ("KapStone), WestRock Company (formerly known as Whiskey Holdco, Inc.) (the "Company"), Whiskey Merger Sub, Inc. and Kola Merger Sub Inc., (i) Whiskey Merger Sub, Inc. merged with and into WRKCo Inc., with WRKCo Inc. surviving such merger as a wholly owned subsidiary of the Company and (ii) Kola Merger Sub, Inc. merged with and into KapStone with KapStone surviving such merger as a wholly owned subsidiary of the Company (such mergers, together, the "Mergers").
F2: In connection with the Mergers, each share of common stock issued and outstanding immediately prior to the consummation of the Mergers, converted into one share of the Company's common stock, in the case of restricted shares, subject to the same terms and conditions as were applicable to such shares immediately prior to the consummation of the Mergers.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WestRock Co
Report date July 05, 2024 · Filed July 08, 2024
Section 16 reporting ended · disclosed 2024-07-08. 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 2024-07-05 transaction · row 1
1 source rowRow 1 · 2024-07-05 · Disposition to issuer · Disposed 55,183 · Balance 0 F1: Includes an aggregate of 54,148.0 shares underlying unvested restricted stock unit awards and vested restricted stock unit awards held pursuant to Non-Employee Director Deferred Compensation Plans, which awards were fully vested (to the extent not already vested) as of immediately prior to the Merger Effective Time (as defined in the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement")). Also includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4. F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. With respect to any amount payable that constitutes nonqualified deferred compensation subject to Section 409A of the Internal Revenue Code ("Section 409A"), to the extent that payment of such amount would otherwise cause the imposition of a tax or penalty under Section 409A, the delivery of the Merger Consideration will be made at the earliest time permitted under the Transaction Agreement and the terms of the corresponding award that will not result in the imposition of such tax or penalty. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes an aggregate of 54,148.0 shares underlying unvested restricted stock unit awards and vested restricted stock unit awards held pursuant to Non-Employee Director Deferred Compensation Plans, which awards were fully vested (to the extent not already vested) as of immediately prior to the Merger Effective Time (as defined in the Transaction Agreement, dated as of September 12, 2023, by and among the Issuer, Smurfit Kappa Group plc, Smurfit Westrock plc (formerly known as Smurfit WestRock Limited, "Smurfit Westrock"), and Sun Merger Sub, LLC (the "Transaction Agreement")). Also includes dividend equivalents exempt from Section 16 that were credited since the Reporting Person's most recent Form 4.
F2: Pursuant to the Transaction Agreement, at the Merger Effective Time, each share of the Issuer's common stock held by the Reporting Person was cancelled and automatically converted into the right to receive, without interest and less applicable withholding taxes, one ordinary share of Smurfit Westrock and $5.00 in cash. With respect to any amount payable that constitutes nonqualified deferred compensation subject to Section 409A of the Internal Revenue Code ("Section 409A"), to the extent that payment of such amount would otherwise cause the imposition of a tax or penalty under Section 409A, the delivery of the Merger Consideration will be made at the earliest time permitted under the Transaction Agreement and the terms of the corresponding award that will not result in the imposition of such tax or penalty.
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 |
|---|---|---|---|---|---|---|
| November 02, 2016 Filed Nov 7, 2016 17:19 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GiftCommon Stock - Non Voting | 2,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001314598-16-000174 · edgar.xml · nonDerivative · entry 7 WILSON ALAN D · CIK 0001216704 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,822.462 F3 · price: Shares gifted; No purchase price required. Read SEC document |
| November 02, 2016 Filed Nov 7, 2016 17:19 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GiftCommon Stock - Voting | 12,445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001314598-16-000174 · edgar.xml · nonDerivative · entry 2 WILSON ALAN D · CIK 0001216704 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,916.042 F3 · price: Shares gifted; No purchase price required. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 14:15 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065956 · form4.xml · nonDerivative · entry 1 WILSON ALAN D · CIK 0001216704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,138.218 F1 · shares: Pursuant to the Amended and Restated 2007 Non-Employee Director Equity Plan, this Restricted Stock Unit Award was issued at $70.92 per share, the closing price of TROW shares on September 10, 2015. The forfeiture provisions of the this award will vest upon the earliest of the following: (a) one year after the date of award, (b) death or (c) immediately before and contingent upon the occurrence of a Change in Control. Read SEC document |
| October 25, 2016 Filed Nov 7, 2016 17:19 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 4.888 | $95.91 | $468.81 |
DisclosureSEC source: 0001314598-16-000174 · edgar.xml · derivative · entry 8 WILSON ALAN D · CIK 0001216704 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,095.1691 Underlying: Common Stock - Voting · 4.888 shares Expires not disclosed F1 · derivative.exercise_price: Dividend Reinvestment F1 · derivative.exercise_date: Dividend Reinvestment F1 · derivative.expiration_date: Dividend Reinvestment Read SEC document |
| October 25, 2016 Filed Nov 7, 2016 17:19 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Non Voting | 35.77 | $96.31 | $3,445.01 |
DisclosureSEC source: 0001314598-16-000174 · edgar.xml · nonDerivative · entry 6 WILSON ALAN D · CIK 0001216704 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,047.462 F1 · kind: Dividend Reinvestment Read SEC document |
| October 25, 2016 Filed Nov 7, 2016 17:19 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 628.334 | $96.31 | $60,514.85 |
DisclosureSEC source: 0001314598-16-000174 · edgar.xml · nonDerivative · entry 1 WILSON ALAN D · CIK 0001216704 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,361.042 F1 · kind: Dividend Reinvestment Read SEC document |
| September 29, 2016 Filed Sep 30, 2016 18:10 UTC | PRICE T ROWE GROUP INC TROW · Entity 3212 | GrantCommon Stock | 47.709 | $65.54 | $3,126.85 |
DisclosureSEC source: 0001127602-16-063514 · form4.xml · nonDerivative · entry 1 WILSON ALAN D · CIK 0001216704 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,838.218 F1 · shares: Credited as fully-vested dividend equivalents pursuant to the T. Rowe Price Group Inc. 2007 Non-Employee Director Equity Plan with respect to dividend declared by the issuer on it's Common Stock. 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.