Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GIBRALTAR INDUSTRIES, INC.ROCK · Entity 4801 | VP, CHRO | September 30, 2026 | October 01, 2026 |
| STEPAN COSCL · Entity 4733 | VP, CHRO | February 17, 2023 | February 21, 2023 |
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.
GIBRALTAR INDUSTRIES, INC.
Report date September 30, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Unit (2018 MSPP Match)SEC Table II · derivative / convertible security | Direct | 2,628.41 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 95.82 · Balance 2,628.41 F1: Represents matching restricted stock units allocated to the Reporting Person with respect to the Reporting Person's deferral of a portion of their annual base salary and annual cash incentive compensation pursuant to the Company's 2018 Management Stock Purchase Plan. F2: Restricted stock units are forfeited if Reporting Person's service as an officer of the Company is terminated prior to the fifth (5th) anniversary of the Reporting Person's vesting commencement date. If service as an officer continues beyond the fifth (5th) anniversary of the Reporting Person's vesting commencement date, restricted stock units are payable solely in cash in one lump sum payment or in five (5) or ten (10) consecutive, substantially equal annual installments, whichever distribution form is elected by the Reporting Person, beginning six (6) months following termination of service. Each restricted stock unit is converted to cash in an amount equal to the fair market value of one share of the Company's common stock, as defined in the Company's 2018 Management Stock Purchase Plan, on the date of termination of the Reporting Person's service as an officer of the Company. F3: Represents matching restricted stock units allocated to the Reporting Person with respect to the Reporting Person's deferral of a portion of their annual base salary pursuant to the Company's 2018 Management Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 13,418 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,418 |
| Restricted Stock Unit (2018 MSPP)SEC Table II · derivative / convertible security | Direct | 866.44 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 866.44 F4: Represents restricted stock units allocated to the Reporting Person with respect to the Reporting Person's deferral of a portion of their annual cash incentive compensation pursuant to the Company's 2018 Management Stock Purchase Plan. F5: Restricted stock units are payable solely in cash in one lump sum payment or in five (5) or ten (10) consecutive, substantially equal annual installments, whichever distribution form is elected by the Reporting Person, beginning six (6) months following termination of service. Each restricted stock unit is converted to cash in an amount equal to the fair market value of one share of the Company's common stock, as defined in the Company's 2018 Management Stock Purchase Plan, on the date of termination of the Reporting Person's service as an officer of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents matching restricted stock units allocated to the Reporting Person with respect to the Reporting Person's deferral of a portion of their annual base salary and annual cash incentive compensation pursuant to the Company's 2018 Management Stock Purchase Plan.
F2: Restricted stock units are forfeited if Reporting Person's service as an officer of the Company is terminated prior to the fifth (5th) anniversary of the Reporting Person's vesting commencement date. If service as an officer continues beyond the fifth (5th) anniversary of the Reporting Person's vesting commencement date, restricted stock units are payable solely in cash in one lump sum payment or in five (5) or ten (10) consecutive, substantially equal annual installments, whichever distribution form is elected by the Reporting Person, beginning six (6) months following termination of service. Each restricted stock unit is converted to cash in an amount equal to the fair market value of one share of the Company's common stock, as defined in the Company's 2018 Management Stock Purchase Plan, on the date of termination of the Reporting Person's service as an officer of the Company.
F3: Represents matching restricted stock units allocated to the Reporting Person with respect to the Reporting Person's deferral of a portion of their annual base salary pursuant to the Company's 2018 Management Stock Purchase Plan.
F4: Represents restricted stock units allocated to the Reporting Person with respect to the Reporting Person's deferral of a portion of their annual cash incentive compensation pursuant to the Company's 2018 Management Stock Purchase Plan.
F5: Restricted stock units are payable solely in cash in one lump sum payment or in five (5) or ten (10) consecutive, substantially equal annual installments, whichever distribution form is elected by the Reporting Person, beginning six (6) months following termination of service. Each restricted stock unit is converted to cash in an amount equal to the fair market value of one share of the Company's common stock, as defined in the Company's 2018 Management Stock Purchase Plan, on the date of termination of the Reporting Person's service as an officer of the Company.
STEPAN CO
Report date February 17, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Esop II Trust | 364.567 |
Reported balance
After 2023-02-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-02-17 · Grant · Acquired 90.31 · Balance 364.567 |
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 |
|---|---|---|---|---|---|---|
| July 23, 2018 Filed Jul 25, 2018 21:04 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Appreciation Right · Derivative | 1,886 | $0.00 Strike: $81.63 | $0.00 |
DisclosureSEC source: 0001127602-18-023847 · form4.xml · derivative · entry 3 Catlett Janet Anne · CIK 0001747846 · VP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,886 Underlying: Common Stock · 1,886 shares Expires 2028-07-22 F1 · derivative.exercise_date: Vests ratably over three years beginning on date shown Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 21:04 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Option (Right to Buy) · Derivative | 629 | $0.00 Strike: $81.63 | $0.00 |
DisclosureSEC source: 0001127602-18-023847 · form4.xml · derivative · entry 2 Catlett Janet Anne · CIK 0001747846 · VP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629 Underlying: Common Stock · 629 shares Expires 2028-07-22 F1 · derivative.exercise_date: Vests ratably over three years beginning on date shown Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 21:04 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 1,470 | $81.63 | $119,996.10 |
DisclosureSEC source: 0001127602-18-023847 · form4.xml · nonDerivative · entry 1 Catlett Janet Anne · CIK 0001747846 · VP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,970 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.