Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCOTTS MIRACLE-GRO COSMG · Entity 4142 | Director · CEO · 10% owner | June 26, 2026 | June 30, 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.
SCOTTS MIRACLE-GRO CO
Report date June 26, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 245,449.926 |
Reported balance
After 2026-06-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-26 · Grant · Acquired 1,272.152 · Balance 245,449.926 F1: Each share of phantom stock represents the right to receive one common share of Issuer or the cash value thereof. F2: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock into an alternative investment at any time. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one common share of Issuer or the cash value thereof.
F2: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock into an alternative investment at any time.
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 |
|---|---|---|---|---|---|---|
| December 12, 2016 Filed Dec 13, 2016 19:44 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | Tax withholdingCommon Shares | 14,147 | $96.00 | $1,358,112.00 |
DisclosureSEC source: 0001182489-16-001315 · edgar.xml · nonDerivative · entry 4 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,763.1268 Read SEC document |
| December 11, 2016 Filed Dec 13, 2016 19:44 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | Exercise / conversionRestricted Stock Units · Derivative | 30,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001182489-16-001315 · edgar.xml · derivative · entry 7 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 30,131 shares Expires not disclosed 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. F1 · derivative.exercise_price: Restricted stock units convert into common shares of the Issuer ("Common Shares") on a one-for-one basis. F3 · derivative.exercise_date: On December 11, 2013, the reporting person was granted 30,131 restricted stock units, vesting on December 11, 2016. F3 · derivative.expiration_date: On December 11, 2013, the reporting person was granted 30,131 restricted stock units, vesting on December 11, 2016. Read SEC document |
| December 11, 2016 Filed Dec 13, 2016 19:44 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | Exercise / conversionCommon Shares | 30,131 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001182489-16-001315 · edgar.xml · nonDerivative · entry 3 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,910.1268 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. F1 · price: Restricted stock units convert into common shares of the Issuer ("Common Shares") on a one-for-one basis. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:44 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantPhantom Stock · Derivative | 393.715 | $96.99 | $38,186.42 |
DisclosureSEC source: 0001182489-16-001315 · edgar.xml · derivative · entry 8 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,764.69 Underlying: Common Shares · 393.715 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock represents the right to receive one Common Share or the cash value thereof. F5 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. F5 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:44 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 28.9236 | $96.16 | $2,781.31 |
DisclosureSEC source: 0001182489-16-001315 · edgar.xml · nonDerivative · entry 2 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,779.1268 Read SEC document |
| November 30, 2016 Filed Dec 13, 2016 19:44 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 24.3487 | $82.14 | $2,000.00 |
DisclosureSEC source: 0001182489-16-001315 · edgar.xml · nonDerivative · entry 1 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,750.2032 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 19:04 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantPhantom Stock · Derivative | 996.569 | $90.06 | $89,751.00 |
DisclosureSEC source: 0001182489-16-001294 · edgar.xml · derivative · entry 4 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,370.975 Underlying: Common Shares · 996.569 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one Common Share or the cash value thereof. F3 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. Read SEC document |
| October 31, 2016 Filed Nov 30, 2016 19:04 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 25.227 | $79.28 | $2,000.00 |
DisclosureSEC source: 0001182489-16-001294 · edgar.xml · nonDerivative · entry 1 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,725.8545 Read SEC document |
| October 26, 2016 Filed Oct 27, 2016 20:09 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantPhantom Stock · Derivative | 1,009.516 | $88.90 | $89,745.97 |
DisclosureSEC source: 0001182489-16-001277 · edgar.xml · derivative · entry 4 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,374.406 Underlying: Common Shares · 1,009.516 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one Common Share or the cash value thereof. F3 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. Read SEC document |
| September 30, 2016 Filed Oct 27, 2016 20:09 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 26.688 | $74.94 | $2,000.00 |
DisclosureSEC source: 0001182489-16-001277 · edgar.xml · nonDerivative · entry 1 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700.6275 Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 18:27 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantPhantom Stock · Derivative | 1,093.725 | $82.06 | $89,751.07 |
DisclosureSEC source: 0001182489-16-001252 · edgar.xml · derivative · entry 1 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,364.89 Underlying: Common Shares · 1,093.725 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one common share of Issuer or the cash value thereof. F2 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 13:07 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | GrantPhantom Stock · Derivative | 453.71 | $80.13 | $36,355.78 |
DisclosureSEC source: 0001182489-16-001229 · edgar.xml · derivative · entry 5 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,271.165 Underlying: Common Shares · 453.71 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one Common Share or the cash value thereof. F3 · derivative.exercise_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. F3 · derivative.expiration_date: Shares of phantom stock are payable in cash following termination of the reporting person's employment with Issuer. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time. Read SEC document |
| September 09, 2016 Filed Sep 13, 2016 13:07 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 34.2548 | $80.01 | $2,740.62 |
DisclosureSEC source: 0001182489-16-001229 · edgar.xml · nonDerivative · entry 2 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,673.9395 Read SEC document |
| August 31, 2016 Filed Sep 13, 2016 13:07 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | OtherCommon Shares | 26.8384 | $74.52 | $2,000.00 |
DisclosureSEC source: 0001182489-16-001229 · edgar.xml · nonDerivative · entry 1 HAGEDORN JAMES · CIK 0001180171 · Director · Chairman and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,639.6847 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.