Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANK OF THE OZARKS INCOZRK · Entity 175203 | Director | May 08, 2017 | May 09, 2017 |
| Lexeo Therapeutics, Inc.LXEO · Entity 5687 | Director | June 25, 2026 | June 29, 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.
BANK OF THE OZARKS INC
Report date May 08, 2017 · Filed May 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,261 |
Reported balance
After 2017-05-08 transaction · row 1
1 source rowRow 1 · 2017-05-08 · Grant · Acquired 1,034 · Balance 7,261 F1: Represents annual grant of common stock pursuant to the Bank of the Ozarks, Inc. Non-Employee Director Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual grant of common stock pursuant to the Bank of the Ozarks, Inc. Non-Employee Director Stock Plan.
Lexeo Therapeutics, Inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.70 · Expires 2036-06-24 | Direct | 35,000 |
Reported balance
After 2026-06-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 35,000 · Balance 35,000 F1: 100% of the shares underlying the option shall vest, and become exercisable, on the earlier of one year following the grant date or the next annual meeting of stockholders, subject to the Reporting Person's continuous service on such date. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the shares underlying the option shall vest, and become exercisable, on the earlier of one year following the grant date or the next annual meeting of stockholders, subject to the Reporting Person's continuous service on such date.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KAPSTONE PAPER & PACKAGING CORP
Report date November 02, 2018 · Filed November 06, 2018
Section 16 reporting ended · disclosed 2018-11-06. 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 2018-11-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-11-02 · Disposition to issuer · Disposed 29,697.369 · Balance 2,944 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Row 2 · 2018-11-02 · Disposition to issuer · Disposed 2,944 · Balance 0 F2: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.49 · Expires 2026-08-16 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-02 · Disposition to issuer · Disposed 1,607 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3: The options vested 50% on the second anniversary of the grant date and these remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on August 16, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock.
F2: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement).
F3: The options vested 50% on the second anniversary of the grant date and these remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on August 16, 2016.
F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio.
TEREX CORP
Report date June 26, 2026 · Filed June 30, 2026
Section 16 reporting ended · disclosed 2026-06-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 34,060 |
Reported balance
After 2026-06-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-26 · Grant · Acquired 1,128 · Balance 34,060 F1: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director emeritus fee. F2: Ownership includes shares received as a dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director emeritus fee.
F2: Ownership includes shares received as a dividend.
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 |
|---|---|---|---|---|---|---|
| June 26, 2026 Filed Jun 30, 2026 17:41 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 1,128 | $71.81 | $81,001.68 |
DisclosureSEC source: 0001193675-26-000004 · wk-form4_1782841300.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director Emeritus 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,060 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing partial payment of annual director emeritus fee. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:40 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001193675-26-000002 · form4-06292026_080630.xml · derivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2036-06-24 F1 · derivative.exercise_date: 100% of the shares underlying the option shall vest, and become exercisable, on the earlier of one year following the grant date or the next annual meeting of stockholders, subject to the Reporting Person's continuous service on such date. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:00 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $4.18 | $0.00 |
DisclosureSEC source: 0001415889-25-018520 · form4-06302025_050606.xml · derivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2035-06-25 F1 · derivative.exercise_date: 100% of the shares underlying the option shall vest, and become exercisable, on the earlier of June 26, 2026, or the date of the Issuer's next annual stockholders meeting, subject to the Reporting Person's continuous service on such date. Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 22:00 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | PurchaseCommon Stock | 15,000 | $6.99 | $104,851.50 |
DisclosureSEC source: 0001415889-24-027746 · form4-11262024_051101.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,627 F1 · balance_after: 15,627 of the shares are subject to vesting and vest at the following rate: 1/48th of the shares vested or vest in monthly installments commencing on December 1, 2021, subject to the Reporting Person's continuous service. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 21:01 UTC | Lexeo Therapeutics, Inc. LXEO · Entity 5687 | GrantStock Option (right to buy) · Derivative | 18,000 | $0.00 Strike: $16.87 | $0.00 |
DisclosureSEC source: 0001415889-24-018346 · form4-06272024_090651.xml · derivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 18,000 shares Expires 2034-06-24 F1 · derivative.exercise_date: 100% of the shares underlying the option shall vest, and become exercisable, on the earlier of June 25, 2025, or the date of the Issuer's next annual stockholders meeting, subject to the Reporting Person's continuous service on such date. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 18:54 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 20,000 | $41.22 | $824,400.00 |
DisclosureSEC source: 0000097216-22-000160 · wf-form4_166793366379681.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,058 F1 · price: Represents average sales price. Shares sold at various prices ranging from $41.13 to $41.34. Mrs. Cholmondeley will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:08 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, par value $.01 | 2,853 | $19.47 | $55,547.91 |
DisclosureSEC source: 0000097216-20-000243 · wf-form4_160157927638584.xml · nonDerivative · entry 2 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,635 F1 · kind: Proceeds from the sale were used by the reporting person to purchase shares in the Issuer in a retirement plan for the benefit of the reporting person. The sale transaction and purchase transaction are matchable under Section 16(b) of the Securities Exchange Act of 1934. The reporting person agreed to pay to the Issuer the full amount of the profit realized in connection with such short-swing transactions, less transaction costs. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 19:08 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 2,853 | $19.61 | $55,947.33 |
DisclosureSEC source: 0000097216-20-000243 · wf-form4_160157927638584.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,782 F1 · kind: Proceeds from the sale were used by the reporting person to purchase shares in the Issuer in a retirement plan for the benefit of the reporting person. The sale transaction and purchase transaction are matchable under Section 16(b) of the Securities Exchange Act of 1934. The reporting person agreed to pay to the Issuer the full amount of the profit realized in connection with such short-swing transactions, less transaction costs. Read SEC document |
| March 19, 2020 Filed Mar 20, 2020 20:03 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, par value $.01 | 20,000 | $12.64 | $252,800.00 |
DisclosureSEC source: 0000097216-20-000118 · wf-form4_158473461668876.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,635 F1 · price: Represents average purchase price. Shares purchased at various prices ranging from $12.45 to $12.76. Ms. Cholmondeley will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares purchased at each separate price. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 19:02 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, par value $.01 | 1,153 | $28.24 | $32,560.72 |
DisclosureSEC source: 0000097216-19-000151 · wf-form4_156027970909981.xml · nonDerivative · entry 3 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,155 F1 · kind: Proceeds from the sale were used by the reporting person to purchase shares in the Issuer in a retirement plan for the benefit of the reporting person. The sale transaction and purchase transaction are matchable under Section 16(b) of the Securities Exchange Act of 1934. The reporting person agreed to pay to the Issuer the full amount of any profit realized in connection with such short-swing transactions, less transaction costs. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 19:02 UTC | TEREX CORP TEX · Entity 3718 | PurchaseCommon Stock, par value $.01 | 1,500 | $28.23 | $42,345.00 |
DisclosureSEC source: 0000097216-19-000151 · wf-form4_156027970909981.xml · nonDerivative · entry 2 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,002 F1 · kind: Proceeds from the sale were used by the reporting person to purchase shares in the Issuer in a retirement plan for the benefit of the reporting person. The sale transaction and purchase transaction are matchable under Section 16(b) of the Securities Exchange Act of 1934. The reporting person agreed to pay to the Issuer the full amount of any profit realized in connection with such short-swing transactions, less transaction costs. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 19:02 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 2,653 | $28.24 | $74,920.72 |
DisclosureSEC source: 0000097216-19-000151 · wf-form4_156027970909981.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,502 F1 · kind: Proceeds from the sale were used by the reporting person to purchase shares in the Issuer in a retirement plan for the benefit of the reporting person. The sale transaction and purchase transaction are matchable under Section 16(b) of the Securities Exchange Act of 1934. The reporting person agreed to pay to the Issuer the full amount of any profit realized in connection with such short-swing transactions, less transaction costs. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 19:49 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 1,607 | Not disclosed Strike: $15.49 | Not disclosed |
DisclosureSEC source: 0001127602-18-032324 · form4.xml · derivative · entry 3 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,607 shares Expires 2026-08-16 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and these remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on August 16, 2016. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 19:49 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 2,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-032324 · form4.xml · nonDerivative · entry 2 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, these KapStone restricted stock unit awards became fully vested at the effective time of the Merger in accordance with the terms of the Merger Agreement and exchanged for the right to receive a restricted stock unit award of Holdco relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 19:49 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 29,697.369 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-032324 · form4.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,944 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:14 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,458 | $0.00 Strike: $22.20 | $0.00 |
DisclosureSEC source: 0001104659-18-065535 · a4.xml · derivative · entry 6 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,458 shares Expires 2027-03-07 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. F3 · derivative.exercise_date: The options vested 100% on the first anniversary of the grant date. They were granted on March 7, 2017. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:14 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,607 | $0.00 Strike: $15.49 | $0.00 |
DisclosureSEC source: 0001104659-18-065535 · a4.xml · derivative · entry 5 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,607 Underlying: Common Stock · 1,607 shares Expires 2026-08-16 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. F2 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and the remaining 50% will vest on the third anniversary of the grant date. They were granted on March 18, 2016. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:14 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 712 | $34.98 | $24,905.76 |
DisclosureSEC source: 0001104659-18-065535 · a4.xml · nonDerivative · entry 4 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,641.369 F1 · shares: Represents a "net exercise" of stock options. These shares were withheld for payment of the exercise price and applicable taxes. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:14 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionCommon Stock | 1,607 | $15.49 | $24,892.43 |
DisclosureSEC source: 0001104659-18-065535 · a4.xml · nonDerivative · entry 3 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,353.369 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 |
| October 30, 2018 Filed Nov 1, 2018 21:14 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 3,464 | $34.98 | $121,170.72 |
DisclosureSEC source: 0001104659-18-065535 · a4.xml · nonDerivative · entry 2 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,746.369 F1 · shares: Represents a "net exercise" of stock options. These shares were withheld for payment of the exercise price and applicable taxes. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 21:14 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Exercise / conversionCommon Stock | 5,458 | $22.20 | $121,140.31 |
DisclosureSEC source: 0001104659-18-065535 · a4.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,210.369 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 |
| June 22, 2018 Filed Jun 26, 2018 19:17 UTC | TEREX CORP TEX · Entity 3718 | SaleCommon Stock, par value $.01 | 16,214 | $41.29 | $669,476.06 |
DisclosureSEC source: 0000097216-18-000112 · wf-form4_153004064312986.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,914 F1 · price: Represents average sales price. Shares sold at various prices ranging from $41.26 to $41.34. Ms. Cholmondeley will provide upon request by the SEC staff, Terex Corporation or a security holder of Terex Corporation, the full information regarding the number of shares sold at each separate price. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 08, 2017 Filed May 9, 2017 16:41 UTC | BANK OF THE OZARKS INC OZRK · Entity 175203 | GrantCommon Stock | 1,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030967 · doc4.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,261 F1 · price: Represents annual grant of common stock pursuant to the Bank of the Ozarks, Inc. Non-Employee Director Stock Plan. Read SEC document |
| May 03, 2017 Filed May 3, 2017 17:01 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | PurchaseCommon Stock | 972 | $20.20 | $19,634.40 |
DisclosureSEC source: 0001127602-17-016635 · form4.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,752.369 Read SEC document |
| April 20, 2017 Filed Apr 21, 2017 16:13 UTC | BANK OF THE OZARKS INC OZRK · Entity 175203 | PurchaseCommon Stock | 1,214 | $49.36 | $59,923.04 |
DisclosureSEC source: 0001209191-17-027823 · doc4.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,227 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:23 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantStock Option (Right to Buy) · Derivative | 5,458 | $0.00 Strike: $22.20 | $0.00 |
DisclosureSEC source: 0001127602-17-011107 · form4.xml · derivative · entry 2 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,458 Underlying: Common Stock · 5,458 shares Expires 2027-03-07 F2 · security: Represents options granted pursuant to the KapStone Paper and Packaging 2016 Incentive Plan. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 17:23 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantCommon Stock | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011107 · form4.xml · nonDerivative · entry 1 CHOLMONDELEY PAULA H · CIK 0001193675 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,780.369 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of KapStone common stock. These restricted stock units become payable, through the issuance of shares of the Company's Common Stock, on a date specified by the filing person in accordance with the terms of the KapStone Paper and Packaging Corporation Deferred Compensation Plan for Non-Employee Directors, but no sooner than one year after the grant date. 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.