Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amcor plcAMCR · Entity 3245 | See Remarks | September 15, 2026 | September 17, 2026 |
| Avery Dennison CorpAVY · Entity 3410 | President, Materials Group | March 01, 2026 | March 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.
Amcor plc
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $42.46 · Expires 2036-09-15 | Direct | 41,152 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 41,152 · Balance 41,152 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-09-15 | Direct | 7,065 |
Reported balance
After 2026-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-15 · Grant · Acquired 7,065 · Balance 7,065 F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units. F2: The restricted stock units vest ratably on each of the first three anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one ordinary share of Amcor upon vesting of the restricted stock units.
F2: The restricted stock units vest ratably on each of the first three anniversaries of the grant date.
Avery Dennison Corp
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,164 |
Ending reported balance
After 2026-03-01 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 167 · Balance 5,056 Row 2 · 2026-03-01 · Tax withholding · Disposed 55 · Balance 5,001 Row 3 · 2026-03-01 · Exercise / conversion · Acquired 222 · Balance 5,223 Row 4 · 2026-03-01 · Tax withholding · Disposed 73 · Balance 5,150 Row 5 · 2026-03-01 · Exercise / conversion · Acquired 434 · Balance 5,584 Row 6 · 2026-03-01 · Tax withholding · Disposed 119 · Balance 5,465 Row 7 · 2026-03-01 · Exercise / conversion · Acquired 714 · Balance 6,179 Row 8 · 2026-03-01 · Tax withholding · Disposed 196 · Balance 5,983 Row 9 · 2026-03-01 · Exercise / conversion · Acquired 250 · Balance 6,233 Row 10 · 2026-03-01 · Tax withholding · Disposed 69 · Balance 6,164 |
| 2026 RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-03-01 | Direct | 2,342 |
Reported balance
After 2026-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-03-01 · Grant · Acquired 2,342 · Balance 2,342 F1: Restricted stock units (RSUs) vest 25% on each of the first, second, third and fourth anniversaries of the grant date. Each RSU represents a contingent right to receive one share of common stock. |
| 2026 PU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-01 | Direct | 3,386 |
Reported balance
After 2026-03-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-03-01 · Grant · Acquired 3,386 · Balance 3,386 F2: Performance units (PUs) vest, at the end of fiscal year 2028, provided certain performance objectives are met as determined by the Compensation Committee in February 2029. Each PU represents a contingent right to receive one share of common stock. |
| 2022 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-01 | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-03-01 · Exercise / conversion · Disposed 167 · Balance 0 F3: Shares reflect the vesting of the fourth tranche of MSUs granted in February 2022 at 92% of target based on our absolute total stockholder return in excess of 10% during the 2022-2025 performance period, plus dividend equivalents accrued during the period. |
| 2023 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-01 | Direct | 220 |
Reported balance
After 2026-03-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-03-01 · Exercise / conversion · Disposed 222 · Balance 220 F4: Shares reflect the vesting of the third tranche of MSUs granted in March 2023 at 96% of target based on our absolute total stockholder return during the 2023-2025 performance period, plus dividend equivalents accrued during the period. |
| 2024 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-01 | Direct | 910 |
Reported balance
After 2026-03-01 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-03-01 · Exercise / conversion · Disposed 434 · Balance 910 F5: Shares reflect the vesting of the second tranche of MSUs granted in March 2024 at 92% of target based on our absolute total stockholder return during the 2024-2025 performance period, plus dividend equivalents accrued during the period. |
| 2025 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-01 | Direct | 2,234 |
Reported balance
After 2026-03-01 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-03-01 · Exercise / conversion · Disposed 714 · Balance 2,234 F6: Shares reflect the vesting of the first tranche of MSUs granted in March 2025 at 94% of target based on our absolute total stockholder return during the 2025 performance period, plus dividend equivalents accrued during the period. |
| 2023 PU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-01 | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-03-01 · Exercise / conversion · Disposed 250 · Balance 0 F7: Shares reflect the vesting of PUs granted in March 2023 at 28% of target, based 75% on the cumulative economic value added of RBIS (now Solutions Group) of 0% of target and 25% on our relative total stockholder return of 112% of target. |
| Common Stock (Savings Plan)SEC Table I · non-derivative | IndirectSavings Plan | 3.6486 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 3.6486 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) vest 25% on each of the first, second, third and fourth anniversaries of the grant date. Each RSU represents a contingent right to receive one share of common stock.
F2: Performance units (PUs) vest, at the end of fiscal year 2028, provided certain performance objectives are met as determined by the Compensation Committee in February 2029. Each PU represents a contingent right to receive one share of common stock.
F3: Shares reflect the vesting of the fourth tranche of MSUs granted in February 2022 at 92% of target based on our absolute total stockholder return in excess of 10% during the 2022-2025 performance period, plus dividend equivalents accrued during the period.
F4: Shares reflect the vesting of the third tranche of MSUs granted in March 2023 at 96% of target based on our absolute total stockholder return during the 2023-2025 performance period, plus dividend equivalents accrued during the period.
F5: Shares reflect the vesting of the second tranche of MSUs granted in March 2024 at 92% of target based on our absolute total stockholder return during the 2024-2025 performance period, plus dividend equivalents accrued during the period.
F6: Shares reflect the vesting of the first tranche of MSUs granted in March 2025 at 94% of target based on our absolute total stockholder return during the 2025 performance period, plus dividend equivalents accrued during the period.
F7: Shares reflect the vesting of PUs granted in March 2023 at 28% of target, based 75% on the cumulative economic value added of RBIS (now Solutions Group) of 0% of target and 25% on our relative total stockholder return of 112% of target.
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 |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2024 Special RSU · Derivative | 3,234 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · derivative · entry 17 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,234 Underlying: Common Stock · 3,234 shares Expires 2027-03-01 F3 · derivative.exercise_date: Restricted stock units (RSUs) cliff vest on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2024 Special PU Award · Derivative | 1,318 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · derivative · entry 16 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,318 Underlying: Common Stock · 1,318 shares Expires 2027-03-01 F2 · derivative.exercise_date: Performance units (PUs) vest, at the end of fiscal year 2026, provided certain performance objectives are met as determined by the Compensation Committee in February 2027. Each PU represents a contingent right to receive one share of common stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2024 PU Award · Derivative | 2,207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · derivative · entry 15 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,207 Underlying: Common Stock · 2,207 shares Expires 2027-03-01 F2 · derivative.exercise_date: Performance units (PUs) vest, at the end of fiscal year 2026, provided certain performance objectives are met as determined by the Compensation Committee in February 2027. Each PU represents a contingent right to receive one share of common stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2024 MSU Award · Derivative | 1,819 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · derivative · entry 14 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,819 Underlying: Common Stock · 1,819 shares Expires 2028-03-01 F1 · derivative.exercise_date: Market-leveraged stock units (MSUs) vest 25% over one-, two-, three- and four-year performance periods, with the number of shares paid on each vesting date based on our absolute total stockholder return. Each MSU represents a contingent right to receive one share of common stock, plus dividend equivalents accrued during the vesting period. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 509 | $216.45 | $110,173.05 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 12 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,243 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 1,674 | $216.45 | $362,337.30 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 11 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,752 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 |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 174 | $216.45 | $37,662.30 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 10 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,078 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 567 | $216.45 | $122,727.15 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 9 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,252 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 |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 67 | $216.45 | $14,502.15 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 8 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,685 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 218 | $216.45 | $47,186.10 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 7 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,752 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 |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 49 | $216.45 | $10,606.05 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 6 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,534 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 164 | $216.45 | $35,497.80 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 5 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,583 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 |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 51 | $216.45 | $11,038.95 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 4 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,419 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 143 | $216.45 | $30,952.35 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 3 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,470 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 |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 109 | $216.45 | $23,593.05 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 2 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,327 Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 20:12 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 303 | $216.45 | $65,584.35 |
DisclosureSEC source: 0001127602-24-008468 · form4.xml · nonDerivative · entry 1 Yost Ryan D · CIK 0002012362 · President, Materials Group 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,436 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.