Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MCCORMICK & CO INCMKC · Entity 1416 | Director | July 20, 2026 | September 09, 2026 |
| Otis Worldwide CorpOTIS · Entity 3170 | Director | May 27, 2026 | May 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.
MCCORMICK & CO INC
Report date July 20, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectNon Qualified Retirement Savings Plan | 29,588.762 |
Reported balance
After 2026-07-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-20 · Other · Acquired 269.397 · Balance 29,588.762 F1: Dividend Reinvestment |
| Common Stock - VotingSEC Table I · non-derivative | Direct | 84,364.195 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 84,364.195 |
| Common Stock - Non VotingSEC Table I · non-derivative | Direct | 6,235.263 |
Reported balance
Holding disclosure · report date 2026-07-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,235.263 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend Reinvestment
Otis Worldwide Corp
Report date May 27, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,777.476 |
Reported balance
After 2026-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 4,596.74 · Balance 25,777.476 F1: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents.
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 26, 2021 Filed Nov 17, 2021 19:40 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 294.093 | $85.37 | $25,105.40 |
DisclosureSEC source: 0000063754-21-000160 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,057.514 F1 · kind: Dividend Reinvestment. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 20:12 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantDeferred Stock Units · Derivative | 2,506.3291 | $79.00 | $198,000.00 |
DisclosureSEC source: 0001062993-21-003919 · form4.xml · derivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,377.411 Underlying: Common Stock · 2,506.3291 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents. F1 · derivative.exercise_date: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents. F1 · derivative.expiration_date: The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) for service as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents. Read SEC document |
| April 26, 2021 Filed Apr 30, 2021 14:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhamtom Stock · Derivative | 90.4198 | $90.35 | $8,169.43 |
DisclosureSEC source: 0000063754-21-000097 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 24,118.1123 Underlying: Common Stock- Voting · 90.4198 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 |
| April 26, 2021 Filed Apr 30, 2021 14:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Non Voting | 50.169 | $90.86 | $4,558.30 |
DisclosureSEC source: 0000063754-21-000097 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,946.897 F1 · kind: Dividend Reinvestment. Read SEC document |
| April 26, 2021 Filed Apr 30, 2021 14:44 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 275.282 | $90.86 | $25,011.79 |
DisclosureSEC source: 0000063754-21-000097 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,763.421 F1 · kind: Dividend Reinvestment. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 14:58 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantOptions - Right to Buy · Derivative | 3,268 | $0.00 Strike: $89.16 | $0.00 |
DisclosureSEC source: 0000063754-21-000085 · edgar.xml · derivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,268 Underlying: Common Stock - Voting · 3,268 shares Expires not disclosed F4 · derivative.exercise_date: The options vest in full on 3/15/2022. F4 · derivative.expiration_date: The options vest in full on 3/15/2022. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 14:58 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantRestricted Stock Units · Derivative | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0000063754-21-000085 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156 Underlying: Common Stock - Voting · 1,156 shares Expires not disclosed F2 · derivative.exercise_price: The Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in full on 3/15/2022 and are settled in an equal number of shares of McCormick stock. F3 · derivative.expiration_date: The Restricted Stock Units vest in full on 3/15/2022 and are settled in an equal number of shares of McCormick stock. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 19:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionRestricted Stock Units · Derivative | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000063754-21-000048 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 1,468 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; No purchase price required. F4 · price: Restricted Stock Units granted on April 1, 2020. F3 · derivative.exercise_date: The reported Restricted Stock Units entiles the Reporting Person to receive an annual distribution of common stock equal to 100% of the grant. F3 · derivative.expiration_date: The reported Restricted Stock Units entiles the Reporting Person to receive an annual distribution of common stock equal to 100% of the grant. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 19:17 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 1,468 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000063754-21-000048 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,488.139 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; No purchase price required. Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 17:49 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionOptions - Right to Buy · Derivative | 5,000 | $0.00 Strike: $23.70 | $0.00 |
DisclosureSEC source: 0000063754-21-000023 · edgar.xml · derivative · entry 6 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 5,000 shares Expires 2021-03-29 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 · price: Option exercised. Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 17:49 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Tax withholdingCommon Stock - Voting | 1,284 | $92.33 | $118,545.30 |
DisclosureSEC source: 0000063754-21-000023 · edgar.xml · nonDerivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,020.139 Read SEC document |
| January 29, 2021 Filed Feb 1, 2021 17:49 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 5,000 | $23.70 | $118,500.00 |
DisclosureSEC source: 0000063754-21-000023 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,304.139 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 |
| January 14, 2021 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | SaleCommon Stock | 14 | $65.09 | $911.26 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 11 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| January 11, 2021 Filed Feb 1, 2021 17:49 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhamtom Stock · Derivative | 86.9365 | $93.63 | $8,139.86 |
DisclosureSEC source: 0000063754-21-000023 · edgar.xml · derivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 24,027.6925 Underlying: Common Stock- Voting · 86.9365 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 |
| January 11, 2021 Filed Feb 1, 2021 17:49 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Non Voting | 47.96 | $94.70 | $4,542.02 |
DisclosureSEC source: 0000063754-21-000023 · edgar.xml · nonDerivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,896.728 F1 · kind: Dividend Reinvestment. Read SEC document |
| January 11, 2021 Filed Feb 1, 2021 17:49 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 244.615 | $94.70 | $23,166.09 |
DisclosureSEC source: 0000063754-21-000023 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,304.139 F1 · kind: Dividend Reinvestment. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 17:57 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhamtom Stock · Derivative | 240.8478 | $93.42 | $22,500.00 |
DisclosureSEC source: 0000063754-20-000216 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 23,940.756 Underlying: Common Stock- Voting · 240.8478 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Common Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F3 · derivative.exercise_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Common Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F3 · derivative.expiration_date: Each share of phantom stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Common Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F1 · balance_after: Amounts reported herein reflect the Issuer's 2 -for-1 stock split of its common stock and common stock non-voting, effective November 30, 2020. Read SEC document |
| October 19, 2020 Filed Oct 29, 2020 20:16 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhamtom Stock · Derivative | 37.0778 | $197.53 | $7,323.98 |
DisclosureSEC source: 0000063754-20-000171 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 11,849.9545 Underlying: Common Stock- Voting · 37.0778 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 19, 2020 Filed Oct 29, 2020 20:16 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Non Voting | 20.585 | $200.56 | $4,128.54 |
DisclosureSEC source: 0000063754-20-000171 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,403.799 F1 · kind: Dividend Reinvestment Read SEC document |
| October 19, 2020 Filed Oct 29, 2020 20:16 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 90.561 | $200.56 | $18,162.96 |
DisclosureSEC source: 0000063754-20-000171 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,029.762 F1 · kind: Dividend Reinvestment Read SEC document |
| October 13, 2020 Filed Oct 15, 2020 21:34 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionOptions - Right to Buy · Derivative | 2,182 | $0.00 Strike: $147.39 | $0.00 |
DisclosureSEC source: 0000063754-20-000165 · edgar.xml · derivative · entry 6 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 2,182 shares Expires 2029-03-27 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 · price: Options Exercised Read SEC document |
| October 13, 2020 Filed Oct 15, 2020 21:34 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionOptions - Right to Buy · Derivative | 2,500 | $0.00 Strike: $47.40 | $0.00 |
DisclosureSEC source: 0000063754-20-000165 · edgar.xml · derivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 2,500 shares Expires 2021-03-29 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 · price: Options Exercised Read SEC document |
| October 13, 2020 Filed Oct 15, 2020 21:34 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 2,182 | $147.39 | $321,604.98 |
DisclosureSEC source: 0000063754-20-000165 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,939.201 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 13, 2020 Filed Oct 15, 2020 21:34 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 2,500 | $47.40 | $118,500.00 |
DisclosureSEC source: 0000063754-20-000165 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,757.201 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 |
| September 11, 2020 Filed Sep 15, 2020 19:46 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhamtom Stock · Derivative | 113.2702 | $198.64 | $22,499.99 |
DisclosureSEC source: 0000063754-20-000148 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 11,812.8764 Underlying: Common Stock- Voting · 113.2702 shares Expires not disclosed F2 · derivative.exercise_price: Each share of Phantom Stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Commn Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F2 · derivative.exercise_date: Each share of Phantom Stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Commn Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F2 · derivative.expiration_date: Each share of Phantom Stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Commn Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. Read SEC document |
| July 24, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 3 | $58.02 | $174.05 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 10 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 435 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| July 20, 2020 Filed Sep 15, 2020 19:46 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 37.7446 | $191.56 | $7,230.36 |
DisclosureSEC source: 0000063754-20-000148 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 11,699.6062 Underlying: Common Stock - Voting · 37.7446 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 |
| July 20, 2020 Filed Sep 15, 2020 19:46 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Non Voting | 21.59 | $190.58 | $4,114.62 |
DisclosureSEC source: 0000063754-20-000148 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,403.799 F1 · kind: Dividend Reinvestment Read SEC document |
| July 20, 2020 Filed Sep 15, 2020 19:46 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 122.259 | $190.58 | $23,300.13 |
DisclosureSEC source: 0000063754-20-000148 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,257.201 F1 · kind: Dividend Reinvestment Read SEC document |
| July 02, 2020 Filed Jul 7, 2020 19:13 UTC | MCCORMICK & CO INC MKC · Entity 1416 | SaleCommon Stock - Voting | 8,408 | $181.80 | $1,528,561.79 |
DisclosureSEC source: 0000063754-20-000122 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,134.942 Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 21:13 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionOptions - Right to Buy · Derivative | 3,408 | $0.00 Strike: $98.05 | $0.00 |
DisclosureSEC source: 0001123292-20-000951 · edgar.xml · derivative · entry 6 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 3,408 shares Expires 2027-03-28 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 · price: Option Exercised Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 21:13 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionOptions - Right to Buy · Derivative | 5,000 | $0.00 Strike: $99.92 | $0.00 |
DisclosureSEC source: 0001123292-20-000951 · edgar.xml · derivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 5,000 shares Expires 2026-03-29 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 · price: Option Exercised Read SEC document |
| June 29, 2020 Filed Jul 1, 2020 21:13 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 3,408 | $98.05 | $334,154.40 |
DisclosureSEC source: 0001123292-20-000951 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,542.942 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 29, 2020 Filed Jul 1, 2020 21:13 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 5,000 | $99.92 | $499,600.00 |
DisclosureSEC source: 0001123292-20-000951 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,134.942 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 16, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 12 | $57.76 | $693.16 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 8 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 18:11 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantPhantom Stock · Derivative | 132.0423 | $170.40 | $22,500.01 |
DisclosureSEC source: 0000063754-20-000109 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 11,661.8616 Underlying: Common Stock - Voting · 132.0423 shares Expires not disclosed F1 · derivative.exercise_price: Each share of Phantom Stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Commn Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F1 · derivative.exercise_date: Each share of Phantom Stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Commn Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. F1 · derivative.expiration_date: Each share of Phantom Stock represents the right to receive one share of Common Stock - Voting. Shares of Phantom Stock are payable in shares of Commn Stock - Voting in accordance with the terms of the Non-Qualified Retirement Savings Plan. Read SEC document |
| June 07, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 5 | $56.59 | $282.94 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 9 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| June 02, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 9 | $54.09 | $486.78 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 7 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| May 11, 2020 Filed May 13, 2020 21:42 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantDeferred Stock Units · Derivative | 3,821.656 | $51.81 | $198,000.00 |
DisclosureSEC source: 0001225208-20-007620 · doc4.xml · derivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,821.656 Underlying: Common Stock · 3,821.656 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person acquired these stock units under the Otis Worldwide Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.exercise_date: The reporting person acquired these stock units under the Otis Worldwide Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. F1 · derivative.expiration_date: The reporting person acquired these stock units under the Otis Worldwide Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in deferred stock units. Upon retirement or termination, the deferred stock units in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. Read SEC document |
| April 28, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 6 | $49.24 | $295.41 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 6 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| April 27, 2020 Filed May 14, 2020 19:18 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherPhantom Stock · Derivative | 45.3901 | $156.87 | $7,120.34 |
DisclosureSEC source: 0000063754-20-000099 · edgar.xml · derivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Non Qualified Retirement Savings Plan Disclosed balance after: 11,529.8195 Underlying: Common Stock - Voting · 45.3901 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 |
| April 27, 2020 Filed May 14, 2020 19:18 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Non Voting | 26.411 | $155.19 | $4,098.68 |
DisclosureSEC source: 0000063754-20-000099 · edgar.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,382.207 F1 · kind: Dividend Reinvestment Read SEC document |
| April 27, 2020 Filed May 14, 2020 19:18 UTC | MCCORMICK & CO INC MKC · Entity 1416 | OtherCommon Stock - Voting | 116.086 | $155.19 | $18,015.21 |
DisclosureSEC source: 0000063754-20-000099 · edgar.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,134.942 F1 · kind: Dividend Reinvestment Read SEC document |
| April 24, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 8 | $47.64 | $381.13 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| April 17, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 9 | $46.98 | $422.79 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| April 16, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 6 | $45.09 | $270.51 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 3 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| April 09, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 9 | $47.43 | $426.86 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 2 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| April 07, 2020 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 29 | $47.78 | $1,385.60 |
DisclosureSEC source: 0001062993-21-001093 · form4.xml · nonDerivative · entry 1 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368 F1 · kind: These transactions were made without the knowledge of the reporting person and the reporting person voluntarily paid to the issuer an amount equal to the short-swing profit liability attributable to the 7/24/2020 and 1/14/2021 transactions. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:02 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantOptions - Right to Buy · Derivative | 2,262 | $0.00 Strike: $138.62 | $0.00 |
DisclosureSEC source: 0000063754-20-000075 · edgar.xml · derivative · entry 5 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,262 Underlying: Common Stock - Voting · 2,262 shares Expires not disclosed F4 · derivative.exercise_date: The Options vest in full on 3/15/2021. F4 · derivative.expiration_date: The Options vest in full on 3/15/2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 18:02 UTC | MCCORMICK & CO INC MKC · Entity 1416 | GrantRestricted Stock Units · Derivative | 734 | $0.00 | $0.00 |
DisclosureSEC source: 0000063754-20-000075 · edgar.xml · derivative · entry 4 PRESTON MARGARET M V · CIK 0001261238 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734 Underlying: Common Stock - Voting · 734 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Common Stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in full on 3/15/2021 and are settled in an equial number of shares of Common Stock. F3 · derivative.expiration_date: The Restricted Stock Units vest in full on 3/15/2021 and are settled in an equial number of shares of 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.