Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCO BRANDS CorpACCO · Entity 5672 | SVP, Global Chief People Offic | May 28, 2026 | May 29, 2026 |
| COMPASS MINERALS INTERNATIONAL INCCMP · Entity 4940 | Chief People Officer | January 13, 2020 | January 15, 2020 |
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.
ACCO BRANDS Corp
Report date May 28, 2026 · Filed May 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,580 |
Reported balance
After 2026-05-28 transaction · row 1
1 source rowRow 1 · 2026-05-28 · Sale · Disposed 57,217 · Balance 18,580 F1: This price reflects the weighted average sale price for the shares which were sold in multiple transactions at prices that ranged from $4.00 to $4.035. Upon request of the SEC staff, the issuer, or a security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: This price reflects the weighted average sale price for the shares which were sold in multiple transactions at prices that ranged from $4.00 to $4.035. Upon request of the SEC staff, the issuer, or a security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price.
COMPASS MINERALS INTERNATIONAL INC
Report date January 13, 2020 · Filed January 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Stock Unit(rTSR)SEC Table II · derivative / convertible security · Expires 2023-01-13 | Direct | 3,638 |
Reported balance
After 2020-01-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-01-13 · Grant · Acquired 3,638 · Balance 3,638 F1: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period. F2: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of January 13, 2023 and the Compensation Committee's determination of performance. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2023-01-13 | Direct | 3,392 |
Reported balance
After 2020-01-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-01-13 · Grant · Acquired 3,392 · Balance 3,392 F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2020 financial performance. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period.
F2: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of January 13, 2023 and the Compensation Committee's determination of performance.
F3: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2020 financial performance.
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 02, 2021 Filed Mar 4, 2021 22:34 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantStock Option (right to buy) · Derivative | 34,640 | $0.00 Strike: $8.42 | $0.00 |
DisclosureSEC source: 0000712034-21-000020 · wf-form4_161489723369506.xml · derivative · entry 2 Jones Angela Y · CIK 0001753094 · SVP, Global Chief People Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,640 Underlying: Common Stock · 34,640 shares Expires 2031-03-03 F2 · security: Nonqualified employee stock options granted under the Issuer's Incentive Plan. One-third of original grant vests annually. Options expire ten years from the grant date, if not earlier terminated or exercised in full, subject to acceleration as provided in said Plan. Read SEC document |
| March 02, 2021 Filed Mar 4, 2021 22:34 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 10,392 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-21-000020 · wf-form4_161489723369506.xml · derivative · entry 1 Jones Angela Y · CIK 0001753094 · SVP, Global Chief People Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,392 Underlying: Common Stock · 10,392 shares Expires 2024-03-03 F1 · security: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 3, 2024 provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:30 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantStock Option (right to buy) · Derivative | 11,877 | $0.00 Strike: $8.42 | $0.00 |
DisclosureSEC source: 0000712034-21-000002 · wf-form4_160996862987629.xml · derivative · entry 2 Jones Angela Y · CIK 0001753094 · SVP, Global Chief People Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,877 Underlying: Common Stock · 11,877 shares Expires 2031-01-04 F2 · security: Nonqualified employee stock options granted under the Issuer's Incentive Plan. One-third of original grant vests annually. Options expire ten years from the grant date, if not earlier terminated or exercised in full, subject to acceleration as provided in said Plan. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:30 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 3,563 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-21-000002 · wf-form4_160996862987629.xml · derivative · entry 1 Jones Angela Y · CIK 0001753094 · SVP, Global Chief People Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 Underlying: Common Stock · 3,563 shares Expires 2024-01-04 F1 · security: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on January 4, 2024 (the "Vesting Date") provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:02 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 3,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-20-000030 · wf-form4_157912574158135.xml · derivative · entry 2 Jones Angela Y · CIK 0001753094 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,392 Underlying: Common Stock · 3,392 shares Expires 2023-01-13 F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2020 financial performance. Read SEC document |
| January 13, 2020 Filed Jan 15, 2020 22:02 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit(rTSR) · Derivative | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-20-000030 · wf-form4_157912574158135.xml · derivative · entry 1 Jones Angela Y · CIK 0001753094 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,638 Underlying: Common Stock · 3,638 shares Expires 2023-01-13 F1 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period. F2 · derivative.exercise_date: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of January 13, 2023 and the Compensation Committee's determination of performance. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:04 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantRestricted Stock Unit · Derivative | 3,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-19-000086 · wf-form4_155432904343775.xml · derivative · entry 3 Jones Angela Y · CIK 0001753094 · SVP, People and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,150 Underlying: Common Stock · 3,150 shares Expires 2022-04-01 F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock. Vesting of the restricted stock units is contingent on satisfaction of a performance hurdle tied to the Issuer's 2019 financial performance. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:04 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit(rTSR) · Derivative | 2,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-19-000086 · wf-form4_155432904343775.xml · derivative · entry 2 Jones Angela Y · CIK 0001753094 · SVP, People and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,716 Underlying: Common Stock · 2,716 shares Expires 2022-04-01 F3 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 150% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated by comparing the Issuer's relative total shareholder return to the total shareholder return for each company comprising the Issuer's peer group over a three-year performance period. F2 · derivative.exercise_date: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of April 1, 2022 and the Compensation Committee's determination of performance. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 22:04 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantPerformance Stock Unit(ROIC) · Derivative | 3,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-19-000086 · wf-form4_155432904343775.xml · derivative · entry 1 Jones Angela Y · CIK 0001753094 · SVP, People and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,149 Underlying: Common Stock · 3,149 shares Expires 2022-04-01 F1 · derivative.exercise_price: Each performance stock unit represents a contingent right to receive between 0% and 200% of one share of Issuer common stock. The reported number of securities represents the target number of shares that may be earned. The actual number of shares that may be earned will be calculated based on the Issuer's return on invested capital over a three-year performance period. F2 · derivative.exercise_date: The actual number of shares that may be earned will be determined by the Compensation Committee based on the Issuer's actual performance. Earned and vested performance stock units will generally be settled on the later of April 1, 2022 and the Compensation Committee's determination of performance. Read SEC document |
| January 03, 2019 Filed Jan 4, 2019 21:43 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-19-000025 · wf-form4_154663816723498.xml · derivative · entry 1 Jones Angela Y · CIK 0001753094 · SVP, People and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2020-07-03 F1 · derivative.exercise_price: Represents a special retention grant of restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Issuer 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.