Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Andersons, Inc.ANDE · Entity 1426 | Director | May 07, 2026 | May 08, 2026 |
| DAVEY TREE EXPERT CONONE · Entity 27904 | Director | May 20, 2026 | May 21, 2026 |
| INTERFACE INCTILE · Entity 1592 | Director | May 19, 2026 | May 20, 2026 |
| SHERWIN WILLIAMS COSHW · Entity 2948 | SVP, Gen. Counsel & Secretary | May 08, 2017 | May 09, 2017 |
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.
Andersons, Inc.
Report date May 07, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,444.321 |
Ending reported balance
After 2026-05-07 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-07 · Exercise / conversion · Acquired 3,376 · Balance 53,405.232 Row 2 · 2026-05-07 · Grant · Acquired 39.089 · Balance 53,444.321 F1: Shares in lieu of cash dividend. |
| RESTRICTED SHARE UNIT (2026)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-07 · Exercise / conversion · Disposed 3,376 · Balance 0 F2: Each restricted share unit represents the right to receive, upon vesting, one share of the Issuer's common stock. F3: Restricted share units were granted on May 8, 2025 as part of the Issuer's annual equity grant. Restricted share units vest one year from the date of grant. |
| RESTRICTED SHARE UNIT (2027)SEC Table II · derivative / convertible security | Direct | 1,746 |
Reported balance
After 2026-05-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-07 · Grant · Acquired 1,746 · Balance 1,746 F2: Each restricted share unit represents the right to receive, upon vesting, one share of the Issuer's common stock. F4: Restricted share units were granted on May 7, 2026 as part of the Issuer's annual equity grant. Restricted share units vest one year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares in lieu of cash dividend.
F2: Each restricted share unit represents the right to receive, upon vesting, one share of the Issuer's common stock.
F3: Restricted share units were granted on May 8, 2025 as part of the Issuer's annual equity grant. Restricted share units vest one year from the date of grant.
F4: Restricted share units were granted on May 7, 2026 as part of the Issuer's annual equity grant. Restricted share units vest one year from the date of grant.
DAVEY TREE EXPERT CO
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,715 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,558 · Balance 27,715 F1: Grant of restricted stock unit, each of which represents the right to receive one share of common stock of The Davey Tree Expert Company. The units vest as to one-third on each of the first, second and third anniversary of the date of the grant subject to continued service through the vesting date or upon occurrence of a change in control. Any units that do not vest will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock unit, each of which represents the right to receive one share of common stock of The Davey Tree Expert Company. The units vest as to one-third on each of the first, second and third anniversary of the date of the grant subject to continued service through the vesting date or upon occurrence of a change in control. Any units that do not vest will be forfeited.
INTERFACE INC
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,576 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 4,461 · Balance 71,576 F1: Restricted stock units granted under the Company's stock incentive plan, vesting on the date of the 2027 annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Company's stock incentive plan, vesting on the date of the 2027 annual meeting of shareholders.
SHERWIN WILLIAMS CO
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 | 7,145 |
Reported balance
After 2017-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-08 · Gift · Disposed 463 · Balance 7,145 F1: Of shares listed, 2,400 are restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectStock Plan | 170.59 |
Reported balance
Holding disclosure · report date 2017-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 170.59 F2: Represents the number of shares of common stock attributable to the reporting person's participation in The Sherwin-Williams Company Employee Stock Purchase and Savings Plan per the trustee's 3/31/2017 statement. |
Filing footnotes · ownership attribution and instrument terms
F1: Of shares listed, 2,400 are restricted stock units.
F2: Represents the number of shares of common stock attributable to the reporting person's participation in The Sherwin-Williams Company Employee Stock Purchase and Savings Plan per the trustee's 3/31/2017 statement.
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 |
|---|---|---|---|---|---|---|
| May 11, 2018 Filed May 14, 2018 19:16 UTC | Andersons, Inc. ANDE · Entity 1426 | GrantCOMMON STOCK | 2,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029788 · doc4.xml · nonDerivative · entry 2 KILBANE CATHERINE M · CIK 0001266110 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,988.95 Read SEC document |
| May 11, 2018 Filed May 14, 2018 19:16 UTC | Andersons, Inc. ANDE · Entity 1426 | OtherCOMMON STOCK | 1.9 | $32.65 | $62.04 |
DisclosureSEC source: 0001209191-18-029788 · doc4.xml · nonDerivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,702.95 F1 · kind: Shares in lieu of cash dividend. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 20:12 UTC | Andersons, Inc. ANDE · Entity 1426 | OtherCOMMON STOCK | 35.55 | $35.35 | $1,256.69 |
DisclosureSEC source: 0001209191-18-016291 · doc4.xml · nonDerivative · entry 2 KILBANE CATHERINE M · CIK 0001266110 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,701.05 F1 · kind: Shares in lieu of cash dividend. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 20:12 UTC | Andersons, Inc. ANDE · Entity 1426 | GrantCOMMON STOCK | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-016291 · doc4.xml · nonDerivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,665.5 Read SEC document |
| May 08, 2017 Filed May 9, 2017 17:06 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GiftCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030810 · doc4.xml · nonDerivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,145 F1 · balance_after: Of shares listed, 2,400 are restricted stock units. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,434 | $0.00 Strike: $239.55 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 17 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,434 shares Expires 2025-10-15 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $227.73 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 16 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,300 shares Expires 2024-10-21 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $227.73 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 15 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,300 shares Expires 2024-10-21 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 14 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2023-10-15 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 13 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2023-10-15 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $180.46 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 12 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2023-10-15 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,333 | $0.00 Strike: $157.90 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 11 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,333 shares Expires 2023-01-06 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,333 | $0.00 Strike: $157.90 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 10 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,333 shares Expires 2023-01-06 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,334 | $0.00 Strike: $157.90 | $0.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · derivative · entry 9 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,334 shares Expires 2023-01-06 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 6,735 | $324.91 | $2,188,268.85 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 7 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,608 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $324.73 to $325.14 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F3 · balance_after: Of shares listed, 2,400 are restricted stock units. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 15,900 | $324.28 | $5,156,052.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 6 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,343 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $323.73 to $324.72 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 926 | $323.63 | $299,681.38 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 5 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,243 Read SEC document |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 2,434 | $239.55 | $583,064.70 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 4 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,169 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 4,600 | $227.73 | $1,047,558.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 3 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,735 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 7,500 | $180.46 | $1,353,450.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 2 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,135 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 |
| April 21, 2017 Filed Apr 25, 2017 13:33 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 10,000 | $157.90 | $1,579,000.00 |
DisclosureSEC source: 0001209191-17-028050 · doc4.xml · nonDerivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,635 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 03, 2017 Filed Mar 6, 2017 15:20 UTC | Andersons, Inc. ANDE · Entity 1426 | OtherCOMMON STOCK | 44.2 | $39.55 | $1,748.11 |
DisclosureSEC source: 0001209191-17-018149 · doc4.xml · nonDerivative · entry 2 KILBANE CATHERINE M · CIK 0001266110 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,292.5 F1 · kind: Shares in lieu of cash dividend. Read SEC document |
| March 02, 2017 Filed Mar 6, 2017 15:20 UTC | Andersons, Inc. ANDE · Entity 1426 | GrantCOMMON STOCK | 1,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018149 · doc4.xml · nonDerivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,248.3 Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 13:19 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 1,600 | $311.37 | $498,192.00 |
DisclosureSEC source: 0001209191-17-013018 · doc4.xml · nonDerivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,635 F1 · balance_after: Of shares listed, 2,400 are restricted stock units. Read SEC document |
| October 18, 2016 Filed Oct 20, 2016 14:54 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,700 | $0.00 Strike: $270.12 | $0.00 |
DisclosureSEC source: 0001209191-16-146439 · doc4.xml · derivative · entry 1 KILBANE CATHERINE M · CIK 0001266110 · SVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700 Underlying: Common Stock · 7,700 shares Expires 2026-10-17 F1 · derivative.exercise_date: The option vests in three annual installments of 2,567, 2,567 and 2,566 beginning on October 18, 2017. 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.