Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Clearwater Paper CorpCLW · Entity 5835 | Director | May 08, 2026 | May 12, 2026 |
| RAYONIER INCRYN · Entity 3777 | Director | May 15, 2026 | May 19, 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.
Clearwater Paper Corp
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $14.30 | Direct | 30,593.613 |
Reported balance
After 2026-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 8,391.608 · Balance 30,593.613 F1: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2026 through April 30, 2027. These phantom stock units will vest May 1, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock.
F2: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors.
F3: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2026 through April 30, 2027. These phantom stock units will vest May 1, 2027.
RAYONIER INC
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 44,613.77 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 6,811 · Balance 44,613.77 F1: Restricted stock granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which the Reporting Person ceases to serve as a member of the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which the Reporting Person ceases to serve as a member of the Board of Directors.
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 15, 2026 Filed May 19, 2026 21:45 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 6,811 | $19.82 | $134,994.02 |
DisclosureSEC source: 0001811413-26-000005 · wk-form4_1779227113.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,613.77 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which the Reporting Person ceases to serve as a member of the Board of Directors. Read SEC document |
| May 08, 2026 Filed May 12, 2026 22:05 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 8,391.608 | $14.30 Strike: $14.30 | $119,999.99 |
DisclosureSEC source: 0001811413-26-000003 · wk-form4_1778623508.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,593.613 Underlying: Common Stock · 8,391.608 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2026 through April 30, 2027. These phantom stock units will vest May 1, 2027. Read SEC document |
| May 16, 2025 Filed May 20, 2025 00:32 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 5,170 | $24.18 | $125,010.60 |
DisclosureSEC source: 0000052827-25-000126 · wk-form4_1747701146.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,001 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which the Reporting Person ceases to serve as a member of the Board of Directors. Read SEC document |
| May 09, 2025 Filed May 13, 2025 21:12 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 4,743.083 | $25.30 Strike: $25.30 | $120,000.00 |
DisclosureSEC source: 0002011383-25-000012 · wk-form4_1747170768.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,202.005 Underlying: Common Stock · 4,743.083 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2025 through April 30, 2026. These phantom stock units will vest May 1, 2026. Read SEC document |
| May 17, 2024 Filed May 21, 2024 20:44 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 4,116 | $30.37 | $125,002.92 |
DisclosureSEC source: 0000052827-24-000169 · wk-form4_1716324232.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,831 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which the Reporting Person ceases to serve as a member of the Board of Directors. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:18 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 2,787.456 | $43.05 Strike: $43.05 | $119,999.98 |
DisclosureSEC source: 0002011383-24-000050 · wk-form4_1715721503.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,458.922 Underlying: Common Stock · 2,787.456 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2024 through April 30, 2025. These phantom stock units will vest May 1, 2025. Read SEC document |
| May 19, 2023 Filed May 23, 2023 15:56 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 3,871 | $29.97 | $116,013.87 |
DisclosureSEC source: 0000052827-23-000170 · wf-form4_168485740070693.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,715 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the Issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date that is six months following the date on which the Reporting Person ceases to serve as a member of the Board of Directors. Read SEC document |
| May 12, 2023 Filed May 16, 2023 21:15 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 3,578.885 | $33.53 Strike: $33.53 | $120,000.01 |
DisclosureSEC source: 0001209191-23-029866 · doc4.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,671.466 Underlying: Common Stock · 3,578.885 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's deferred compensation account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2023 through April 30, 2024. These phantom stock units will vest May 1, 2024. Read SEC document |
| May 20, 2022 Filed May 24, 2022 01:30 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 2,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000052827-22-000093 · wf-form4_165335578868355.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,844 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which she ceases to serve as a member of the Board. Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:19 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 3,938.3 | $30.47 Strike: $30.47 | $120,000.00 |
DisclosureSEC source: 0001209191-22-030130 · doc4.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,092.581 Underlying: Common Stock · 3,938.3 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2022 through April 30, 2023. These phantom stock units will vest May 1, 2023. Read SEC document |
| May 21, 2021 Filed May 24, 2021 21:37 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 2,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000052827-21-000124 · wf-form4_162189222005070.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,994 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the issuer. Such award vests immediately and is subject to restrictions on transfer until the earlier of four years from the date of the grant or upon a date six months following the date on which she ceases to serve as a member of the Board. Read SEC document |
| May 18, 2021 Filed May 20, 2021 21:15 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 3,100.775 | $32.25 Strike: $32.25 | $99,999.99 |
DisclosureSEC source: 0001209191-21-034498 · doc4.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,154.281 Underlying: Common Stock · 3,100.775 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2021 through April 30, 2022. These phantom stock units will vest May 1, 2022. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 22:15 UTC | Clearwater Paper Corp CLW · Entity 5835 | PurchaseCommon Stock | 1,000 | $36.90 | $36,900.00 |
DisclosureSEC source: 0001209191-21-017889 · doc4.xml · nonDerivative · entry 2 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| March 01, 2021 Filed Mar 4, 2021 22:15 UTC | Clearwater Paper Corp CLW · Entity 5835 | PurchaseCommon Stock | 2,000 | $35.20 | $70,400.00 |
DisclosureSEC source: 0001209191-21-017889 · doc4.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · price: This price represents the weighted average purchase price for mutiple transactions reported on this line. The price of the transactions reported on this line range between $35.11 to $35.29 per share. Upon request by the Commission staff, the issuer or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each seperate price within the range. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:06 UTC | RAYONIER INC RYN · Entity 3777 | GrantCommon Shares | 4,468 | $0.00 | $0.00 |
DisclosureSEC source: 0000052827-20-000163 · wf-form4_158992600143351.xml · nonDerivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,468 F1 · shares: Restricted stock granted as compensation for serving as a member of the Board of Directors of the issuer. Such award vested immediately upon grant and was made pursuant to the Rayonier Incentive Stock Plan. Read SEC document |
| May 14, 2020 Filed May 18, 2020 21:15 UTC | Clearwater Paper Corp CLW · Entity 5835 | GrantPhantom Common Stock · Derivative | 4,053.506 | $24.67 Strike: $24.67 | $99,999.99 |
DisclosureSEC source: 0001209191-20-030161 · doc4.xml · derivative · entry 1 Nelson Ann C · CIK 0001811413 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053.506 Underlying: Common Stock · 4,053.506 shares Expires not disclosed F1 · security: Phantom stock units are credited to the reporting person's account on the transaction date in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors and will be converted to cash and paid on a 1-for-1 basis with the issuer's common stock. F2 · derivative.exercise_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F2 · derivative.expiration_date: Phantom stock units will be converted to cash and paid upon the reporting person's termination from service with Clearwater Paper in accordance with the provisions of the Clearwater Paper Corporation Deferred Compensation Plan for Directors. F3 · derivative.underlying_shares: Phantom stock unit beneficial ownership represents phantom stock allocated to the reporting person's Deferred Compensation Account since the reporting person's last report. These phantom stock allocations represent an annual award grant for service from May 1, 2020 through April 30, 2021. These phantom stock units will vest May 1, 2021. 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.