Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JELD-WEN Holding, Inc.JELD · Entity 6378 | Director | May 11, 2026 | May 13, 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.
JELD-WEN Holding, Inc.
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 118,612 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 38,216 · Balance 118,612 F1: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 11, 2027. |
| Common StockSEC Table I · non-derivative | IndirectSee footnotes | 284,530 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 284,530 F2: Includes (i) 31,071 shares of common stock held in an investment retirement account; (ii) 227,059 shares of common stock held through the RC Revocable Trust; and (iii) 26,400 shares of common stock held through the Roderick Wendt GST Trust. Mr. Wendt is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. Mr. Wendt has or shares the voting and investment control of shares held by the RC Wendt Revocable Trust and the Roderick Wendt GST Trust and therefore, may be deemed to have beneficial ownership of such shares. Mr. Wendt is also the beneficiary of the RC Wendt Revocable Trust. Mr. Wendt, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of Peoples Bank to secure a loan obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 11, 2027.
F2: Includes (i) 31,071 shares of common stock held in an investment retirement account; (ii) 227,059 shares of common stock held through the RC Revocable Trust; and (iii) 26,400 shares of common stock held through the Roderick Wendt GST Trust. Mr. Wendt is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. Mr. Wendt has or shares the voting and investment control of shares held by the RC Wendt Revocable Trust and the Roderick Wendt GST Trust and therefore, may be deemed to have beneficial ownership of such shares. Mr. Wendt is also the beneficiary of the RC Wendt Revocable Trust. Mr. Wendt, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of Peoples Bank to secure a loan obligation.
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, 2026 Filed May 13, 2026 23:09 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 38,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-26-000091 · wk-form4_1778713751.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,612 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 11, 2027. Read SEC document |
| May 08, 2025 Filed May 12, 2025 23:04 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 37,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-25-000121 · wk-form4_1747091075.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,396 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on May 8, 2026. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 23:29 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 7,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-24-000094 · wk-form4_1714433361.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,422 F1 · shares: Grant of restricted stock units in respect of the issuer's common stock, which shall vest on April 25, 2025. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock Option (Right to Buy) · Derivative | 42,471 | $0.00 Strike: $21.77 | $0.00 |
DisclosureSEC source: 0001674335-21-000113 · wf-form4_163960419877250.xml · derivative · entry 5 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,471 shares Expires 2021-12-20 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. F4 · derivative.exercise_date: This option is fully vested. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock Option (Right to Buy) · Derivative | 99,198 | $0.00 Strike: $12.47 | $0.00 |
DisclosureSEC source: 0001674335-21-000113 · wf-form4_163960419877250.xml · derivative · entry 4 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 99,198 shares Expires 2021-12-20 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. F4 · derivative.exercise_date: This option is fully vested. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 106,400 | $25.29 | $2,690,856.00 |
DisclosureSEC source: 0001674335-21-000113 · wf-form4_163960419877250.xml · nonDerivative · entry 3 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,429,603 F3 · shares: Sale of common stock to cover option exercise price and related taxes pursuant to a Rule 10b5-1 plan entered into on November 12, 2021. F1 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,767 shares of common stock held through the Company's KSOP; (iii) 253,121 shares of common stock held through the Wendt Family Foundation; (iv) 2,806,485 shares of common stock held through The Richard Lester Wendt Revocable Living Trust; (v) 339,559 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is one of nine trustees of the Wendt Family Foundation. The reporting person is one of three trustees, each of whom are members of the reporting person's immediate family, of The Richard Lester Wendt Revocable Living Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. F2 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock | 42,471 | $21.77 | $924,593.67 |
DisclosureSEC source: 0001674335-21-000113 · wf-form4_163960419877250.xml · nonDerivative · entry 2 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,536,003 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 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,767 shares of common stock held through the Company's KSOP; (iii) 253,121 shares of common stock held through the Wendt Family Foundation; (iv) 2,806,485 shares of common stock held through The Richard Lester Wendt Revocable Living Trust; (v) 339,559 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is one of nine trustees of the Wendt Family Foundation. The reporting person is one of three trustees, each of whom are members of the reporting person's immediate family, of The Richard Lester Wendt Revocable Living Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. F2 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:36 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Exercise / conversionCommon Stock | 99,198 | $12.47 | $1,236,999.06 |
DisclosureSEC source: 0001674335-21-000113 · wf-form4_163960419877250.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,493,532 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 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,767 shares of common stock held through the Company's KSOP; (iii) 253,121 shares of common stock held through the Wendt Family Foundation; (iv) 2,806,485 shares of common stock held through The Richard Lester Wendt Revocable Living Trust; (v) 339,559 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is one of nine trustees of the Wendt Family Foundation. The reporting person is one of three trustees, each of whom are members of the reporting person's immediate family, of The Richard Lester Wendt Revocable Living Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. F2 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:38 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 17,350 | $27.25 | $472,716.37 |
DisclosureSEC source: 0001674335-21-000111 · wf-form4_163649387876082.xml · nonDerivative · entry 3 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,394,334 F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $27.3041 to $27.265, inclusive. F2 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,773 shares of common stock held through the Company's KSOP; (iii) 141,669 shares of common stock issuable upon the exercise of currently vested options; (iv) 227,059 shares of common stock held through the RC Wendt Revocable Trust; (v) 82,500 shares of common stock held at DA Davidson; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. Mr. Wendt is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. Mr. Wendt has or shares voting and investment control of shares held by the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. Mr. Wendt is also the beneficiary of the RC Wendt Revocable Trust. Mr. Wendt, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. F3 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Read SEC document |
| August 11, 2021 Filed Nov 9, 2021 21:38 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 5,000 | $29.00 | $145,014.00 |
DisclosureSEC source: 0001674335-21-000111 · wf-form4_163649387876082.xml · nonDerivative · entry 2 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,411,684 F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $29.025 to $29.00, inclusive. F2 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,773 shares of common stock held through the Company's KSOP; (iii) 141,669 shares of common stock issuable upon the exercise of currently vested options; (iv) 227,059 shares of common stock held through the RC Wendt Revocable Trust; (v) 82,500 shares of common stock held at DA Davidson; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. Mr. Wendt is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. Mr. Wendt has or shares voting and investment control of shares held by the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. Mr. Wendt is also the beneficiary of the RC Wendt Revocable Trust. Mr. Wendt, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. F3 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Read SEC document |
| August 10, 2021 Filed Nov 9, 2021 21:38 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 10,000 | $28.29 | $282,914.00 |
DisclosureSEC source: 0001674335-21-000111 · wf-form4_163649387876082.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,416,684 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $28.29 to $28.23, inclusive. The reporting person undertakes to provide to JELD-WEN Holding, Inc., any security holder of JELD-WEN Holding, Inc., 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 footnotes 1, 4 and 5 of this Form 4. F2 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,773 shares of common stock held through the Company's KSOP; (iii) 141,669 shares of common stock issuable upon the exercise of currently vested options; (iv) 227,059 shares of common stock held through the RC Wendt Revocable Trust; (v) 82,500 shares of common stock held at DA Davidson; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. Mr. Wendt is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. Mr. Wendt has or shares voting and investment control of shares held by the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. Mr. Wendt is also the beneficiary of the RC Wendt Revocable Trust. Mr. Wendt, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. F3 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Read SEC document |
| June 08, 2021 Filed Mar 2, 2024 01:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 10,000 | $28.06 | $280,630.00 |
DisclosureSEC source: 0001674335-24-000079 · wk-form4_1709343346.xml · nonDerivative · entry 5 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 284,538 F1 · ownership.nature: Includes (i) 22,340 shares of common stock held through the Company's ESOP; (ii) 8,739 shares of common stock held through the Company's KSOP; (iii) 227,059 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. The reporting person has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Effective March 1, 2018, Mr. Wendt ceased to have sole or shared voting or dispositive control over the shares held by the Richard Lester Wendt Revocable Living Trust and the Wendt Family Foundation and no longer may be deemed to beneficially own any shares held by those shareholders. The number of shares in the reporting person's ESOP and KSOP accounts have decreased due to administrative fees withheld by the plan administrator. Read SEC document |
| March 01, 2021 Filed Mar 2, 2024 01:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 10,000 | $30.76 | $307,560.00 |
DisclosureSEC source: 0001674335-24-000079 · wk-form4_1709343346.xml · nonDerivative · entry 4 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 294,558 F1 · ownership.nature: Includes (i) 22,340 shares of common stock held through the Company's ESOP; (ii) 8,739 shares of common stock held through the Company's KSOP; (iii) 227,059 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. The reporting person has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Effective March 1, 2018, Mr. Wendt ceased to have sole or shared voting or dispositive control over the shares held by the Richard Lester Wendt Revocable Living Trust and the Wendt Family Foundation and no longer may be deemed to beneficially own any shares held by those shareholders. The number of shares in the reporting person's ESOP and KSOP accounts have decreased due to administrative fees withheld by the plan administrator. Read SEC document |
| February 22, 2021 Filed Mar 2, 2024 01:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 10,000 | $28.35 | $283,500.00 |
DisclosureSEC source: 0001674335-24-000079 · wk-form4_1709343346.xml · nonDerivative · entry 3 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 304,558 F1 · ownership.nature: Includes (i) 22,340 shares of common stock held through the Company's ESOP; (ii) 8,739 shares of common stock held through the Company's KSOP; (iii) 227,059 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. The reporting person has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Effective March 1, 2018, Mr. Wendt ceased to have sole or shared voting or dispositive control over the shares held by the Richard Lester Wendt Revocable Living Trust and the Wendt Family Foundation and no longer may be deemed to beneficially own any shares held by those shareholders. The number of shares in the reporting person's ESOP and KSOP accounts have decreased due to administrative fees withheld by the plan administrator. Read SEC document |
| November 06, 2020 Filed Mar 2, 2024 01:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 10,000 | $22.64 | $226,385.00 |
DisclosureSEC source: 0001674335-24-000079 · wk-form4_1709343346.xml · nonDerivative · entry 2 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 314,558 F1 · ownership.nature: Includes (i) 22,340 shares of common stock held through the Company's ESOP; (ii) 8,739 shares of common stock held through the Company's KSOP; (iii) 227,059 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. The reporting person has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Effective March 1, 2018, Mr. Wendt ceased to have sole or shared voting or dispositive control over the shares held by the Richard Lester Wendt Revocable Living Trust and the Wendt Family Foundation and no longer may be deemed to beneficially own any shares held by those shareholders. The number of shares in the reporting person's ESOP and KSOP accounts have decreased due to administrative fees withheld by the plan administrator. Read SEC document |
| November 05, 2020 Filed Mar 2, 2024 01:35 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 10,150 | $24.96 | $253,344.00 |
DisclosureSEC source: 0001674335-24-000079 · wk-form4_1709343346.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 324,558 F1 · ownership.nature: Includes (i) 22,340 shares of common stock held through the Company's ESOP; (ii) 8,739 shares of common stock held through the Company's KSOP; (iii) 227,059 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. The reporting person has pledged 220,000 shares of common stock in the name of People's Bank to secure a loan obligation. Effective March 1, 2018, Mr. Wendt ceased to have sole or shared voting or dispositive control over the shares held by the Richard Lester Wendt Revocable Living Trust and the Wendt Family Foundation and no longer may be deemed to beneficially own any shares held by those shareholders. The number of shares in the reporting person's ESOP and KSOP accounts have decreased due to administrative fees withheld by the plan administrator. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 23:47 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | SaleCommon Stock | 30,000 | $32.17 | $964,995.00 |
DisclosureSEC source: 0001674335-18-000040 · wf-form4_152098479757857.xml · nonDerivative · entry 1 Wendt Roderick · CIK 0001695332 · Director · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,426,684 F1 · security: Shares sold were held of record by the RC Wendt Revocable Trust, of which the reporting person is the sole trustee and beneficiary, and therefore may be deemed to have beneficial ownership of such shares. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $32.00 to $32.33, inclusive. The reporting person undertakes to provide to the Company, any security holder of the 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 Form 4. F3 · ownership.nature: Includes (i) 22,352 shares of common stock held through the Company's ESOP; (ii) 8,767 shares of common stock held through the Company's KSOP; (iii) 253,121 shares of common stock held through the Wendt Family Foundation; (iv) 2,806,485 shares of common stock held through The Richard Lester Wendt Revocable Living Trust; (v) 309,559 shares of common stock held through the RC Wendt Revocable Trust; and (vi) 26,400 shares of common stock held through the Roderick Wendt GST Trust. The reporting person is one of nine trustees of the Wendt Family Foundation. The reporting person is one of three trustees, each of whom are members of the reporting person's immediate family, of The Richard Lester Wendt Revocable Living Trust. The reporting person is the sole trustee of the RC Wendt Revocable Trust and the Roderick Wendt GST Trust. F4 · ownership.nature: The reporting person has or shares voting and investment control of shares held by the Wendt Family Foundation, The Richard Lester Wendt Revocable Living Trust, the RC Wendt Revocable Trust and the Roderick Wendt GST Trust, and therefore may be deemed to have beneficial ownership of such shares. The reporting person is also the beneficiary of the RC Wendt Revocable Trust. The reporting person, as trustee and beneficiary of the RC Wendt Revocable Trust, has pledged 220,000 shares of common stock in the name of People's Bank of Commerce to secure a loan obligation. 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.