Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STANLEY BLACK & DECKER, INC.SWK · Entity 3378 | Director · Chief Executive Officer | March 15, 2022 | March 17, 2022 |
| UNITED NATURAL FOODS INCUNFI · Entity 4293 | Director | October 08, 2026 | October 13, 2026 |
| WHIRLPOOL CORP /DE/WHR · Entity 4355 | Director | April 21, 2026 | April 23, 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.
STANLEY BLACK & DECKER, INC.
Report date March 15, 2022 · Filed March 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,238 |
Ending reported balance
After 2022-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-15 · Tax withholding · Disposed 2,360 · Balance 188,027 F1: Represents number of shares withheld in satisfaction of tax withholding with respect to 1/3rd of the 2019 MICP-PSUs. Row 2 · 2022-03-15 · Tax withholding · Disposed 3,789 · Balance 184,238 F2: Represents number of shares withheld in satisfaction of tax withholding with respect to 1/3rd of the 2020 MICP-PSUs. |
| Common StockSEC Table I · non-derivative | IndirectShares held indirectly in the name of Corporation's 401(k) Plan | 778.2473 |
Reported balance
Holding disclosure · report date 2022-03-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 778.2473 F3: Represents shares held for the reporting person under the Company's 401(k) Savings Plan as of the last day of the previous calendar month including shares acquired or disposed of on various dates since balance was last reported. |
| Common StockSEC Table I · non-derivative | IndirectThrough Computershare Under ESPP | 557.6704 |
Reported balance
Holding disclosure · report date 2022-03-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 557.6704 F4: Aggregate number of shares held in ESPP as of the last day of the calendar month that ended at least 10 days prior to the date of this report, including shares acquired or disposed of on various dates since balance was last reported. Because interest in Plan is denominated in cash, fluctuation in share price since the balance was last reported may have resulted in either an increase or decrease in associated number of shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents number of shares withheld in satisfaction of tax withholding with respect to 1/3rd of the 2019 MICP-PSUs.
F2: Represents number of shares withheld in satisfaction of tax withholding with respect to 1/3rd of the 2020 MICP-PSUs.
F3: Represents shares held for the reporting person under the Company's 401(k) Savings Plan as of the last day of the previous calendar month including shares acquired or disposed of on various dates since balance was last reported.
F4: Aggregate number of shares held in ESPP as of the last day of the calendar month that ended at least 10 days prior to the date of this report, including shares acquired or disposed of on various dates since balance was last reported. Because interest in Plan is denominated in cash, fluctuation in share price since the balance was last reported may have resulted in either an increase or decrease in associated number of shares.
UNITED NATURAL FOODS INC
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,882 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 4,197 · Balance 28,882 F1: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement.
WHIRLPOOL CORP /DE/
Report date April 21, 2026 · Filed April 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,344 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Grant · Acquired 2,811 · Balance 11,344 F1: Annual stock award granted under the Omnibus Stock and Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award granted under the Omnibus Stock and Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| December 02, 2016 Filed Dec 6, 2016 20:29 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | GrantCommon Stock | 16,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069235 · form4.xml · nonDerivative · entry 1 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,442 F1 · shares: Shares to be delivered on vesting of restricted stock units that vest in four equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:34 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,850 | $0.00 Strike: $33.35 | $0.00 |
DisclosureSEC source: 0001127602-16-066960 · form4.xml · derivative · entry 7 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,850 shares Expires 2018-12-09 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 · derivative.exercise_date: 47,550 shares currently exercisable, 15,850 will become exercisable on 12/9/2012. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:34 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 200 | $125.34 | $25,067.50 |
DisclosureSEC source: 0001127602-16-066960 · form4.xml · nonDerivative · entry 5 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,138 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:34 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 19,160 | $125.09 | $2,396,684.16 |
DisclosureSEC source: 0001127602-16-066960 · form4.xml · nonDerivative · entry 4 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,338 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:34 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 600 | $125.61 | $75,364.98 |
DisclosureSEC source: 0001127602-16-066960 · form4.xml · nonDerivative · entry 3 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,138 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:34 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 15,250 | $125.12 | $1,908,015.95 |
DisclosureSEC source: 0001127602-16-066960 · form4.xml · nonDerivative · entry 2 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,098 Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 21:34 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | Exercise / conversionCommon Stock | 15,850 | $33.35 | $528,518.25 |
DisclosureSEC source: 0001127602-16-066960 · form4.xml · nonDerivative · entry 1 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,348 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 |
| February 28, 2013 Filed Feb 25, 2017 00:06 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 43,734 | $76.40 | $3,341,277.60 |
DisclosureSEC source: 0001127602-17-008341 · form4.xml · nonDerivative · entry 2 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,669 F1 · shares: In connection with a 2016 year end review of share ownership of our executive officers and directors, the Company noted that there was a discrepancy related to Mr. Loree's stock reporting records and a report that the Company provided to him and that two separate transactions, one involving the sale of 6,406 shares and another involving the sale of 43,734 shares had not been reported. Both of these transactions occurred prior to 2016. Read SEC document |
| January 28, 2011 Filed Feb 25, 2017 00:06 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | SaleCommon Stock | 6,406 | $72.28 | $463,057.07 |
DisclosureSEC source: 0001127602-17-008341 · form4.xml · nonDerivative · entry 1 LOREE JAMES M · CIK 0001214752 · President, CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,057 F1 · shares: In connection with a 2016 year end review of share ownership of our executive officers and directors, the Company noted that there was a discrepancy related to Mr. Loree's stock reporting records and a report that the Company provided to him and that two separate transactions, one involving the sale of 6,406 shares and another involving the sale of 43,734 shares had not been reported. Both of these transactions occurred prior to 2016. 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.