Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW · Entity 4934 | See Remarks | August 13, 2019 | August 16, 2019 |
| Westrock Coffee CoWEST · Entity 5164 | CHIEF LEGAL OFFICER | March 17, 2026 | March 18, 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.
Babcock & Wilcox Enterprises, Inc.
Report date August 13, 2019 · Filed August 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,735 |
Ending reported balance
After 2019-08-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-08-14 · Exercise / conversion · Acquired 3,572 · Balance 3,774 Row 2 · 2019-08-14 · Tax withholding · Disposed 1,039 · Balance 2,735 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-08-13 | Direct | 150,000 |
Reported balance
After 2019-08-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-08-13 · Grant · Acquired 150,000 · Balance 150,000 F1: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F2: Restricted stock units vest in three equal annual installments beginning on August 13, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,573 |
Reported balance
After 2019-08-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-08-14 · Exercise / conversion · Disposed 3,572 · Balance 3,573 F1: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3: Restricted stock units vest in two equal annual installments beginning on August 14, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock.
F2: Restricted stock units vest in three equal annual installments beginning on August 13, 2020.
F3: Restricted stock units vest in two equal annual installments beginning on August 14, 2019.
Westrock Coffee Co
Report date March 17, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 55,488 |
Reported balance
After 2026-03-17 transaction · row 1
1 source rowRow 1 · 2026-03-17 · Tax withholding · Disposed 3,187 · Balance 55,488 F1: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 17, 2026, when restricted stock units belonging to the reporting person vested. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 17, 2026, when restricted stock units belonging to the reporting person vested.
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 17, 2026 Filed Mar 18, 2026 20:25 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 3,187 | $4.54 | $14,468.98 |
DisclosureSEC source: 0001434216-26-000003 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,488 F1 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 17, 2026, when restricted stock units belonging to the reporting person vested. Read SEC document |
| March 15, 2026 Filed Mar 16, 2026 20:50 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 1,412 | $4.26 | $6,015.12 |
DisclosureSEC source: 0001434216-26-000002 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,675 F1 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 15, 2026, when restricted stock units belonging to the reporting person vested. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:28 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 1,120 | $3.93 | $4,401.60 |
DisclosureSEC source: 0001434216-26-000001 · primary_doc.xml · nonDerivative · entry 2 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,087 F2 · shares: These shares were withheld to satisfy the reporting person's tax obligations that arose in connection with the vesting of the PBRSUs discussed in footnote (1) above. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:28 UTC | Westrock Coffee Co WEST · Entity 5164 | GrantCOMMON STOCK | 3,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001434216-26-000001 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,207 F1 · shares: These shares were acquired by the reporting person in connection with the vesting of performance-based restricted stock units (PBRSUs) granted to the reporting person in 2025. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 20:49 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 1,859 | $5.41 | $10,057.19 |
DisclosureSEC source: 0001715989-25-000024 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,833 F1 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on August 29, 2025, when restricted stock units belonging to the reporting person vested. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 20:12 UTC | Westrock Coffee Co WEST · Entity 5164 | GrantPerformance-based Restricted Stock Unit · Derivative | 10,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-25-000031 · primary_doc.xml · derivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,122 Underlying: Common Stock · 10,122 shares Expires 2027-12-31 F1 · derivative.exercise_price: These performance-based restricted stock units ("PBRSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each PBRSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.01 per share ("Common Stock"). The PBRSUs will vest upon the Common Stock achieving a 30-day volume-weighted average price of $11.50 per share during the period from January 1, 2025 to December 31, 2027, subject to the reporting person's continued employment with the Issuer through the applicable vesting date and certain early vesting conditions. F1 · derivative.exercise_date: These performance-based restricted stock units ("PBRSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each PBRSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.01 per share ("Common Stock"). The PBRSUs will vest upon the Common Stock achieving a 30-day volume-weighted average price of $11.50 per share during the period from January 1, 2025 to December 31, 2027, subject to the reporting person's continued employment with the Issuer through the applicable vesting date and certain early vesting conditions. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:52 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 4,275 | $6.97 | $29,796.75 |
DisclosureSEC source: 0002022453-25-000015 · primary_doc.xml · nonDerivative · entry 2 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,692 F2 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 17, 2025, when RSUs belonging to the reporting person vested. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:52 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 1,894 | $6.88 | $13,030.72 |
DisclosureSEC source: 0002022453-25-000015 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,967 F1 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 15, 2025, when restricted stock units ("RSUs") belonging to the reporting person vested. Read SEC document |
| August 29, 2024 Filed Aug 30, 2024 20:26 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 2,035 | $8.72 | $17,745.20 |
DisclosureSEC source: 0002022453-24-000024 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,861 F1 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on August 29, 2024, when restricted stock units belonging to the reporting person vested. Read SEC document |
| March 17, 2024 Filed Mar 19, 2024 21:33 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 4,106 | $9.60 | $39,417.60 |
DisclosureSEC source: 0001903601-24-000040 · primary_doc.xml · nonDerivative · entry 2 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,896 F2 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on March 17, 2024, when RSUs belonging to the reporting person vested. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:33 UTC | Westrock Coffee Co WEST · Entity 5164 | GrantCOMMON STOCK | 20,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-24-000040 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,002 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.01 per share. The RSUs will vest annually in four equal installments starting on March 15, 2025, subject to the reporting person's continued employment with the Issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 20:27 UTC | Westrock Coffee Co WEST · Entity 5164 | Tax withholdingCOMMON STOCK | 2,519 | $10.06 | $25,341.14 |
DisclosureSEC source: 0001903601-23-000097 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,759 F1 · shares: These shares were withheld by the Issuer to satisfy the reporting person's tax obligations that arose on August 29, 2023, when restricted stock units belonging to the reporting person vested. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 20:30 UTC | Westrock Coffee Co WEST · Entity 5164 | GrantCOMMON STOCK | 34,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-23-000045 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,278 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on March 17, 2024, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| August 29, 2022 Filed Aug 29, 2022 20:30 UTC | Westrock Coffee Co WEST · Entity 5164 | GrantCOMMON STOCK | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001903601-22-000092 · primary_doc.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · CHIEF LEGAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 F1 · shares: These restricted stock units ("RSUs") are granted pursuant to the Westrock Coffee Company 2022 Equity Incentive Plan. Each RSU represents a contingent right to receive one share of the issuer's common stock, par value $0.01 per share. The RSUs will vest annually in three equal installments starting on August 29, 2023, subject to the reporting person's continued employment with the issuer through the applicable vesting dates and certain early vesting conditions. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 00:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionRestricted Stock Units · Derivative | 3,572 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021867 · doc4.xml · derivative · entry 4 McKinney Robert P. · CIK 0001434216 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,573 Underlying: Common Stock · 3,572 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: Restricted stock units vest in two equal annual installments beginning on August 14, 2019. F3 · derivative.expiration_date: Restricted stock units vest in two equal annual installments beginning on August 14, 2019. Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 00:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Tax withholdingCommon Stock | 1,039 | $3.49 | $3,626.11 |
DisclosureSEC source: 0000899243-19-021867 · doc4.xml · nonDerivative · entry 2 McKinney Robert P. · CIK 0001434216 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,735 Read SEC document |
| August 14, 2019 Filed Aug 16, 2019 00:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | Exercise / conversionCommon Stock | 3,572 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021867 · doc4.xml · nonDerivative · entry 1 McKinney Robert P. · CIK 0001434216 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,774 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 |
| August 13, 2019 Filed Aug 16, 2019 00:18 UTC | Babcock & Wilcox Enterprises, Inc. BW · Entity 4934 | GrantRestricted Stock Units · Derivative | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021867 · doc4.xml · derivative · entry 3 McKinney Robert P. · CIK 0001434216 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2022-08-13 F1 · derivative.exercise_price: Each restricted stock unit is granted pursuant to the Babcock & Wilcox Enterprises, Inc. Amended and Restated 2015 Long-Term Incentive Plan and represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted stock units vest in three equal annual installments beginning on August 13, 2020. 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.