Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QUAKER CHEMICAL CORPKWR · Entity 4278 | Director · CEO and President | March 15, 2026 | March 17, 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.
QUAKER CHEMICAL CORP
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,393 |
Ending reported balance
After 2026-03-15 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-03-15 · Grant · Acquired 1,396 · Balance 13,639 F1: Shares earned upon vesting and settlement of Performance Stock Units (PSUs) awarded on March 15, 2023, upon certification of performance results by the Compensation and Human Resources Committee based on achievement of the adjusted return on invested capital (ROIC) metric, during the three year performance period. Row 2 · 2026-03-15 · Exercise / conversion · Acquired 466 · Balance 14,105 F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. Row 3 · 2026-03-15 · Exercise / conversion · Acquired 462 · Balance 14,567 F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. Row 4 · 2026-03-15 · Exercise / conversion · Acquired 2,387 · Balance 16,954 F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. Row 5 · 2026-03-15 · Exercise / conversion · Acquired 62 · Balance 17,016 F3: Dividend equivalent rights (DERs) accrued on reporting person's RSUs granted on March 15, 2024 (two grants) and March 15, 2025. The rights accrued when and as dividends were paid on KWR common stock. This Form 4 reports the settlement of DERs in connection with the second installment of the 2024 RSU grants and the first installment of the 2025 RSU grant, each vesting on March 15, 2026. Each DER was the economic equivalent of one share of KWR common stock. Row 6 · 2026-03-15 · Tax withholding · Disposed 1,623 · Balance 15,393 F4: Shares surrendered by reporting person to satisfy withholding tax obligations upon the full or partial vesting of certain restricted stock, PSUs, and RSUs previously granted under the Company's Long-Term Performance Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 466 |
Reported balance
After 2026-03-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-15 · Exercise / conversion · Disposed 466 · Balance 466 F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F6: On March 15, 2024, the reporting person was granted 1,398 time-based RSUs and 1,386 special time-based RSUs, with both awards vesting in three equal installments beginning on March 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 462 |
Reported balance
After 2026-03-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-15 · Exercise / conversion · Disposed 462 · Balance 462 F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F6: On March 15, 2024, the reporting person was granted 1,398 time-based RSUs and 1,386 special time-based RSUs, with both awards vesting in three equal installments beginning on March 15, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,774 |
Reported balance
After 2026-03-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-03-15 · Exercise / conversion · Disposed 2,387 · Balance 4,774 F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F7: On March 15, 2025, the reporting person was granted 7,161 time-based RSUs, vesting in three annual installments beginning on March 15, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,143 |
Reported balance
After 2026-03-15 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-03-15 · Grant · Acquired 11,143 · Balance 11,143 F8: Time-based RSUs granted under the Company's Long-Term Performance Incentive Plan, which will vest in three annual installments beginning on March 15, 2027. Each RSU represents a contingent right to receive one share of KWR common stock and DERs accrue with respect to these RSUs when and as dividends are paid on KWR common stock. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-03-15 · Exercise / conversion · Disposed 62 · Balance 0 F3: Dividend equivalent rights (DERs) accrued on reporting person's RSUs granted on March 15, 2024 (two grants) and March 15, 2025. The rights accrued when and as dividends were paid on KWR common stock. This Form 4 reports the settlement of DERs in connection with the second installment of the 2024 RSU grants and the first installment of the 2025 RSU grant, each vesting on March 15, 2026. Each DER was the economic equivalent of one share of KWR common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 274 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 274 F5: Information based on reporting person's Plan Statement as of December 31, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares earned upon vesting and settlement of Performance Stock Units (PSUs) awarded on March 15, 2023, upon certification of performance results by the Compensation and Human Resources Committee based on achievement of the adjusted return on invested capital (ROIC) metric, during the three year performance period.
F2: Restricted stock units (RSUs) convert into common stock on a one-for-one basis.
F3: Dividend equivalent rights (DERs) accrued on reporting person's RSUs granted on March 15, 2024 (two grants) and March 15, 2025. The rights accrued when and as dividends were paid on KWR common stock. This Form 4 reports the settlement of DERs in connection with the second installment of the 2024 RSU grants and the first installment of the 2025 RSU grant, each vesting on March 15, 2026. Each DER was the economic equivalent of one share of KWR common stock.
F4: Shares surrendered by reporting person to satisfy withholding tax obligations upon the full or partial vesting of certain restricted stock, PSUs, and RSUs previously granted under the Company's Long-Term Performance Incentive Plan.
F5: Information based on reporting person's Plan Statement as of December 31, 2025.
F6: On March 15, 2024, the reporting person was granted 1,398 time-based RSUs and 1,386 special time-based RSUs, with both awards vesting in three equal installments beginning on March 15, 2025.
F7: On March 15, 2025, the reporting person was granted 7,161 time-based RSUs, vesting in three annual installments beginning on March 15, 2026.
F8: Time-based RSUs granted under the Company's Long-Term Performance Incentive Plan, which will vest in three annual installments beginning on March 15, 2027. Each RSU represents a contingent right to receive one share of KWR common stock and DERs accrue with respect to these RSUs when and as dividends are paid on KWR common stock.
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 |
|---|---|---|---|---|---|---|
| February 25, 2018 Filed Feb 27, 2018 22:10 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 251 | $151.28 | $37,971.28 |
DisclosureSEC source: 0001209191-18-014000 · doc4.xml · nonDerivative · entry 1 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,975 F1 · shares: Shares surrendered by reporting person to satisfy withholding tax obligation upon vesting of restricted stock granted on February 25, 2015 under the Company's 2011 Long-Term Performance Incentive Plan. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,213 | $0.00 Strike: $72.12 | $0.00 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · derivative · entry 13 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,426 Underlying: Common Stock · 1,213 shares Expires 2023-02-23 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. F5 · derivative.exercise_date: The options for this grant vest in three annual installments: 1,213 shares on February 23, 2017; 1,213 shares on February 23, 2018; and 1,213 shares on February 23, 2019. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,489 | $0.00 Strike: $87.30 | $0.00 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · derivative · entry 12 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744 Underlying: Common Stock · 1,489 shares Expires 2022-02-25 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: The options for this grant vest in three annual installments: 745 shares on February 25, 2016; 744 shares on February 25, 2017; and 744 shares on February 25, 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,472 | $0.00 Strike: $73.47 | $0.00 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · derivative · entry 11 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,472 shares Expires 2021-02-27 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. F3 · derivative.exercise_date: The options for this grant vested in three annual installments: 737 shares on February 27, 2015; 736 shares on February 27, 2016; and 736 shares on February 27, 2017. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 710 | $0.00 Strike: $58.26 | $0.00 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · derivative · entry 10 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 710 shares Expires 2020-03-05 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: The options under this grant vested in three annual installments: 710 shares on March 5, 2014; 710 shares on March 5, 2015; and 710 shares on March 5, 2016. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 646 | $140.30 | $90,633.80 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 8 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,226 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionCommon Stock | 1,213 | $72.12 | $87,481.56 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 7 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,872 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 |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 1,024 | $140.30 | $143,667.20 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 6 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,659 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionCommon Stock | 1,489 | $87.30 | $129,989.70 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 5 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,683 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 |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 990 | $140.30 | $138,897.00 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 4 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,194 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionCommon Stock | 1,472 | $73.47 | $108,147.84 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 3 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,184 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 |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 424 | $140.30 | $59,487.20 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 2 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,712 Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:31 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Exercise / conversionCommon Stock | 710 | $58.26 | $41,364.60 |
DisclosureSEC source: 0001209191-17-033097 · doc4.xml · nonDerivative · entry 1 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,136 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 05, 2017 Filed Mar 7, 2017 21:25 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 869 | $135.70 | $117,923.30 |
DisclosureSEC source: 0001209191-17-018739 · doc4.xml · nonDerivative · entry 1 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,426 F1 · shares: Shares surrendered by reporting person to satisfy withholding tax obligation upon partial vesting of restricted stock granted on March 5, 2013 under the Company's 2011 Long-Term Performance Incentive Plan. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:52 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | GrantEmployee Stock Option (right to buy) · Derivative | 2,188 | $0.00 Strike: $134.60 | $0.00 |
DisclosureSEC source: 0001209191-17-015940 · doc4.xml · derivative · entry 4 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,188 Underlying: Common Stock · 2,188 shares Expires 2024-02-27 F3 · derivative.exercise_date: Stock options granted to reporting person under the Company's 2016 Long-Term Performance Incentive Plan and exercisable in three consecutive annual installments: 730 shares on February 27, 2018; 729 shares on February 27, 2019; and 729 shares on February 27, 2020. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:52 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | GrantCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015940 · doc4.xml · nonDerivative · entry 2 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,295 Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 21:52 UTC | QUAKER CHEMICAL CORP KWR · Entity 4278 | Tax withholdingCommon Stock | 284 | $134.60 | $38,226.40 |
DisclosureSEC source: 0001209191-17-015940 · doc4.xml · nonDerivative · entry 1 BERQUIST JOSEPH A · CIK 0001487224 · VP & Managing Director - NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,874 F1 · shares: Shares surrendered by reporting person to satisfy withholding tax obligation upon vesting of restricted stock granted on February 27, 2014 under the Company's 2011 Long-Term Performance Incentive Plan. 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.