Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCO BRANDS CorpACCO · Entity 5672 | SVP, General Counsel & Co Sec | March 11, 2026 | March 12, 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.
ACCO BRANDS Corp
Report date March 11, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-11 | Direct | 84,034 |
Reported balance
After 2026-03-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 84,034 · Balance 84,034 F1: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 11, 2029, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 11, 2029, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KAPSTONE PAPER & PACKAGING CORP
Report date November 02, 2018 · Filed November 06, 2018
Section 16 reporting ended · disclosed 2018-11-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-11-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-11-02 · Disposition to issuer · Disposed 2,444 · Balance 11,626 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Row 2 · 2018-11-02 · Disposition to issuer · Disposed 11,626 · Balance 0 F2: Pursuant to the Merger Agreement, each KapStone restricted stock unit award was converted at the effective time of the Merger into a Holdco restricted stock unit award, generally on the same terms and conditions as were applicable to such KapStone restricted stock unit award immediately prior to the effective time of the Merger, relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.44 · Expires 2025-05-19 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-02 · Disposition to issuer · Disposed 7,494 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on May 19, 2015. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.72 · Expires 2026-03-18 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-02 · Disposition to issuer · Disposed 13,809 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F5: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.20 · Expires 2027-03-07 | Direct | 0 |
Reported balance
After 2018-11-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-02 · Disposition to issuer · Disposed 8,267 · Balance 0 F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F6: The options were scheduled to vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 7, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock.
F2: Pursuant to the Merger Agreement, each KapStone restricted stock unit award was converted at the effective time of the Merger into a Holdco restricted stock unit award, generally on the same terms and conditions as were applicable to such KapStone restricted stock unit award immediately prior to the effective time of the Merger, relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement).
F3: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on May 19, 2015.
F4: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio.
F5: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016.
F6: The options were scheduled to vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 7, 2017.
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 11, 2026 Filed Mar 12, 2026 22:23 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 84,034 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-26-000013 · form4.xml · derivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · SVP, General Counsel & Co Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,034 Underlying: Common Stock · 84,034 shares Expires 2029-03-11 F1 · security: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 11, 2029, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. F1 · derivative.exercise_date: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 11, 2029, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. F1 · derivative.expiration_date: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 11, 2029, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 16:04 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 538.2 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-25-000060 · form4.xml · derivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · SVP, General Counsel & Co Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,029.2 Underlying: Common Stock · 538.2 shares Expires 2028-08-05 F1 · security: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on August 5, 2028, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in such Plan. F2 · shares: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's earned and outstanding RSU awards. Read SEC document |
| August 05, 2025 Filed Aug 6, 2025 20:56 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantRestricted Stock Units · Derivative | 28,491 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020177 · form4.xml · derivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · SVP, General Counsel & Co Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,491 Underlying: Common Stock · 28,491 shares Expires 2028-08-05 F1 · security: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on August 5, 2028, provided that the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in such Plan. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:06 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 8,267 | Not disclosed Strike: $22.20 | Not disclosed |
DisclosureSEC source: 0001104659-18-066403 · a4.xml · derivative · entry 5 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,267 shares Expires 2027-03-07 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F6 · derivative.exercise_date: The options were scheduled to vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on March 7, 2017. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:06 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 13,809 | Not disclosed Strike: $12.72 | Not disclosed |
DisclosureSEC source: 0001104659-18-066403 · a4.xml · derivative · entry 4 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,809 shares Expires 2026-03-18 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F5 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and the remaining 50% were scheduled to vest on the third anniversary of the grant date. They were granted on March 18, 2016. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:06 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerStock Option (Right to Buy) · Derivative | 7,494 | Not disclosed Strike: $27.44 | Not disclosed |
DisclosureSEC source: 0001104659-18-066403 · a4.xml · derivative · entry 3 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,494 shares Expires 2025-05-19 F4 · price: Pursuant to the Merger Agreement, these options to purchase KapStone shares converted at the effective time of the Merger into an option to purchase, generally on the same terms and conditions as were applicable to such KapStone option immediately prior to the effective time of the Merger, a number of Holdco shares (rounded down to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone option by the Equity Award Exchange Ratio (as defined in the Merger Agreement), at an exercise price per share (rounded up to the nearest whole cent) determined by dividing the per-share exercise price of the KapStone option by the Equity Award Exchange Ratio. F3 · derivative.exercise_date: The options vested 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. They were granted on May 19, 2015. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:06 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 11,626 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-066403 · a4.xml · nonDerivative · entry 2 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Pursuant to the Merger Agreement, each KapStone restricted stock unit award was converted at the effective time of the Merger into a Holdco restricted stock unit award, generally on the same terms and conditions as were applicable to such KapStone restricted stock unit award immediately prior to the effective time of the Merger, relating to the number of Holdco shares (rounded to the nearest whole share) determined by multiplying the number of KapStone shares subject to the KapStone restricted stock unit award by the Equity Award Exchange Ratio (as defined in the Merger Agreement). Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 20:06 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Disposition to issuerCommon Stock | 2,444 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-066403 · a4.xml · nonDerivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,626 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 28, 2018 among WRK Co Inc., a Delaware corporation (formerly known as WestRock Company), KapStone Paper and Packaging Corporation, a Delaware corporation ("KapStone" or the "Company"), WestRock Company (formerly known as Whiskey Holdco, Inc.), a Delaware corporation ("Holdco"), Whiskey Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco, and Kola Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Holdco ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the Company (the "Merger"), these shares of Company common stock, par value $0.0001 per share, were converted into the right to receive, at the election of the stockholder, (i) $35.00 in cash, without interest thereon or (ii) 0.4981 shares of Holdco common stock. Read SEC document |
| May 21, 2018 Filed May 22, 2018 17:47 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 688 | $34.46 | $23,708.48 |
DisclosureSEC source: 0001127602-18-018454 · form4.xml · nonDerivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,070 F1 · shares: Restricted stock units withheld for taxes upon vesting of restricted stock units awarded May 19, 2015 reported in Table 1 of the Form 4 filed May 21, 2015. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 17:11 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantCommon Stock | 4,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-012219 · a4.xml · nonDerivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,758 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of KapStone common stock. The restricted stock units vest in their entirety on the third anniversary of the grant date. Read SEC document |
| July 03, 2017 Filed Jul 5, 2017 18:27 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | Tax withholdingCommon Stock | 341 | $21.68 | $7,392.88 |
DisclosureSEC source: 0001127602-17-023116 · form4.xml · nonDerivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,325 F1 · shares: Restricted stock units withheld for taxes upon vesting of restricted stock units awarded April 2. 2017 as reported in Table 1 of the Form 4 filed April 4, 2017. Read SEC document |
| April 02, 2017 Filed Apr 4, 2017 18:04 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantCommon Stock | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014104 · form4.xml · nonDerivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,666 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of KapStone common stock. The restricted stock units vest in their entirety ninety days after the grant date. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:00 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantStock Option (Right to Buy) · Derivative | 8,267 | $0.00 Strike: $22.20 | $0.00 |
DisclosureSEC source: 0001127602-17-011134 · form4.xml · derivative · entry 2 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,267 Underlying: Common Stock · 8,267 shares Expires 2027-03-07 F2 · security: Represents options granted pursuant to the KapStone Paper and Packaging 2016 Incentive Plan. F3 · derivative.exercise_date: The options vest 50% on the second anniversary of the grant date and 50% on the third anniversary of the grant date. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 18:00 UTC | KAPSTONE PAPER & PACKAGING CORP KS · Entity 162584 | GrantCommon Stock | 2,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011134 · form4.xml · nonDerivative · entry 1 Ingraham Kathryn D. · CIK 0001598319 · VP, Secy & Gen Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,539 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of KapStone common stock. The restricted stock units vest in their entirety on the third anniversary of the grant date. 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.