Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Avery Dennison CorpAVY · Entity 3410 | SVP & Chief HR Officer | March 01, 2026 | March 03, 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.
Avery Dennison Corp
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,125 |
Ending reported balance
After 2026-03-01 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 432 · Balance 5,779 Row 2 · 2026-03-01 · Tax withholding · Disposed 150 · Balance 5,629 Row 3 · 2026-03-01 · Exercise / conversion · Acquired 361 · Balance 5,990 Row 4 · 2026-03-01 · Tax withholding · Disposed 108 · Balance 5,882 Row 5 · 2026-03-01 · Exercise / conversion · Acquired 315 · Balance 6,197 Row 6 · 2026-03-01 · Tax withholding · Disposed 94 · Balance 6,103 Row 7 · 2026-03-01 · Exercise / conversion · Acquired 646 · Balance 6,749 Row 8 · 2026-03-01 · Tax withholding · Disposed 193 · Balance 6,556 Row 9 · 2026-03-01 · Exercise / conversion · Acquired 811 · Balance 7,367 Row 10 · 2026-03-01 · Tax withholding · Disposed 242 · Balance 7,125 |
| 2026 RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2030-03-01 | Direct | 2,119 |
Reported balance
After 2026-03-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-03-01 · Grant · Acquired 2,119 · Balance 2,119 F1: Restricted stock units (RSUs) vest 25% on each of the first, second, third and fourth anniversaries of the grant date. Each RSU represents a contingent right to receive one share of common stock. |
| 2026 PU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-01 | Direct | 3,063 |
Reported balance
After 2026-03-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-03-01 · Grant · Acquired 3,063 · Balance 3,063 F2: Performance units (PUs) vest, at the end of fiscal year 2028, provided certain performance objectives are met as determined by the Compensation Committee in February 2029. Each PU represents a contingent right to receive one share of common stock. |
| 2022 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-01 | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-03-01 · Exercise / conversion · Disposed 432 · Balance 0 F3: Shares reflect the vesting of the fourth tranche of MSUs granted in February 2022 at 92% of target based on our absolute total stockholder return in excess of 10% during the 2022-2025 performance period, plus dividend equivalents accrued during the period. |
| 2023 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-01 | Direct | 357 |
Reported balance
After 2026-03-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-03-01 · Exercise / conversion · Disposed 361 · Balance 357 F4: Shares reflect the vesting of the third tranche of MSUs granted in March 2023 at 96% of target based on our absolute total stockholder return during the 2023-2025 performance period, plus dividend equivalents accrued during the period. |
| 2024 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-01 | Direct | 661 |
Reported balance
After 2026-03-01 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-03-01 · Exercise / conversion · Disposed 315 · Balance 661 F5: Shares reflect the vesting of the second tranche of MSUs granted in March 2024 at 92% of target based on our absolute total stockholder return during the 2024-2025 performance period, plus dividend equivalents accrued during the period. |
| 2025 MSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-01 | Direct | 2,021 |
Reported balance
After 2026-03-01 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-03-01 · Exercise / conversion · Disposed 646 · Balance 2,021 F6: Shares reflect the vesting of the first tranche of MSUs granted in March 2025 at 94% of target based on our absolute total stockholder return during the 2025 performance period, plus dividend equivalents accrued during the period. |
| 2023 PU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-01 | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-03-01 · Exercise / conversion · Disposed 811 · Balance 0 F7: Shares reflect the vesting of PUs granted in March 2023 at 56% of target, based 50% on our cumulative economic value added of 0% of target and 50% on our relative total stockholder return of 112% of target. |
| Common Stock (Savings Plan)SEC Table I · non-derivative | IndirectSavings Plan | 1,721.9768 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 1,721.9768 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) vest 25% on each of the first, second, third and fourth anniversaries of the grant date. Each RSU represents a contingent right to receive one share of common stock.
F2: Performance units (PUs) vest, at the end of fiscal year 2028, provided certain performance objectives are met as determined by the Compensation Committee in February 2029. Each PU represents a contingent right to receive one share of common stock.
F3: Shares reflect the vesting of the fourth tranche of MSUs granted in February 2022 at 92% of target based on our absolute total stockholder return in excess of 10% during the 2022-2025 performance period, plus dividend equivalents accrued during the period.
F4: Shares reflect the vesting of the third tranche of MSUs granted in March 2023 at 96% of target based on our absolute total stockholder return during the 2023-2025 performance period, plus dividend equivalents accrued during the period.
F5: Shares reflect the vesting of the second tranche of MSUs granted in March 2024 at 92% of target based on our absolute total stockholder return during the 2024-2025 performance period, plus dividend equivalents accrued during the period.
F6: Shares reflect the vesting of the first tranche of MSUs granted in March 2025 at 94% of target based on our absolute total stockholder return during the 2025 performance period, plus dividend equivalents accrued during the period.
F7: Shares reflect the vesting of PUs granted in March 2023 at 56% of target, based 50% on our cumulative economic value added of 0% of target and 50% on our relative total stockholder return of 112% of target.
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 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2018 PU Award · Derivative | 2,463 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · derivative · entry 16 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,463 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. F5 · shares: Shares reflect the vesting of performance units granted in February 2018 at 147% of target, based 50% on our cumulative economic value added and 50% on our relative stockholder return. Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2020 MSU Award · Derivative | 502 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · derivative · entry 15 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231 Underlying: Common Stock · 502 shares Expires 2024-02-27 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. F4 · shares: Shares reflect the vesting of the first tranche of market-leveraged stock units granted in February 2020 at 120% of target based on our absolute total stockholder return in excess of 10% during the 2020 performance period, plus dividend equivalents accrued during the period. Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2019 MSU Award · Derivative | 676 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · derivative · entry 14 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661 Underlying: Common Stock · 676 shares Expires 2023-02-28 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 · shares: Shares reflect the vesting of the second tranche of market-leveraged stock units granted in February 2019 at 197% of target based on our absolute total stockholder return in excess of 10% during the 2019-2020 performance period, plus dividend equivalents accrued during the period. Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2018 MSU Award · Derivative | 469 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · derivative · entry 13 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304 Underlying: Common Stock · 469 shares Expires 2022-02-22 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 · shares: Shares reflect the vesting of the third tranche of market-leveraged stock units granted in February 2018 at 146% of target based on our absolute total stockholder return in excess of 10% during the 2018-2020 performance period, plus dividend equivalents accrued during the period. Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2017 MSU Award · Derivative | 413 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · derivative · entry 12 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 413 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. F1 · shares: Shares reflect the vesting of the fourth tranche of market-leveraged stock units granted in February 2017 at 200% of target based on our absolute total stockholder return in excess of 10% during the 2017-2020 performance period, plus dividend equivalents accrued during the period. Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 1,222 | $177.45 | $216,843.90 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 10 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,050 Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 2,463 | $177.45 | $437,059.35 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 9 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,272 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 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 249 | $177.45 | $44,185.05 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 8 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,809 Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 502 | $177.45 | $89,079.90 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 7 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,058 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 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 336 | $177.45 | $59,623.20 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 6 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,556 Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 676 | $177.45 | $119,956.20 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 5 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,892 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 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 258 | $177.45 | $45,782.10 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 4 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,216 Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 469 | $177.45 | $83,224.05 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 3 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,474 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 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 227 | $177.45 | $40,281.15 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 2 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,005 Read SEC document |
| February 27, 2021 Filed Mar 3, 2021 00:01 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 413 | $177.45 | $73,286.85 |
DisclosureSEC source: 0001127602-21-008912 · form4.xml · nonDerivative · entry 1 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,232 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 05, 2021 Filed Feb 9, 2021 21:18 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 200 | $172.25 | $34,450.00 |
DisclosureSEC source: 0001127602-21-004687 · form4.xml · nonDerivative · entry 2 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819 Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:18 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 300 | $172.24 | $51,670.50 |
DisclosureSEC source: 0001127602-21-004687 · form4.xml · nonDerivative · entry 1 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,019 Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:20 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2016 RSU Award · Derivative | 750 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030418 · form4.xml · derivative · entry 4 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750 shares Expires 2020-12-01 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_date: Restricted stock units vest in equal installments on the first, second, third and fourth anniversaries of the grant date. Each restricted stock unit represents a contingent right to receive one share of Avery Dennison Corporation common stock. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:20 UTC | Avery Dennison Corp AVY · Entity 3410 | Tax withholdingCommon Stock | 260 | $150.86 | $39,223.60 |
DisclosureSEC source: 0001127602-20-030418 · form4.xml · nonDerivative · entry 2 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,319 Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:20 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 750 | $150.86 | $113,145.00 |
DisclosureSEC source: 0001127602-20-030418 · form4.xml · nonDerivative · entry 1 Baker-Nel Deena · CIK 0001823548 · VP & Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,579 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.