Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHERWIN WILLIAMS COSHW · Entity 2948 | Director · President & CEO | February 17, 2026 | February 18, 2026 |
| Ulta Beauty, Inc.ULTA · Entity 977 | Director | June 11, 2025 | June 12, 2025 |
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.
SHERWIN WILLIAMS CO
Report date February 17, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,468 |
Ending reported balance
After 2026-02-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-17 · Grant · Acquired 16,800 · Balance 33,962 F1: These securities represent a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of Common Stock. This award was granted on February 14, 2023, and vested subject to the achievement of certain performance conditions for the 2023 - 2025 performance period, pursuant to the terms of a PRSU agreement under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. Row 2 · 2026-02-17 · Tax withholding · Disposed 7,494 · Balance 26,468 F2: These securities represent the number of shares of Common Stock mandatorily withheld by the Issuer to satisfy the Reporting Person's tax withholding liabilities due upon the vesting of the PRSU award. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 376.78 |
Reported balance
Holding disclosure · report date 2026-02-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 376.78 F3: Represents the number of shares of Common Stock attributable to the Reporting Person's participation in The Sherwin-Williams Company 401(k) Plan per the trustee's 2/13/2026 statement. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities represent a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of Common Stock. This award was granted on February 14, 2023, and vested subject to the achievement of certain performance conditions for the 2023 - 2025 performance period, pursuant to the terms of a PRSU agreement under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan.
F2: These securities represent the number of shares of Common Stock mandatorily withheld by the Issuer to satisfy the Reporting Person's tax withholding liabilities due upon the vesting of the PRSU award.
F3: Represents the number of shares of Common Stock attributable to the Reporting Person's participation in The Sherwin-Williams Company 401(k) Plan per the trustee's 2/13/2026 statement.
Ulta Beauty, Inc.
Report date June 11, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,395 |
Reported balance
After 2025-06-11 transaction · row 1
1 source rowRow 1 · 2025-06-11 · Grant · Acquired 383 · Balance 1,395 F1: Represents a grant of 383 restricted stock units, vesting 100% on 6/11/2026 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 383 restricted stock units, vesting 100% on 6/11/2026
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 17, 2026 Filed Feb 18, 2026 22:32 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 7,494 | $368.59 | $2,762,213.46 |
DisclosureSEC source: 0001825022-26-000004 · wk-form4_1771453977.xml · nonDerivative · entry 2 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,468 F2 · shares: These securities represent the number of shares of Common Stock mandatorily withheld by the Issuer to satisfy the Reporting Person's tax withholding liabilities due upon the vesting of the PRSU award. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 22:32 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 16,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001825022-26-000004 · wk-form4_1771453977.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,962 F1 · shares: These securities represent a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of Common Stock. This award was granted on February 14, 2023, and vested subject to the achievement of certain performance conditions for the 2023 - 2025 performance period, pursuant to the terms of a PRSU agreement under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 12:20 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 3,322 | $372.49 | $1,237,411.78 |
DisclosureSEC source: 0001825022-26-000002 · wk-form4_1771330839.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,162 F1 · shares: These securities represent the number of shares of Common Stock mandatorily withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations due upon the vesting of 8,350 Restricted Stock Units ("RSUs"), granted to the Reporting Person on February 14, 2023. This award was granted pursuant to the terms of an RSU agreement under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 20:08 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 47,630 | $0.00 Strike: $331.37 | $0.00 |
DisclosureSEC source: 0001825022-25-000004 · wk-form4_1761163728.xml · derivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,630 Underlying: Common Stock · 47,630 shares Expires 2035-10-19 F1 · derivative.exercise_date: These options were granted on October 20, 2025, pursuant to the terms of a stock option agreement under the 2025 Equity and Incentive Compensation Plan. The options vest annually in three substantially equal installments commencing October 20, 2026, subject to vesting conditions. F1 · balance_after: These options were granted on October 20, 2025, pursuant to the terms of a stock option agreement under the 2025 Equity and Incentive Compensation Plan. The options vest annually in three substantially equal installments commencing October 20, 2026, subject to vesting conditions. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 21:43 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001100 · form4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,395 F1 · shares: Represents a grant of 383 restricted stock units, vesting 100% on 6/11/2026 Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 00:43 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 2,921 | $354.25 | $1,034,764.25 |
DisclosureSEC source: 0000089800-25-000049 · wk-form4_1740098603.xml · nonDerivative · entry 2 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,484 F3 · shares: Represents shares mandatorily withheld to satisfy tax withholding liabilities arising upon the vesting of the PRSU award. F4 · balance_after: These securities consist of 8,350 RSUs and 12,134 shares of common stock. Each RSU represents the Reporting Person's right to receive one share of common stock. Read SEC document |
| February 18, 2025 Filed Feb 21, 2025 00:43 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 7,374 | $0.00 | $0.00 |
DisclosureSEC source: 0000089800-25-000049 · wk-form4_1740098603.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,405 F1 · shares: Represents a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of common stock. The PRSU award was initially granted on February 15, 2022, subject to the achievement of certain performance conditions for the 2022-2024 performance period, under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. F2 · balance_after: These securities consist of 8,350 restricted stock units ("RSUs") and 15,055 shares of common stock. Each RSU represents the Reporting Person's right to receive one share of common stock. Read SEC document |
| October 15, 2024 Filed Oct 17, 2024 20:45 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 40,500 | $0.00 Strike: $388.57 | $0.00 |
DisclosureSEC source: 0000089800-24-000148 · wk-form4_1729197923.xml · derivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,500 Underlying: Common Stock · 40,500 shares Expires 2034-10-14 F1 · derivative.exercise_date: These options were granted on October 15, 2024, pursuant to the terms of a stock option agreement under the 2006 Equity and Performance Incentive Plan (Amended and Restated as of October 13, 2023). The options vest annually in three equal installments commencing October 15, 2025, subject to vesting conditions. F1 · balance_after: These options were granted on October 15, 2024, pursuant to the terms of a stock option agreement under the 2006 Equity and Performance Incentive Plan (Amended and Restated as of October 13, 2023). The options vest annually in three equal installments commencing October 15, 2025, subject to vesting conditions. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:05 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-001360 · form4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,012 F1 · shares: Represents a grant of 452 restricted stock units, vesting 100% on 6/11/2025. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:51 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 1,317 | $312.98 | $412,194.66 |
DisclosureSEC source: 0000089800-24-000051 · wk-form4_1708469445.xml · nonDerivative · entry 2 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,031 F3 · shares: Represents shares mandatorily withheld to satisfy tax withholding liabilities arising upon the vesting of the PRSU award. F4 · balance_after: These securities consist of 8,350 RSUs and 7,681 shares of common stock. Each RSU represents the Reporting Person's right to receive one share of common stock. Since the date of the Reporting Person's last ownership report, she transferred 267 shares of common stock to her ex-spouse pursuant to a domestic relations order. The Reporting Person no longer reports as beneficially owned any securities owned by her ex-spouse. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:51 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0000089800-24-000051 · wk-form4_1708469445.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,348 F1 · shares: Represents performance-based restricted stock unit ("PRSU") awards that have vested and paid out in shares of common stock. The PRSU awards were initially granted on February 16, 2021 and March 16, 2021, subject to the achievement of certain performance conditions for the 2021-2023 performance period, under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. F2 · balance_after: These securities consist of 8,350 restricted stock units ("RSUs") and 8,998 shares of common stock. Each RSU represents the Reporting Person's right to receive one share of common stock. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 220 | $0.00 Strike: $227.05 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 18 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,580 Underlying: Common Stock · 220 shares Expires 2030-10-19 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 680 | $0.00 Strike: $227.05 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 17 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,120 Underlying: Common Stock · 680 shares Expires 2030-10-19 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,800 | $0.00 Strike: $227.05 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 16 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,800 shares Expires 2030-10-19 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 212 | $0.00 Strike: $186.85 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 15 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,786 Underlying: Common Stock · 212 shares Expires 2029-10-15 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 787 | $0.00 Strike: $186.85 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 14 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,214 Underlying: Common Stock · 787 shares Expires 2029-10-15 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,001 | $0.00 Strike: $186.85 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 13 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,001 shares Expires 2029-10-15 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 289 | $0.00 Strike: $136.85 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 12 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290 Underlying: Common Stock · 289 shares Expires 2028-10-16 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 290 | $0.00 Strike: $136.85 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 11 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289 Underlying: Common Stock · 290 shares Expires 2028-10-16 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 390 | $0.00 Strike: $127.98 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 10 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408 Underlying: Common Stock · 390 shares Expires 2027-10-17 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9 | $0.00 Strike: $127.98 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 9 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12 Underlying: Common Stock · 9 shares Expires 2027-10-17 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21 | $0.00 Strike: $127.98 | $0.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · derivative · entry 8 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21 shares Expires 2027-10-17 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 6,410 | $290.25 | $1,860,502.50 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · nonDerivative · entry 6 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,718 F1 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $290.093 to $291.050 inclusive. The reporting person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. F3 · balance_after: Of shares listed, 8,350 are restricted stock units. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 289 | $289.98 | $83,804.22 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · nonDerivative · entry 5 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,128 F1 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 2,700 | $227.05 | $613,035.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · nonDerivative · entry 4 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,417 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 3,000 | $186.85 | $560,550.00 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · nonDerivative · entry 3 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,717 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 579 | $136.85 | $79,236.15 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · nonDerivative · entry 2 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,717 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| December 08, 2023 Filed Dec 11, 2023 14:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 420 | $127.98 | $53,751.60 |
DisclosureSEC source: 0001209191-23-058000 · doc4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,138 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 · kind: The exercise of stock options and sale of shares acquired upon exercise were made solely at the direction of the reporting person's ex-spouse pursuant to a domestic relations order. The reporting person's ex-spouse will retain the after-tax proceeds from the sales. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 12:36 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 44,100 | $0.00 Strike: $248.57 | $0.00 |
DisclosureSEC source: 0001209191-23-052926 · doc4.xml · derivative · entry 1 Petz Heidi G · CIK 0001825022 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,100 Underlying: Common Stock · 44,100 shares Expires 2033-10-12 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 13, 2024. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:15 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 397 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000648 · form4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560 F1 · shares: Represents a grant of 397 restricted stock units, vesting 100% on 6/1/2024. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:12 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 1,466 | $226.23 | $331,653.18 |
DisclosureSEC source: 0001209191-23-011753 · doc4.xml · nonDerivative · entry 2 Petz Heidi G · CIK 0001825022 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,718 F2 · kind: Shares automatically and mandatorily withheld to satisfy the tax withholding requirement upon the vesting of restricted stock units. F3 · balance_after: Of shares listed, 8,350 are restricted stock units. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:12 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 3,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011753 · doc4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,184 F1 · kind: Represents the vesting of performance-based restricted stock units previously granted to the reporting person under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan for the 2020-2022 performance period. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:14 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 8,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-010153 · doc4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,584 F1 · kind: Grant of restricted stock units under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. F2 · balance_after: Of shares listed, 8,869 are restricted stock units. Read SEC document |
| December 16, 2022 Filed Dec 19, 2022 22:32 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-021813 · doc1.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163 F1 · shares: Represents a grant of 163 restricted stock units, vesting 100% on 12/16/2023. Read SEC document |
| October 19, 2022 Filed Oct 21, 2022 21:16 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 494 | $208.31 | $102,905.14 |
DisclosureSEC source: 0001209191-22-054301 · doc4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,234 F1 · kind: Shares automatically and mandatorily withheld to satisfy the tax withholding requirement upon the vesting of time-based restricted stock units. F2 · balance_after: Of shares listed, 519 are restricted stock units. Read SEC document |
| October 18, 2022 Filed Oct 20, 2022 13:01 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,700 | $0.00 Strike: $215.08 | $0.00 |
DisclosureSEC source: 0001209191-22-054166 · doc4.xml · derivative · entry 1 Petz Heidi G · CIK 0001825022 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,700 Underlying: Common Stock · 13,700 shares Expires 2032-10-17 F1 · derivative.exercise_date: The option vests in three annual installments of 4,567, 4,567 and 4,566 beginning on October 18, 2023. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 18:26 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 1,165 | $272.65 | $317,637.25 |
DisclosureSEC source: 0001209191-22-010605 · doc4.xml · nonDerivative · entry 2 Petz Heidi G · CIK 0001825022 · President, The Americas Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,728 F2 · kind: Shares automatically and mandatorily withheld to satisfy the tax withholding requirement upon the vesting of performance-based restricted stock units. F3 · balance_after: Of shares listed, 1,608 are restricted stock units. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 18:26 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 3,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010605 · doc4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · President, The Americas Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893 F1 · kind: Represents the vesting of performance-based restricted stock units previously granted to the reporting person under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan for the 2019-2021 performance period. Read SEC document |
| October 18, 2021 Filed Oct 20, 2021 19:45 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,700 | $0.00 Strike: $295.83 | $0.00 |
DisclosureSEC source: 0001209191-21-061130 · doc4.xml · derivative · entry 1 Petz Heidi G · CIK 0001825022 · President, The Americas Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,700 Underlying: Common Stock · 11,700 shares Expires 2031-10-17 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 18, 2022. Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 17:39 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,800 | $0.00 Strike: $681.13 | $0.00 |
DisclosureSEC source: 0001209191-20-055546 · doc4.xml · derivative · entry 3 Petz Heidi G · CIK 0001825022 · President, Consumer Brands Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires 2030-10-19 F4 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 20, 2021. Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 17:39 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-055546 · doc4.xml · nonDerivative · entry 1 Petz Heidi G · CIK 0001825022 · President, Consumer Brands Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536 F1 · kind: Grant of restricted stock units under the 2006 Equity and Performance Incentive Plan. F2 · balance_after: Shares listed are restricted stock units. 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.