Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSS INDUSTRIES INCCSS · Entity 150987 | Exec. VP and CFO | May 29, 2019 | May 31, 2019 |
| GLOBUS MEDICAL INCGMED · Entity 3496 | Director · President, CEO | January 21, 2026 | January 23, 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.
CSS INDUSTRIES INC
Report date May 29, 2019 · Filed May 31, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock ($.10 par value)SEC Table I · non-derivative | Direct | 2,851 |
Ending reported balance
After 2019-05-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-05-29 · Exercise / conversion · Acquired 687 · Balance 2,678 F1: Reflects the automatic redemption of restricted stock units (RSUs) upon the satisfaction of service-based vesting conditions. Each RSU was redeemed for one share of Issuer common stock. Row 2 · 2019-05-29 · Tax withholding · Disposed 189 · Balance 2,489 F2: Reflects shares withheld to satisfy the reporting person's tax liability in connection with the vesting of RSUs. Row 3 · 2019-05-31 · Exercise / conversion · Acquired 500 · Balance 2,989 F1: Reflects the automatic redemption of restricted stock units (RSUs) upon the satisfaction of service-based vesting conditions. Each RSU was redeemed for one share of Issuer common stock. Row 4 · 2019-05-31 · Tax withholding · Disposed 138 · Balance 2,851 F2: Reflects shares withheld to satisfy the reporting person's tax liability in connection with the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,063 |
Reported balance
After 2019-05-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-05-29 · Exercise / conversion · Disposed 687 · Balance 2,063 F1: Reflects the automatic redemption of restricted stock units (RSUs) upon the satisfaction of service-based vesting conditions. Each RSU was redeemed for one share of Issuer common stock. F3: Subject to the satisfaction of service-based vesting conditions, 25% of the RSUs vest on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date, May 29, 2018. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 500 |
Reported balance
After 2019-05-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-05-31 · Exercise / conversion · Disposed 500 · Balance 500 F1: Reflects the automatic redemption of restricted stock units (RSUs) upon the satisfaction of service-based vesting conditions. Each RSU was redeemed for one share of Issuer common stock. F4: Subject to the satisfaction of service-based vesting conditions, 50% of the RSUs vest on each of the 3rd and 4th anniversaries of the grant date, May 31, 2016. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the automatic redemption of restricted stock units (RSUs) upon the satisfaction of service-based vesting conditions. Each RSU was redeemed for one share of Issuer common stock.
F2: Reflects shares withheld to satisfy the reporting person's tax liability in connection with the vesting of RSUs.
F3: Subject to the satisfaction of service-based vesting conditions, 25% of the RSUs vest on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date, May 29, 2018. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis.
F4: Subject to the satisfaction of service-based vesting conditions, 50% of the RSUs vest on each of the 3rd and 4th anniversaries of the grant date, May 31, 2016. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis.
GLOBUS MEDICAL INC
Report date January 21, 2026 · Filed January 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy Class A Common Stock)SEC Table II · derivative / convertible security · Conversion / exercise price $94.15 · Expires 2036-01-21 | Direct | 100,000 |
Reported balance
After 2026-01-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-21 · Grant · Acquired 100,000 · Balance 100,000 F1: These options were granted on January 21, 2026, and vest over a four-year period with 1/4 of the options vesting on January 1, 2027, and then 1/48 of the options vesting each month thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: These options were granted on January 21, 2026, and vest over a four-year period with 1/4 of the options vesting on January 1, 2027, and then 1/48 of the options vesting each month thereafter.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 29, 2019 Filed May 31, 2019 16:27 UTC | CSS INDUSTRIES INC CSS · Entity 150987 | Exercise / conversionCommon Stock ($.10 par value) | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0000020629-19-000065 · wf-form4_155933441947040.xml · nonDerivative · entry 1 Pfeil Keith W · CIK 0001752014 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,678 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: Reflects the automatic redemption of restricted stock units (RSUs) upon the satisfaction of service-based vesting conditions. Each RSU was redeemed for one share of Issuer common stock. Read SEC document |
| May 28, 2019 Filed May 30, 2019 16:33 UTC | CSS INDUSTRIES INC CSS · Entity 150987 | GrantRestricted Stock Units · Derivative | 13,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000020629-19-000050 · wf-form4_155924838884106.xml · derivative · entry 1 Pfeil Keith W · CIK 0001752014 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock ($.10 par value) · 13,500 shares Expires not disclosed F1 · derivative.exercise_date: Subject to the satisfaction of service-based vesting conditions, 25% of the Restricted Stock Units (RSUs) will vest on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis. F1 · derivative.expiration_date: Subject to the satisfaction of service-based vesting conditions, 25% of the Restricted Stock Units (RSUs) will vest on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 16:30 UTC | CSS INDUSTRIES INC CSS · Entity 150987 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000020629-18-000107 · wf-form4_154171262427865.xml · derivative · entry 2 Pfeil Keith W · CIK 0001752014 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock ($.10 par value) · 10,000 shares Expires not disclosed F2 · derivative.exercise_date: Subject to the satisfaction of service-based vesting conditions, 25% of the Restricted Stock Units (RSUs) will vest on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis. F2 · derivative.expiration_date: Subject to the satisfaction of service-based vesting conditions, 25% of the Restricted Stock Units (RSUs) will vest on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date. Upon vesting, RSUs are automatically converted into shares of Issuer common stock on a 1-to-1 basis. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 16:30 UTC | CSS INDUSTRIES INC CSS · Entity 150987 | GrantCall (Stock) Option · Derivative | 10,000 | $0.00 Strike: $13.39 | $0.00 |
DisclosureSEC source: 0000020629-18-000107 · wf-form4_154171262427865.xml · derivative · entry 1 Pfeil Keith W · CIK 0001752014 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock ($.10 par value) · 10,000 shares Expires 2028-11-06 F1 · derivative.exercise_date: Subject to the satisfaction of service-based vesting conditions, the Stock Options will vest and become exerciable in installments of 25% per year on each of the 1st, 2nd, 3rd and 4th anniversaries of the grant date and remain exercisable until the expiration 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.