Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BERRY GLOBAL GROUP, INC.BERY · Entity 80192 | President | December 01, 2023 | December 04, 2023 |
| Magnera CorpMAGN · Entity 5570 | Director · President & CEO | November 14, 2025 | November 18, 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.
BERRY GLOBAL GROUP, INC.
Report date December 01, 2023 · Filed December 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCurtis Begle GRAT 2022 | 11,160 |
Reported balance
After 2023-12-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-12-01 · Gift · Disposed 8,016 · Balance 11,160 F1: Shares held by the Curtis Begle GRAT 2022 were distributed in an end of annuity term distribution to the Curtis Begle Living Trust - Curtis Begle, Trustee for the benefit of the reporting person's spouse. The reporting person is the trustee of the trust. |
| Common StockSEC Table I · non-derivative | IndirectCurtis Begle Living Trust | 8,016 |
Reported balance
After 2023-12-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-12-01 · Gift · Acquired 8,016 · Balance 8,016 F1: Shares held by the Curtis Begle GRAT 2022 were distributed in an end of annuity term distribution to the Curtis Begle Living Trust - Curtis Begle, Trustee for the benefit of the reporting person's spouse. The reporting person is the trustee of the trust. |
| Common StockSEC Table I · non-derivative | IndirectCurtis Begle Living Trust | 1,016 |
Reported balance
After 2023-12-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-12-04 · Gift · Disposed 7,000 · Balance 1,016 F2: Bona fide gift to the reporting person's charitable donor advised fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held by the Curtis Begle GRAT 2022 were distributed in an end of annuity term distribution to the Curtis Begle Living Trust - Curtis Begle, Trustee for the benefit of the reporting person's spouse. The reporting person is the trustee of the trust.
F2: Bona fide gift to the reporting person's charitable donor advised fund.
Magnera Corp
Report date November 14, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-11-14 | Direct | 131,428 |
Reported balance
After 2025-11-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-11-14 · Grant · Acquired 131,428 · Balance 131,428 F1: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2: Represents the FY2026 Annual RSU grant, which vests one-third 11/14/2026, one-third 11/14/2027 and one-third 11/14/2028. F3: This grant vests in full, and all restrictions lapse, three years from the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date.
F2: Represents the FY2026 Annual RSU grant, which vests one-third 11/14/2026, one-third 11/14/2027 and one-third 11/14/2028.
F3: This grant vests in full, and all restrictions lapse, three years from the Grant Date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Treasure Holdco, Inc.
Report date November 04, 2024 · Filed November 05, 2024
Section 16 reporting ended · disclosed 2024-11-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCurtis Begle GRAT 2022 | 0 |
Reported balance
After 2024-11-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-11-04 · Disposition to issuer · Disposed 11,160 · Balance 0 F1: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share. |
| Common StockSEC Table I · non-derivative | IndirectCurtis Begle Crue Trust | 0 |
Reported balance
After 2024-11-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-11-04 · Disposition to issuer · Disposed 9,324 · Balance 0 F1: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share. |
| Common StockSEC Table I · non-derivative | IndirectCurtis Begle Living Trust | 0 |
Reported balance
After 2024-11-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-11-04 · Disposition to issuer · Disposed 1,016 · Balance 0 F1: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution").
F2: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share.
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 |
|---|---|---|---|---|---|---|
| November 14, 2025 Filed Nov 18, 2025 15:27 UTC | Magnera Corp MAGN · Entity 5570 | GrantRestricted Stock Units · Derivative | 131,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000041719-25-000088 · form4.xml · derivative · entry 1 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,428 Underlying: Common Stock, Par Value $.01 · 131,428 shares Expires 2028-11-14 F1 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F2 · derivative.exercise_date: Represents the FY2026 Annual RSU grant, which vests one-third 11/14/2026, one-third 11/14/2027 and one-third 11/14/2028. F3 · derivative.expiration_date: This grant vests in full, and all restrictions lapse, three years from the Grant Date. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 21:04 UTC | Magnera Corp MAGN · Entity 5570 | Exercise / conversionRestricted Stock Units · Derivative | 18,208 | $0.00 | $0.00 |
DisclosureSEC source: 0000041719-25-000077 · form4.xml · derivative · entry 5 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,423 Underlying: Common Stock, Par Value $.01 · 18,208 shares Expires 2027-11-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F5 · derivative.exercise_date: This FY2025 Annual RSU grant vests one-third 11/4/2025, one-third 11/4/2026 and one-third 11/4/2027. This grant vests in full, and all restrictions lapse, three years from the Grant Date. Read SEC document |
| November 04, 2025 Filed Nov 6, 2025 21:04 UTC | Magnera Corp MAGN · Entity 5570 | Exercise / conversionCommon Stock, Par Value $.01 | 18,208 | $8.53 | $155,314.24 |
DisclosureSEC source: 0000041719-25-000077 · form4.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,208 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2025 Filed May 9, 2025 16:45 UTC | Magnera Corp MAGN · Entity 5570 | PurchaseCommon Stock, Par Value $.01 | 20,275 | $14.01 | $284,152.10 |
DisclosureSEC source: 0001127602-25-013801 · form4.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · The Curtis L. Begle Living Trust Disclosed balance after: 44,341 F1 · ownership.nature: Represents shares of Issuer common stock held by The Curtis L. Begle Living Trust, of which the reporting person is beneficiary. The reporting person serves as trustee of The Curtis L. Begle Living Trust. Read SEC document |
| February 11, 2025 Filed Feb 12, 2025 19:22 UTC | Magnera Corp MAGN · Entity 5570 | PurchaseCommon Stock, Par Value $.01 | 23,786 | $21.08 | $501,297.09 |
DisclosureSEC source: 0001127602-25-004334 · form4.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · The Curtis L. Begle Living Trust Disclosed balance after: 24,066 F1 · ownership.nature: Represents shares of Issuer common stock held by The Curtis L. Begle Living Trust, of which the reporting person is beneficiary. The reporting person serves as trustee of The Curtis L. Begle Living Trust. Read SEC document |
| November 04, 2024 Filed Nov 5, 2024 17:23 UTC | Treasure Holdco, Inc. NONE · Entity 86316 | Disposition to issuerCommon Stock | 1,016 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-018354 · form4.xml · nonDerivative · entry 3 Begle Curt · CIK 0001559276 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle Living Trust Disclosed balance after: 0 F1 · shares: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2 · price: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share. Read SEC document |
| November 04, 2024 Filed Nov 5, 2024 17:23 UTC | Treasure Holdco, Inc. NONE · Entity 86316 | Disposition to issuerCommon Stock | 9,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-018354 · form4.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle Crue Trust Disclosed balance after: 0 F1 · shares: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2 · price: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share. Read SEC document |
| November 04, 2024 Filed Nov 5, 2024 17:23 UTC | Treasure Holdco, Inc. NONE · Entity 86316 | Disposition to issuerCommon Stock | 11,160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-018354 · form4.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle GRAT 2022 Disclosed balance after: 0 F1 · shares: Represents 21,500 shares of the Issuer's common stock acquired by the Reporting Person in a pro rata distribution by Berry Global Group, Inc. to holders of its common stock for no consideration, which occurred on November 4, 2024 in a transaction exempt under Rules 16a-9 and 16b-3 of the Securities Exchange Act of 1934, as amended (the "Distribution"). F2 · price: On November 4, 2024 following the Distribution, each share of the Issuer's common stock was disposed of by merger pursuant to the RMT Transaction Agreement, dated February 6, 2024, by and among Berry Global Group, Inc., Treasure Holdco, Inc., Glatfelter Corporation (renamed Magnera Corporation ("Magnera"), Treasure Merger Sub I, Inc. and Treasure Merger Sub II, LLC, in exchange for 0.276305 shares of Magnera common stock. The closing sale price of the Magnera common stock on November 4, 2024 was $21.05 per share. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 20:18 UTC | Magnera Corp MAGN · Entity 5570 | GrantRestricted Stock Units · Derivative | 71,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026564 · form4.xml · derivative · entry 5 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,258 Underlying: Common Stock, Par Value $.01 · 71,258 shares Expires 2027-11-04 F5 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F7 · derivative.exercise_date: This grant vests in full and all restrictions lapse three years from the Grant Date, subject to the individual's continuous employment with Magnera Corporation. Read SEC document |
| November 04, 2024 Filed Nov 6, 2024 20:18 UTC | Magnera Corp MAGN · Entity 5570 | GrantRestricted Stock Units · Derivative | 54,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026564 · form4.xml · derivative · entry 4 Begle Curt · CIK 0001559276 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,631 Underlying: Common Stock, Par Value $.01 · 54,631 shares Expires 2027-11-04 F5 · derivative.exercise_price: Not applicable to this transaction. RSUs have no value until all restrictions lapse on the final vesting date. F6 · derivative.exercise_date: This grant vests one-third 11/4/2025, one-third 11/4/2026 and one-third 11/4/2027. This grant vests in full, and all restrictions lapse, three years from the Grant Date. Read SEC document |
| December 04, 2023 Filed Dec 4, 2023 16:38 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-23-000148 · form4.xml · nonDerivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle Living Trust Disclosed balance after: 1,016 F2 · kind: Bona fide gift to the reporting person's charitable donor advised fund. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 16:38 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GiftCommon Stock | 8,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-23-000148 · form4.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle Living Trust Disclosed balance after: 8,016 F1 · kind: Shares held by the Curtis Begle GRAT 2022 were distributed in an end of annuity term distribution to the Curtis Begle Living Trust - Curtis Begle, Trustee for the benefit of the reporting person's spouse. The reporting person is the trustee of the trust. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 16:38 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GiftCommon Stock | 8,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-23-000148 · form4.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle GRAT 2022 Disclosed balance after: 11,160 F1 · kind: Shares held by the Curtis Begle GRAT 2022 were distributed in an end of annuity term distribution to the Curtis Begle Living Trust - Curtis Begle, Trustee for the benefit of the reporting person's spouse. The reporting person is the trustee of the trust. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 17:03 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,467 | $0.00 Strike: $64.62 | $0.00 |
DisclosureSEC source: 0001378992-23-000116 · form4.xml · derivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 408,565 Underlying: Common Stock · 24,467 shares Expires 2033-11-20 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options vest 25% on each of the first four anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 12:35 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,615 | $0.00 Strike: $57.18 | $0.00 |
DisclosureSEC source: 0001567619-22-020952 · doc1.xml · derivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,098 Underlying: Common Stock · 30,615 shares Expires 2032-11-25 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options and Restricted Stock Units vest 25% on each of the first four anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| May 31, 2022 Filed Nov 3, 2023 17:09 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | OtherCommon Stock | 19,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-23-000078 · form5.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: No plan indicated Ownership: Indirect · Curtis Begle GRAT 2022 Disclosed balance after: 19,176 F2 · kind: Voluntary transfer on May 31, 2022 from the Curtis Begle GRAT 2020 to Curtis Begle GRAT 2022 in a transaction exempt under Rules 16a-13. The reporting person was the beneficial owner of shares transferred both before and after the transaction. Read SEC document |
| May 31, 2022 Filed Nov 3, 2023 17:09 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GiftCommon Stock | 9,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001378992-23-000078 · form5.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Crue Meisler Begle Trust - Curtis Begle Trustee Disclosed balance after: 9,324 F1 · kind: On May 31, 2022 the remaining 9,324 shares held by the Curtis Begle GRAT 2020 were distributed in an end of annuity term distribution to the Crue Meisler Begle Trust - Curtis Begle, Trustee for the benefit of the reporting person's minor child. The reporting person is the trustee of the trust. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 16:44 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001567619-21-022693 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,483 Underlying: Common Stock · 14,000 shares Expires 2026-02-12 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: Granted under the 2015 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 16:44 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 14,000 | $73.99 | $1,035,860.00 |
DisclosureSEC source: 0001567619-21-022693 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 13, 2021. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 16:44 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 14,000 | $29.59 | $414,260.00 |
DisclosureSEC source: 0001567619-21-022693 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 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 |
| December 07, 2021 Filed Dec 9, 2021 16:47 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001567619-21-021844 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,483 Underlying: Common Stock · 14,000 shares Expires 2026-02-12 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: Granted under the 2015 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 16:47 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 14,000 | $71.99 | $1,007,860.00 |
DisclosureSEC source: 0001567619-21-021844 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 13, 2021. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 16:47 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 14,000 | $29.59 | $414,260.00 |
DisclosureSEC source: 0001567619-21-021844 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 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 |
| November 26, 2021 Filed Nov 30, 2021 17:18 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantEmployee Stock Option (Right to Buy) · Derivative | 30,150 | $0.00 Strike: $66.47 | $0.00 |
DisclosureSEC source: 0001567619-21-021314 · doc1.xml · derivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381,483 Underlying: Common Stock · 30,150 shares Expires 2031-11-26 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options and Restricted Stock Units vest 25% on each of the first four anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 17:06 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001567619-21-020862 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,333 Underlying: Common Stock · 14,000 shares Expires 2026-02-12 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: Granted under the 2015 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 17:06 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 14,000 | $69.99 | $979,860.00 |
DisclosureSEC source: 0001567619-21-020862 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 13, 2021. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 17:06 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 14,000 | $29.59 | $414,260.00 |
DisclosureSEC source: 0001567619-21-020862 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 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 |
| October 25, 2021 Filed Oct 26, 2021 17:11 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $29.59 | $0.00 |
DisclosureSEC source: 0001567619-21-018732 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,333 Underlying: Common Stock · 14,000 shares Expires 2026-02-12 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: Granted under the 2015 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 17:11 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 14,000 | $67.99 | $951,860.00 |
DisclosureSEC source: 0001567619-21-018732 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 13, 2021. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 17:11 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 14,000 | $29.59 | $414,260.00 |
DisclosureSEC source: 0001567619-21-018732 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 07, 2021 Filed May 10, 2021 17:32 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001567619-21-009470 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,333 Underlying: Common Stock · 18,000 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| May 07, 2021 Filed May 10, 2021 17:32 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 18,000 | $65.00 | $1,170,000.00 |
DisclosureSEC source: 0001567619-21-009470 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| May 07, 2021 Filed May 10, 2021 17:32 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 18,000 | $28.75 | $517,500.00 |
DisclosureSEC source: 0001567619-21-009470 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2021 Filed May 6, 2021 17:04 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001567619-21-009220 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,333 Underlying: Common Stock · 18,000 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| May 04, 2021 Filed May 6, 2021 17:04 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 18,000 | $65.00 | $1,170,000.00 |
DisclosureSEC source: 0001567619-21-009220 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| May 04, 2021 Filed May 6, 2021 17:04 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 18,000 | $28.75 | $517,500.00 |
DisclosureSEC source: 0001567619-21-009220 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 17:31 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $28.75 | $0.00 |
DisclosureSEC source: 0001567619-21-006970 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,333 Underlying: Common Stock · 18,000 shares Expires 2024-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 17:31 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 18,000 | $62.00 | $1,116,000.00 |
DisclosureSEC source: 0001567619-21-006970 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 17:31 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 18,000 | $28.75 | $517,500.00 |
DisclosureSEC source: 0001567619-21-006970 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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 08, 2021 Filed Feb 10, 2021 16:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001567619-21-002803 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 433,333 Underlying: Common Stock · 18,000 shares Expires 2023-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Option vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 16:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 18,000 | $59.00 | $1,062,000.00 |
DisclosureSEC source: 0001567619-21-002803 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 16:46 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 18,000 | $21.00 | $378,000.00 |
DisclosureSEC source: 0001567619-21-002803 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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 · price: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 16:40 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | GrantEmployee Stock Option (Right to Buy) · Derivative | 51,333 | $0.00 Strike: $54.22 | $0.00 |
DisclosureSEC source: 0001567619-20-020292 · doc1.xml · derivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,333 Underlying: Common Stock · 51,333 shares Expires 2030-11-22 F1 · derivative.exercise_date: Granted under the 2015 Long-Term Incentive Plan. Options and Restricted Stock Units vest 25% on each of the first four anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 17:16 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,000 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001567619-20-020227 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 18,000 shares Expires 2023-11-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Options vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 17:16 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 18,000 | $57.17 | $1,029,060.00 |
DisclosureSEC source: 0001567619-20-020227 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F2 · acquired: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 17:16 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 18,000 | $21.00 | $378,000.00 |
DisclosureSEC source: 0001567619-20-020227 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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 · price: Sale pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 adopted by the reporting person on August 20, 2020. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 17:10 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0001567619-20-015713 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,000 Underlying: Common Stock · 10,000 shares Expires 2022-10-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Options vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 17:10 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | SaleCommon Stock | 10,000 | $54.50 | $544,958.00 |
DisclosureSEC source: 0001567619-20-015713 · doc1.xml · nonDerivative · entry 2 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Indirect · Curtis Begle GRAT Agmt Disclosed balance after: 28,500 F1 · price: Weighted average from 21 transactions with prices ranging from $54.39 to $54.62 per share. Upon request by the Commission Staff, the issuer, or a security holder of the issuer, the reporting person will undertake to provide full information regarding the number of shares purchased at each separate price. Read SEC document |
| August 17, 2020 Filed Aug 18, 2020 17:10 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionCommon Stock | 10,000 | $16.00 | $160,000.00 |
DisclosureSEC source: 0001567619-20-015713 · doc1.xml · nonDerivative · entry 1 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| August 03, 2020 Filed Aug 4, 2020 17:44 UTC | BERRY GLOBAL GROUP, INC. BERY · Entity 80192 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $16.00 | $0.00 |
DisclosureSEC source: 0001567619-20-014163 · doc1.xml · derivative · entry 3 Begle Curt · CIK 0001559276 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,000 Underlying: Common Stock · 10,000 shares Expires 2022-10-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Granted under the 2012 Equity Incentive Plan. Options vest on each of the first five anniversaries of the date of grant, subject to the terms and conditions of the plan and award agreement. 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.