Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SCOTTS MIRACLE-GRO COSMG · Entity 4142 | 10% owner | August 04, 2025 | August 06, 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.
SCOTTS MIRACLE-GRO CO
Report date August 04, 2025 · Filed August 06, 2025
Jointly reported with Hagedorn Partnership, L.P., HAGEDORN JAMES, HAGEDORN KATHERINE LITTLEFIELD, HAGEDORN SUSAN, Baxter Nathan Eric
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 13,274,274 |
Last balance in matching sequence
After 2025-08-04 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-08-04 · Sale · Disposed 38,314 · Balance 13,305,960 F1: The transaction was executed in multiple trades at prices ranging from $61.28 to $62.27 The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F3: Held by the Hagedorn Partnership, L.P. (the "Hagedorn Partnership"). James Hagedorn, Katherine Hagedorn Littlefield, Peter Hagedorn, Robert Hagedorn, and Susan Hagedorn are the general partners of the Hagedorn Partnership. Each of the general partners disclaim beneficial ownership of the reported securities, except to the extent of their pecuniary interest therein. Row 2 · 2025-08-04 · Sale · Disposed 31,686 · Balance 13,274,274 F2: The transaction was executed in multiple trades at prices ranging from $62.28 to $62.61 The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F3: Held by the Hagedorn Partnership, L.P. (the "Hagedorn Partnership"). James Hagedorn, Katherine Hagedorn Littlefield, Peter Hagedorn, Robert Hagedorn, and Susan Hagedorn are the general partners of the Hagedorn Partnership. Each of the general partners disclaim beneficial ownership of the reported securities, except to the extent of their pecuniary interest therein. |
| Common SharesSEC Table I · non-derivative | IndirectSee footnote | 79,694.1493 |
Reported balance
Holding disclosure · report date 2025-08-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 79,694.1493 F4: Held directly by James Hagedorn. |
| Common SharesSEC Table I · non-derivative | IndirectSee footnote | 29,413.378 |
Reported balance
Holding disclosure · report date 2025-08-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 29,413.378 F5: Held indirectly by a 401(K) plan for James Hagedorn. Mr. Hagedorn is Chairman, Chief Executive Officer and President of the Issuer. |
| Common SharesSEC Table I · non-derivative | IndirectSee footnote | 6,940 |
Reported balance
Holding disclosure · report date 2025-08-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,940 F6: Held directly by Katherine Hagedorn Littlefield. |
| Common SharesSEC Table I · non-derivative | IndirectSee footnote | 50,602.6841 |
Reported balance
Holding disclosure · report date 2025-08-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 50,602.6841 F7: Held directly by Nathan Baxter. Mr. Baxter is Executive Vice President and Chief Operating Officer of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was executed in multiple trades at prices ranging from $61.28 to $62.27 The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer.
F2: The transaction was executed in multiple trades at prices ranging from $62.28 to $62.61 The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer.
F3: Held by the Hagedorn Partnership, L.P. (the "Hagedorn Partnership"). James Hagedorn, Katherine Hagedorn Littlefield, Peter Hagedorn, Robert Hagedorn, and Susan Hagedorn are the general partners of the Hagedorn Partnership. Each of the general partners disclaim beneficial ownership of the reported securities, except to the extent of their pecuniary interest therein.
F4: Held directly by James Hagedorn.
F5: Held indirectly by a 401(K) plan for James Hagedorn. Mr. Hagedorn is Chairman, Chief Executive Officer and President of the Issuer.
F6: Held directly by Katherine Hagedorn Littlefield.
F7: Held directly by Nathan Baxter. Mr. Baxter is Executive Vice President and Chief Operating Officer of the Issuer.
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 |
|---|---|---|---|---|---|---|
| June 16, 2020 Filed Jun 17, 2020 21:57 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 18,497 | $133.58 | $2,470,829.26 |
DisclosureSEC source: 0001012975-20-000564 · edgar.xml · nonDerivative · entry 6 HAGEDORN ROBERT · CIK 0001247299 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,082,779 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan. F7 · price: The transaction was executed in multiple trades at prices ranging from $133.22 to $134.20. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F9 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person and those family members in whose holdings he may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| June 16, 2020 Filed Jun 17, 2020 21:57 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 10,681 | $132.93 | $1,419,825.33 |
DisclosureSEC source: 0001012975-20-000564 · edgar.xml · nonDerivative · entry 5 HAGEDORN ROBERT · CIK 0001247299 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,101,276 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan. F6 · price: The transaction was executed in multiple trades at prices ranging from $132.22 to $133.21. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F9 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person and those family members in whose holdings he may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| June 16, 2020 Filed Jun 17, 2020 21:57 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 2,367 | $131.97 | $312,372.99 |
DisclosureSEC source: 0001012975-20-000564 · edgar.xml · nonDerivative · entry 4 HAGEDORN ROBERT · CIK 0001247299 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,111,957 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan. F5 · price: The transaction was executed in multiple trades at prices ranging from $131.22 to $132.19. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F9 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person and those family members in whose holdings he may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 21:57 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 1,218 | $132.15 | $160,958.70 |
DisclosureSEC source: 0001012975-20-000564 · edgar.xml · nonDerivative · entry 3 HAGEDORN ROBERT · CIK 0001247299 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,114,324 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan. F4 · price: The transaction was executed in multiple trades at prices ranging from $132.00 to $132.40. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F9 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person and those family members in whose holdings he may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 21:57 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 25,621 | $131.34 | $3,365,062.14 |
DisclosureSEC source: 0001012975-20-000564 · edgar.xml · nonDerivative · entry 2 HAGEDORN ROBERT · CIK 0001247299 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,115,542 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan. F3 · price: The transaction was executed in multiple trades at prices ranging from $131.00 to $131.98. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F9 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person and those family members in whose holdings he may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 21:57 UTC | SCOTTS MIRACLE-GRO CO SMG · Entity 4142 | SaleCommon Shares | 15,600 | $130.58 | $2,037,048.00 |
DisclosureSEC source: 0001012975-20-000564 · edgar.xml · nonDerivative · entry 1 HAGEDORN ROBERT · CIK 0001247299 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,141,164 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan. F2 · price: The transaction was executed in multiple trades at prices ranging from $130.00 to $130.99. The price above reflects the weighted average sales price. Detailed information regarding the number of shares sold at each separate price will be provided upon request by the Commission staff, the Issuer or a security holder of the Issuer. F9 · ownership.nature: The common shares are directly held by the Hagedorn Partnership, L.P. (the "Partnership"). The Reporting Person is a general partner of the Partnership. The amount of shares reported as beneficially owned represent the aggregate proportionate interest in common shares held by the Partnership of the Reporting Person and those family members in whose holdings he may be deemed to have a pecuniary interest. The Reporting Person disclaims beneficial ownership of the common shares except to the extent of his pecuniary interest. 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.