Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREIF, INCGEF, GEFB · Entity 3946 | 10% owner | July 21, 2017 | February 13, 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.
GREIF, INC
Report date July 21, 2017 · Filed February 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 2,942,508 |
Reported balance
After 2017-07-21 transaction · row 1
1 source rowRow 1 · 2017-07-21 · Gift · Disposed 87,328 · Balance 2,942,508 |
| Class B Common StockSEC Table I · non-derivative | IndirectSee Footnote | 525,140 |
Reported balance
Holding disclosure · report date 2017-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 525,140 F1: Owned by charitable foundation, of which Reporting Person is president and makes investment decisions. |
| Class B Common StockSEC Table I · non-derivative | IndirectSee Footnote | 23,334 |
Reported balance
Holding disclosure · report date 2017-07-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 23,334 F2: As sole trustee for family trust. |
| Clsss A Common StockSEC Table I · non-derivative | Direct | 6,770 |
Reported balance
Holding disclosure · report date 2017-07-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,770 |
Filing footnotes · ownership attribution and instrument terms
F1: Owned by charitable foundation, of which Reporting Person is president and makes investment decisions.
F2: As sole trustee for family trust.
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 |
|---|---|---|---|---|---|---|
| December 11, 2020 Filed Dec 21, 2020 19:48 UTC | GREIF, INC GEF, GEFB · Entity 3946 | GiftClass B Common Stock | 2,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-034673 · doc4.xml · nonDerivative · entry 1 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,029,836 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 18:17 UTC | GREIF, INC GEF, GEFB · Entity 3946 | PurchaseClass B Common Stock | 10,000 | $34.10 | $341,000.00 |
DisclosureSEC source: 0000899243-20-007723 · doc4.xml · nonDerivative · entry 2 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,032,076 Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 18:17 UTC | GREIF, INC GEF, GEFB · Entity 3946 | PurchaseClass B Common Stock | 2,588 | $36.50 | $94,462.00 |
DisclosureSEC source: 0000899243-20-007723 · doc4.xml · nonDerivative · entry 1 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,022,076 Read SEC document |
| December 05, 2018 Filed Dec 14, 2018 13:29 UTC | GREIF, INC GEF, GEF.B · Entity 3946 | GiftClass B Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-030990 · doc4.xml · nonDerivative · entry 2 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,019,488 Read SEC document |
| November 06, 2018 Filed Dec 14, 2018 13:29 UTC | GREIF, INC GEF, GEF.B · Entity 3946 | SaleClass B Common Stock | 5,700 | $51.67 | $294,519.00 |
DisclosureSEC source: 0000899243-18-030990 · doc4.xml · nonDerivative · entry 1 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,119,488 Read SEC document |
| July 21, 2017 Filed Feb 13, 2025 15:04 UTC | GREIF, INC GEF, GEFB · Entity 3946 | GiftClass B Common Stock | 87,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001464863-25-000003 · primary_doc.xml · nonDerivative · entry 1 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,942,508 Read SEC document |
| August 10, 2016 Filed Nov 8, 2016 16:46 UTC | GREIF, INC GEF, GEF.B · Entity 3946 | GiftClass B Common Stock | 62,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-16-032893 · doc4.xml · nonDerivative · entry 1 Ragan Virginia D. · CIK 0001464863 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125,188 F1 · price: The reported transaction represents a distribution by a grantor retained annuity trust of which the Reporting Person is the trustee. The shares were distributed into a family trust in which the Reporting Person adult son is the trustee. 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.