Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Adient plcADNT · Entity 4713 | Director | March 12, 2024 | March 14, 2024 |
| ENERPAC TOOL GROUP CORPEPAC · Entity 4543 | EVP-Chief Financial Officer | March 29, 2022 | March 30, 2022 |
| Vestis CorpVSTS · Entity 1759 | EVP and CFO | January 06, 2025 | January 08, 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.
Adient plc
Report date March 12, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 14,643 |
Reported balance
After 2024-03-12 transaction · row 1
1 source rowRow 1 · 2024-03-12 · Grant · Acquired 4,207 · Balance 14,643 F1: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan.
ENERPAC TOOL GROUP CORP
Report date March 29, 2022 · Filed March 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 84,109 |
Reported balance
After 2022-03-29 transaction · row 1
1 source rowRow 1 · 2022-03-29 · Sale · Disposed 8,955 · Balance 84,109 F1: The purchase price is a weighted average price. These shares were sold in multiple transactions ranging from $22.385 to $22.485, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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. |
| Class A Common StockSEC Table I · non-derivative | Indirect401(k) | 1,152 |
Reported balance
Holding disclosure · report date 2022-03-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,152 |
Filing footnotes · ownership attribution and instrument terms
F1: The purchase price is a weighted average price. These shares were sold in multiple transactions ranging from $22.385 to $22.485, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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.
Vestis Corp
Report date January 06, 2025 · Filed January 08, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 66,869.832 |
Reported balance
After 2025-01-06 transaction · row 1
1 source rowRow 1 · 2025-01-06 · Grant · Acquired 79.858 · Balance 66,869.832 F1: Represents accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional restricted stock units vest and settle on the same schedules as the underlying awards to which they relate. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional restricted stock units vest and settle on the same schedules as the underlying awards to which they relate.
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 |
|---|---|---|---|---|---|---|
| January 06, 2025 Filed Jan 8, 2025 23:43 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 79.858 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-002193 · marketforms-67782.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,869.832 F1 · shares: Represents accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional restricted stock units vest and settle on the same schedules as the underlying awards to which they relate. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 21:13 UTC | Vestis Corp VSTS · Entity 1759 | Tax withholdingCommon Stock, par value $0.01 per share | 2,020 | $16.30 | $32,926.00 |
DisclosureSEC source: 0001213900-24-107422 · marketforms-67551.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,789.974 F1 · shares: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 22:14 UTC | Vestis Corp VSTS · Entity 1759 | GrantStock Option (Right to Buy) · Derivative | 44,564 | $0.00 Strike: $16.08 | $0.00 |
DisclosureSEC source: 0001213900-24-105120 · marketforms-67485.xml · derivative · entry 2 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,564 Underlying: Common Stock, par value $0.01 per share · 44,564 shares Expires 2034-11-29 F2 · derivative.exercise_date: These options to purchase shares of common stock vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 22:14 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 15,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-105120 · marketforms-67485.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,809.974 F1 · shares: Represents restricted stock units, which vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 17, 2024 Filed Nov 19, 2024 23:17 UTC | Vestis Corp VSTS · Entity 1759 | Tax withholdingCommon Stock, par value $0.01 per share | 1,966 | $13.86 | $27,248.76 |
DisclosureSEC source: 0001213900-24-100283 · marketforms-67388.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,261.974 F1 · shares: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. F2 · balance_after: Reflects an adjustment of -0.084 shares related to prior dividends. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 22:28 UTC | Vestis Corp VSTS · Entity 1759 | Tax withholdingCommon Stock, par value $0.01 per share | 5 | $14.83 | $74.15 |
DisclosureSEC source: 0001213900-24-086007 · marketforms-67138.xml · nonDerivative · entry 2 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,228.058 F2 · shares: Represents shares withheld to pay taxes applicable to the vesting of dividend equivalent restricted stock units. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 22:28 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 87.612 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-086007 · marketforms-67138.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,233.058 F1 · shares: Represents accrual of additional restricted stock units and distribution of shares of common stock in connection with the Issuer's quarterly dividend on previously awarded restricted stock units. The additional restricted stock units vest and settle on the same schedules as the underlying awards to which they relate. Read SEC document |
| September 27, 2024 Filed Oct 1, 2024 20:53 UTC | Vestis Corp VSTS · Entity 1759 | Tax withholdingCommon Stock, par value $0.01 per share | 2,769 | $15.32 | $42,421.08 |
DisclosureSEC source: 0001213900-24-084116 · marketforms-67089.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,145.446 F1 · shares: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| July 02, 2024 Filed Jul 3, 2024 21:15 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 110.657 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-059118 · marketforms-66513.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,914.446 F1 · shares: Represents the accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units and the portion of previously granted performance stock units that were determined to be earned (and thus reported as restricted stock units). The additional units vest on the same schedules as the underlying awards to which they relate. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:39 UTC | Vestis Corp VSTS · Entity 1759 | Tax withholdingCommon Stock, par value $0.01 per share | 1,033 | $12.32 | $12,726.56 |
DisclosureSEC source: 0001213900-24-049721 · marketforms-66168.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,803.789 F1 · shares: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| May 14, 2024 Filed May 14, 2024 20:33 UTC | Vestis Corp VSTS · Entity 1759 | PurchaseCommon Stock, par value $0.01 per share | 16,200 | $12.43 | $201,320.64 |
DisclosureSEC source: 0001213900-24-042984 · marketforms-65876.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,836.789 F1 · price: The price reported in this column represents the weighted average price. These shares were purchased in multiple transactions at prices ranging from $12.345 to $12.450 inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:32 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 73.621 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-031194 · marketforms-65443.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,636.789 F1 · shares: Represents the accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units and the portion of previously granted performance stock units that were determined to be earned (and thus reported as restricted stock units). The additional units vest on the same schedules as the underlying awards to which they relate. Read SEC document |
| March 12, 2024 Filed Mar 14, 2024 20:18 UTC | Adient plc ADNT · Entity 4713 | GrantOrdinary Shares | 4,207 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001670541-24-000054 · wk-form4_1710447524.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,643 F1 · price: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 22:38 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 68.168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-001179 · doc4.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,563.168 F1 · shares: Represents the accrual of additional restricted stock units in connection with the Issuer's quarterly dividend on previously awarded restricted stock units and the portion of previously granted performance stock units that were determined to be earned (and thus reported as restricted stock units). The additional units vest on the same schedules as the underlying awards to which they relate. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:20 UTC | Vestis Corp VSTS · Entity 1759 | GrantStock Option (Right to Buy) · Derivative | 36,928 | $0.00 Strike: $18.63 | $0.00 |
DisclosureSEC source: 0001209191-23-057906 · doc4.xml · derivative · entry 2 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,928 Underlying: Common Stock, par value $0.01 per share · 36,928 shares Expires 2033-12-06 F2 · derivative.exercise_date: These options to purchase shares of common stock vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:20 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 13,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057906 · doc4.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,495 F1 · shares: Represents restricted stock units, which vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 21:48 UTC | Vestis Corp VSTS · Entity 1759 | Tax withholdingCommon Stock, par value $0.01 per share | 1,963 | $16.49 | $32,369.87 |
DisclosureSEC source: 0001209191-23-056298 · doc4.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,075 F1 · shares: Represents shares withheld to pay taxes applicable to vesting of restricted stock units. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 21:30 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 6,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054704 · doc4.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,038 F1 · date: The date of the transaction represents the date on which the Board determined that a portion of a previously granted performance stock unit award had been earned. F2 · shares: Represents the number of underlying shares of common stock determined by the Board to have been earned on a previously granted performance stock unit award. Also includes dividend equivalents accrued on such award since the date of grant calculated based upon the number of underlying shares of common stock earned. The performance stock unit award is now subject only to time-based vesting, and will vest on September 27, 2024. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 01:26 UTC | Vestis Corp VSTS · Entity 1759 | GrantPremium Stock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $20.41 | $0.00 |
DisclosureSEC source: 0001628280-23-033912 · wk-form4_1696469202.xml · derivative · entry 5 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock, par value $0.01 per share · 100,000 shares Expires 2033-10-02 F7 · derivative.exercise_date: Represents a premium price option to purchase shares of Vestis common stock, which vests on the third anniversary of the date of grant. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 01:26 UTC | Vestis Corp VSTS · Entity 1759 | GrantStock Option (Right to Buy) · Derivative | 30,593 | $0.00 Strike: $19.76 | $0.00 |
DisclosureSEC source: 0001628280-23-033912 · wk-form4_1696469202.xml · derivative · entry 4 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,593 Underlying: Common Stock, par value $0.01 per share · 30,593 shares Expires 2032-11-17 F6 · derivative.exercise_price: Represents conversion of an option to purchase Aramark common stock granted by Aramark into the option to purchase Vestis common stock as a result of the Spin-Off, of which 25% vests on November 17, 2023, 25% vests on November 17, 2024, 25% vests on November 17, 2025 and 25% vests on November 17, 2026. The exercise price reflects the adjustments that occurred as of October 2, 2023 in connection with the Spin-Off as described in the registration statement on Form 10 filed with the SEC by Vestis. F6 · derivative.exercise_date: Represents conversion of an option to purchase Aramark common stock granted by Aramark into the option to purchase Vestis common stock as a result of the Spin-Off, of which 25% vests on November 17, 2023, 25% vests on November 17, 2024, 25% vests on November 17, 2025 and 25% vests on November 17, 2026. The exercise price reflects the adjustments that occurred as of October 2, 2023 in connection with the Spin-Off as described in the registration statement on Form 10 filed with the SEC by Vestis. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 01:26 UTC | Vestis Corp VSTS · Entity 1759 | GrantStock Option (Right to Buy) · Derivative | 19,585 | $0.00 Strike: $16.69 | $0.00 |
DisclosureSEC source: 0001628280-23-033912 · wk-form4_1696469202.xml · derivative · entry 3 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,585 Underlying: Common Stock, par value $0.01 per share · 19,585 shares Expires 2032-06-01 F5 · derivative.exercise_price: Represents conversion of an option to purchase Aramark common stock granted by Aramark into the option to purchase Vestis common stock as a result of the Spin-Off, of which 33.33% is fully vested, 33.33% vests on June 1, 2024, and 33.34% vests on June 1, 2025. The exercise price reflects the adjustments that occurred as of October 2, 2023 in connection with the Spin-Off as described in the registration statement on Form 10 filed with the SEC by Vestis. F5 · derivative.exercise_date: Represents conversion of an option to purchase Aramark common stock granted by Aramark into the option to purchase Vestis common stock as a result of the Spin-Off, of which 33.33% is fully vested, 33.33% vests on June 1, 2024, and 33.34% vests on June 1, 2025. The exercise price reflects the adjustments that occurred as of October 2, 2023 in connection with the Spin-Off as described in the registration statement on Form 10 filed with the SEC by Vestis. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 01:26 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 17,411 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033912 · wk-form4_1696469202.xml · nonDerivative · entry 2 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,891 F3 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of Vestis common stock. F4 · shares: Represents conversion of an award of restricted stock units granted by Aramark into restricted stock units with respect to Vestis common stock as a result of the Spin-Off, which will vest 25% on November 17, 2023, 25% on November 17, 2024, 25% on November 17, 2025 and 25% on November 17, 2026. F4 · price: Represents conversion of an award of restricted stock units granted by Aramark into restricted stock units with respect to Vestis common stock as a result of the Spin-Off, which will vest 25% on November 17, 2023, 25% on November 17, 2024, 25% on November 17, 2025 and 25% on November 17, 2026. Read SEC document |
| October 02, 2023 Filed Oct 5, 2023 01:26 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 6,892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033912 · wk-form4_1696469202.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,480 F1 · shares: The transactions reported herein are the result of the consummation on September 30, 2023 of the distribution of approximately 130,725,188 shares of common stock of Vestis Corporation ("Vestis") by Aramark ("Aramark") to holders of Aramark common stock on a pro rata basis (the "Spin-Off"). F2 · shares: Represents conversion of an award of restricted stock units granted by Aramark into restricted stock units with respect to Vestis common stock as a result of the Spin-Off, which will vest 50% on June 1, 2024 and 50% on June 1, 2025. F3 · shares: Each restricted stock unit represents the right to receive, at settlement, one share of Vestis common stock. F2 · price: Represents conversion of an award of restricted stock units granted by Aramark into restricted stock units with respect to Vestis common stock as a result of the Spin-Off, which will vest 50% on June 1, 2024 and 50% on June 1, 2025. Read SEC document |
| September 30, 2023 Filed Oct 4, 2023 00:22 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 588 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-23-033745 · wk-form4_1696378954.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 588 F1 · shares: The transactions reported herein are the result of the consummation on September 30, 2023 of the distribution of approximately 130,725,188 shares of common stock of Vestis Corporation by Aramark ("Aramark") to holders of Aramark common stock on a pro rata basis. These transactions are voluntarily reported notwithstanding the exemption provided by Rule 16a-9. F1 · price: The transactions reported herein are the result of the consummation on September 30, 2023 of the distribution of approximately 130,725,188 shares of common stock of Vestis Corporation by Aramark ("Aramark") to holders of Aramark common stock on a pro rata basis. These transactions are voluntarily reported notwithstanding the exemption provided by Rule 16a-9. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 21:32 UTC | Adient plc ADNT · Entity 4713 | GrantOrdinary Shares | 3,312 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001670541-23-000071 · wf-form4_167831112390933.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,436 F1 · price: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 22:20 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | SaleClass A Common Stock | 8,955 | $22.41 | $200,662.74 |
DisclosureSEC source: 0001593968-22-000784 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,109 F1 · price: The purchase price is a weighted average price. These shares were sold in multiple transactions ranging from $22.385 to $22.485, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer 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. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:18 UTC | Adient plc ADNT · Entity 4713 | GrantOrdinary Shares | 4,531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001670541-22-000029 · wf-form4_164694711628540.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,124 F1 · price: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 16:38 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,822 | $17.43 | $31,757.46 |
DisclosureSEC source: 0001593968-22-000348 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,064 Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 23:13 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 15,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-22-000334 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,886 F1 · shares: Restricted stock units granted under the Enerpac Tool Group 2017 Omnibus Plan that vest in three equal annual installments beginning on January 25,2023. Read SEC document |
| January 22, 2022 Filed Jan 25, 2022 18:34 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,829 | $18.30 | $33,470.70 |
DisclosureSEC source: 0001593968-22-000290 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,172 Read SEC document |
| January 19, 2022 Filed Jan 21, 2022 21:59 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 2,626 | $19.08 | $50,104.08 |
DisclosureSEC source: 0001593968-22-000273 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,001 Read SEC document |
| October 30, 2021 Filed Nov 2, 2021 23:01 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,146 | $20.89 | $23,939.94 |
DisclosureSEC source: 0001593968-21-002346 · primary_01.xml · nonDerivative · entry 2 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,627 Read SEC document |
| October 30, 2021 Filed Nov 2, 2021 23:01 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 2,635 | $20.89 | $55,045.15 |
DisclosureSEC source: 0001593968-21-002346 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,773 Read SEC document |
| October 19, 2021 Filed Oct 29, 2021 00:25 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 4,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002308 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,138 F1 · shares: Restricted stock units granted under Enerpac Tool Group 2017 Omnibus Plan which vest one year after date of grant. F2 · price: Not applicable. Read SEC document |
| October 08, 2021 Filed Oct 13, 2021 18:50 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 20,000 | $20.60 | $412,000.00 |
DisclosureSEC source: 0001593968-21-002267 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,878 Read SEC document |
| October 08, 2021 Filed Nov 2, 2021 18:21 UTC Amendment | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-002335 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,878 F1 · price: This amendment is being filed to correct the price reported in box 4 of table 1 to reflect that no price was paid by the reporting person, as the transaction reported was an award under the issuer's 2017 Omnibus Incentive Plan, and to delete the footnote with respect to the indirect ownership of shares held through the issuer's 401(k)plan, as the shares beneficially owned under such plan are specifically allocated among relevant participants. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:24 UTC | Adient plc ADNT · Entity 4713 | GrantOrdinary Shares | 2,593 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001670541-21-000076 · wf-form4_162525744822241.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 F1 · price: Shares delivered as compensation for service as a director under the Adient plc 2021 Omnibus Incentive Plan. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 22:24 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,816 | $21.07 | $38,263.12 |
DisclosureSEC source: 0001593968-21-000290 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,878 Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:28 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 3,576 | $22.08 | $78,958.08 |
DisclosureSEC source: 0001593968-21-000198 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,694 Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 01:52 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 15,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001593968-21-000168 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,270 F1 · shares: Restricted Stock Units granted under the Enerpac Tool Group 2017 Omnibus Plan . F2 · price: Not Applicable Read SEC document |
| November 09, 2020 Filed Nov 12, 2020 23:06 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | SaleClass A Common Stock | 2,005 | $20.13 | $40,352.03 |
DisclosureSEC source: 0001593968-20-002192 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,598 F1 · kind: The Reporting Person has made a payment of $12.91 to the Issuer as disgorgement of the profit under Section 16(b) of the Securities Exchange Act of 1934, as amended, with respect to the sale of such shares of Class A Common Stock and with respect to the purchase on October 19, 2020 of 36.29 shares of Class A Common Stock at a price per share of $19.77 pursuant to an automatic dividend reinvestment feature of a brokerage account maintained by the Reporting Person, which transaction is the sole non-exempt purchase of shares of Class A Common Stock effected by the Reporting Person within six months before the date of such sale. Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:12 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,510 | $19.24 | $29,052.40 |
DisclosureSEC source: 0001593968-20-002097 · primary_01.xml · nonDerivative · entry 2 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,603 Read SEC document |
| October 26, 2020 Filed Oct 28, 2020 22:12 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 3,514 | $19.24 | $67,609.36 |
DisclosureSEC source: 0001593968-20-002097 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,113 Read SEC document |
| October 19, 2020 Filed Oct 21, 2020 19:31 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantPhantom Stock · Derivative | 2 | $19.64 | $39.28 |
DisclosureSEC source: 0001593968-20-002084 · primary_01.xml · derivative · entry 3 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808 Underlying: Class A Common Stock · 2 shares Expires not disclosed F3 · security: Pursuant to the Issuer's Deferred Compensation Plan ("the Plan"), the phantom stock units are settled in stock generally following termination of employment. F4 · derivative.exercise_price: The phantom stock is converted 1 for 1 into shares of Class A Common Stock. F5 · price: Price is based on the closing selling price of the Class A Common Stock on the date of accrual of the dividend equivalent rights. F6 · derivative.exercise_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the termination of employment. F6 · derivative.expiration_date: Pursuant to the Plan, the phantom stock units are settled in stock generally following the termination of employment. F7 · balance_after: Balance includes phantom stock previously acquired under the Plan and previously reported in Table I. Read SEC document |
| October 19, 2020 Filed Oct 21, 2020 19:31 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | PurchaseClass A Common Stock | 36.29 | $19.77 | $717.45 |
DisclosureSEC source: 0001593968-20-002084 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,599 F1 · kind: Acquisition of shares pursuant to an automatic dividend reinvestment feature of a brokerage account maintained by the Reporting Person. Read SEC document |
| February 04, 2020 Filed Feb 5, 2020 16:59 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | SaleClass A Common Stock | 2,128 | $23.85 | $50,752.80 |
DisclosureSEC source: 0001593968-20-000322 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,563 F1 · price: All shares were sold at a price of $23.85 as indicated in Column 4. The shares were sold in multiple transactions at $23.85. The undersigned undertakes to provide Enerpac Tool Group Corp. ("ETG"), any security holder of ETG or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold as set forth in footnote (1) to this Form 4. Read SEC document |
| January 28, 2020 Filed Jan 30, 2020 17:00 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | GrantClass A Common Stock | 12,420 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001593968-20-000271 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,691 F1 · shares: Restricted Stock Units granted under the Actuant Corporation 2017 Omnibus Incentive Plan. F2 · price: Not Applicable Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 18:37 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 3,433 | $23.77 | $81,602.41 |
DisclosureSEC source: 0001593968-20-000186 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,271 Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 16:07 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | Tax withholdingClass A Common Stock | 1,137 | $25.16 | $28,606.92 |
DisclosureSEC source: 0001593968-20-000163 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,704 Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 23:07 UTC | ENERPAC TOOL GROUP CORP EPAC · Entity 4543 | SaleClass A Common Stock | 2,432 | $25.89 | $62,962.53 |
DisclosureSEC source: 0001593968-19-002093 · primary_01.xml · nonDerivative · entry 1 Dillon Ricky T · CIK 0001380390 · Executive Vice President - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,841 F1 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $25.69 to $26.28. The undersigned undertakes to provide Actuant Corporation ("Actuant"), any security holder of Actuant 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 footnote (1) to this Form 4. 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.