Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FULLER H B COFUL · Entity 4255 | Director | November 29, 2024 | December 03, 2024 |
| GRACO INCGGG · Entity 3440 | Director | April 01, 2024 | April 01, 2024 |
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.
FULLER H B CO
Report date November 29, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 158,519.28 |
Reported balance
After 2024-11-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-11-29 · Grant · Acquired 768.96 · Balance 158,519.28 F2: These units convert into shares of common stock on a 1-for-1 basis. F3: These units will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F4: This amount includes stock units acquired pursuant to a dividend equivalent feature of the Directors' Deferred Compensation Plan. |
| Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 1988-08-08 | Direct | 50,577.94 |
Reported balance
Holding disclosure · report date 2024-11-29 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 50,577.94 F2: These units convert into shares of common stock on a 1-for-1 basis. F5: These units (acquired before 12-31-04) will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F4: This amount includes stock units acquired pursuant to a dividend equivalent feature of the Directors' Deferred Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 42,671 |
Reported balance
Holding disclosure · report date 2024-11-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 42,671 F1: On October 20, 2021 and October 27, 2021, the reporting person withdrew a total of 34,949 shares of H.B. Fuller common stock from a grantor retained annuity trust established for the benefit of himself, his adult children and their descendants. In exchange for the shares, the reporting person contributed to the trust bonds and cash in the principal amount of $2,391,161.39. The reporting person believes that his withdrawal of shares from the trust, and their subsequent contribution into an existing revocable trust, constitute a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 20, 2021 and October 27, 2021, the reporting person withdrew a total of 34,949 shares of H.B. Fuller common stock from a grantor retained annuity trust established for the benefit of himself, his adult children and their descendants. In exchange for the shares, the reporting person contributed to the trust bonds and cash in the principal amount of $2,391,161.39. The reporting person believes that his withdrawal of shares from the trust, and their subsequent contribution into an existing revocable trust, constitute a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.
F2: These units convert into shares of common stock on a 1-for-1 basis.
F3: These units will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law.
F4: This amount includes stock units acquired pursuant to a dividend equivalent feature of the Directors' Deferred Compensation Plan.
F5: These units (acquired before 12-31-04) will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law.
GRACO INC
Report date April 01, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock SharesSEC Table II · derivative / convertible security | Direct | 192,899.6513 |
Reported balance
After 2024-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-01 · Grant · Acquired 304.19 · Balance 192,899.6513 F1: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees. F3: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The deferred stock shares were accrued under the Graco Inc. 2019 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board.
F2: Shares of Graco Inc. deferred stock received in lieu of quarterly retainer fees.
F3: The number of deferred stock shares includes deferred stock shares acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 31, 2017 Filed Jun 1, 2017 18:50 UTC | FULLER H B CO FUL · Entity 4255 | GrantStock Units · Derivative | 932.02 | $50.75 Strike: $0.00 | $47,300.02 |
DisclosureSEC source: 0001225208-17-010699 · doc4.xml · derivative · entry 2 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,492.48 Underlying: Common Stock · 932.02 shares Expires not disclosed F1 · derivative.exercise_price: These units convert into shares of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These units will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F2 · derivative.expiration_date: These units will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F3 · balance_after: This amount includes stock units acquired pursuant to a dividend equivalent feature of the Directors' Deferred Compensation Plan. Read SEC document |
| April 28, 2017 Filed May 1, 2017 18:29 UTC | GRACO INC GGG · Entity 3440 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,290 | $0.00 Strike: $108.26 | $0.00 |
DisclosureSEC source: 0001127602-17-015968 · form4.xml · derivative · entry 1 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,290 Underlying: Common Stock · 4,290 shares Expires 2027-04-28 F1 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Graco Inc. 2015 Stock Incentive Plan in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 18:24 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 298.76 | $94.14 | $28,125.27 |
DisclosureSEC source: 0001127602-17-013802 · form4.xml · derivative · entry 1 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,276.794 Underlying: Common Stock · 298.76 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · kind: Shares of Graco Inc. phantom stock received in lieu of retainer and meeting fees. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F3 · balance_after: The number of Phantom Stock Units includes Phantom Stock Units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 14:54 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 8,600 | $0.00 Strike: $38.45 | $0.00 |
DisclosureSEC source: 0001127602-17-010510 · form4.xml · derivative · entry 3 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,600 shares Expires 2018-04-25 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. F2 · derivative.exercise_price: Nonemployee director stock option granted pursuant to the Amended and Restated Graco Inc. Stock Incentive Plan (2006) in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. F2 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Amended and Restated Graco Inc. Stock Incentive Plan (2006) in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 14:54 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 8,600 | $93.24 | $801,829.60 |
DisclosureSEC source: 0001127602-17-010510 · form4.xml · nonDerivative · entry 2 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,804 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold at prices ranging from $93.06 to $93.38, inclusive. The reporting person undertakes to provide Graco Inc., any security holder of Graco Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within the range set forth in the footnote. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 14:54 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 8,600 | $38.45 | $330,670.00 |
DisclosureSEC source: 0001127602-17-010510 · form4.xml · nonDerivative · entry 1 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,404 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 28, 2017 Filed Mar 2, 2017 16:00 UTC | FULLER H B CO FUL · Entity 4255 | GrantStock Units · Derivative | 957.3 | $49.41 Strike: $0.00 | $47,300.19 |
DisclosureSEC source: 0001225208-17-005188 · doc4.xml · derivative · entry 2 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,560.46 Underlying: Common Stock · 957.3 shares Expires not disclosed F2 · derivative.exercise_price: Deferred Compensation Plan: These units (acquired after 12-31-04) convert into shares of common stock on a 1-for-1 basis. F3 · derivative.exercise_date: Directors' Deferred Compensation Plan: These units (acquired after 12-31-04) will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F3 · derivative.expiration_date: Directors' Deferred Compensation Plan: These units (acquired after 12-31-04) will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F4 · balance_after: Directors' Deferred Compensation Plan Dividend Reinvestment: This amount (acquired after 12-31-04) includes stock units acquired pursuant to a dividend equivalent feature of the Directors' Deferred Compensation Plan. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 18:41 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,600 | $0.00 Strike: $40.66 | $0.00 |
DisclosureSEC source: 0001127602-17-004036 · form4.xml · derivative · entry 3 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,600 shares Expires 2017-04-20 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_price: Nonemployee director stock option granted pursuant to the Amended and Restated Graco Inc. Stock Incentive Plan (2006) in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. F2 · derivative.exercise_date: Nonemployee director stock option granted pursuant to the Amended and Restated Graco Inc. Stock Incentive Plan (2006) in a transaction exempt under Rule 16b-3. The stock option becomes exercisable in four equal annual installments, commencing one year after the date of the grant. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 18:41 UTC | GRACO INC GGG · Entity 3440 | SaleCommon Stock | 3,600 | $90.37 | $325,316.16 |
DisclosureSEC source: 0001127602-17-004036 · form4.xml · nonDerivative · entry 2 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,804 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold at prices ranging from $90.32 to $90.45, inclusive. The reporting person undertakes to provide Graco Inc., any security holder of Graco Inc., or the staff of the Securities and Exchange Commission, upon request, with full information regarding the number of shares sold at each separate price within the range set forth in the footnote. Read SEC document |
| February 03, 2017 Filed Feb 6, 2017 18:41 UTC | GRACO INC GGG · Entity 3440 | Exercise / conversionCommon Stock | 3,600 | $40.66 | $146,376.00 |
DisclosureSEC source: 0001127602-17-004036 · form4.xml · nonDerivative · entry 1 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,404 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 |
| January 01, 2017 Filed Jan 3, 2017 23:01 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 338.49 | $83.09 | $28,125.13 |
DisclosureSEC source: 0001127602-17-000326 · form4.xml · derivative · entry 1 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,763.155 Underlying: Common Stock · 338.49 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · balance_after: The number of Phantom Stock Units includes Phantom Stock Units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 22:10 UTC | FULLER H B CO FUL · Entity 4255 | GrantStock Units · Derivative | 1,006.6 | $46.99 Strike: $0.00 | $47,300.13 |
DisclosureSEC source: 0001225208-16-042531 · doc4.xml · derivative · entry 2 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,321.78 Underlying: Common Stock · 1,006.6 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan: These units (acquired after 12-31-04) convert into shares of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: Directors' Deferred Compensation Plan: These units (acquired after 12-31-04) will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F2 · derivative.expiration_date: Directors' Deferred Compensation Plan: These units (acquired after 12-31-04) will be converted into shares of common stock upon retirement, death, disability or certain specified events, all as defined in such plan, subject to holding periods required by law. F3 · balance_after: Directors' Deferred Compensation Plan Dividend Reinvestment: This amount (acquired after 12-31-04) includes stock units acquired pursuant to a dividend equivalent feature of the Directors' Deferred Compensation Plan. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 19:35 UTC | GRACO INC GGG · Entity 3440 | GrantPhantom Stock Units · Derivative | 380.06 | $74.00 | $28,124.44 |
DisclosureSEC source: 0001127602-16-063976 · form4.xml · derivative · entry 1 MITAU LEE R · CIK 0001185489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,190.459 Underlying: Common Stock · 380.06 shares Expires not disclosed F1 · derivative.exercise_price: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.exercise_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F1 · derivative.expiration_date: The Phantom Stock Units were accrued under the Graco Inc. 2015 Stock Incentive Plan and are to be settled 100% in Graco common stock in a lump sum or installments upon reporting person's termination of service on the Board. F2 · balance_after: The number of Phantom Stock Units includes Phantom Stock Units acquired under the Graco Inc. Automatic Dividend Reinvestment Plan (DRIP), exempt under Rule 16a-11. 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.