Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SHERWIN WILLIAMS COSHW · Entity 2948 | SVP - Human Resources | November 18, 2024 | November 20, 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.
SHERWIN WILLIAMS CO
Report date November 18, 2024 · Filed November 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,329 |
Ending reported balance
After 2024-11-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-11-18 · Exercise / conversion · Acquired 2,565 · Balance 8,894 Row 2 · 2024-11-18 · Sale · Disposed 2,565 · Balance 6,329 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $378.69 to $378.55 per share. The Reporting Person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, 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 this footnote. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.85 · Expires 2025-10-15 | Direct | 0 |
Reported balance
After 2024-11-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-11-18 · Exercise / conversion · Disposed 2,565 · Balance 0 F3: These options were granted on October 16, 2015 and vested in three substantially equal installments on each of the first three anniversaries of the date of grant, subject to vesting conditions. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 5,360.52 |
Reported balance
Holding disclosure · report date 2024-11-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,360.52 F2: Represents the number of shares of common stock attributable to the Reporting Person's participation in The Sherwin-Williams Company 401(k) Plan per the trustee's 9/30/2024 statement. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $378.69 to $378.55 per share. The Reporting Person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, 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 this footnote.
F2: Represents the number of shares of common stock attributable to the Reporting Person's participation in The Sherwin-Williams Company 401(k) Plan per the trustee's 9/30/2024 statement.
F3: These options were granted on October 16, 2015 and vested in three substantially equal installments on each of the first three anniversaries of the date of grant, subject to vesting conditions.
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 18, 2024 Filed Nov 20, 2024 20:29 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,565 | $0.00 Strike: $79.85 | $0.00 |
DisclosureSEC source: 0000089800-24-000159 · wk-form4_1732134554.xml · derivative · entry 4 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,565 shares Expires 2025-10-15 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. F3 · derivative.exercise_date: These options were granted on October 16, 2015 and vested in three substantially equal installments on each of the first three anniversaries of the date of grant, subject to vesting conditions. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 20:29 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 2,565 | $378.63 | $971,185.95 |
DisclosureSEC source: 0000089800-24-000159 · wk-form4_1732134554.xml · nonDerivative · entry 2 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,329 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $378.69 to $378.55 per share. The Reporting Person undertakes to provide to The Sherwin-Williams Company, any security holder of The Sherwin-Williams Company, 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 this footnote. Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 20:29 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 2,565 | $79.85 | $204,815.25 |
DisclosureSEC source: 0000089800-24-000159 · wk-form4_1732134554.xml · nonDerivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,894 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 15, 2024 Filed Oct 17, 2024 20:45 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 5,900 | $0.00 Strike: $388.57 | $0.00 |
DisclosureSEC source: 0000089800-24-000146 · wk-form4_1729197902.xml · derivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,900 Underlying: Common Stock · 5,900 shares Expires 2034-10-14 F1 · derivative.exercise_date: These options were granted on October 15, 2024, pursuant to the terms of a stock option agreement under the 2006 Equity and Performance Incentive Plan (Amended and Restated as of October 13, 2023). The options vest annually in three substantially equal installments commencing October 15, 2025, subject to vesting conditions. F1 · balance_after: These options were granted on October 15, 2024, pursuant to the terms of a stock option agreement under the 2006 Equity and Performance Incentive Plan (Amended and Restated as of October 13, 2023). The options vest annually in three substantially equal installments commencing October 15, 2025, subject to vesting conditions. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 15:51 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,830 | $0.00 Strike: $75.91 | $0.00 |
DisclosureSEC source: 0000089800-24-000061 · wk-form4_1709049072.xml · derivative · entry 4 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,830 shares Expires 2024-10-21 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: These options were granted on October 22, 2014 and vested in three substantially equal installments on each of the first three anniversaries of the date of grant, subject to vesting conditions. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 15:51 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | SaleCommon Stock | 1,830 | $320.70 | $586,881.00 |
DisclosureSEC source: 0000089800-24-000061 · wk-form4_1709049072.xml · nonDerivative · entry 2 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,329 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 15:51 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 1,830 | $75.91 | $138,915.30 |
DisclosureSEC source: 0000089800-24-000061 · wk-form4_1709049072.xml · nonDerivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,159 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 15, 2024 Filed Feb 20, 2024 22:50 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 152 | $312.98 | $47,572.96 |
DisclosureSEC source: 0000089800-24-000049 · wk-form4_1708469407.xml · nonDerivative · entry 2 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,329 F2 · shares: Represents shares mandatorily withheld to satisfy tax withholding liabilities arising upon the vesting of the PRSU award. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:50 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0000089800-24-000049 · wk-form4_1708469407.xml · nonDerivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,481 F1 · shares: Represents a performance-based restricted stock unit ("PRSU") award that has vested and paid out in shares of common stock. The PRSU award was initially granted on February 16, 2021, subject to the achievement of certain performance conditions for the 2021-2023 performance period, under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 12:32 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,600 | $0.00 Strike: $248.57 | $0.00 |
DisclosureSEC source: 0001209191-23-052924 · doc4.xml · derivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,600 Underlying: Common Stock · 6,600 shares Expires 2033-10-12 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on October 13, 2024. Read SEC document |
| September 08, 2023 Filed Sep 11, 2023 13:24 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 424 | $0.00 Strike: $60.16 | $0.00 |
DisclosureSEC source: 0001209191-23-048862 · doc4.xml · derivative · entry 5 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 424 shares Expires 2023-10-15 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 |
| September 08, 2023 Filed Sep 11, 2023 13:24 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 957 | $0.00 Strike: $60.16 | $0.00 |
DisclosureSEC source: 0001209191-23-048862 · doc4.xml · derivative · entry 4 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 957 shares Expires 2023-10-15 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 |
| September 08, 2023 Filed Sep 11, 2023 13:24 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 960 | $0.00 Strike: $60.16 | $0.00 |
DisclosureSEC source: 0001209191-23-048862 · doc4.xml · derivative · entry 3 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 shares Expires 2023-10-15 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 |
| September 08, 2023 Filed Sep 11, 2023 13:24 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Exercise / conversionCommon Stock | 2,341 | $60.16 | $140,834.56 |
DisclosureSEC source: 0001209191-23-048862 · doc4.xml · nonDerivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,986 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 17, 2023 Filed Feb 22, 2023 22:17 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | Tax withholdingCommon Stock | 383 | $226.23 | $86,646.09 |
DisclosureSEC source: 0001209191-23-011759 · doc4.xml · nonDerivative · entry 2 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,645 F2 · kind: Shares automatically and mandatorily withheld to satisfy the tax withholding requirement upon the vesting of performance-based restricted stock units. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:17 UTC | SHERWIN WILLIAMS CO SHW · Entity 2948 | GrantCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011759 · doc4.xml · nonDerivative · entry 1 Sofish Gregory P. · CIK 0001957927 · SVP - Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,028 F1 · kind: Represents the vesting of performance-based restricted stock units previously granted to the reporting person under The Sherwin-Williams Company 2006 Equity and Performance Incentive Plan for the 2020-2022 performance period. 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.