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SHUMATE ALEX

Disclosed activity across 2 companies

Tapewire entity
87094
SEC CIK
0001163230

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
J M SMUCKER CoSJM · Entity 627DirectorOctober 01, 2024October 03, 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.

J M SMUCKER Co

Report date October 01, 2024 · Filed October 03, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Stock UnitsSEC Table II · derivative / convertible securityDirect25,759.831 Reported balance After 2024-10-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2024-10-01 · Grant · Acquired 1,320 · Balance 25,759.831

F1: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Filing footnotes · ownership attribution and instrument terms

F1: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

CyrusOne Inc.

Report date March 25, 2022 · Filed March 25, 2022

Section 16 reporting ended · disclosed 2022-03-25. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-03-25 transaction · row 1
1 source row

Row 1 · 2022-03-25 · Disposition to issuer · Disposed 34,475 · Balance 0

F1: Pursuant to the Agreement and Plan of Merger, dated as of November 14, 2021, by and among CyrusOne Inc., a Maryland corporation, Cavalry Parent L.P., a Delaware limited partnership ("Parent"), and Cavalry Merger Sub LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, at the effective time of the merger (the "Effective Time"), (i) each share of Common Stock converted into the right to receive a lump-sum cash payment, without interest, equal to $90.50 (the "Merger Consideration") and (ii) each outstanding restricted share became fully vested and was canceled and converted into the right to receive the Merger Consideration, plus the amount of any accrued dividends with respect to such restricted shares that remain unpaid as of the Effective Time.

Filing footnotes · ownership attribution and instrument terms

F1: Pursuant to the Agreement and Plan of Merger, dated as of November 14, 2021, by and among CyrusOne Inc., a Maryland corporation, Cavalry Parent L.P., a Delaware limited partnership ("Parent"), and Cavalry Merger Sub LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, at the effective time of the merger (the "Effective Time"), (i) each share of Common Stock converted into the right to receive a lump-sum cash payment, without interest, equal to $90.50 (the "Merger Consideration") and (ii) each outstanding restricted share became fully vested and was canceled and converted into the right to receive the Merger Consideration, plus the amount of any accrued dividends with respect to such restricted shares that remain unpaid as of the Effective Time.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2024 Filed Oct 3, 2024 20:52 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,320 $0.00 $0.00
Disclosure

SEC source: 0000091419-24-000093 · wk-form4_1727988751.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,759.831

Underlying: Common Shares · 1,320 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 20:57 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,317 $0.00 $0.00
Disclosure

SEC source: 0000091419-23-000131 · wk-form4_1696453036.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,561.218

Underlying: Common Shares · 1,317 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 22:30 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,146 $0.00 $0.00
Disclosure

SEC source: 0000091419-22-000129 · wf-form4_166492258781451.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,629.408

Underlying: Common Shares · 1,146 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
March 25, 2022 Filed Mar 25, 2022 16:35 UTC CyrusOne Inc. CONE · Entity 128768 Disposition to issuerCommon Stock 34,475 Not disclosed Not disclosed
Disclosure

SEC source: 0001104659-22-038130 · tm2210242-9_4seq1.xml · nonDerivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of November 14, 2021, by and among CyrusOne Inc., a Maryland corporation, Cavalry Parent L.P., a Delaware limited partnership ("Parent"), and Cavalry Merger Sub LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, at the effective time of the merger (the "Effective Time"), (i) each share of Common Stock converted into the right to receive a lump-sum cash payment, without interest, equal to $90.50 (the "Merger Consideration") and (ii) each outstanding restricted share became fully vested and was canceled and converted into the right to receive the Merger Consideration, plus the amount of any accrued dividends with respect to such restricted shares that remain unpaid as of the Effective Time.

F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of November 14, 2021, by and among CyrusOne Inc., a Maryland corporation, Cavalry Parent L.P., a Delaware limited partnership ("Parent"), and Cavalry Merger Sub LLC, a Delaware limited liability company and a wholly-owned subsidiary of Parent, at the effective time of the merger (the "Effective Time"), (i) each share of Common Stock converted into the right to receive a lump-sum cash payment, without interest, equal to $90.50 (the "Merger Consideration") and (ii) each outstanding restricted share became fully vested and was canceled and converted into the right to receive the Merger Consideration, plus the amount of any accrued dividends with respect to such restricted shares that remain unpaid as of the Effective Time.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 21:21 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,254 $0.00 $0.00
Disclosure

SEC source: 0000091419-21-000099 · wf-form4_163346884492139.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,864.632

Underlying: Common Shares · 1,254 shares

Expires not disclosed

F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director.

F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director.

F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
May 18, 2021 Filed May 20, 2021 18:29 UTC CyrusOne Inc. CONE · Entity 128768 GrantCommon Stock 2,037 $0.00 $0.00
Disclosure

SEC source: 0001553023-21-000060 · wf-form4_162154975829759.xml · nonDerivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,475

F1 · shares: Annual equity retainer grant of restricted stock. The restricted stock vests on the earlier of the the first anniversary of the grant date or the date immediately prior to the next annual meeting of stockholders.

Read SEC document
October 01, 2020 Filed Oct 2, 2020 21:25 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,294 $116.00 Strike: $0.00 $150,104.00
Disclosure

SEC source: 0000091419-20-000139 · wf-form4_160167393651472.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,052.571

Underlying: Common Shares · 1,294 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
April 30, 2020 Filed May 4, 2020 17:04 UTC CyrusOne Inc. CONE · Entity 128768 GrantCommon Stock 2,139 $0.00 $0.00
Disclosure

SEC source: 0001553023-20-000097 · wf-form4_158862622525326.xml · nonDerivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,438

F1 · shares: Annual equity retainer grant of restricted stock. The restricted stock vests on the earlier of the the first anniversary of the grant date or the date immediately prior to the next annual meeting of stockholders.

Read SEC document
October 01, 2019 Filed Oct 3, 2019 21:07 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,390 $107.96 Strike: $0.00 $150,064.40
Disclosure

SEC source: 0001127602-19-030033 · form4.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,235.697

Underlying: Common Shares · 1,390 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
February 21, 2019 Filed Feb 25, 2019 17:08 UTC CyrusOne Inc. CONE · Entity 128768 GrantCommon Stock 2,383 $0.00 $0.00
Disclosure

SEC source: 0001553023-19-000064 · wf-form4_155113245051020.xml · nonDerivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,299

F1 · shares: Annual equity retainer in the form of restricted stock vesting in full on the first anniversary of the grant date.

Read SEC document
October 01, 2018 Filed Oct 3, 2018 21:32 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,317 $102.51 Strike: $0.00 $135,005.67
Disclosure

SEC source: 0001127602-18-029449 · form4.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,229.921

Underlying: Common Shares · 1,317 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
February 26, 2018 Filed Feb 28, 2018 21:03 UTC CyrusOne Inc. CONE · Entity 128768 GrantCommon Stock 2,436 $0.00 $0.00
Disclosure

SEC source: 0001553023-18-000049 · wf-form4_151986978822761.xml · nonDerivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,916

F1 · shares: Annual equity retainer in the form of restricted stock vesting in full on the first anniversary of the grant date.

Read SEC document
October 02, 2017 Filed Oct 4, 2017 21:07 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 1,290 $104.72 Strike: $0.00 $135,088.80
Disclosure

SEC source: 0001127602-17-029245 · form4.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,547.736

Underlying: Common Shares · 1,290 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

Read SEC document
February 13, 2017 Filed Feb 15, 2017 18:56 UTC CyrusOne Inc. CONE · Entity 128768 GrantCommon Stock 2,597 $0.00 $0.00
Disclosure

SEC source: 0001553023-17-000042 · wf-form4_148720297723304.xml · nonDerivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,480

F1 · shares: Annual equity retainer in the form of restricted stock vesting in full on the first anniversary of the grant date.

Read SEC document
October 03, 2016 Filed Oct 5, 2016 22:46 UTC J M SMUCKER Co SJM · Entity 627 GrantDeferred Stock Units · Derivative 923 $135.54 Strike: $0.00 $125,103.42
Disclosure

SEC source: 0001127602-16-064415 · form4.xml · derivative · entry 1

SHUMATE ALEX · CIK 0001163230 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,982.313

Underlying: Common Shares · 923 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F1 · derivative.expiration_date: Deferred Stock Units are payable at a rate of 1-for-1 following termination of services as a Director.

F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.

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.