Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCO BRANDS CorpACCO · Entity 5672 | Director · Executive Chairman | March 27, 2024 | March 29, 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.
ACCO BRANDS Corp
Report date March 27, 2024 · Filed March 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-03-02 | Direct | 106,310.7 |
Reported balance
After 2024-03-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-27 · Grant · Acquired 1,405 · Balance 106,310.7 F1: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 2, 2025, provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. F2: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's earned and outstanding RSU awards. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-14 | Direct | 284,015.1 |
Reported balance
After 2024-03-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-27 · Grant · Acquired 3,753.5 · Balance 284,015.1 F3: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 14, 2026, provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. F2: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's earned and outstanding RSU awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 2, 2025, provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan.
F2: Represents Restricted Stock Units (RSUs) acquired pursuant to the dividend equivalent provisions of the Reporting Person's earned and outstanding RSU awards.
F3: Restricted Stock Units (RSUs) granted under the Issuer's Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 14, 2026, provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan.
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 |
|---|---|---|---|---|---|---|
| March 07, 2018 Filed Mar 8, 2018 22:45 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Tax withholdingCommon Stock | 123,655 | $12.82 | $1,585,257.10 |
DisclosureSEC source: 0000712034-18-000025 · wf-form4_152054910190028.xml · nonDerivative · entry 2 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 791,437 Read SEC document |
| March 07, 2018 Filed Mar 8, 2018 22:45 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantCommon Stock | 279,130 | $12.82 | $3,578,446.60 |
DisclosureSEC source: 0000712034-18-000025 · wf-form4_152054910190028.xml · nonDerivative · entry 1 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 915,092 F1 · shares: Reflects the settlement of earned performance stock units ("PSUs") for the PSU (2015-2017) cycle into an equal number of shares of common stock on the transaction date indicated. Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 23:52 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionRestricted Stock Units · Derivative | 84,023 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000021 · wf-form4_152038035936766.xml · derivative · entry 4 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,023 shares Expires 2018-03-04 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 · security: Restricted Stock Units (RSUs) granted under the Issuer's Amended and Restated 2011 Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 4, 2018 (the "Vesting Date") provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 23:52 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Tax withholdingCommon Stock | 26,270 | $12.65 | $332,315.50 |
DisclosureSEC source: 0000712034-18-000021 · wf-form4_152038035936766.xml · nonDerivative · entry 2 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,962 Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 23:52 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionCommon Stock | 84,023 | $0.00 | $0.00 |
DisclosureSEC source: 0000712034-18-000021 · wf-form4_152038035936766.xml · nonDerivative · entry 1 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662,232 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 20, 2018 Filed Feb 20, 2018 22:45 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | SaleCommon Stock | 47,600 | $13.83 | $658,308.00 |
DisclosureSEC source: 0000712034-18-000005 · wf-form4_151916670797047.xml · nonDerivative · entry 2 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 578,209 F1 · price: This price reflects the weighted average sale price for the shares, which were sold in multiple transactions at prices that ranged from $13.80 to $13.925. Upon request of the SEC staff, the issuer, or a security holder of the issuer, the reporting person will provide information regarding the number of shares sold at each separate price. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:45 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionStock Option (right to buy) · Derivative | 47,600 | $0.00 Strike: $8.93 | $0.00 |
DisclosureSEC source: 0000712034-18-000005 · wf-form4_151916670797047.xml · derivative · entry 3 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,600 shares Expires 2018-05-17 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 · security: Nonqualified employee stock options granted under the Issuer's Amended and Restated 2011 Incentive Plan. One-third of original grant vests annually. All vested options are exercisable. Options expire seven years from the grant date, if not earlier terminated or exercised in full, subject to acceleration as provided in said Plan. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 22:45 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionCommon Stock | 47,600 | $8.93 | $425,068.00 |
DisclosureSEC source: 0000712034-18-000005 · wf-form4_151916670797047.xml · nonDerivative · entry 1 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 625,809 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 |
| March 07, 2017 Filed Mar 9, 2017 22:10 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantStock Option (right to buy) · Derivative | 115,033 | $12.75 Strike: $12.75 | $1,466,670.75 |
DisclosureSEC source: 0000712034-17-000028 · wf-form4_148909738931023.xml · derivative · entry 3 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,033 Underlying: Common Stock · 115,033 shares Expires 2024-03-08 F2 · security: Nonqualified employee stock options granted under the Issuer's Incentive Plan. One-third of original grant vests annually. Options expire seven years from the grant date, if not earlier terminated or exercised in full, subject to acceleration as provided in said Plan. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:10 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Tax withholdingCommon Stock | 131,931 | $12.75 | $1,682,120.25 |
DisclosureSEC source: 0000712034-17-000028 · wf-form4_148909738931023.xml · nonDerivative · entry 2 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 578,209 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 22:10 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | GrantCommon Stock | 288,688 | $12.75 | $3,680,772.00 |
DisclosureSEC source: 0000712034-17-000028 · wf-form4_148909738931023.xml · nonDerivative · entry 1 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 710,140 F1 · shares: Reflects the settlement of earned performance stock units ("PSUs") for the PSU (2014-2016) cycle into an equal number of shares of common stock on the transaction date indicated. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:20 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionRestricted Stock Units · Derivative | 98,197 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000712034-17-000021 · wf-form4_148892883971412.xml · derivative · entry 4 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 98,197 shares Expires not disclosed 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 · security: Restricted Stock Units (RSUs) granted under the Issuer's Amended and Restated 2011 Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 5, 2017 (the "Vesting Date") provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. F2 · derivative.expiration_date: Restricted Stock Units (RSUs) granted under the Issuer's Amended and Restated 2011 Incentive Plan. Each RSU represents the right to receive one share of the Issuer's common stock on March 5, 2017 (the "Vesting Date") provided the Reporting Person remains employed by the Issuer at that time, subject to acceleration as provided in said Plan. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:20 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Tax withholdingCommon Stock | 33,731 | $13.15 | $443,562.65 |
DisclosureSEC source: 0000712034-17-000021 · wf-form4_148892883971412.xml · nonDerivative · entry 3 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,452 Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 23:20 UTC | ACCO BRANDS Corp ACCO · Entity 5672 | Exercise / conversionCommon Stock | 98,197 | $0.00 | $0.00 |
DisclosureSEC source: 0000712034-17-000021 · wf-form4_148892883971412.xml · nonDerivative · entry 1 Elisman Boris · CIK 0001336247 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,183 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.