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person · Reporting owner

Zoeller Johnathan Stevan

Disclosed activity across 2 companies

Tapewire entity
92748
SEC CIK
0001803678

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
WESTLAKE CORPWLK · Entity 3555VP and CAOMarch 21, 2024March 22, 2024
Westlake Chemical Partners LPWLKP · Entity 5149VP and CAOMarch 31, 2020March 31, 2020

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.

WESTLAKE CORP

Report date March 21, 2024 · Filed March 22, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect4,416 Ending reported balance After 2024-03-21 transaction · row 4
4 source rows · reconciled sequence

Row 1 · 2024-03-21 · Exercise / conversion · Acquired 293 · Balance 4,709

Row 2 · 2024-03-21 · Exercise / conversion · Acquired 296 · Balance 5,005

Row 3 · 2024-03-21 · Exercise / conversion · Acquired 68 · Balance 5,073

Row 4 · 2024-03-21 · Disposition to issuer · Disposed 657 · Balance 4,416

Employee Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.54 · Expires 2031-02-19Direct0 Reported balance After 2024-03-21 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2024-03-21 · Exercise / conversion · Disposed 293 · Balance 0

F1: The stock options are exercisable in three installments of 33%. 33% and 34% on February 19, 2022, 2023 and 2024, respectively.

Employee Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $108.12 · Expires 2032-02-18Direct878 Reported balance After 2024-03-21 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2024-03-21 · Exercise / conversion · Disposed 296 · Balance 878

F2: The stock options are exercisable in three installments of 33%, 33% and 34% on February 18, 2023, 2024 and 2025, respectively.

Employee Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.65 · Expires 2033-02-17Direct1,457 Reported balance After 2024-03-21 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2024-03-21 · Exercise / conversion · Disposed 68 · Balance 1,457

F3: The stock options are exercisable in three installments of 33%, 33% and 34% on February 17, 2024, 2025 and 2026, respectively.

Filing footnotes · ownership attribution and instrument terms

F1: The stock options are exercisable in three installments of 33%. 33% and 34% on February 19, 2022, 2023 and 2024, respectively.

F2: The stock options are exercisable in three installments of 33%, 33% and 34% on February 18, 2023, 2024 and 2025, respectively.

F3: The stock options are exercisable in three installments of 33%, 33% and 34% on February 17, 2024, 2025 and 2026, respectively.

Westlake Chemical Partners LP

Report date March 31, 2020 · Filed March 31, 2020

This filing explicitly reported no securities owned.

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
February 18, 2022 Filed Mar 15, 2022 20:00 UTC Amendment WESTLAKE CORP WLK · Entity 3555 GrantCommon Stock 285 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-006989 · doc1.xml · nonDerivative · entry 1

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,156

F1 · shares: Due to a rounding error, discovered on March 15, 2022, the original Form 4 filed on behalf of the Reporting Person on February 18, 2022 (the 'Original Form 4') reported the vesting of 286 shares of common stock. This Form 4/A amends that filing to reflect a vesting of 285 shares of common stock. As previously reported, these shares of common stock vested upon the determination by the Compensation Committee of the Issuer's Board of Directors of the satisfaction of performance criteria underlying an award of performance stock units granted to the Reporting Person on February 15, 2019 under the terms of the Issuer's 2013 Omnibus Incentive Plan.

F1 · balance_after: Due to a rounding error, discovered on March 15, 2022, the original Form 4 filed on behalf of the Reporting Person on February 18, 2022 (the 'Original Form 4') reported the vesting of 286 shares of common stock. This Form 4/A amends that filing to reflect a vesting of 285 shares of common stock. As previously reported, these shares of common stock vested upon the determination by the Compensation Committee of the Issuer's Board of Directors of the satisfaction of performance criteria underlying an award of performance stock units granted to the Reporting Person on February 15, 2019 under the terms of the Issuer's 2013 Omnibus Incentive Plan.

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February 16, 2022 Filed Feb 17, 2022 17:16 UTC WESTLAKE CORP WLK · Entity 3555 Tax withholdingCommon Stock 51 $104.96 $5,352.96
Disclosure

SEC source: 0001567619-22-004830 · doc1.xml · nonDerivative · entry 2

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 871

F2 · shares: Shares otherwise issuable were withheld to satisfy tax obligations arising out of vesting of the Reporting Person's restricted stock units.

Read SEC document
February 15, 2022 Filed Feb 17, 2022 17:16 UTC WESTLAKE CORP WLK · Entity 3555 Exercise / conversionRestricted Stock Units · Derivative 172 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004830 · doc1.xml · derivative · entry 3

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 172 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.

F1 · derivative.exercise_price: Restricted stock units convert into Issuer's shares of common stock on a one-for-one basis.

F3 · derivative.exercise_date: On February 15, 2019, the reporting person was granted 172 restricted stock units vesting on the third anniversary of the grant date.

F3 · derivative.expiration_date: On February 15, 2019, the reporting person was granted 172 restricted stock units vesting on the third anniversary of the grant date.

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February 15, 2022 Filed Feb 17, 2022 17:16 UTC WESTLAKE CORP WLK · Entity 3555 Exercise / conversionCommon Stock 172 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-22-004830 · doc1.xml · nonDerivative · entry 1

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 922

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.

F1 · price: Restricted stock units convert into Issuer's shares of common stock on a one-for-one basis.

Read SEC document
August 24, 2021 Filed Aug 24, 2021 21:17 UTC WESTLAKE CORP WLK · Entity 3555 Tax withholdingCommon Stock 236 $84.06 $19,838.16
Disclosure

SEC source: 0001567619-21-016276 · doc1.xml · nonDerivative · entry 2

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 750

Read SEC document
August 20, 2021 Filed Aug 24, 2021 21:17 UTC WESTLAKE CORP WLK · Entity 3555 Exercise / conversionRestricted Stock Units · Derivative 986 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-016276 · doc1.xml · derivative · entry 3

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 986 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.

F1 · derivative.exercise_price: Restricted stock units convert into Issuer's shares of common stock on a one-for-one basis.

F2 · derivative.exercise_date: On August 20, 2018, the reporting person was granted 986 restricted stock units vesting on the third anniversary of the grant date.

F2 · derivative.expiration_date: On August 20, 2018, the reporting person was granted 986 restricted stock units vesting on the third anniversary of the grant date.

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August 20, 2021 Filed Aug 24, 2021 21:17 UTC WESTLAKE CORP WLK · Entity 3555 Exercise / conversionCommon Stock 986 Not disclosed Not disclosed
Disclosure

SEC source: 0001567619-21-016276 · doc1.xml · nonDerivative · entry 1

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 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.

F1 · price: Restricted stock units convert into Issuer's shares of common stock on a one-for-one basis.

Read SEC document
August 13, 2021 Filed Aug 16, 2021 18:05 UTC WESTLAKE CORP WLK · Entity 3555 GrantRestricted Stock Units · Derivative 588 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-015737 · doc1.xml · derivative · entry 1

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 588

Underlying: Common Stock · 588 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F2 · derivative.exercise_date: All of the restricted stock units will vest on August 13, 2023.

F2 · derivative.expiration_date: All of the restricted stock units will vest on August 13, 2023.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 13:35 UTC WESTLAKE CORP WLK · Entity 3555 Exercise / conversionEmployee Option (right to buy) · Derivative 1,006 $0.00 Strike: $65.81 $0.00
Disclosure

SEC source: 0001567619-21-004976 · doc1.xml · derivative · entry 3

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,044

Underlying: Common Stock · 1,006 shares

Expires 2030-02-14

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.

F1 · derivative.exercise_date: The stock options are excercisable in three installments of 33%, 33% and 34% on February 14, 2021, 2022 and 2023, respectively.

Read SEC document
February 25, 2021 Filed Feb 26, 2021 13:35 UTC WESTLAKE CORP WLK · Entity 3555 SaleCommon Stock 1,006 $86.94 $87,456.61
Disclosure

SEC source: 0001567619-21-004976 · doc1.xml · nonDerivative · entry 2

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Read SEC document
February 25, 2021 Filed Feb 26, 2021 13:35 UTC WESTLAKE CORP WLK · Entity 3555 Exercise / conversionCommon Stock 1,006 $65.81 $66,207.38
Disclosure

SEC source: 0001567619-21-004976 · doc1.xml · nonDerivative · entry 1

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,006

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 19, 2021 Filed Feb 22, 2021 13:35 UTC WESTLAKE CORP WLK · Entity 3555 GrantRestricted Stock Units · Derivative 866 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-004538 · doc1.xml · derivative · entry 2

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 866

Underlying: Common Stock · 866 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock.

F3 · derivative.exercise_date: All of the restricted stock units will vest on February 19, 2024.

F3 · derivative.expiration_date: All of the restricted stock units will vest on February 19, 2024.

Read SEC document
February 19, 2021 Filed Feb 22, 2021 13:35 UTC WESTLAKE CORP WLK · Entity 3555 GrantEmployee Option (right to buy) · Derivative 2,975 $0.00 Strike: $86.54 $0.00
Disclosure

SEC source: 0001567619-21-004538 · doc1.xml · derivative · entry 1

Zoeller Johnathan Stevan · CIK 0001803678 · VP and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,975

Underlying: Common Stock · 2,975 shares

Expires 2031-02-19

F1 · derivative.exercise_date: The stock options are excercisable in three installments of 33%, 33% and 34% on February 19, 2022, 2023 and 2024, respectively.

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.