Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Distribution Solutions Group, Inc.DSGR · Entity 4649 | VP, Controller and CAO | March 08, 2024 | March 12, 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.
Distribution Solutions Group, Inc.
Report date March 08, 2024 · Filed March 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,122 |
Ending reported balance
After 2024-03-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-03-08 · Grant · Acquired 1,301 · Balance 2,603 F1: Reflects the number of shares earned in respect of a ROIC-based performance award originally granted on June 15, 2021. On March 8, 2024, the Compensation Committee (the "Committee") confirmed the achievement of the applicable performance metric, which was based on a Return on Invested Capital ("ROIC") goal for the performance cycle commencing on January 1, 2021, and continuing through December 31, 2023. Following the conclusion of the three-year performance cycle, the Committee confirmed the performance of the Company relative to these goals at 108.8%. Row 2 · 2024-03-08 · Tax withholding · Disposed 481 · Balance 2,122 F2: Reflects shares delivered to the company to cover taxes upon vesting of the restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the number of shares earned in respect of a ROIC-based performance award originally granted on June 15, 2021. On March 8, 2024, the Compensation Committee (the "Committee") confirmed the achievement of the applicable performance metric, which was based on a Return on Invested Capital ("ROIC") goal for the performance cycle commencing on January 1, 2021, and continuing through December 31, 2023. Following the conclusion of the three-year performance cycle, the Committee confirmed the performance of the Company relative to these goals at 108.8%.
F2: Reflects shares delivered to the company to cover taxes upon vesting of the restricted stock units.
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 08, 2024 Filed Mar 12, 2024 20:42 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Tax withholdingCommon Stock | 481 | $30.65 | $14,742.65 |
DisclosureSEC source: 0000703604-24-000038 · wk-form4_1710276138.xml · nonDerivative · entry 2 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,122 F2 · acquired: Reflects shares delivered to the company to cover taxes upon vesting of the restricted stock units. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:42 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | GrantCommon Stock | 1,301 | $30.65 | $39,875.65 |
DisclosureSEC source: 0000703604-24-000038 · wk-form4_1710276138.xml · nonDerivative · entry 1 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,603 F1 · acquired: Reflects the number of shares earned in respect of a ROIC-based performance award originally granted on June 15, 2021. On March 8, 2024, the Compensation Committee (the "Committee") confirmed the achievement of the applicable performance metric, which was based on a Return on Invested Capital ("ROIC") goal for the performance cycle commencing on January 1, 2021, and continuing through December 31, 2023. Following the conclusion of the three-year performance cycle, the Committee confirmed the performance of the Company relative to these goals at 108.8%. Read SEC document |
| December 31, 2023 Filed Mar 12, 2024 20:38 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Exercise / conversionRestricted Stock Units · Derivative | 598 | $31.56 Strike: $31.56 | $18,872.88 |
DisclosureSEC source: 0000703604-24-000033 · wk-form4_1710275865.xml · derivative · entry 3 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 598 shares Expires 2023-12-31 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 |
| December 31, 2023 Filed Mar 12, 2024 20:38 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Tax withholdingCommon Stock | 211 | $31.56 | $6,659.16 |
DisclosureSEC source: 0000703604-24-000033 · wk-form4_1710275865.xml · nonDerivative · entry 2 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,689 F1 · acquired: Reflects shares delivered to the company to cover taxes upon vesting of the restricted stock units. Read SEC document |
| December 31, 2023 Filed Mar 12, 2024 20:38 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Exercise / conversionCommon Stock | 598 | $31.56 | $18,872.88 |
DisclosureSEC source: 0000703604-24-000033 · wk-form4_1710275865.xml · nonDerivative · entry 1 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 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 |
| June 15, 2023 Filed Jun 20, 2023 20:17 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Exercise / conversionRestricted Stock Units · Derivative | 1,000 | $52.48 Strike: $52.48 | $52,480.00 |
DisclosureSEC source: 0000703604-23-000050 · wk-form4_1687292256.xml · derivative · entry 3 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2023-06-15 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 |
| June 15, 2023 Filed Jun 20, 2023 20:17 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Tax withholdingCommon Stock | 353 | $52.48 | $18,525.44 |
DisclosureSEC source: 0000703604-23-000050 · wk-form4_1687292256.xml · nonDerivative · entry 2 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,302 F1 · acquired: Reflects shares delivered to the company to cover taxes upon vesting of the restricted stock units. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:17 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | Exercise / conversionCommon Stock | 1,000 | $52.48 | $52,480.00 |
DisclosureSEC source: 0000703604-23-000050 · wk-form4_1687292256.xml · nonDerivative · entry 1 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,655 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 27, 2023 Filed Jan 31, 2023 17:14 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | GrantStock Options · Derivative | 20,035 | $0.00 Strike: $80.00 | $0.00 |
DisclosureSEC source: 0000703604-23-000010 · wf-form4_167518524948129.xml · derivative · entry 2 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,035 Underlying: Common Stock · 20,035 shares Expires 2033-01-27 F1 · security: Represents the right to purchase one share of Common Stock in exchange for the exercise price at the date the reporting person exercises the right. F2 · derivative.exercise_date: Stock options granted pursuant to Distribution Solutions Group, Inc. Equity Compensation Plan, as amended and restated effective October 17, 2022 (as amended on November 10, 2022). The stock options vest and become exercisable in 20% installments on January 27, 2024, April 1, 2024, April 1, 2025, April 1, 2026 and April 1, 2027, respectively, subject to the Reporting Person's continued employment by the Company through each respective date. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 17:14 UTC | Distribution Solutions Group, Inc. DSGR · Entity 4649 | GrantStock Options · Derivative | 19,142 | $0.00 Strike: $55.00 | $0.00 |
DisclosureSEC source: 0000703604-23-000010 · wf-form4_167518524948129.xml · derivative · entry 1 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,142 Underlying: Common Stock · 19,142 shares Expires 2033-01-27 F1 · security: Represents the right to purchase one share of Common Stock in exchange for the exercise price at the date the reporting person exercises the right. F2 · derivative.exercise_date: Stock options granted pursuant to Distribution Solutions Group, Inc. Equity Compensation Plan, as amended and restated effective October 17, 2022 (as amended on November 10, 2022). The stock options vest and become exercisable in 20% installments on January 27, 2024, April 1, 2024, April 1, 2025, April 1, 2026 and April 1, 2027, respectively, subject to the Reporting Person's continued employment by the Company through each respective date. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 12:13 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | ConversionRestricted Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000703604-22-000058 · wf-form4_165546796873679.xml · derivative · entry 3 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2022-06-15 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 |
| June 15, 2022 Filed Jun 17, 2022 12:13 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | Disposition to issuerCommon Stock | 345 | $49.50 | $17,077.50 |
DisclosureSEC source: 0000703604-22-000058 · wf-form4_165546796873679.xml · nonDerivative · entry 2 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655 Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 12:13 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | Exercise / conversionCommon Stock | 1,000 | $49.50 | $49,500.00 |
DisclosureSEC source: 0000703604-22-000058 · wf-form4_165546796873679.xml · nonDerivative · entry 1 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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 |
| June 15, 2021 Filed Jun 17, 2021 19:53 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000703604-21-000073 · wf-form4_162395947508670.xml · derivative · entry 5 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2023-06-15 F1 · security: Represents the right to receive shares of common stock at the exercise date in an amount equal to the number of restricted stock units. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 19:53 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | GrantRestricted Stock Units · Derivative | 1,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000703604-21-000073 · wf-form4_162395947508670.xml · derivative · entry 4 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2022-06-15 F1 · security: Represents the right to receive shares of common stock at the exercise date in an amount equal to the number of restricted stock units. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 19:53 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | GrantMarket Stock Units · Derivative | 708 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000703604-21-000073 · wf-form4_162395947508670.xml · derivative · entry 3 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 708 Underlying: Common Stock · 708 shares Expires 2023-12-31 F3 · security: Represents the right to receive an amount of shares of common stock, up to the amount set forth in the table, based upon the appreciation of the common stock from the grant date to December 21, 2023. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 19:53 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | GrantPerformance Awards · Derivative | 598 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000703604-21-000073 · wf-form4_162395947508670.xml · derivative · entry 2 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 Underlying: Common Stock · 598 shares Expires 2023-12-31 F2 · security: Represents the right to receive an amount of cash or shares of common stock, up to the amount set forth in the table, based upon the achievement of certain financial performance metrics. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 19:53 UTC | Distribution Solutions Group, Inc. LAWS · Entity 4649 | GrantRestricted Stock Units · Derivative | 299 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000703604-21-000073 · wf-form4_162395947508670.xml · derivative · entry 1 Lambert David S · CIK 0001868259 · VP, Controller and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299 Underlying: Common Stock · 299 shares Expires 2023-12-31 F1 · security: Represents the right to receive shares of common stock at the exercise date in an amount equal to the number of restricted stock units. 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.