Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Crimson Wine Group, LtdCWGL · Entity 6868 | CHIEF EXECUTIVE OFFICER | March 06, 2024 | March 11, 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.
Crimson Wine Group, Ltd
Report date March 06, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2032-03-11 | Direct | 150,000 |
Reported balance
After 2024-03-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-06 · Grant · Acquired 100,000 · Balance 150,000 F1: The option as to 25,000 shares of common stock of Crimson Wine Group, Ltd. ("CWGL") vested on March 6, 2024, and the remainder of the option vests in three equal installments beginning on March 6, 2025. F2: On March 11, 2022, the reporting person was granted an option to purchase 500,000 shares of CWGL common stock. The option vests in four installments based on CWGL's satisfaction of certain performance-based requirements for each of the fiscal years ending December 31, 2022, 2023, 2024, and 2025. The performance-based requirements for the fiscal year ending December 31, 2023 were met, resulting in the performance vesting of the option as to 100,000 shares of CWGL common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The option as to 25,000 shares of common stock of Crimson Wine Group, Ltd. ("CWGL") vested on March 6, 2024, and the remainder of the option vests in three equal installments beginning on March 6, 2025.
F2: On March 11, 2022, the reporting person was granted an option to purchase 500,000 shares of CWGL common stock. The option vests in four installments based on CWGL's satisfaction of certain performance-based requirements for each of the fiscal years ending December 31, 2022, 2023, 2024, and 2025. The performance-based requirements for the fiscal year ending December 31, 2023 were met, resulting in the performance vesting of the option as to 100,000 shares of CWGL common stock.
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 06, 2024 Filed Mar 11, 2024 23:55 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | GrantEmployee Stock Option (Right to buy) · Derivative | 100,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001562151-24-000002 · wk-form4_1710201294.xml · derivative · entry 1 Locke Jennifer L. · CIK 0001795786 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 100,000 shares Expires 2032-03-11 F1 · derivative.exercise_date: The option as to 25,000 shares of common stock of Crimson Wine Group, Ltd. ("CWGL") vested on March 6, 2024, and the remainder of the option vests in three equal installments beginning on March 6, 2025. F2 · balance_after: On March 11, 2022, the reporting person was granted an option to purchase 500,000 shares of CWGL common stock. The option vests in four installments based on CWGL's satisfaction of certain performance-based requirements for each of the fiscal years ending December 31, 2022, 2023, 2024, and 2025. The performance-based requirements for the fiscal year ending December 31, 2023 were met, resulting in the performance vesting of the option as to 100,000 shares of CWGL common stock. Read SEC document |
| February 09, 2023 Filed Mar 27, 2023 21:56 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | GrantEmployee Stock Option (Right to buy) · Derivative | 50,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001562151-23-000011 · wf-form4_167995415937064.xml · derivative · entry 1 Locke Jennifer L. · CIK 0001795786 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2032-03-11 F1 · derivative.exercise_date: The option as to 12,500 shares of common stock of Crimson Wine Group, Ltd. ("CWGL") vested on February 9, 2023, and the remainder of the option vests in three equal annual installments beginning on February 9, 2024. F2 · balance_after: On March 11, 2022, the reporting person was granted an option to purchase 500,000 shares of CWGL common stock. The option vests in four installments based on CWGL's satisfaction of certain performance-based requirements for each of the fiscal years ending December 31, 2022, 2023, 2024, and 2025. The performance-based requirement for the fiscal year ended December 31, 2022 was met, resulting in the vesting of the option as to 50,000 shares of CWGL common stock. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 01:04 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | GrantEmployee Stock Option (Right to buy) · Derivative | 66,000 | $0.00 Strike: $8.88 | $0.00 |
DisclosureSEC source: 0001562151-21-000077 · wf-form4_162570628388055.xml · derivative · entry 1 Locke Jennifer L. · CIK 0001795786 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 Underlying: Common Stock · 66,000 shares Expires 2028-07-06 F1 · derivative.exercise_date: The options will vest in four equal increments on each of January 4, 2022, January 4, 2023, January 4, 2024 and January 4, 2025. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 22:15 UTC | Crimson Wine Group, Ltd CWGL · Entity 6868 | GrantEmployee Stock Option (Right to buy) · Derivative | 89,000 | $0.00 Strike: $6.87 | $0.00 |
DisclosureSEC source: 0001795786-19-000002 · wf-form4_157567053984003.xml · derivative · entry 1 Locke Jennifer L. · CIK 0001795786 · CHIEF EXECUTIVE OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,000 Underlying: Common Stock · 89,000 shares Expires 2026-12-03 F1 · derivative.exercise_date: The options will vest annually over five years in equal installments starting December 4, 2020. 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.