Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JELD-WEN Holding, Inc.JELD · Entity 6378 | EVP, Global Transformation | February 23, 2024 | February 27, 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.
JELD-WEN Holding, Inc.
Report date February 23, 2024 · Filed February 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 156,606 |
Ending reported balance
After 2024-02-23 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-02-23 · Grant · Acquired 1,567 · Balance 159,427 F1: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on February 23, 2021. Row 2 · 2024-02-23 · Tax withholding · Disposed 454 · Balance 158,973 F2: Shares reported were withheld for payment of taxes associated with the vesting of a grant of performance stock units originally made on February 23, 2021. Row 3 · 2024-02-23 · Tax withholding · Disposed 1,870 · Balance 157,103 F3: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021. Row 4 · 2024-02-23 · Tax withholding · Disposed 497 · Balance 156,606 F4: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on February 23, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on February 23, 2021.
F2: Shares reported were withheld for payment of taxes associated with the vesting of a grant of performance stock units originally made on February 23, 2021.
F3: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021.
F4: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on February 23, 2021.
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 |
|---|---|---|---|---|---|---|
| February 23, 2024 Filed Feb 27, 2024 17:14 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 497 | $18.39 | $9,139.83 |
DisclosureSEC source: 0001674335-24-000077 · wk-form4_1709072030.xml · nonDerivative · entry 4 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,606 F4 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on February 23, 2021. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 17:14 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,870 | $18.39 | $34,389.30 |
DisclosureSEC source: 0001674335-24-000077 · wk-form4_1709072030.xml · nonDerivative · entry 3 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,103 F3 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 17:14 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 454 | $18.39 | $8,349.06 |
DisclosureSEC source: 0001674335-24-000077 · wk-form4_1709072030.xml · nonDerivative · entry 2 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,973 F2 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of performance stock units originally made on February 23, 2021. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 17:14 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 1,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-24-000077 · wk-form4_1709072030.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,427 F1 · shares: Reflects shares of Common Stock earned upon the vesting of performance stock units granted on February 23, 2021. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 16:57 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 2,971 | $19.24 | $57,162.04 |
DisclosureSEC source: 0001674335-24-000065 · wk-form4_1708466177.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,860 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 16, 2022. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:22 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 2,390 | $19.38 | $46,318.20 |
DisclosureSEC source: 0001674335-24-000051 · wk-form4_1708118530.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,831 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 14, 2023. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:08 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock Option (Right to Buy) · Derivative | 42,521 | $0.00 Strike: $18.52 | $0.00 |
DisclosureSEC source: 0001674335-24-000018 · wk-form4_1707444507.xml · derivative · entry 2 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,521 Underlying: Common Stock · 42,521 shares Expires 2034-02-06 F2 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest one-third annually over a three-year period beginning on the first anniversary of the grant date. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 21:08 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 24,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-24-000018 · wk-form4_1707444507.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,221 F1 · shares: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued employment with the issuer, these restricted stock units will vest ratably on February 6, 2025, February 6, 2026, and February 6, 2027. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 18:54 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 611 | $12.84 | $7,845.24 |
DisclosureSEC source: 0001674335-23-000055 · wf-form4_167728285220115.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,632 F1 · shares: Shares reported were sold for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 23, 2021. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 17:04 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 3,220 | $12.80 | $41,216.00 |
DisclosureSEC source: 0001674335-23-000049 · wf-form4_167701702816503.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,243 F1 · shares: Shares reported were sold for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 16, 2022. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:44 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock Option (Right to Buy) · Derivative | 40,105 | $0.00 Strike: $13.29 | $0.00 |
DisclosureSEC source: 0001674335-23-000019 · wf-form4_167659104232931.xml · derivative · entry 3 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,105 Underlying: Common Stock · 40,105 shares Expires 2033-02-14 F3 · derivative.exercise_date: Subject to the reporting person's continued employment with the issuer, the options will vest ratably over a three-year period beginning on the first anniversary of the grant date. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:44 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 73,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-23-000019 · wf-form4_167659104232931.xml · nonDerivative · entry 2 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,463 F2 · shares: Subject to the reporting person's continued employment with the issuer, the restricted stock units will vest one-half on the second anniversary of the grant date and one-half on the third anniversary of the grant date. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 18:44 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | GrantCommon Stock | 22,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001674335-23-000019 · wf-form4_167659104232931.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,724 F1 · shares: Subject to the reporting person's continued employment with the issuer, the restricted stock units will vest ratably over a three-year period beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 17:59 UTC | JELD-WEN Holding, Inc. JELD · Entity 6378 | Tax withholdingCommon Stock | 1,112 | $12.89 | $14,333.68 |
DisclosureSEC source: 0001674335-23-000008 · wf-form4_167641553962798.xml · nonDerivative · entry 1 Lilly Kevin C · CIK 0001941349 · EVP, Global Transformation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,880 F1 · shares: Shares reported were sold for payment of taxes associated with the vesting of a grant of restricted stock units originally made on February 11, 2020. F2 · balance_after: The total amount of securities beneficially owned was corrected due to administrative error in calculating the restricted stock units outstanding under the grant originally made on February 23, 2021, which shall vest one-third annually over a three-year period, on the previously filed Form 3. 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.