person · Reporting owner
Swartzendruber Kevin Lee
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Simpson Manufacturing Co., Inc.SSD · Entity 3689 | Senior VP of Finance | February 15, 2024 | February 20, 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.
Simpson Manufacturing Co., Inc.
Report date February 15, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,038 |
Reported balance
After 2024-02-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-15 · Grant · Acquired 2,499 · Balance 8,038 F1: Represents performance stock units granted in January 2021, for which the performance and vesting periods ended December 31, 2023, and for which the settlement date was February 15, 2024. F2: At the election of the Reporting Person, a portion of the shares of common stock acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will settle on a future date selected by the Reporting Person at the time of his or her deferral election. |
| Common StockSEC Table I · non-derivative | Direct | 7,192 |
Reported balance
After 2024-02-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-02-15 · Tax withholding · Disposed 846 · Balance 7,192 F3: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's performance stock units that settled on February 15, 2024, and restricted stock units that vested on February 15, 2024. F4: Includes 942 restricted stock units that have not yet vested and 982 shares of common stock deferred under the Plan which will settle pursuant to the applicable terms of the Reporting Person's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance stock units granted in January 2021, for which the performance and vesting periods ended December 31, 2023, and for which the settlement date was February 15, 2024.
F2: At the election of the Reporting Person, a portion of the shares of common stock acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will settle on a future date selected by the Reporting Person at the time of his or her deferral election.
F3: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's performance stock units that settled on February 15, 2024, and restricted stock units that vested on February 15, 2024.
F4: Includes 942 restricted stock units that have not yet vested and 982 shares of common stock deferred under the Plan which will settle pursuant to the applicable terms of the Reporting Person's deferral election.
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 15, 2024 Filed Feb 20, 2024 22:40 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | Tax withholdingCommon Stock | 846 | $190.77 | $161,391.42 |
DisclosureSEC source: 0000920371-24-000055 · wk-form4_1708468775.xml · nonDerivative · entry 2 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,192 F3 · shares: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's performance stock units that settled on February 15, 2024, and restricted stock units that vested on February 15, 2024. F4 · balance_after: Includes 942 restricted stock units that have not yet vested and 982 shares of common stock deferred under the Plan which will settle pursuant to the applicable terms of the Reporting Person's deferral election. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:40 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 2,499 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-24-000055 · wk-form4_1708468775.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,038 F1 · shares: Represents performance stock units granted in January 2021, for which the performance and vesting periods ended December 31, 2023, and for which the settlement date was February 15, 2024. F2 · shares: At the election of the Reporting Person, a portion of the shares of common stock acquired pursuant to this filing have been deferred under the Simpson Manufacturing Co., Inc. Nonqualified Plan (the "Plan") and will settle on a future date selected by the Reporting Person at the time of his or her deferral election. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:45 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | SaleCommon Stock | 312 | $131.02 | $40,878.24 |
DisclosureSEC source: 0000920371-23-000140 · wf-form4_168660271808865.xml · nonDerivative · entry 2 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,539 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $130.96 to $131.15, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F4 · balance_after: Includes Restricted Stock Units that have not yet vested. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:45 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | SaleCommon Stock | 6,471 | $130.42 | $843,947.82 |
DisclosureSEC source: 0000920371-23-000140 · wf-form4_168660271808865.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,851 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $129.95 to $130.92, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:26 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | Tax withholdingCommon Stock | 1,726 | $111.87 | $193,087.62 |
DisclosureSEC source: 0000920371-23-000063 · wf-form4_167667276781497.xml · nonDerivative · entry 2 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,322 F2 · shares: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's performance stock units that settled on February 15, 2023, and restricted stock units that vested on February 15, 2023. F3 · balance_after: Includes 1,790 restricted stock units that have not yet vested. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:26 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 4,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-23-000063 · wf-form4_167667276781497.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,048 F1 · shares: Represents performance stock units granted in February 2020, for which the performance and vesting periods ended December 31, 2022, and for which the settlement date was February 15, 2023. Read SEC document |
| January 24, 2023 Filed Jan 26, 2023 21:38 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-23-000038 · wf-form4_167476909146079.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,760 F1 · shares: Represents Restricted Stock Units (RSUs). Each RSU represents a right to receive, subject to the terms and conditions of the 2011 Equity Incentive Plan and an RSU Award Agreement, one share of the Company's common stock subject to vesting in three equal annual installments, beginning in February 2024. F2 · balance_after: Includes 2,490 Restricted Stock Units that have not yet vested. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:41 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | Tax withholdingCommon Stock | 2,303 | $117.37 | $270,303.11 |
DisclosureSEC source: 0000920371-22-000050 · wf-form4_164513408244689.xml · nonDerivative · entry 2 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,673 F2 · shares: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's performance stock units that settled on February 15, 2022, and restricted stock units that vested on February 15, 2022. F3 · balance_after: Includes 1,403 restricted stock units that have not yet vested. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:41 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 5,867 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-22-000050 · wf-form4_164513408244689.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,976 F1 · shares: Represents performance stock units granted in February 2019, for which the performance and vesting periods ended December 31, 2021, and for which the settlement date was February 15, 2022. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 22:11 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-22-000017 · wf-form4_164306226388273.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,109 F1 · shares: Represents Restricted Stock Units (RSUs). Each RSU represents a right to receive, subject to the terms and conditions of the 2011 Equity Incentive Plan and a RSU Award Agreement, one share of the Company's common stock subject to vesting in three annual installments, beginning in February 2023. F2 · balance_after: Includes 2,192 Restricted Stock Units that have not yet vested. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 00:34 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | Tax withholdingCommon Stock | 1,419 | $95.53 | $135,557.07 |
DisclosureSEC source: 0000920371-21-000037 · wf-form4_161369482736749.xml · nonDerivative · entry 2 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 F2 · shares: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's performance stock units that settled on February 16, 2021, and restricted stock units that vested on February 16, 2021. F3 · balance_after: Includes 1,542 restricted stock units that have not yet vested. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 00:34 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 3,441 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-21-000037 · wf-form4_161369482736749.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,878 F1 · shares: Represents performance stock units granted in February 2018, for which the performance and vesting periods ended December 31, 2020, and for which the settlement date was February 16, 2021. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 22:14 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 805 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-21-000020 · wf-form4_161169925025339.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,437 F1 · shares: Represents Restricted Stock Units (RSUs). Each RSU represents a right to receive, subject to the terms and conditions of the 2011 Equity Incentive Plan and a RSU Award Agreement, one share of the Company's common stock subject to vesting in three annual installments, beginning in February 2022. F2 · balance_after: Includes 2,199 Restricted Stock Units that have not yet vested. Read SEC document |
| February 15, 2020 Filed Feb 20, 2020 02:49 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | Tax withholdingCommon Stock | 158 | $85.25 | $13,469.50 |
DisclosureSEC source: 0000920371-20-000046 · wf-form4_158216695959174.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632 F1 · shares: Represents shares of common stock withheld by the Company to satisfy the tax withholding obligation for the reporting person's restricted stock units that vested on February 15, 2020. F2 · balance_after: Includes 1,394 restricted stock units that have not yet vested. Read SEC document |
| February 13, 2020 Filed Feb 19, 2020 01:24 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantCommon Stock | 538 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-20-000036 · wf-form4_158207546386917.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 F1 · shares: Represents Restricted Stock Units (RSUs). Each RSU represents a right to receive, subject to the terms and conditions of the 2011 Equity Incentive Plan and a RSU Award Agreement, one share of the Company's common stock subject to vesting in three annual installments, as follows: 20% in the first year, 40% in the second year, and 40% in the third year. F2 · balance_after: Includes 1,790 Restricted Stock Units that have not yet vested. Read SEC document |
| November 04, 2019 Filed Nov 7, 2019 00:17 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | SaleCommon Stock | 72 | $84.06 | $6,052.32 |
DisclosureSEC source: 0000920371-19-000114 · wf-form4_157308584986018.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 00:40 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantRestricted stock units -2019 · Derivative | 764 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000920371-19-000016 · wf-form4_155070960449488.xml · derivative · entry 4 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764 Underlying: Common Stock · 764 shares Expires not disclosed F4 · security: Amount of restricted stock units (RSUs) awarded on February 15, 2019 . Twenty percent of RSUs vest on February 15, 2020, forty percent on February 17, 2021 and February 15, 2022. Granted RSUs do not have exercise dates or an expiration date. F4 · derivative.exercise_date: Amount of restricted stock units (RSUs) awarded on February 15, 2019 . Twenty percent of RSUs vest on February 15, 2020, forty percent on February 17, 2021 and February 15, 2022. Granted RSUs do not have exercise dates or an expiration date. F4 · derivative.expiration_date: Amount of restricted stock units (RSUs) awarded on February 15, 2019 . Twenty percent of RSUs vest on February 15, 2020, forty percent on February 17, 2021 and February 15, 2022. Granted RSUs do not have exercise dates or an expiration date. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 00:40 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | GrantPerformance stock units - 2019 | 2,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000920371-19-000016 · wf-form4_155070960449488.xml · nonDerivative · entry 1 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,070 F1 · security: Amount of performance stock units (PSUs) awarded on February 15, 2019. PSUs vest fully on February 15, 2022, subject to the Company's performance on revenue growth (50%) and return on invested capital (50%). The number of PSU's presented assumes the number of shares vested based on meeting targeted performance goals and net of the number of shares expected to be withheld to cover the estimated income taxes due on vesting. F1 · balance_after: Amount of performance stock units (PSUs) awarded on February 15, 2019. PSUs vest fully on February 15, 2022, subject to the Company's performance on revenue growth (50%) and return on invested capital (50%). The number of PSU's presented assumes the number of shares vested based on meeting targeted performance goals and net of the number of shares expected to be withheld to cover the estimated income taxes due on vesting. Read SEC document |
| February 15, 2019 Filed Nov 7, 2019 00:17 UTC | Simpson Manufacturing Co., Inc. SSD · Entity 3689 | Exercise / conversionRestricted stock units -2018 · Derivative | 72 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000920371-19-000114 · wf-form4_157308584986018.xml · derivative · entry 4 Swartzendruber Kevin Lee · CIK 0001732479 · Senior VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537 Underlying: Common Stock · 72 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 · derivative.exercise_date: Amount of restricted stock units (RSUs) awarded on February 15, 2018. Twenty percent of RSUs vest on February 15, 2019, forty percent on February 17, 2020 and February 15, 2021. Granted RSUs do not have exercise dates or an expiration date. F2 · derivative.expiration_date: Amount of restricted stock units (RSUs) awarded on February 15, 2018. Twenty percent of RSUs vest on February 15, 2019, forty percent on February 17, 2020 and February 15, 2021. Granted RSUs do not have exercise dates or an expiration date. 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.