Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRADY CORPBRC · Entity 78 | CIO & VP - Digital Business | January 03, 2024 | January 04, 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.
BRADY CORP
Report date January 03, 2024 · Filed January 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 17,026 |
Ending reported balance
After 2024-01-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-01-03 · Exercise / conversion · Acquired 6,196 · Balance 23,222 Row 2 · 2024-01-03 · Sale · Disposed 6,196 · Balance 17,026 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.49 to $60.87, inclusive. Row 3 · 2024-01-03 · Exercise / conversion · Acquired 2,000 · Balance 19,026 Row 4 · 2024-01-03 · Sale · Disposed 2,000 · Balance 17,026 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.65 to $60.86, inclusive. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.05 · Expires 2029-09-20 | Direct | 0 |
Reported balance
After 2024-01-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-03 · Exercise / conversion · Disposed 6,196 · Balance 0 F3: Represents options exercisable one third each year for the three years subsequent to the grant date. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $39.92 · Expires 2030-09-30 | Direct | 5,596 |
Reported balance
After 2024-01-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-01-03 · Exercise / conversion · Disposed 2,000 · Balance 5,596 F3: Represents options exercisable one third each year for the three years subsequent to the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.49 to $60.87, inclusive.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.65 to $60.86, inclusive.
F3: Represents options exercisable one third each year for the three years subsequent to the grant date.
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 22, 2017 Filed Feb 24, 2017 16:50 UTC | BRADY CORP BRC · Entity 78 | Exercise / conversionClass A Common Stock | 169 | $38.31 | $6,474.39 |
DisclosureSEC source: 0000746598-17-000023 · wf-form4_148795500501279.xml · nonDerivative · entry 1 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,865 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 17, 2017 Filed Feb 21, 2017 16:32 UTC | BRADY CORP BRC · Entity 78 | Exercise / conversionExercise of Stock Option · Derivative | 1,685 | $0.00 Strike: $38.31 | $0.00 |
DisclosureSEC source: 0000746598-17-000011 · wf-form4_148769471667781.xml · derivative · entry 3 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,315 Underlying: Class A Common Stock · 1,685 shares Expires 2017-12-04 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 · security: Exercised and sold pursuant to reporting owner's 10b5-1 Plan F2 · derivative.exercise_date: Represents options exercisable one third each year for the three years subsequent to the grant date. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:32 UTC | BRADY CORP BRC · Entity 78 | SaleClass A Common Stock | 1,685 | $39.50 | $66,557.50 |
DisclosureSEC source: 0000746598-17-000011 · wf-form4_148769471667781.xml · nonDerivative · entry 2 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,696 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 16:32 UTC | BRADY CORP BRC · Entity 78 | Exercise / conversionClass A Common Stock | 1,685 | $38.31 | $64,552.35 |
DisclosureSEC source: 0000746598-17-000011 · wf-form4_148769471667781.xml · nonDerivative · entry 1 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,381 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 |
| September 28, 2016 Filed Sep 29, 2016 18:53 UTC | BRADY CORP BRC · Entity 78 | Exercise / conversionExercise of Stock Option · Derivative | 8,000 | $0.00 Strike: $20.95 | $0.00 |
DisclosureSEC source: 0000746598-16-000322 · wf-form4_147517517455004.xml · derivative · entry 3 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,000 shares Expires 2018-12-04 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: Represents options exercisable one third each year for the three years subsequent to the grant date. Read SEC document |
| September 28, 2016 Filed Sep 29, 2016 18:53 UTC | BRADY CORP BRC · Entity 78 | SaleClass A Common Stock | 6,378 | $34.71 | $221,388.03 |
DisclosureSEC source: 0000746598-16-000322 · wf-form4_147517517455004.xml · nonDerivative · entry 2 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,613 F1 · shares: Represents the sale of shares to cover option cost and tax withholding. 1,622 net shares were retained. Read SEC document |
| September 28, 2016 Filed Sep 29, 2016 18:53 UTC | BRADY CORP BRC · Entity 78 | Exercise / conversionClass A Common Stock | 8,000 | $20.95 | $167,600.00 |
DisclosureSEC source: 0000746598-16-000322 · wf-form4_147517517455004.xml · nonDerivative · entry 1 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,459 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 |
| September 25, 2016 Filed Sep 27, 2016 17:11 UTC | BRADY CORP BRC · Entity 78 | Tax withholdingClass A Common Stock | 704 | $35.14 | $24,738.56 |
DisclosureSEC source: 0000746598-16-000313 · wf-form4_147499627169770.xml · nonDerivative · entry 3 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,991 F3 · shares: Represents shares withheld to cover taxes on 1,462 restricted stock units that vested on September 25, 2016. Read SEC document |
| September 25, 2016 Filed Sep 27, 2016 17:11 UTC | BRADY CORP BRC · Entity 78 | Tax withholdingClass A Common Stock | 623 | $35.14 | $21,892.22 |
DisclosureSEC source: 0000746598-16-000313 · wf-form4_147499627169770.xml · nonDerivative · entry 2 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,695 F2 · shares: Represents shares withheld to cover taxes on 1,292 restricted stock units that vested on September 25, 2016. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 17:11 UTC | BRADY CORP BRC · Entity 78 | GrantStock Option · Derivative | 7,502 | $0.00 Strike: $35.14 | $0.00 |
DisclosureSEC source: 0000746598-16-000313 · wf-form4_147499627169770.xml · derivative · entry 4 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,502 Underlying: Class A Common Stock · 7,502 shares Expires 2026-09-23 F4 · derivative.exercise_date: Represents options exercisable one third each year for the three years subsequent to the grant date. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 17:11 UTC | BRADY CORP BRC · Entity 78 | GrantClass A Common Stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0000746598-16-000313 · wf-form4_147499627169770.xml · nonDerivative · entry 1 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,318 F1 · shares: Represents restricted stock units which vest one third each year for the three years subsequent to the grant date. Upon vesting, each restricted stock unit will be settled solely by delivery of one share of Class A Common Stock. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 15:50 UTC | BRADY CORP BRC · Entity 78 | Tax withholdingClass A Common Stock | 457 | $34.88 | $15,937.88 |
DisclosureSEC source: 0000746598-16-000282 · wf-form4_147455938782062.xml · nonDerivative · entry 1 Curran Bentley · CIK 0001450831 · CIO & VP - Digital Business 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,657 F1 · shares: Represents shares withheld to cover taxes on 949 restricted stock units that vested on September 20, 2016. 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.