James M Loree

CIK 1214752 · View on SEC EDGAR ↗

Insider

First SEC filing: April 23, 2026 · Latest: April 23, 2026

On this page

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 87 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

87 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 1, 2021 SWK S 2,072 $174.46 $361,481 137,433 Direct -1.49% Disposed -43.5% (price as of 2026-08-20)
Feb. 1, 2021 SWK S 64,928 $173.98 $11,296,173 139,505 Direct -31.76% Disposed -43.3% (price as of 2026-08-20)
Feb. 6, 2020 SWK S 62,261 $165.98 $10,334,081 127,691 Direct -32.78% Disposed -40.6% (price as of 2026-08-20)
April 26, 2019 SWK S 1,900 $144.43 $274,417 138,854 Direct -1.35% Disposed -31.7% (price as of 2026-08-20)
April 26, 2019 SWK S 54,799 $145.16 $7,954,623 140,754 Direct -28.02% Disposed -32.1% (price as of 2026-08-20)
April 26, 2019 SWK S 56,699 $145.14 $8,229,293 88,854 Direct -38.95% Disposed -32.1% (price as of 2026-08-20)
Oct. 30, 2017 SWK S 14,725 $161.78 $2,382,210 104,918 Direct -12.31% Disposed -39.1% (price as of 2026-08-20)
Oct. 30, 2017 SWK S 55,806 $161.81 $9,029,969 119,643 Direct -31.81% Disposed -39.1% (price as of 2026-08-20)
Feb. 28, 2017 SWK S 3,100 $127.59 $395,529 125,449 Direct -2.41% Disposed -22.7% (price as of 2026-08-20)
Feb. 28, 2017 SWK S 46,900 $127.00 $5,956,300 128,549 Direct -26.73% Disposed -22.4% (price as of 2026-08-20)
Feb. 27, 2017 SWK S 10,300 $127.67 $1,315,001 125,449 Direct -7.59% Disposed -22.8% (price as of 2026-08-20)
Feb. 28, 2013 SWK S 43,734 $76.40 $3,341,278 241,669 Direct -15.32% Disposed 29.1% (price as of 2026-08-20)
Jan. 28, 2011 SWK S 6,406 $72.28 $463,026 265,057 Direct -2.36% Disposed 36.4% (price as of 2026-08-20)

Showing latest 100 of 332 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 29, 2021 SWK Stock Option (Right to Buy) Common Stock (41,619) $193.97 Dec. 29, 2031 41,619 Acquired
Feb. 1, 2021 SWK Stock Option (Right to Buy) Common Stock (50,000) $79.70 Dec. 5, 2023 50,000 Disposed
Dec. 3, 2020 SWK Stock Option (Right to Buy) Common Stock (75,000) $179.84 Dec. 3, 2030 75,000 Acquired
Feb. 6, 2020 SWK Stock Option (Right to Buy) Common Stock (50,000) $70.61 Dec. 6, 2022 50,000 Disposed
Dec. 3, 2019 SWK Stock Option (Right to Buy) Common Stock (75,000) $150.70 Dec. 3, 2029 75,000 Acquired
April 26, 2019 SWK Stock Option (Right to Buy) Common Stock (50,000) $64.78 Dec. 8, 2021 50,000 Disposed
Dec. 4, 2018 SWK Stock Option (Right to Buy) Common Stock (75,000) $130.88 Dec. 4, 2028 75,000 Acquired
April 17, 2018 WHR Deferred Stock Units Common (846) — — 846 Acquired
Dec. 18, 2017 WHR Deferred Stock Units Common (1,000) — — 1,000 Acquired
Dec. 7, 2017 SWK Stock Option (Right to Buy) Common Stock (75,000) $168.36 Dec. 7, 2027 75,000 Acquired
Dec. 7, 2017 SWK Stock Option (Right to Buy) Common Stock (75,000) $168.78 Dec. 7, 2027 75,000 Acquired
Oct. 30, 2017 SWK Stock Option (Right to Buy) Common Stock (50,000) $63.72 Dec. 9, 2020 50,000 Disposed
Feb. 28, 2017 SWK Stock Option (Right to Buy) Common Stock (50,000) $49.02 Dec. 9, 2019 50,000 Disposed
Dec. 2, 2016 SWK Stock Option (Right to Buy) Common Stock (75,000) $118.66 Dec. 2, 2026 75,000 Acquired
Nov. 11, 2016 SWK Stock Option (Right to Buy) Common Stock (15,850) $33.34 Dec. 9, 2018 15,850 Disposed
Aug. 1, 2016 SWK Stock Option (Right to Buy) Common Stock (129,199) $121.62 Aug. 1, 2026 129,199 Acquired
Dec. 4, 2015 SWK Stock Option (Right to Buy) Common Stock (50,000) $109.24 Dec. 4, 2025 50,000 Acquired
Nov. 11, 2015 SWK Stock Option (Right to Buy) Common Stock (25,000) $51.12 Dec. 9, 2017 25,000 Disposed
Feb. 26, 2015 SWK Restricted Stock Units Common Stock (40,000) $29.66 — 40,000 Disposed
Feb. 17, 2015 NVRI Restricted Stock Units Common Stock, $1.25 par value (146) — — 146 Acquired
Feb. 2, 2015 SWK Stock Option (Right to Buy) Common Stock (25,000) $51.14 Dec. 10, 2016 25,000 Disposed
Dec. 5, 2014 SWK Stock Option (Right to Buy) Common Stock (50,000) $95.18 Dec. 5, 2024 50,000 Acquired
Nov. 17, 2014 NVRI Restricted Stock Units Common Stock, $1.25 par value (126) — — 126 Acquired
Aug. 15, 2014 NVRI Restricted Stock Units Common Stock, $1.25 par value (103) — — 103 Acquired
July 29, 2014 SWK Stock Option (Right to Buy) Common Stock (25,000) $47.29 Dec. 11, 2015 25,000 Disposed
May 15, 2014 NVRI Restricted Stock Units Common Stock, $1.25 par value (94) — — 94 Acquired
May 9, 2014 NVRI Restricted Stock Units Common Stock, $1.25 par value (4,289) — — 4,289 Acquired
Feb. 18, 2014 NVRI Restricted Stock Units Common Stock, $1.25 par value (55) — — 55 Acquired
Dec. 5, 2013 SWK Stock Option (Right to Buy) Common Stock (50,000) $79.70 Dec. 5, 2023 50,000 Acquired
Nov. 15, 2013 NVRI Restricted Stock Units Common Stock, $1.25 par value (51) — — 51 Acquired
Aug. 15, 2013 NVRI Restricted Stock Units Common Stock, $1.25 par value (57) — — 57 Acquired
Aug. 1, 2013 SWK Stock Option (Right to Buy) Common Stock (24,128) $41.42 Oct. 14, 2014 24,128 Disposed
July 31, 2013 SWK Stock Option (Right to Buy) Common Stock (25,872) $41.42 Oct. 14, 2014 25,872 Disposed
May 15, 2013 NVRI Restricted Stock Units Common Stock, $1.25 par value (59) — — 59 Acquired
May 1, 2013 NVRI Restricted Stock Units Common Stock, $1.25 par value (5,143) — — 5,143 Acquired
Feb. 15, 2013 NVRI Restricted Stock Units Common Stock, $1.25 par value (22) — — 22 Acquired
Dec. 6, 2012 SWK Stock Option (Right to Buy) Common Stock (50,000) $70.61 Dec. 6, 2022 50,000 Acquired
Nov. 15, 2012 NVRI Restricted Stock Units Common Stock, $1.25 par value (28) — — 28 Acquired
Aug. 15, 2012 NVRI Restricted Stock Units Common Stock, $1.25 par value (24) — — 24 Acquired
May 15, 2012 NVRI Restricted Stock Units Common Stock, $1.25 par value (26) — — 26 Acquired
May 15, 2012 NVRI Restricted Stock Units Common Stock, $1.25 par value (26) — — 26 Acquired
May 1, 2012 NVRI Restricted Stock Units Common Stock, $1.25 par value (3,990) — — 3,990 Acquired
March 5, 2012 SWK Stock Option (Right to Buy) Common Stock (47,550) $33.34 Dec. 9, 2018 47,550 Disposed
Dec. 8, 2011 SWK Stock Option (Right to Buy) Common Stock (50,000) $64.78 Dec. 8, 2021 50,000 Acquired
Nov. 3, 2011 SWK Stock Option (Right to Buy) Common Stock (25,000) $31.31 Oct. 15, 2013 25,000 Disposed
May 2, 2011 NVRI Restricted Stock Units Common Stock, $1.25 par value (2,524) — — 2,524 Acquired
Jan. 28, 2011 SWK Interest in Employer Stock Fund (Supplemental Plan) [F4] Common Stock (18) — — 18 Acquired
Jan. 28, 2011 SWK Interest In Employer Stock Fund (401(k) Plan) [F3] Common Stock (6) — — 6 Acquired
Jan. 28, 2011 SWK Stock Option (Right to Buy) Common Stock (50,000) $39.00 Oct. 18, 2011 50,000 Disposed
Dec. 9, 2010 SWK Stock Option (Right to Buy) Common Stock (50,000) $63.72 Dec. 9, 2020 50,000 Acquired
July 30, 2010 SWK Interest in Employer Stock Fund (Supplemental Plan) [F3] Common Stock (36) — — 36 Disposed
July 30, 2010 SWK Interest In Employer Stock Fund (401(k) Plan) [F2] Common Stock (11) — — 11 Disposed
July 30, 2010 SWK Stock Option (Right to Buy) Common Stock (25,000) $31.31 Oct. 15, 2013 25,000 Disposed
March 15, 2010 SWK Interest In Employer Stock Fund (401(k) Plan) [F3] Common Stock (18) — — 18 Acquired
March 15, 2010 SWK Interest in Employer Stock Fund (Supplemental Plan) [F2] Common Stock (55) — — 55 Acquired
Dec. 9, 2009 SWK Stock Option (Right to Buy) Common Stock (50,000) $49.02 Dec. 9, 2019 50,000 Acquired
Dec. 7, 2009 SWK Interest In Employer Stock Fund (401(k) Plan) [F3] Common Stock (55) — — 55 Disposed
Dec. 7, 2009 SWK Interest in Employer Stock Fund (Supplemental Plan) [F2] Common Stock (173) — — 173 Disposed
Dec. 7, 2009 SWK Stock Option (Right to Buy) Common Stock (62,500) $30.96 Oct. 16, 2012 62,500 Disposed
April 27, 2009 SWK Interest in Employer Stock Fund (Supplemental Plan) [F4] Common Stock (142) — — 142 Acquired
April 27, 2009 SWK Interest In Employer Stock Fund (401(k) Plan) [F3] Common Stock (45) — — 45 Acquired
March 4, 2009 SWK Interest In Employer Stock Fund (401(k) Plan) [F4] Common Stock (17) — — 17 Acquired
March 4, 2009 SWK Interest in Employer Stock Fund (Supplemental Plan) [F5] Common Stock (104) — — 104 Acquired
Dec. 9, 2008 SWK Interest In Employer Stock Fund (401(k) Plan) Common Stock (543) — — 543 Disposed
Dec. 9, 2008 SWK Interest in Employer Stock Fund (Supplemental Plan) Common Stock (1,753) — — 1,753 Disposed
Dec. 9, 2008 SWK Stock Option (Right to Buy) Common Stock (63,400) $33.34 Dec. 9, 2018 63,400 Acquired
Feb. 29, 2008 SWK Interest in Employer Stock Fund [F2] Common Stock (148) — — 148 Acquired
Feb. 29, 2008 SWK Interest in Employer Stock Fund [F1] Common Stock (47) — — 47 Acquired
Dec. 10, 2007 SWK Stock Option (right to buy) Common Stock (50,000) $51.12 Dec. 9, 2017 50,000 Acquired
Dec. 10, 2007 SWK Interest in Employer Stock Fund [F2] Common Stock (115) — — 115 Acquired
Dec. 10, 2007 SWK Interest in Employer Stock Fund [F1] Common Stock (36) — — 36 Acquired
March 20, 2007 SWK Interest in Employer Stock Fund [F2] Common Stock (172) — — 172 Disposed
March 20, 2007 SWK Interest in Employer Stock Fund [F1] Common Stock (55) — — 55 Disposed
Jan. 30, 2007 SWK Interest in Employer Stock Fund [F2] Common Stock (150) — — 150 Acquired
Jan. 30, 2007 SWK Interest in Employer Stock Fund [F1] Common Stock (14) — — 14 Acquired
Jan. 26, 2007 SWK Stock Option (right to buy) Common Stock (150,000) $29.66 July 19, 2009 150,000 Disposed
Dec. 11, 2006 SWK Stock Option (right to buy) Common Stock (50,000) $51.14 Dec. 10, 2016 50,000 Acquired
Dec. 11, 2006 SWK Interest in Employer Stock Fund [F2] Common Stock (378) — — 378 Acquired
Dec. 11, 2006 SWK Interest in Employer Stock Fund [F1] Common Stock (100) — — 100 Acquired
Dec. 12, 2005 SWK Stock Option (right to buy) Common Stock (50,000) $47.29 Dec. 11, 2015 50,000 Acquired
Dec. 12, 2005 SWK Interest in Employer Stock Fund [F2] Common Stock — — 431 Acquired
Dec. 12, 2005 SWK Interest in Employer Stock Fund [F1] Common Stock — — 77 Acquired
Feb. 7, 2005 SWK Stock Option (right to buy) Common Stock (20,000) $20.38 Oct. 18, 2010 20,000 Acquired
Feb. 7, 2005 SWK Interest in Employer Stock Fund [F2] Common Stock — — 1 Acquired
Feb. 7, 2005 SWK Interest in Employer Stock Fund [F1] Common Stock — — 17 Acquired
Feb. 4, 2005 SWK Stock Option (right to buy) Common Stock (20,000) $20.38 Oct. 18, 2010 20,000 Acquired
Feb. 3, 2005 SWK Stock Option (right to buy) Common Stock (20,000) $20.38 Oct. 18, 2010 20,000 Acquired
Feb. 2, 2005 SWK Stock Option (right to buy) Common Stock (20,000) $20.38 Oct. 18, 2010 20,000 Acquired
Feb. 2, 2005 SWK Interest in Employer Stock Fund [F1] Common Stock — — 2 Acquired
Feb. 2, 2005 SWK Interest in Employer Stock Fund [F2] Common Stock — — 55 Acquired
Feb. 1, 2005 SWK Stock Option (right to buy) Common Stock (20,000) $20.38 Oct. 18, 2010 20,000 Acquired
Oct. 19, 2004 SWK Interest in Employer Stock Fund [F2] Common Stock — — 419 Acquired
Oct. 19, 2004 SWK Interest in Employer Stock Fund [F1] Common Stock — — 100 Acquired
Oct. 15, 2004 SWK Stock Option (Right to Buy) Common Stock (100,000) $41.42 Oct. 14, 2014 100,000 Acquired
Oct. 16, 2003 SWK Stock Options (Right to buy) Common Stock (25,000) $31.31 Oct. 15, 2013 25,000 Acquired
Oct. 16, 2003 SWK Stock Options (Right to buy) Common Stock (25,000) $31.31 Oct. 15, 2013 — Acquired
Oct. 16, 2003 SWK Stock Options (Right to buy) Common Stock (25,000) $31.31 — 25,000 Acquired
Oct. 16, 2003 SWK Stock Options (Right to buy) Common Stock (25,000) $31.31 Oct. 15, 2013 25,000 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 2 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Oct. 6, 2023 UNFI Common Stock 0 Direct
Dec. 20, 2017 WHR Common Stock 10 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

SWK

CEO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2021 $1,304,000 $0 — — $2,276,784 $0 — $13,167,893
2020 $1,130,133 $0 $7,328,996 $3,627,000 $0 $3,779,245 $405,250 $16,270,624
2019 $1,250,000 $0 — — — $6,180,244 — $18,687,549

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.