Lori S Sundberg

CIK 1419781 · View on SEC EDGAR ↗

Insider

First SEC filing: Nov. 23, 2015 · Latest: Nov. 23, 2015

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 95 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

95 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Aug. 19, 2021	SHLS	A	8	—	—	10,156 Direct	+0.08%	Acquired	(price as of 2026-08-20)
Aug. 19, 2021	SHLS	A	1,693	—	—	1,693 Direct	—	Acquired	(price as of 2026-08-20)
Aug. 6, 2021	WDC	S	3,380	$67.92	$229,570	62,795 Direct	-5.11%	Disposed	792.4% (price as of 2026-08-20)
March 5, 2021	WDC	M	431	—	—	68,117 Direct	+0.64%	Acquired	(price as of 2026-08-20)
March 5, 2021	WDC	F	1,942	$68.07	$132,192	66,175 Direct	-2.85%	Disposed	790.4% (price as of 2026-08-20)
March 5, 2021	WDC	M	431	—	—	1,933 Direct	-18.23%	Disposed	(price as of 2026-08-20)
Sept. 9, 2020	WDC	A	1,589	—	—	67,686 Direct	+2.40%	Acquired	(price as of 2026-08-20)
Sept. 9, 2020	WDC	A	40	—	—	2,364 Direct	+1.72%	Acquired	(price as of 2026-08-20)
Sept. 4, 2020	WDC	M	131	—	—	67,781 Direct	+0.19%	Acquired	(price as of 2026-08-20)
Sept. 4, 2020	WDC	F	1,684	$38.16	$64,261	66,097 Direct	-2.48%	Disposed	1488.4% (price as of 2026-08-20)
Sept. 4, 2020	WDC	M	132	—	—	2,324 Direct	-5.37%	Disposed	(price as of 2026-08-20)
Sept. 3, 2020	WDC	A	24,363	—	—	67,650 Direct	+56.28%	Acquired	(price as of 2026-08-20)
Aug. 30, 2020	WDC	M	244	—	—	44,566 Direct	+0.55%	Acquired	(price as of 2026-08-20)
Aug. 30, 2020	WDC	F	1,279	$37.84	$48,397	43,287 Direct	-2.87%	Disposed	1501.8% (price as of 2026-08-20)
Aug. 30, 2020	WDC	M	244	—	—	2,456 Direct	-9.04%	Disposed	(price as of 2026-08-20)
June 3, 2020	WDC	S	1,300	$45.66	$59,358	44,322 Direct	-2.85%	Disposed	1227.5% (price as of 2026-08-20)
April 17, 2020	WDC	A	488	—	—	2,700 Direct	+22.06%	Acquired	(price as of 2026-08-20)
March 5, 2020	WDC	M	365	—	—	47,537 Direct	+0.77%	Acquired	(price as of 2026-08-20)
March 5, 2020	WDC	F	1,915	$57.71	$110,515	45,622 Direct	-4.03%	Disposed	950.3% (price as of 2026-08-20)
March 5, 2020	WDC	M	366	—	—	2,212 Direct	-14.20%	Disposed	(price as of 2026-08-20)
Jan. 21, 2020	WDC	A	338	—	—	2,578 Direct	+15.09%	Acquired	(price as of 2026-08-20)
Oct. 22, 2019	WDC	A	392	—	—	2,240 Direct	+21.21%	Acquired	(price as of 2026-08-20)
Sept. 4, 2019	WDC	A	18,961	—	—	47,172 Direct	+67.21%	Acquired	(price as of 2026-08-20)
Aug. 30, 2019	WDC	M	144	—	—	29,456 Direct	+0.49%	Acquired	(price as of 2026-08-20)
Aug. 30, 2019	WDC	F	1,245	$57.27	$71,301	28,211 Direct	-4.23%	Disposed	958.4% (price as of 2026-08-20)
Aug. 30, 2019	WDC	M	144	—	—	1,849 Direct	-7.23%	Disposed	(price as of 2026-08-20)
Aug. 21, 2019	WDC	S	3,442	$56.82	$195,574	29,312 Direct	-10.51%	Disposed	966.7% (price as of 2026-08-20)
July 15, 2019	WDC	A	409	—	—	1,993 Direct	+25.82%	Acquired	(price as of 2026-08-20)
April 15, 2019	WDC	A	427	—	—	1,584 Direct	+36.91%	Acquired	(price as of 2026-08-20)
March 5, 2019	WDC	M	178	—	—	34,652 Direct	+0.52%	Acquired	(price as of 2026-08-20)
March 5, 2019	WDC	F	1,898	$50.74	$96,305	32,754 Direct	-5.48%	Disposed	1094.6% (price as of 2026-08-20)
March 5, 2019	WDC	M	179	—	—	1,157 Direct	-13.40%	Disposed	(price as of 2026-08-20)
Jan. 14, 2019	WDC	A	644	—	—	1,335 Direct	+93.20%	Acquired	(price as of 2026-08-20)
Oct. 15, 2018	WDC	A	445	—	—	692 Direct	+180.16%	Acquired	(price as of 2026-08-20)
Aug. 30, 2018	WDC	A	13,827	—	—	34,474 Direct	+66.97%	Acquired	(price as of 2026-08-20)
July 16, 2018	WDC	A	132	—	—	246 Direct	+115.79%	Acquired	(price as of 2026-08-20)
April 16, 2018	WDC	A	114	—	—	114 Direct	—	Acquired	(price as of 2026-08-20)
June 6, 2017	J	M	1,650	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
June 6, 2017	J	F	452	$52.09	$23,545	19,683 Direct	-2.24%	Disposed	242.2% (price as of 2026-08-20)
June 6, 2017	J	M	1,650	—	—	20,135 Direct	+8.93%	Acquired	(price as of 2026-08-20)
May 22, 2017	J	M	582	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 22, 2017	J	F	157	$52.88	$8,302	18,485 Direct	-0.84%	Disposed	237.1% (price as of 2026-08-20)
May 22, 2017	J	M	582	—	—	18,642 Direct	+3.22%	Acquired	(price as of 2026-08-20)
Nov. 18, 2016	J	F	192	$58.15	$11,165	18,060 Direct	-1.05%	Disposed	206.5% (price as of 2026-08-20)
Nov. 16, 2016	J	A	4,776	$58.63	$280,017	18,252 Direct	+35.44%	Acquired	204.0% (price as of 2026-08-20)
May 25, 2016	J	M	2,088	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
May 25, 2016	J	F	785	$50.02	$39,266	13,476 Direct	-5.50%	Disposed	256.4% (price as of 2026-08-20)
May 25, 2016	J	M	2,088	—	—	14,261 Direct	+17.15%	Acquired	(price as of 2026-08-20)
May 23, 2016	J	F	1,879	$48.64	$91,395	12,173 Direct	-13.37%	Disposed	266.5% (price as of 2026-08-20)
Nov. 19, 2015	J	A	9,257	—	—	9,257 Direct	—	Acquired	(price as of 2026-08-20)
Nov. 19, 2015	J	A	2,808	—	—	14,052 Direct	+24.97%	Acquired	(price as of 2026-08-20)
May 28, 2015	J	A	6,400	—	—	6,400 Direct	—	Acquired	(price as of 2026-08-20)
May 22, 2015	J	A	581	—	—	581 Direct	—	Acquired	(price as of 2026-08-20)
May 22, 2015	J	F	1,876	$43.57	$81,737	11,244 Direct	-14.30%	Disposed	309.1% (price as of 2026-08-20)
May 23, 2014	J	F	1,880	$53.35	$100,298	13,120 Direct	-12.53%	Disposed	234.1% (price as of 2026-08-20)
May 22, 2014	J	A	6,000	—	—	6,000 Direct	—	Acquired	(price as of 2026-08-20)
May 22, 2014	J	A	4,500	—	—	4,500 Direct	—	Acquired	(price as of 2026-08-20)
May 22, 2014	J	A	9,000	—	—	9,000 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 27, 2013	PNW	S	1,838	$54.74	$100,612	9,937 Direct	-15.61%	Disposed	82.4% (price as of 2026-08-20)
Feb. 27, 2013	PNW	S	1,838	$55.24	$101,531	9,937 Direct	-15.61%	Disposed	80.8% (price as of 2026-08-20)
Feb. 20, 2013	PNW	M	534	—	—	1,602 Direct	-25.00%	Disposed	(price as of 2026-08-20)
Feb. 20, 2013	PNW	M	675	—	—	1,350 Direct	-33.33%	Disposed	(price as of 2026-08-20)
Feb. 20, 2013	PNW	M	666	—	—	666 Direct	-50.00%	Disposed	(price as of 2026-08-20)
Feb. 20, 2013	PNW	M	700	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Feb. 20, 2013	PNW	F	70	$54.80	$3,836	11,775 Direct	-0.59%	Disposed	82.2% (price as of 2026-08-20)
Feb. 20, 2013	PNW	A	166	—	—	11,845 Direct	+1.42%	Acquired	(price as of 2026-08-20)
Feb. 20, 2013	PNW	F	221	$54.80	$12,111	11,679 Direct	-1.86%	Disposed	82.2% (price as of 2026-08-20)
Feb. 20, 2013	PNW	M	534	—	—	11,900 Direct	+4.70%	Acquired	(price as of 2026-08-20)
Feb. 20, 2013	PNW	F	280	$54.80	$15,344	11,366 Direct	-2.40%	Disposed	82.2% (price as of 2026-08-20)
Feb. 20, 2013	PNW	M	675	—	—	11,646 Direct	+6.15%	Acquired	(price as of 2026-08-20)
Feb. 20, 2013	PNW	F	276	$54.80	$15,125	10,971 Direct	-2.45%	Disposed	82.2% (price as of 2026-08-20)
Feb. 20, 2013	PNW	M	666	—	—	11,247 Direct	+6.29%	Acquired	(price as of 2026-08-20)
Feb. 20, 2013	PNW	F	290	$54.80	$15,892	10,581 Direct	-2.67%	Disposed	82.2% (price as of 2026-08-20)
Feb. 20, 2013	PNW	M	700	—	—	10,871 Direct	+6.88%	Acquired	(price as of 2026-08-20)
Feb. 19, 2013	PNW	A	2,864	—	—	2,864 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 19, 2013	PNW	F	115	$54.98	$6,323	10,171 Direct	-1.12%	Disposed	81.6% (price as of 2026-08-20)
Feb. 19, 2013	PNW	A	282	—	—	10,286 Direct	+2.82%	Acquired	(price as of 2026-08-20)
Feb. 19, 2013	PNW	F	933	$54.98	$51,296	10,004 Direct	-8.53%	Disposed	81.6% (price as of 2026-08-20)
Feb. 19, 2013	PNW	A	2,096	—	—	10,937 Direct	+23.71%	Acquired	(price as of 2026-08-20)
Oct. 17, 2012	PNW	F	727	$53.89	$39,178	8,841 Direct	-7.60%	Disposed	85.3% (price as of 2026-08-20)
Oct. 17, 2012	PNW	A	2,038	—	—	9,568 Direct	+27.07%	Acquired	(price as of 2026-08-20)
April 2, 2012	PNW	F	651	$48.12	$31,326	7,530 Direct	-7.96%	Disposed	107.5% (price as of 2026-08-20)
April 2, 2012	PNW	A	1,825	—	—	8,181 Direct	+28.71%	Acquired	(price as of 2026-08-20)
Feb. 21, 2012	PNW	A	2,136	—	—	2,136 Direct	—	Acquired	(price as of 2026-08-20)
Feb. 17, 2012	PNW	M	675	—	—	2,025 Direct	-25.00%	Disposed	(price as of 2026-08-20)
Feb. 17, 2012	PNW	M	666	—	—	1,332 Direct	-33.33%	Disposed	(price as of 2026-08-20)
Feb. 17, 2012	PNW	M	700	—	—	700 Direct	-50.00%	Disposed	(price as of 2026-08-20)
Feb. 17, 2012	PNW	M	700	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-20)
Feb. 17, 2012	PNW	F	33	$47.86	$1,579	6,356 Direct	-0.52%	Disposed	108.6% (price as of 2026-08-20)
Feb. 17, 2012	PNW	A	99	—	—	6,389 Direct	+1.57%	Acquired	(price as of 2026-08-20)
Feb. 17, 2012	PNW	F	241	$47.86	$11,534	6,290 Direct	-3.69%	Disposed	108.6% (price as of 2026-08-20)
Feb. 17, 2012	PNW	M	675	—	—	6,531 Direct	+11.53%	Acquired	(price as of 2026-08-20)
Feb. 17, 2012	PNW	F	205	$47.86	$9,811	5,856 Direct	-3.38%	Disposed	108.6% (price as of 2026-08-20)
Feb. 17, 2012	PNW	M	666	—	—	6,061 Direct	+12.34%	Acquired	(price as of 2026-08-20)
Feb. 17, 2012	PNW	F	236	$47.86	$11,295	5,395 Direct	-4.19%	Disposed	108.6% (price as of 2026-08-20)
Feb. 17, 2012	PNW	M	700	—	—	5,631 Direct	+14.20%	Acquired	(price as of 2026-08-20)
Feb. 17, 2012	PNW	F	244	$47.86	$11,678	4,931 Direct	-4.71%	Disposed	108.6% (price as of 2026-08-20)
Feb. 17, 2012	PNW	M	700	—	—	5,175 Direct	+15.64%	Acquired	(price as of 2026-08-20)
March 21, 2011	PNW	F	726	$41.91	$30,427	4,475 Direct	-13.96%	Disposed	138.2% (price as of 2026-08-20)
March 21, 2011	PNW	A	2,368	—	—	5,201 Direct	+83.59%	Acquired	(price as of 2026-08-20)

Showing latest 100 of 128 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
March 5, 2021	WDC	Dividend Equivalent Rights	Common Stock (431)	—	—	431	Disposed
Sept. 9, 2020	WDC	Dividend Equivalent Rights	Common Stock (40)	—	—	40	Acquired
Sept. 4, 2020	WDC	Dividend Equivalent Rights	Common Stock (132)	—	—	132	Disposed
Aug. 30, 2020	WDC	Dividend Equivalent Rights	Common Stock (244)	—	—	244	Disposed
April 17, 2020	WDC	Dividend Equivalent Rights	Common Stock (488)	—	—	488	Acquired
March 5, 2020	WDC	Dividend Equivalent Rights	Common Stock (366)	—	—	366	Disposed
Jan. 21, 2020	WDC	Dividend Equivalent Rights	Common Stock (338)	—	—	338	Acquired
Oct. 22, 2019	WDC	Dividend Equivalent Rights	Common Stock (392)	—	—	392	Acquired
Aug. 30, 2019	WDC	Dividend Equivalent Rights	Common Stock (144)	—	—	144	Disposed
July 15, 2019	WDC	Dividend Equivalent Rights	Common Stock (409)	—	—	409	Acquired
April 15, 2019	WDC	Dividend Equivalent Rights	Common Stock (427)	—	—	427	Acquired
March 5, 2019	WDC	Dividend Equivalent Rights	Common Stock (179)	—	—	179	Disposed
Jan. 14, 2019	WDC	Dividend Equivalent Rights	Common Stock (644)	—	—	644	Acquired
Oct. 15, 2018	WDC	Dividend Equivalent Rights	Common Stock (445)	—	—	445	Acquired
July 16, 2018	WDC	Dividend Equivalent Rights	Common Stock (132)	—	—	132	Acquired
April 16, 2018	WDC	Dividend Equivalent Rights	Common Stock (114)	—	—	114	Acquired
June 6, 2017	J	PERFORMANCE STOCK UNIT	COMMON STOCK	—	—	1,650	Disposed
May 22, 2017	J	PERFORMANCE STOCK UNIT	COMMON STOCK	—	—	582	Disposed
May 25, 2016	J	PERFORMANCE STOCK UNIT	COMMON STOCK	—	—	2,088	Disposed
Nov. 19, 2015	J	Stock Option	Common Stock	$42.74	Nov. 19, 2025	9,257	Acquired
May 28, 2015	J	Stock Option	Common Stock (6,400)	$43.34	May 28, 2025	6,400	Acquired
May 22, 2015	J	Performance Stock Unit	Common Stock	—	—	581	Acquired
May 22, 2014	J	Performance Stock Unit	Common Stock	—	May 22, 2017	6,000	Acquired
May 22, 2014	J	Performance Stock Unit	Common Stock	—	May 22, 2017	4,500	Acquired
May 22, 2014	J	Stock Option	Common Stock (9,000)	$53.17	May 22, 2024	9,000	Acquired
Feb. 20, 2013	PNW	Restricted Stock Units	Common Stock (534)	—	—	534	Disposed
Feb. 20, 2013	PNW	Restricted Stock Units	Common Stock (675)	—	—	675	Disposed
Feb. 20, 2013	PNW	Restricted Stock Units	Common Stock (666)	—	—	666	Disposed
Feb. 20, 2013	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 19, 2013	PNW	Restricted Stock Units	Common Stock (2,864)	—	—	2,864	Acquired
Feb. 21, 2012	PNW	Restricted Stock Units	Common Stock (2,136)	—	—	2,136	Acquired
Feb. 17, 2012	PNW	Restricted Stock Units	Common Stock (675)	—	—	675	Disposed
Feb. 17, 2012	PNW	Restricted Stock Units	Common Stock (666)	—	—	666	Disposed
Feb. 17, 2012	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 17, 2012	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 18, 2011	PNW	Restricted Stock Units	Common Stock (666)	—	—	666	Disposed
Feb. 18, 2011	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 18, 2011	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 15, 2011	PNW	Restricted Stock Units	Common Stock (4,796)	—	—	4,796	Acquired
Feb. 15, 2011	PNW	Restricted Stock Units	Common Stock (2,700)	—	—	2,700	Acquired
Feb. 19, 2010	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 19, 2010	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Jan. 19, 2010	PNW	Restricted Stock Units	Common Stock (2,664)	—	—	2,664	Acquired
Feb. 20, 2009	PNW	Restricted Stock Units	Common Stock (700)	—	—	700	Disposed
Feb. 18, 2009	PNW	Restricted Stock Units	Common Stock (2,800)	—	—	2,800	Acquired
Feb. 19, 2008	PNW	Restricted Stock Units	Common Stock (2,800)	—	—	2,800	Acquired

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

Initial ownership (Form 3) 5 holdings

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

Date	Ticker	Security	Shares	Ownership
March 8, 2018	WDC	Common Stock	20,647	Direct
May 28, 2013	J	Common Stock	15,000	Direct
May 28, 2013	J	Stock Option→ Common Stock (12,000)	12,000	Direct
May 28, 2013	J	Performance Stock Unit→ Common Stock	—	Direct
May 28, 2013	J	Performance Stock Unit→ Common Stock	—	Direct