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CARMAX INC

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SEC CIK
0001170010
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553

Last 12 months

Inside the activity.

6 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202660
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 16, 2024 Filed Jul 17, 2024 20:33 UTC Exercise / conversionCommon Stock 11,150 $63.04 $702,896.00
Disclosure

SEC source: 0001170010-24-000120 · wk-form4_1721248395.xml · nonDerivative · entry 1

Mayor-Mora Enrique N · CIK 0001793012 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,578

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
July 15, 2024 Filed Jul 16, 2024 20:13 UTC
Stuckey John M IIISVP, Gen Counsel & Secretary
Exercise / conversionStock Options (Right to Buy) · Derivative 19,673 $0.00 Strike: $63.04 $0.00
Disclosure

SEC source: 0001170010-24-000118 · wk-form4_1721160777.xml · derivative · entry 3

Stuckey John M III · CIK 0002030154 · SVP, Gen Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 19,673 shares

Expires 2025-05-01

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: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022 and are now fully exercisable.

Read SEC document
July 15, 2024 Filed Jul 16, 2024 20:13 UTC
Stuckey John M IIISVP, Gen Counsel & Secretary
SaleCommon Stock 19,673 $82.01 $1,613,382.73
Disclosure

SEC source: 0001170010-24-000118 · wk-form4_1721160777.xml · nonDerivative · entry 2

Stuckey John M III · CIK 0002030154 · SVP, Gen Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 969

F1 · price: The shares with respect to this transaction were sold at prices ranging from $82.00 to $82.07. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
July 15, 2024 Filed Jul 16, 2024 20:13 UTC
Stuckey John M IIISVP, Gen Counsel & Secretary
Exercise / conversionCommon Stock 19,673 $63.04 $1,240,185.92
Disclosure

SEC source: 0001170010-24-000118 · wk-form4_1721160777.xml · nonDerivative · entry 1

Stuckey John M III · CIK 0002030154 · SVP, Gen Counsel & Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,642

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
July 11, 2024 Filed Jul 12, 2024 20:10 UTC
Nash William DDirector · President & CEO
Exercise / conversionStock Options (Right to Buy) · Derivative 120,000 $0.00 Strike: $63.04 $0.00
Disclosure

SEC source: 0001170010-24-000114 · wk-form4_1720815022.xml · derivative · entry 3

Nash William D · CIK 0001545342 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 120,513

Underlying: Common Stock · 120,000 shares

Expires 2025-05-01

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: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022 and are now fully exercisable.

Read SEC document
July 11, 2024 Filed Jul 12, 2024 20:10 UTC
Nash William DDirector · President & CEO
SaleCommon Stock 120,000 $79.62 $9,554,400.00
Disclosure

SEC source: 0001170010-24-000114 · wk-form4_1720815022.xml · nonDerivative · entry 2

Nash William D · CIK 0001545342 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,683

F1 · price: The shares with respect to this transaction were sold at prices ranging from $79.32 to $79.88. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
July 11, 2024 Filed Jul 12, 2024 20:10 UTC
Nash William DDirector · President & CEO
Exercise / conversionCommon Stock 120,000 $63.04 $7,564,800.00
Disclosure

SEC source: 0001170010-24-000114 · wk-form4_1720815022.xml · nonDerivative · entry 1

Nash William D · CIK 0001545342 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 301,683

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
July 01, 2024 Filed Jul 2, 2024 20:25 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000112 · wk-form4_1719951920.xml · nonDerivative · entry 1

BLAYLOCK RONALD E · CIK 0001214686 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,658

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:25 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000111 · wk-form4_1719951909.xml · nonDerivative · entry 1

Goodman Shira · CIK 0001199915 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,572

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:25 UTC
Chawla SonaDirector
GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000110 · wk-form4_1719951896.xml · nonDerivative · entry 1

Chawla Sona · CIK 0001438864 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,949

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:24 UTC
ONeil Mark FDirector
GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000109 · wk-form4_1719951884.xml · nonDerivative · entry 1

ONeil Mark F · CIK 0001342016 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,121

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:24 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000108 · wk-form4_1719951872.xml · nonDerivative · entry 1

Satriano Pietro · CIK 0001675303 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,562

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:24 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000107 · wk-form4_1719951862.xml · nonDerivative · entry 1

STEENROD MITCHELL D · CIK 0001511361 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,277

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:24 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000106 · wk-form4_1719951850.xml · nonDerivative · entry 1

Bensen Peter J · CIK 0001395526 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,543

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:24 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000105 · wk-form4_1719951837.xml · nonDerivative · entry 1

FOLLIARD THOMAS J · CIK 0001223841 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,068

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:23 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000104 · wk-form4_1719951825.xml · nonDerivative · entry 1

Shinder Marcella · CIK 0001639923 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,666

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:23 UTC GrantCommon Stock 2,598 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000103 · wk-form4_1719951809.xml · nonDerivative · entry 1

McCreight David W. · CIK 0001440360 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,946

Read SEC document
June 26, 2024 Filed Jun 27, 2024 20:41 UTC SaleCommon Stock 1,231 $72.46 $89,198.26
Disclosure

SEC source: 0001170010-24-000090 · wk-form4_1719520855.xml · nonDerivative · entry 1

Daniels Jon G · CIK 0001628337 · SVP, CAF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 995

Read SEC document
May 03, 2024 Filed May 7, 2024 20:23 UTC
Livesay Jill AVP, Controller & PAO
Exercise / conversionRestricted Stock Units · Derivative 965 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000072 · wk-form4_1715113397.xml · derivative · entry 3

Livesay Jill A · CIK 0001456533 · VP, Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 544 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.

F1 · derivative.exercise_price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 0.5637 times the number of MSUs in shares of Company common stock.

F2 · derivative.exercise_date: The restricted stock units vested on May 3, 2024 and were settled in Company common stock.

F2 · derivative.expiration_date: The restricted stock units vested on May 3, 2024 and were settled in Company common stock.

Read SEC document
May 03, 2024 Filed May 7, 2024 20:23 UTC
Livesay Jill AVP, Controller & PAO
Tax withholdingCommon Stock 164 $68.71 $11,268.44
Disclosure

SEC source: 0001170010-24-000072 · wk-form4_1715113397.xml · nonDerivative · entry 2

Livesay Jill A · CIK 0001456533 · VP, Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,448

Read SEC document
May 03, 2024 Filed May 7, 2024 20:23 UTC
Livesay Jill AVP, Controller & PAO
Exercise / conversionCommon Stock 544 Not disclosed Not disclosed
Disclosure

SEC source: 0001170010-24-000072 · wk-form4_1715113397.xml · nonDerivative · entry 1

Livesay Jill A · CIK 0001456533 · VP, Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,612

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 · price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 0.5637 times the number of MSUs in shares of Company common stock.

Read SEC document
May 03, 2024 Filed May 7, 2024 20:21 UTC
Nash William DDirector · President & CEO
Tax withholdingCommon Stock 5,314 $68.71 $365,124.94
Disclosure

SEC source: 0001170010-24-000071 · wk-form4_1715113267.xml · nonDerivative · entry 1

Nash William D · CIK 0001545342 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 181,683

Read SEC document
May 03, 2024 Filed May 7, 2024 20:21 UTC Tax withholdingCommon Stock 445 $68.71 $30,575.95
Disclosure

SEC source: 0001170010-24-000070 · wk-form4_1715113242.xml · nonDerivative · entry 1

Wilson Charles Joseph · CIK 0001721932 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,609

Read SEC document
May 03, 2024 Filed May 7, 2024 20:20 UTC Tax withholdingCommon Stock 578 $68.71 $39,714.38
Disclosure

SEC source: 0001170010-24-000069 · wk-form4_1715113228.xml · nonDerivative · entry 1

Mayor-Mora Enrique N · CIK 0001793012 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,428

Read SEC document
May 03, 2024 Filed May 7, 2024 20:20 UTC
Cafritz Diane LEVP, General Counsel & CCO
Tax withholdingCommon Stock 578 $68.71 $39,714.38
Disclosure

SEC source: 0001170010-24-000068 · wk-form4_1715113211.xml · nonDerivative · entry 1

Cafritz Diane L · CIK 0001702741 · EVP, General Counsel & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,399

Read SEC document
May 03, 2024 Filed May 7, 2024 20:20 UTC Tax withholdingCommon Stock 445 $68.71 $30,575.95
Disclosure

SEC source: 0001170010-24-000067 · wk-form4_1715113182.xml · nonDerivative · entry 1

Newberry Darren C · CIK 0001721939 · SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,154

Read SEC document
May 03, 2024 Filed May 7, 2024 20:19 UTC
Lyski JamesEVP, Chief Inn & Strat Officer
Tax withholdingCommon Stock 773 $68.71 $53,112.83
Disclosure

SEC source: 0001170010-24-000066 · wk-form4_1715113158.xml · nonDerivative · entry 1

Lyski James · CIK 0001376853 · EVP, Chief Inn & Strat Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,803

Read SEC document
May 03, 2024 Filed May 7, 2024 20:19 UTC Tax withholdingCommon Stock 526 $68.71 $36,141.46
Disclosure

SEC source: 0001170010-24-000065 · wk-form4_1715113144.xml · nonDerivative · entry 1

Daniels Jon G · CIK 0001628337 · SVP, CAF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,226

Read SEC document
May 03, 2024 Filed May 7, 2024 20:19 UTC
Shamim MohammadEVP and CITO
Tax withholdingCommon Stock 642 $68.71 $44,111.82
Disclosure

SEC source: 0001170010-24-000064 · wk-form4_1715113119.xml · nonDerivative · entry 1

Shamim Mohammad · CIK 0001620490 · EVP and CITO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,738

Read SEC document
May 01, 2024 Filed May 3, 2024 20:35 UTC
Shamim MohammadEVP and CITO
GrantStock Options (Right to Buy) · Derivative 27,416 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000053 · wk-form4_1714768528.xml · derivative · entry 1

Shamim Mohammad · CIK 0001620490 · EVP and CITO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,416

Underlying: Common Stock · 27,416 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:36 UTC
Livesay Jill AVP, Controller & PAO
GrantStock Options (Right to Buy) · Derivative 12,490 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000054 · wk-form4_1714768545.xml · derivative · entry 2

Livesay Jill A · CIK 0001456533 · VP, Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,490

Underlying: Common Stock · 12,490 shares

Expires 2031-05-01

F3 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:36 UTC
Livesay Jill AVP, Controller & PAO
GrantRestricted Stock Units · Derivative 3,810 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000054 · wk-form4_1714768545.xml · derivative · entry 1

Livesay Jill A · CIK 0001456533 · VP, Controller & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,810

Underlying: Common Stock · Not disclosed shares

Expires not disclosed

F1 · derivative.exercise_price: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs.

F2 · derivative.exercise_date: The restricted stock units shall vest on May 1, 2027.

F1 · derivative.expiration_date: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs.

F2 · derivative.expiration_date: The restricted stock units shall vest on May 1, 2027.

F1 · derivative.underlying_shares: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:35 UTC
Lyski JamesEVP, Chief Inn & Strat Officer
GrantStock Options (Right to Buy) · Derivative 34,270 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000052 · wk-form4_1714768497.xml · derivative · entry 1

Lyski James · CIK 0001376853 · EVP, Chief Inn & Strat Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,270

Underlying: Common Stock · 34,270 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:34 UTC GrantStock Options (Right to Buy) · Derivative 30,843 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000051 · wk-form4_1714768461.xml · derivative · entry 1

Wilson Charles Joseph · CIK 0001721932 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,843

Underlying: Common Stock · 30,843 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:34 UTC
Cafritz Diane LEVP, General Counsel & CCO
GrantStock Options (Right to Buy) · Derivative 27,416 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000050 · wk-form4_1714768442.xml · derivative · entry 1

Cafritz Diane L · CIK 0001702741 · EVP, General Counsel & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,416

Underlying: Common Stock · 27,416 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:34 UTC GrantStock Options (Right to Buy) · Derivative 30,843 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000049 · wk-form4_1714768424.xml · derivative · entry 1

Mayor-Mora Enrique N · CIK 0001793012 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,843

Underlying: Common Stock · 30,843 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:33 UTC
Nash William DDirector · President & CEO
GrantStock Options (Right to Buy) · Derivative 179,918 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000048 · wk-form4_1714768407.xml · derivative · entry 1

Nash William D · CIK 0001545342 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,918

Underlying: Common Stock · 179,918 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:33 UTC GrantStock Options (Right to Buy) · Derivative 20,452 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000047 · wk-form4_1714768387.xml · derivative · entry 1

Newberry Darren C · CIK 0001721939 · SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,452

Underlying: Common Stock · 20,452 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

Read SEC document
May 01, 2024 Filed May 3, 2024 20:33 UTC GrantStock Options (Right to Buy) · Derivative 23,132 $0.00 Strike: $67.21 $0.00
Disclosure

SEC source: 0001170010-24-000046 · wk-form4_1714768359.xml · derivative · entry 1

Daniels Jon G · CIK 0001628337 · SVP, CAF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,132

Underlying: Common Stock · 23,132 shares

Expires 2031-05-01

F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options.

F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2025, May 1, 2026, May 1, 2027 and May 1, 2028.

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April 23, 2024 Filed Apr 25, 2024 20:13 UTC
Cafritz Diane LEVP, General Counsel & CCO
Exercise / conversionStock Options (Right to Buy) · Derivative 15,356 $0.00 Strike: $63.04 $0.00
Disclosure

SEC source: 0001170010-24-000036 · wk-form4_1714075989.xml · derivative · entry 3

Cafritz Diane L · CIK 0001702741 · EVP, General Counsel & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,356 shares

Expires 2025-05-01

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: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022 and are now fully exercisable.

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April 23, 2024 Filed Apr 25, 2024 20:13 UTC
Cafritz Diane LEVP, General Counsel & CCO
SaleCommon Stock 15,356 $69.53 $1,067,702.68
Disclosure

SEC source: 0001170010-24-000036 · wk-form4_1714075989.xml · nonDerivative · entry 2

Cafritz Diane L · CIK 0001702741 · EVP, General Counsel & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,977

F1 · price: The shares with respect to this transaction were sold at prices ranging from $69.50 to $69.63. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.

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April 23, 2024 Filed Apr 25, 2024 20:13 UTC
Cafritz Diane LEVP, General Counsel & CCO
Exercise / conversionCommon Stock 15,356 $63.04 $968,042.24
Disclosure

SEC source: 0001170010-24-000036 · wk-form4_1714075989.xml · nonDerivative · entry 1

Cafritz Diane L · CIK 0001702741 · EVP, General Counsel & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,333

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.

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April 10, 2024 Filed Apr 12, 2024 20:12 UTC
Cafritz Diane LEVP, General Counsel & CCO
GrantCommon Stock 1,454 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000032 · wk-form4_1712952759.xml · nonDerivative · entry 1

Cafritz Diane L · CIK 0001702741 · EVP, General Counsel & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,977

F1 · shares: Reflects (i) 301 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 503 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 650 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:12 UTC GrantCommon Stock 1,227 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000031 · wk-form4_1712952746.xml · nonDerivative · entry 1

Daniels Jon G · CIK 0001628337 · SVP, CAF

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,752

F1 · shares: Reflects (i) 276 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 415 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 536 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:12 UTC GrantCommon Stock 1,296 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000030 · wk-form4_1712952730.xml · nonDerivative · entry 1

Wilson Charles Joseph · CIK 0001721932 · EVP and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,054

F1 · acquired: Reflects (i) 231 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 415 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 650 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:12 UTC
Shamim MohammadEVP and CITO
GrantCommon Stock 1,488 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000029 · wk-form4_1712952715.xml · nonDerivative · entry 1

Shamim Mohammad · CIK 0001620490 · EVP and CITO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,380

F1 · shares: Reflects (i) 335 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 503 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 650 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:11 UTC
Lyski JamesEVP, Chief Inn & Strat Officer
GrantCommon Stock 1,790 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000028 · wk-form4_1712952698.xml · nonDerivative · entry 1

Lyski James · CIK 0001376853 · EVP, Chief Inn & Strat Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,576

F1 · shares: Reflects (i) 403 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 605 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 782 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:11 UTC GrantCommon Stock 1,454 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000027 · wk-form4_1712952683.xml · nonDerivative · entry 1

Mayor-Mora Enrique N · CIK 0001793012 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,006

F1 · shares: Reflects (i) 301 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 503 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 650 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:11 UTC
Nash William DDirector · President & CEO
GrantCommon Stock 9,817 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000026 · wk-form4_1712952667.xml · nonDerivative · entry 1

Nash William D · CIK 0001545342 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,997

F1 · shares: Reflects (i) 1,850 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 3,474 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 4,493 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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April 10, 2024 Filed Apr 12, 2024 20:11 UTC GrantCommon Stock 1,182 $0.00 $0.00
Disclosure

SEC source: 0001170010-24-000025 · wk-form4_1712952645.xml · nonDerivative · entry 1

Newberry Darren C · CIK 0001721939 · SVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,599

F1 · shares: Reflects (i) 231 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 415 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 536 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.