Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJs RESTAURANTS INCBJRI · Entity 1175 | Director | June 19, 2025 | June 20, 2025 |
| CASEYS GENERAL STORES INCCASY · Entity 3156 | Director | September 02, 2026 | September 04, 2026 |
| DOMINOS PIZZA INCDPZ · Entity 3478 | Director | March 14, 2018 | March 16, 2018 |
| UNIVERSAL CORP /VA/UVV · Entity 4866 | Director | August 04, 2026 | August 06, 2026 |
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.
BJs RESTAURANTS INC
Report date June 19, 2025 · Filed June 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,643 |
Reported balance
After 2025-06-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-19 · Grant · Acquired 2,747 · Balance 22,643 F1: These shares represent a Restricted Stock Unit award vesting in one installment on June 19, 2026. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2: Amount includes 4,790 of unvested Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent a Restricted Stock Unit award vesting in one installment on June 19, 2026. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock.
F2: Amount includes 4,790 of unvested Restricted Stock Units.
CASEYS GENERAL STORES INC
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,585 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Exercise / conversion · Acquired 326 · Balance 2,585 |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 220 |
Reported balance
After 2026-09-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-02 · Grant · Acquired 220 · Balance 220 F1: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F2: Non-employee director equity compensation pursuant to terms and conditions of 2025 Stock Incentive Plan. This award will vest in full on the date of Casey's 2027 annual shareholder's meeting. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-02 · Exercise / conversion · Disposed 326 · Balance 0 F1: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3: Non-employee director equity compensation pursuant to terms and conditions of 2025 Stock Incentive Plan. This award vested in full on the date of Casey's 2026 annual shareholder's meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
F2: Non-employee director equity compensation pursuant to terms and conditions of 2025 Stock Incentive Plan. This award will vest in full on the date of Casey's 2027 annual shareholder's meeting.
F3: Non-employee director equity compensation pursuant to terms and conditions of 2025 Stock Incentive Plan. This award vested in full on the date of Casey's 2026 annual shareholder's meeting.
DOMINOS PIZZA INC
Report date March 14, 2018 · Filed March 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 1,050 |
Reported balance
After 2018-03-14 transaction · row 1
1 source rowRow 1 · 2018-03-14 · Sale · Disposed 3,000 · Balance 1,050 F1: This transaction was executed in multiple trades at prices ranging from $227.77 to $227.86. The price reported above reflects the weighted average sale price. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $227.77 to $227.86. The price reported above reflects the weighted average sale price.
UNIVERSAL CORP /VA/
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,580 |
Reported balance
After 2026-08-04 transaction · row 1
1 source rowRow 1 · 2026-08-04 · Grant · Acquired 4,580 · Balance 4,580 F1: Award of 4,580 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of 4,580 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award 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 |
|---|---|---|---|---|---|---|
| May 04, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 42,845 | $55.05 | $2,358,617.25 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 8 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,908 F1 · balance_after: Amount includes 28,352 of unvested Restricted Stock Units. Read SEC document |
| May 04, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionCommon Stock | 42,845 | $34.29 | $1,469,155.05 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 7 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,753 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 |
| May 03, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionNon-Qualified Stock Options · Derivative | 10,585 | $34.29 Strike: $34.29 | $362,959.65 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · derivative · entry 11 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,779 Underlying: Common Stock · 10,585 shares Expires 2022-12-03 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 |
| May 03, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 10,585 | $55.51 | $587,573.35 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 6 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,908 Read SEC document |
| May 03, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionCommon Stock | 10,585 | $34.29 | $362,959.65 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 5 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,493 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 |
| May 02, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionNon-Qualified Stock Options · Derivative | 8,298 | $34.29 Strike: $34.29 | $284,538.42 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · derivative · entry 10 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,364 Underlying: Common Stock · 8,298 shares Expires 2022-12-03 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 |
| May 02, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionNon-Qualified Stock Options · Derivative | 75,000 | $34.29 Strike: $34.29 | $2,571,750.00 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · derivative · entry 9 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,662 Underlying: Common Stock · 75,000 shares Expires 2022-12-03 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 |
| May 02, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 8,298 | $56.12 | $465,683.76 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 4 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,908 Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionCommon Stock | 8,298 | $34.29 | $284,538.42 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 3 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,206 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 |
| May 02, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | SaleCommon Stock | 75,000 | $55.69 | $4,176,750.00 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 2 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,908 Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:03 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Exercise / conversionCommon Stock | 75,000 | $34.29 | $2,571,750.00 |
DisclosureSEC source: 0001209191-18-028141 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,908 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 |
| March 14, 2018 Filed Mar 16, 2018 20:22 UTC | DOMINOS PIZZA INC DPZ · Entity 3478 | SaleCommon Stock, $0.01 par value | 3,000 | $227.78 | $683,346.00 |
DisclosureSEC source: 0001209191-18-020173 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 F1 · price: This transaction was executed in multiple trades at prices ranging from $227.77 to $227.86. The price reported above reflects the weighted average sale price. Read SEC document |
| February 25, 2018 Filed Feb 28, 2018 02:16 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 324 | $43.65 | $14,142.60 |
DisclosureSEC source: 0001209191-18-014319 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,908 F1 · balance_after: Amount includes 28,352 of unvested Restricted Stock Units. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 01:01 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantNon-Qualified Stock Options · Derivative | 46,507 | $37.70 Strike: $37.70 | $1,753,313.90 |
DisclosureSEC source: 0001209191-18-003705 · doc4.xml · derivative · entry 4 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,507 Underlying: Common Stock · 46,507 shares Expires 2028-01-15 F4 · shares: These stock options vest 33.3% per year beginning on January 15, 2019. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 01:01 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantCommon Stock | 13,263 | $37.70 | $500,015.10 |
DisclosureSEC source: 0001209191-18-003705 · doc4.xml · nonDerivative · entry 3 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,232 F2 · shares: These shares represent a Restricted Stock Unit award vesting in three equal installments beginning on January 15, 2019. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F3 · balance_after: Amount includes 29,296 of unvested Restricted Stock Units. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 01:01 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 1,613 | $37.70 | $60,810.10 |
DisclosureSEC source: 0001209191-18-003705 · doc4.xml · nonDerivative · entry 2 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,969 F1 · shares: Shares withheld by the Registrant to satisfy minimum statutory withholding requirements on vesting of Restricted Stock Units. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 01:01 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 1,729 | $37.70 | $65,183.30 |
DisclosureSEC source: 0001209191-18-003705 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,582 F1 · shares: Shares withheld by the Registrant to satisfy minimum statutory withholding requirements on vesting of Restricted Stock Units. Read SEC document |
| December 03, 2017 Filed Dec 5, 2017 01:04 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 2,180 | $35.55 | $77,499.00 |
DisclosureSEC source: 0001209191-17-063685 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,311 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of Restricted Stock Units. F2 · balance_after: Amount includes 24,599 of unvested Restricted Stock Units. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 21:06 UTC | DOMINOS PIZZA INC DPZ · Entity 3478 | SaleCommon Stock, $0.01 par value | 2,500 | $186.42 | $466,050.00 |
DisclosureSEC source: 0001209191-17-020851 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 00:43 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 354 | $37.25 | $13,186.50 |
DisclosureSEC source: 0001209191-17-015042 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,491 F1 · shares: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of Restricted Stock Units. F2 · balance_after: Amount includes 30,432 of unvested Restricted Stock units. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:02 UTC | DOMINOS PIZZA INC DPZ · Entity 3478 | GrantCommon Stock, $0.01 par value | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012213 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,550 F1 · shares: The shares of common stock represent a grant of restricted stock that shall vest 100% on the first anniversary of the issuance date. Thus, all shares shall vest on February 15, 2018. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:52 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantNon-Qualified Stock Options · Derivative | 41,528 | $35.95 Strike: $35.95 | $1,492,931.60 |
DisclosureSEC source: 0001209191-17-004193 · doc4.xml · derivative · entry 3 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,528 shares Expires 2027-01-15 F4 · security: These stock options vest 33.3% per year beginning on January 15, 2018. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:52 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | GrantCommon Stock | 13,908 | $35.95 | $499,992.60 |
DisclosureSEC source: 0001209191-17-004193 · doc4.xml · nonDerivative · entry 2 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,845 F2 · shares: These restricted stock units vest 33.3% per year beginning on January 15, 2018. F3 · balance_after: Amount includes 31,375 of unvested Restricted Stock Units. Read SEC document |
| January 15, 2017 Filed Jan 18, 2017 21:52 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 1,624 | $35.95 | $58,382.80 |
DisclosureSEC source: 0001209191-17-004193 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,937 F1 · kind: Shares withheld by Registrant to satisfy minimum statutory withholding requirements on vesting of restricted stock units. Read SEC document |
| December 03, 2016 Filed Dec 5, 2016 22:30 UTC | BJs RESTAURANTS INC BJRI · Entity 1175 | Tax withholdingCommon Stock | 3,043 | $37.45 | $113,960.35 |
DisclosureSEC source: 0001209191-16-153447 · doc4.xml · nonDerivative · entry 1 Trojan Greg · CIK 0001327980 · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,561 F1 · balance_after: Amount includes 21,397 of unvested restricted stock units. 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.