Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREENBRIER COMPANIES INCGBX · Entity 4790 | Director | November 29, 2023 | December 01, 2023 |
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.
GREENBRIER COMPANIES INC
Report date November 29, 2023 · Filed December 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 281,624 |
Reported balance
After 2023-11-29 transaction · row 1
1 source rowRow 1 · 2023-11-29 · Grant · Acquired 32 · Balance 281,624 |
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 |
|---|---|---|---|---|---|---|
| April 28, 2017 Filed May 1, 2017 22:00 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | SaleCommon stock - GBX | 12,111 | $43.86 | $531,140.02 |
DisclosureSEC source: 0001209191-17-028988 · doc4.xml · nonDerivative · entry 2 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By William A Furman Revocable Living Trust Disclosed balance after: 708,160 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.50 to $44.20, inclusive. The Reporting Person undertakes to provide to The Greenbrier Companies, Inc., any security holder of The Greenbrier Companies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 27, 2017 Filed May 1, 2017 22:00 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | SaleCommon stock - GBX | 52,774 | $44.07 | $2,325,591.86 |
DisclosureSEC source: 0001209191-17-028988 · doc4.xml · nonDerivative · entry 1 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By William A Furman Revocable Living Trust Disclosed balance after: 720,271 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.90 to $44.25, inclusive. The Reporting Person undertakes to provide to The Greenbrier Companies, Inc., any security holder of The Greenbrier Companies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 26, 2017 Filed Apr 27, 2017 19:50 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | SaleCommon stock - GBX | 49,835 | $44.51 | $2,218,255.52 |
DisclosureSEC source: 0001209191-17-028388 · doc4.xml · nonDerivative · entry 2 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By William A Furman Revocable Living Trust Disclosed balance after: 773,045 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.0 to $45.15, inclusive. The Reporting Person undertakes to provide to The Greenbrier Companies, Inc., any security holder of The Greenbrier Companies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| April 25, 2017 Filed Apr 27, 2017 19:50 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | SaleCommon stock - GBX | 82,317 | $44.49 | $3,662,036.38 |
DisclosureSEC source: 0001209191-17-028388 · doc4.xml · nonDerivative · entry 1 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By William A Furman Revocable Living Trust Disclosed balance after: 822,880 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.25 to $44.85, inclusive. The Reporting Person undertakes to provide to The Greenbrier Companies, Inc., any security holder of The Greenbrier Companies, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. F2 · ownership.direct: The Reporting Person transferred his shares of the Company's common stock to the William A. Furman Revocable Living Trust dated April 29, 2008 (The "Furman Trust) in June 2016. All Forms 4 filed by the Reporting Person subsequent to June 7, 2016 should have reflected that the Reporting Person's shares were indirectly held through the Furman Trust. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:47 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | Exercise / conversionRestricted Stock Units · Derivative | 19,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023933 · doc4.xml · derivative · entry 3 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,951 Underlying: Common Stock · 19,500 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. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of GBX common stock. F3 · derivative.exercise_date: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated March 30, 2016, 19,500 restricted stock units vested on March 30, 2017. F3 · derivative.expiration_date: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated March 30, 2016, 19,500 restricted stock units vested on March 30, 2017. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:47 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | Tax withholdingCommon stock - GBX | 6,630 | $43.15 | $286,084.50 |
DisclosureSEC source: 0001209191-17-023933 · doc4.xml · nonDerivative · entry 2 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905,197 F1 · shares: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated March 30, 2016, common shares otherwise issuable to the Reporting Person upon vesting of the award were surrendered to the Company to settle the statutory withholding tax obligation incurred upon vesting of the award. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:47 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | Exercise / conversionCommon stock - GBX | 19,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023933 · doc4.xml · nonDerivative · entry 1 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 911,827 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 27, 2017 Filed Mar 29, 2017 22:36 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantRestricted Stock Units · Derivative | 78,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023603 · doc4.xml · derivative · entry 1 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,451 Underlying: Common Stock · 78,519 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of GBX common stock. F2 · derivative.exercise_date: One-half of the restricted stock units vest in three equal annual installments beginning on March 27, 2018 and the remaining one-half vest based upon achievement of performance criteria. Vested shares will be delivered to the Reporting Person on the anniversary dates of the grant or upon a determination that the performance criteria have been met. F2 · derivative.expiration_date: One-half of the restricted stock units vest in three equal annual installments beginning on March 27, 2018 and the remaining one-half vest based upon achievement of performance criteria. Vested shares will be delivered to the Reporting Person on the anniversary dates of the grant or upon a determination that the performance criteria have been met. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 18:52 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | Exercise / conversionRestricted Stock Units · Derivative | 20,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146566 · doc4.xml · derivative · entry 3 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,932 Underlying: Common Stock · 20,798 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of GBX common stock. F4 · shares: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated May 5, 2014, 20,798 RSUs vested on October 19, 2016. F4 · derivative.exercise_date: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated May 5, 2014, 20,798 RSUs vested on October 19, 2016. F4 · derivative.expiration_date: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated May 5, 2014, 20,798 RSUs vested on October 19, 2016. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 18:52 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | Tax withholdingCommon stock - GBX | 20,450 | $35.55 | $726,997.50 |
DisclosureSEC source: 0001209191-16-146566 · doc4.xml · nonDerivative · entry 2 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 892,327 F2 · shares: Pursuant to the terms of the Restricted Stock Unit Award Agreement dated May 5, 2014, common shares otherwise issuable to the Reporting Person upon vesting of the award were surrendered to the Company to settle the statutory withholding tax obligation incurred upon vesting of the award. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 18:52 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | Exercise / conversionCommon stock - GBX | 41,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-146566 · doc4.xml · nonDerivative · entry 1 FURMAN WILLIAM A · CIK 0000937952 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 912,777 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 · shares: On May 5, 2014, the Reporting Person was awarded 20,798 performance-based restricted stock units ("RSUs"), including 10,399 RSUs subject to vesting based on the Issuer's achievement of adjusted EBITDA performance objectives and 10,399 RSUs subject to vesting based on the issuer's achievement of ROE performance objectives. The issuer achieved performance above the stretch level against the adjusted EBITDA performance objectives and achieved performance above the stretch level against the ROE performance objectives, resulting in the Reporting Person being entitled to receive the number of shares of the Company's common stock equal to 200% and 200% of the adjusted EBITDA and ROE RSUs awarded to the Reporting Person, respectively. Accordingly, 41,596 shares of the Company's common stock were issued to the Reporting Person as of the determination date, October 19, 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.