Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MONRO, INC.MNRO · Entity 5682 | Director | August 16, 2022 | August 18, 2022 |
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.
MONRO, INC.
Report date August 16, 2022 · Filed August 18, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock AwardsSEC Table I · non-derivative | Direct | 69,924 |
Reported balance
After 2022-08-16 transaction · row 2
1 source rowRow 2 · 2022-08-16 · Grant · Acquired 2,426 · Balance 69,924 |
| Common StockSEC Table I · non-derivative | Direct | 67,498 |
Reported balance
Holding disclosure · report date 2022-08-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 67,498 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INDUS REALTY TRUST, INC.
Report date June 29, 2023 · Filed June 29, 2023
Section 16 reporting ended · disclosed 2023-06-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-29 transaction · row 1
1 source rowRow 1 · 2023-06-29 · Disposition to issuer · Disposed 66,483 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated February 22, 2023, by and among the Issuer, IR Parent, LLC ("Parent") and IR Merger Sub II, Inc., the Issuer became a subsidiary of Parent upon consummation of the merger (the "Effective Time"). At the Effective Time, each of the outstanding shares of common stock was cancelled and converted into the right to receive $67 in cash (the "Merger Consideration"), without interest. F2: In addition, immediately prior to the Effective Time, each of the (a) outstanding unexercised stock options was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the number of shares of common stock underlying such stock option immediately prior to the Effective Time and (ii) the Merger Consideration less the per share exercise price of such stock option, (b) outstanding restricted stock units ("RSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such RSU immediately prior to the Effective Time and (ii) the Merger Consideration, and (c) outstanding performance-based RSUs ("PSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such PSU and (ii) the Merger Consideration. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 0 |
Reported balance
After 2023-06-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-06-29 · Other · Disposed 48,699 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated February 22, 2023, by and among the Issuer, IR Parent, LLC ("Parent") and IR Merger Sub II, Inc., the Issuer became a subsidiary of Parent upon consummation of the merger (the "Effective Time"). At the Effective Time, each of the outstanding shares of common stock was cancelled and converted into the right to receive $67 in cash (the "Merger Consideration"), without interest. F2: In addition, immediately prior to the Effective Time, each of the (a) outstanding unexercised stock options was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the number of shares of common stock underlying such stock option immediately prior to the Effective Time and (ii) the Merger Consideration less the per share exercise price of such stock option, (b) outstanding restricted stock units ("RSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such RSU immediately prior to the Effective Time and (ii) the Merger Consideration, and (c) outstanding performance-based RSUs ("PSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such PSU and (ii) the Merger Consideration. |
| Common StockSEC Table I · non-derivative | IndirectFootnote | 0 |
Reported balance
After 2023-06-29 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2023-06-29 · Other · Disposed 99,778 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated February 22, 2023, by and among the Issuer, IR Parent, LLC ("Parent") and IR Merger Sub II, Inc., the Issuer became a subsidiary of Parent upon consummation of the merger (the "Effective Time"). At the Effective Time, each of the outstanding shares of common stock was cancelled and converted into the right to receive $67 in cash (the "Merger Consideration"), without interest. F2: In addition, immediately prior to the Effective Time, each of the (a) outstanding unexercised stock options was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the number of shares of common stock underlying such stock option immediately prior to the Effective Time and (ii) the Merger Consideration less the per share exercise price of such stock option, (b) outstanding restricted stock units ("RSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such RSU immediately prior to the Effective Time and (ii) the Merger Consideration, and (c) outstanding performance-based RSUs ("PSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such PSU and (ii) the Merger Consideration. F3: Trusts in which Frederick M. Danziger or Lucy C. Danziger, spouse, have shared voting power as trustee. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-29 · Disposition to issuer · Disposed 1,483 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated February 22, 2023, by and among the Issuer, IR Parent, LLC ("Parent") and IR Merger Sub II, Inc., the Issuer became a subsidiary of Parent upon consummation of the merger (the "Effective Time"). At the Effective Time, each of the outstanding shares of common stock was cancelled and converted into the right to receive $67 in cash (the "Merger Consideration"), without interest. F2: In addition, immediately prior to the Effective Time, each of the (a) outstanding unexercised stock options was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the number of shares of common stock underlying such stock option immediately prior to the Effective Time and (ii) the Merger Consideration less the per share exercise price of such stock option, (b) outstanding restricted stock units ("RSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such RSU immediately prior to the Effective Time and (ii) the Merger Consideration, and (c) outstanding performance-based RSUs ("PSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such PSU and (ii) the Merger Consideration. |
| Common Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.49 | Direct | 0 |
Reported balance
After 2023-06-29 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-06-29 · Disposition to issuer · Disposed 1,067 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated February 22, 2023, by and among the Issuer, IR Parent, LLC ("Parent") and IR Merger Sub II, Inc., the Issuer became a subsidiary of Parent upon consummation of the merger (the "Effective Time"). At the Effective Time, each of the outstanding shares of common stock was cancelled and converted into the right to receive $67 in cash (the "Merger Consideration"), without interest. F2: In addition, immediately prior to the Effective Time, each of the (a) outstanding unexercised stock options was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the number of shares of common stock underlying such stock option immediately prior to the Effective Time and (ii) the Merger Consideration less the per share exercise price of such stock option, (b) outstanding restricted stock units ("RSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such RSU immediately prior to the Effective Time and (ii) the Merger Consideration, and (c) outstanding performance-based RSUs ("PSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such PSU and (ii) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated February 22, 2023, by and among the Issuer, IR Parent, LLC ("Parent") and IR Merger Sub II, Inc., the Issuer became a subsidiary of Parent upon consummation of the merger (the "Effective Time"). At the Effective Time, each of the outstanding shares of common stock was cancelled and converted into the right to receive $67 in cash (the "Merger Consideration"), without interest.
F2: In addition, immediately prior to the Effective Time, each of the (a) outstanding unexercised stock options was cancelled and converted into the right to receive an amount in cash, without interest, equal to the product of (i) the number of shares of common stock underlying such stock option immediately prior to the Effective Time and (ii) the Merger Consideration less the per share exercise price of such stock option, (b) outstanding restricted stock units ("RSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such RSU immediately prior to the Effective Time and (ii) the Merger Consideration, and (c) outstanding performance-based RSUs ("PSUs") was cancelled and converted into the right to receive an amount in cash equal to the product of (i) the number of shares of common stock underlying such PSU and (ii) the Merger Consideration.
F3: Trusts in which Frederick M. Danziger or Lucy C. Danziger, spouse, have shared voting power as trustee.
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 |
|---|---|---|---|---|---|---|
| August 15, 2017 Filed Aug 16, 2017 18:28 UTC | MONRO, INC. MNRO · Entity 5682 | GrantRestricted Stock Awards | 2,895 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-020457 · doc4.xml · nonDerivative · entry 2 DANZIGER FREDERICK M · CIK 0001042441 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,202 Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 15:03 UTC | INDUS REALTY TRUST, INC. GRIF · Entity 111760 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001037390-17-000055 · primary_doc.xml · nonDerivative · entry 4 DANZIGER FREDERICK M · CIK 0001042441 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 93,286 Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 15:03 UTC | INDUS REALTY TRUST, INC. GRIF · Entity 111760 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001037390-17-000055 · primary_doc.xml · nonDerivative · entry 3 DANZIGER FREDERICK M · CIK 0001042441 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,534 Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 15:03 UTC | INDUS REALTY TRUST, INC. GRIF · Entity 111760 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001037390-17-000055 · primary_doc.xml · nonDerivative · entry 2 DANZIGER FREDERICK M · CIK 0001042441 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Footnote Disclosed balance after: 204,755 F2 · ownership.nature: Trusts in which Frederick M. Danziger has shared voting power as trustee. Read SEC document |
| July 17, 2017 Filed Jul 19, 2017 15:03 UTC | INDUS REALTY TRUST, INC. GRIF · Entity 111760 | GiftCommon Stock | 1,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001037390-17-000055 · primary_doc.xml · nonDerivative · entry 1 DANZIGER FREDERICK M · CIK 0001042441 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Footnote Disclosed balance after: 512,532 F1 · ownership.nature: Trusts in which Lucy C. Danziger, spouse, has shared voting power as trustee. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 18:28 UTC | MONRO, INC. MNRO · Entity 5682 | Exercise / conversionOptions (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $44.46 | $0.00 |
DisclosureSEC source: 0000899243-17-014942 · doc4.xml · derivative · entry 4 DANZIGER FREDERICK M · CIK 0001042441 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2018-08-07 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 30, 2017 Filed Jun 1, 2017 18:28 UTC | MONRO, INC. MNRO · Entity 5682 | Exercise / conversionCommon Stock | 10,000 | $44.46 | $444,600.00 |
DisclosureSEC source: 0000899243-17-014942 · doc4.xml · nonDerivative · entry 3 DANZIGER FREDERICK M · CIK 0001042441 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,307 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 30, 2017 Filed Jun 1, 2017 18:28 UTC | MONRO, INC. MNRO · Entity 5682 | Tax withholdingCommon Stock | 9,000 | $49.40 | $444,600.00 |
DisclosureSEC source: 0000899243-17-014942 · doc4.xml · nonDerivative · entry 2 DANZIGER FREDERICK M · CIK 0001042441 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,307 F1 · shares: As permitted pursuant to the terms of the 2007 Stock Option Plan, the reporting person utilized his ownership of existing shares in order to exercise options to purchase 10,000 non-qualified stock options, which option exercises are being reported on Tables I and II. The shares were valued at the closing price, respectively, of the Issuer's stock on May 30, 2017, the dates on which the reporting person exercised the options. 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.