Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| M/I HOMES, INC.MHO · Entity 4094 | Director | May 10, 2023 | May 11, 2023 |
| MARZETTI COLANC · Entity 4222 | Director | November 09, 2022 | November 14, 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.
M/I HOMES, INC.
Report date May 10, 2023 · Filed May 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 10,375 |
Reported balance
After 2023-05-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-05-10 · Grant · Acquired 2,894 · Balance 10,375 F1: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company"). F2: The restricted share units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan, as amended, and vest on the earlier of (i) the date of the next annual meeting of shareholders of M/I Homes, Inc. (provided that such annual meeting of shareholders is at least 50 weeks after May 10, 2023) or (ii) May 10, 2024, subject to the reporting person continuing to serve as a director of M/I Homes, Inc. on such date. Vested restricted share units will be settled in common shares of M/I Homes, Inc. within 60 days following the reporting person's separation from service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company").
F2: The restricted share units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan, as amended, and vest on the earlier of (i) the date of the next annual meeting of shareholders of M/I Homes, Inc. (provided that such annual meeting of shareholders is at least 50 weeks after May 10, 2023) or (ii) May 10, 2024, subject to the reporting person continuing to serve as a director of M/I Homes, Inc. on such date. Vested restricted share units will be settled in common shares of M/I Homes, Inc. within 60 days following the reporting person's separation from service as a director.
MARZETTI CO
Report date November 09, 2022 · Filed November 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,064 |
Reported balance
After 2022-11-09 transaction · row 1
1 source rowRow 1 · 2022-11-09 · Grant · Acquired 565 · Balance 5,064 |
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 10, 2023 Filed May 11, 2023 20:04 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantRestricted Share Units · Derivative | 2,894 | $0.00 | $0.00 |
DisclosureSEC source: 0000799292-23-000072 · wf-form4_168383544801378.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,375 Underlying: Common Shares · 2,894 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company"). F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan, as amended, and vest on the earlier of (i) the date of the next annual meeting of shareholders of M/I Homes, Inc. (provided that such annual meeting of shareholders is at least 50 weeks after May 10, 2023) or (ii) May 10, 2024, subject to the reporting person continuing to serve as a director of M/I Homes, Inc. on such date. Vested restricted share units will be settled in common shares of M/I Homes, Inc. within 60 days following the reporting person's separation from service as a director. F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan, as amended, and vest on the earlier of (i) the date of the next annual meeting of shareholders of M/I Homes, Inc. (provided that such annual meeting of shareholders is at least 50 weeks after May 10, 2023) or (ii) May 10, 2024, subject to the reporting person continuing to serve as a director of M/I Homes, Inc. on such date. Vested restricted share units will be settled in common shares of M/I Homes, Inc. within 60 days following the reporting person's separation from service as a director. Read SEC document |
| November 09, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-011637 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,064 Read SEC document |
| May 12, 2022 Filed May 13, 2022 20:07 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantRestricted Share Units · Derivative | 4,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000799292-22-000040 · wf-form4_165247238707486.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,481 Underlying: Common Shares · 4,571 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company"). F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan, as amended, and vest on the earlier of (i) the date of the next annual meeting of shareholders of M/I Homes, Inc. (provided that such annual meeting of shareholders is at least 50 weeks after May 12, 2022) or (ii) May 12, 2023, subject to the reporting person continuing to serve as a director of M/I Homes, Inc. on such date. Vested restricted share units will be settled in common shares of M/I Homes, Inc. within 60 days following the reporting person's separation from service as a director. F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan, as amended, and vest on the earlier of (i) the date of the next annual meeting of shareholders of M/I Homes, Inc. (provided that such annual meeting of shareholders is at least 50 weeks after May 12, 2022) or (ii) May 12, 2023, subject to the reporting person continuing to serve as a director of M/I Homes, Inc. on such date. Vested restricted share units will be settled in common shares of M/I Homes, Inc. within 60 days following the reporting person's separation from service as a director. Read SEC document |
| November 10, 2021 Filed Nov 12, 2021 21:04 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013831 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,499 Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:27 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantRestricted Share Units · Derivative | 2,910 | $0.00 | $0.00 |
DisclosureSEC source: 0000799292-21-000070 · wf-form4_162093761285524.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,910 Underlying: Common Shares · 2,910 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted share unit represents a contingent right to receive one common share of M/I Homes, Inc. (The "Company"). F2 · derivative.exercise_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director. F2 · derivative.expiration_date: The restricted share units were granted under the M/I Homes, Inc, 2018 Long-Term Incentive Plan and vest on May 11, 2022, subject to the reporting person continuing to serve as a director of the Company on such date. Vested restricted share units will be settled in common shares of the Company within sixty (60) days following the reporting person's separation from service as a director. Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 16:31 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 579 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-013505 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,883 Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:10 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantStock Unit · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000799292-20-000050 · wf-form4_158940061648283.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,500 Underlying: Common Shares · 4,000 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F2 · derivative.expiration_date: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F3 · balance_after: Includes 11,500 Stock Units granted under the 2018 LTIP and 13,000 Stock Units granted under the M/I Homes, Inc. 2009 Long-Term Incentive Plan, as amended (the "2009 LTIP"), all of which wil be settled in Common Shares as of the date of the Director's separation from service from the Company. Read SEC document |
| November 13, 2019 Filed Nov 15, 2019 21:09 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014550 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,304 Read SEC document |
| May 07, 2019 Filed May 8, 2019 18:55 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantStock Unit · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000799292-19-000028 · wf-form4_155734170172760.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,500 Underlying: Common Shares · 4,000 shares Expires not disclosed F1 · security: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F1 · derivative.expiration_date: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F3 · balance_after: Includes 7,500 Stock Units granted under the 2018 LTIP and 13,000 Stock Units granted under the M/I Homes, Inc. 2009 Long-Term Incentive Plan, as amended (the "2009 LTIP"), all of which wil be settled in Common Shares as of the date of the Director's separation from service from the Company. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 21:39 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-015624 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,694 Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:03 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantStock Unit · Derivative | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-022771 · doc1.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Common Shares · 3,500 shares Expires not disclosed F1 · security: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Commons shares as of the date of the Director's separation from service from the Company. F2 · derivative.exercise_price: 1-for-1 F1 · derivative.exercise_date: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Commons shares as of the date of the Director's separation from service from the Company. F1 · derivative.expiration_date: The Stock Units were granted under the M/I Homes, Inc. 2018 Long-Term Incentive Plan (the "2018 LTIP") and will be settled in Commons shares as of the date of the Director's separation from service from the Company. F3 · balance_after: Includes 13,000 Stock Units granted under the M/I Homes, Inc. 2009 Long-Term Incentive Plan, as amended (the "2009 LTIP"), which will be settled in Common Shares as of the date of the Director's separation from service from the Company. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 00:36 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017435 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,167 Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:06 UTC | M/I HOMES, INC. MHO · Entity 4094 | GrantStock Unit · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-019735 · doc1.xml · derivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Underlying: Common Shares · 3,000 shares Expires not disclosed F1 · security: The Stock Units accrue under the M/I Homes, Inc. 2009 Long-Term Incentive Plan, as amended (the "2009 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F2 · derivative.exercise_price: 1-for-1 F3 · shares: Represents Stock Units credited to the reporting person under the 2009 LTIP for dividends accrued on Common Shares underlying Stock Units held by the reporting person under the 2009 LTIP. F1 · derivative.exercise_date: The Stock Units accrue under the M/I Homes, Inc. 2009 Long-Term Incentive Plan, as amended (the "2009 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. F1 · derivative.expiration_date: The Stock Units accrue under the M/I Homes, Inc. 2009 Long-Term Incentive Plan, as amended (the "2009 LTIP") and will be settled in Common Shares as of the date of the Director's separation from service from the Company. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 23:19 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-042130 · doc4.xml · nonDerivative · entry 1 Carter William H · CIK 0001338525 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,396 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.