Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CST BRANDS, LLCCST · Entity 153560 | Director | March 08, 2017 | March 10, 2017 |
| KIRBY CORPKEX · Entity 3677 | Director | May 01, 2023 | May 03, 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.
CST BRANDS, LLC
Report date March 08, 2017 · Filed March 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,683 |
Reported balance
After 2017-03-08 transaction · row 1
1 source rowRow 1 · 2017-03-08 · Exercise / conversion · Acquired 3,483 · Balance 8,683 F1: Shares of common stock acquired upon vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-03-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-08 · Exercise / conversion · Disposed 3,483 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of issuer's common stock. F3: On March 8, 2016, the reporting person was granted 3,483 restricted stock units that vest in one annual installment on the first anniversary date of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock acquired upon vesting of restricted stock units.
F2: Each restricted stock unit represents a contingent right to receive one share of issuer's common stock.
F3: On March 8, 2016, the reporting person was granted 3,483 restricted stock units that vest in one annual installment on the first anniversary date of the grant date.
KIRBY CORP
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 4,846 |
Reported balance
After 2023-05-01 transaction · row 1
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 2,767 · Balance 4,846 |
| Director Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $72.65 · Expires 2033-05-01 | Direct | 3,100 |
Reported balance
After 2023-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-01 · Grant · Acquired 3,100 · Balance 3,100 F1: Option is exercisable 25% after the quarter ending 6/30/2023, 50% after 9/30/2023, 75% after 12/31/2023 and 100% at 3/31/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Option is exercisable 25% after the quarter ending 6/30/2023, 50% after 9/30/2023, 75% after 12/31/2023 and 100% at 3/31/2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Core-Mark Holding Company, LLC
Report date September 01, 2021 · Filed September 01, 2021
Section 16 reporting ended · disclosed 2021-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Core-Mark Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 1
1 source rowRow 1 · 2021-09-01 · Disposition to issuer · Disposed 6,717 · Balance 0 F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. |
| 2021 RSU GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-01 · Disposition to issuer · Disposed 3,261 · Balance 0 F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.
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 01, 2023 Filed May 3, 2023 21:46 UTC | KIRBY CORP KEX · Entity 3677 | GrantDirector Stock Options (Right to Buy) · Derivative | 3,100 | $0.00 Strike: $72.65 | $0.00 |
DisclosureSEC source: 0001209191-23-027113 · doc4.xml · derivative · entry 2 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,100 Underlying: Common Stock · 3,100 shares Expires 2033-05-01 F1 · derivative.exercise_date: Option is exercisable 25% after the quarter ending 6/30/2023, 50% after 9/30/2023, 75% after 12/31/2023 and 100% at 3/31/2024. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:46 UTC | KIRBY CORP KEX · Entity 3677 | GrantCommon Stock, par value $0.10 per share | 2,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027113 · doc4.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,846 Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:04 UTC | KIRBY CORP KEX · Entity 3677 | PurchaseCommon Stock, par value $0.10 per share | 1,400 | $73.00 | $102,200.00 |
DisclosureSEC source: 0001209191-23-014210 · doc4.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,079 Read SEC document |
| February 07, 2023 Filed Feb 10, 2023 02:12 UTC | KIRBY CORP KEX · Entity 3677 | GrantDirector Stock Options (Right to Buy) · Derivative | 765 | $0.00 Strike: $73.57 | $0.00 |
DisclosureSEC source: 0001209191-23-008209 · doc4.xml · derivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765 Underlying: Common Stock · 765 shares Expires 2033-02-07 Read SEC document |
| February 03, 2023 Filed Feb 8, 2023 00:55 UTC | KIRBY CORP KEX · Entity 3677 | GrantCommon Stock, par value $0.10 per share | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007696 · doc4.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 679 Read SEC document |
| September 01, 2021 Filed Sep 1, 2021 16:58 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Disposition to issuer2021 RSU Grant · Derivative | 3,261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-21-009261 · marketforms-53667.xml · derivative · entry 2 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 3,261 shares Expires not disclosed F1 · derivative.exercise_price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. F1 · price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. F1 · derivative.exercise_date: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. F1 · derivative.expiration_date: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. Read SEC document |
| September 01, 2021 Filed Sep 1, 2021 16:58 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Disposition to issuerCore-Mark Common Stock | 6,717 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-21-009261 · marketforms-53667.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 18:41 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2021 RSU Grant · Derivative | 3,261 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001214659-21-001223 · marketforms-51385.xml · derivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,261 Underlying: Coremark Common Stock · 3,261 shares Expires not disclosed F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on February 1, 2022 prior to their conversion to common stock. F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on February 1, 2022 prior to their conversion to common stock. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 16:30 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2020 RSU Grant · Derivative | 3,975 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001214659-21-000817 · marketforms-51264.xml · derivative · entry 2 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 3,975 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_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021. F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021. Read SEC document |
| January 22, 2021 Filed Jan 26, 2021 16:30 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 3,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-000817 · marketforms-51264.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,717 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: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 18:12 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2020 RSU Grant · Derivative | 3,975 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001214659-20-000584 · marketforms-47543.xml · derivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,975 Underlying: Coremark Common Stock · 3,975 shares Expires not disclosed F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on January 1, 2021 prior to their conversion to common stock. F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on January 1, 2021 prior to their conversion to common stock. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:07 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2019 RSU Grant · Derivative | 2,742 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-20-000106 · form.xml · derivative · entry 2 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 2,742 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_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock. F1 · derivative.expiration_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:07 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-20-000106 · form.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 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 |
| January 23, 2019 Filed Jan 28, 2019 19:42 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | GrantCoremark Common Stock | 2,742 | $0.01 | $27.42 |
DisclosureSEC source: 0001246360-19-000380 · form.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 F1 · shares: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock. Read SEC document |
| January 23, 2019 Filed Apr 3, 2019 20:35 UTC Amendment | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2019 RSU Grant · Derivative | 2,742 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-19-001201 · form.xml · derivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 Underlying: Coremark Common Stock · 2,742 shares Expires not disclosed F1 · derivative.exercise_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock. F1 · derivative.expiration_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 13:21 UTC | CST BRANDS, LLC CST · Entity 153560 | Exercise / conversionRestricted Stock Units · Derivative | 3,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001378137-17-000004 · wf-form4_148917007907490.xml · derivative · entry 2 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,483 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 issuer's common stock. F3 · derivative.expiration_date: On March 8, 2016, the reporting person was granted 3,483 restricted stock units that vest in one annual installment on the first anniversary date of the grant date. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 13:21 UTC | CST BRANDS, LLC CST · Entity 153560 | Exercise / conversionCommon Stock | 3,483 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001378137-17-000004 · wf-form4_148917007907490.xml · nonDerivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,683 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. F1 · price: Shares of common stock acquired upon vesting of restricted stock units. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:20 UTC | CST BRANDS, LLC CST · Entity 153560 | GrantRestricted Stock Units · Derivative | 2,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001378137-17-000002 · wf-form4_148772280360979.xml · derivative · entry 1 Dewbre Rocky · CIK 0001378137 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,276 Underlying: Common Stock · 2,793 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest in full either on the first anniversary of the date of grant, or at completion of the merger of a subsidiary of Circle K Stores Inc. with and into CST Brands, Inc., whichever comes first. F2 · derivative.expiration_date: The restricted stock units vest in full either on the first anniversary of the date of grant, or at completion of the merger of a subsidiary of Circle K Stores Inc. with and into CST Brands, Inc., whichever comes first. 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.