Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FERRELLGAS PARTNERS L PFGP · Entity 6136 | Director | October 04, 2016 | October 05, 2016 |
| GREENBRIER COMPANIES INCGBX · Entity 4790 | Director | February 16, 2023 | February 21, 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.
FERRELLGAS PARTNERS L P
Report date October 04, 2016 · Filed October 05, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 14,300 |
Ending reported balance
After 2016-10-04 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2016-10-04 · Purchase · Acquired 4,640 · Balance 8,640 Row 2 · 2016-10-04 · Purchase · Acquired 4,700 · Balance 13,340 Row 3 · 2016-10-04 · Purchase · Acquired 100 · Balance 13,440 Row 4 · 2016-10-04 · Purchase · Acquired 860 · Balance 14,300 |
GREENBRIER COMPANIES INC
Report date February 16, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,560 |
Reported balance
After 2023-02-16 transaction · row 1
1 source rowRow 1 · 2023-02-16 · Grant · Acquired 37 · Balance 11,560 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 11,817 |
Reported balance
Holding disclosure · report date 2023-02-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,817 F1: Indirect shares reported on this form are held by Matrix Trust Company as Trustee for Nonqualified Deferred Compensation Plan for Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Indirect shares reported on this form are held by Matrix Trust Company as Trustee for Nonqualified Deferred Compensation Plan for Directors.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KANSAS CITY SOUTHERN
Report date May 04, 2017 · Filed May 08, 2017
Section 16 reporting ended · disclosed 2017-05-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,970 |
Reported balance
After 2017-05-04 transaction · row 1
1 source rowRow 1 · 2017-05-04 · Disposition to issuer · Disposed 13,275 · Balance 110,970 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.55 · Expires 2018-07-29 | Direct | 3,880 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 3,880 F1: Limited Stock Appreciation Rights ("LSARs") are granted in tandem with stock options. LSARs become exercisable only following a change-in-control of the Company in lieu of related options and are exercisable only for cash. LSARs terminate when the related options are exercised or terminated. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.41 · Expires 2020-02-29 | Direct | 20,600 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 20,600 F2: Prior to March 1, 2013, this option may become exercisable in 1/3 increments if the daily closing price of Kansas City Southern's common stock on the New York Stock Exchange is greater than or equal to $38.95, $42.85, and $47.14, respectively, for at least 30 consecutive trading days. The first target was met and 6,867 of these options became exercisable on November 19, 2010. The second target was met and 6,867 of these options became exercisable on December 8, 2010. The third target was met and 6,866 of these options became exercisable on January 7, 2011. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $52.62 · Expires 2021-02-22 | Direct | 21,900 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 21,900 F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.99 · Expires 2022-02-21 | Direct | 16,447 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 16,447 F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $97.77 · Expires 2022-05-03 | Direct | 13,068 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 13,068 F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable. F4: Upon the reporting person's retirement, the expiration date accelerated. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $94.23 · Expires 2022-05-03 | Direct | 13,835 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 13,835 F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable. F4: Upon the reporting person's retirement, the expiration date accelerated. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $119.35 · Expires 2025-02-17 | Direct | 13,285 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 13,285 F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.71 · Expires 2026-02-18 | Direct | 31,680 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 31,680 F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable. |
| LSARSEC Table II · derivative / convertible security · Conversion / exercise price $51.55 | Direct | 3,880 |
Reported balance
Holding disclosure · report date 2017-05-04 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,880 F1: Limited Stock Appreciation Rights ("LSARs") are granted in tandem with stock options. LSARs become exercisable only following a change-in-control of the Company in lieu of related options and are exercisable only for cash. LSARs terminate when the related options are exercised or terminated. |
Filing footnotes · ownership attribution and instrument terms
F1: Limited Stock Appreciation Rights ("LSARs") are granted in tandem with stock options. LSARs become exercisable only following a change-in-control of the Company in lieu of related options and are exercisable only for cash. LSARs terminate when the related options are exercised or terminated.
F2: Prior to March 1, 2013, this option may become exercisable in 1/3 increments if the daily closing price of Kansas City Southern's common stock on the New York Stock Exchange is greater than or equal to $38.95, $42.85, and $47.14, respectively, for at least 30 consecutive trading days. The first target was met and 6,867 of these options became exercisable on November 19, 2010. The second target was met and 6,867 of these options became exercisable on December 8, 2010. The third target was met and 6,866 of these options became exercisable on January 7, 2011.
F3: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Upon the reporting person's retirement from the Company, all unexercisable options became immediately exercisable.
F4: Upon the reporting person's retirement, the expiration date accelerated.
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 |
|---|---|---|---|---|---|---|
| February 16, 2023 Filed Feb 21, 2023 22:53 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-23-000020 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,560 Read SEC document |
| January 06, 2023 Filed Jan 10, 2023 23:28 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 4,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-23-000004 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,523 Read SEC document |
| November 29, 2022 Filed Nov 30, 2022 23:02 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-22-000063 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,473 Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 20:54 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-22-000037 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,450 Read SEC document |
| May 10, 2022 Filed May 11, 2022 21:26 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-22-000024 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,423 Read SEC document |
| February 17, 2022 Filed Feb 18, 2022 22:00 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-22-000013 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,402 Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:56 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 3,327 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-22-000004 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,382 Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 21:27 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 27 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-21-000072 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,246 Read SEC document |
| August 18, 2021 Filed Aug 20, 2021 21:19 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-21-000051 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,219 Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:57 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-21-000033 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,194 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 23:50 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-21-000018 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,170 Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 22:21 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 4,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-21-000005 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,147 Read SEC document |
| January 08, 2020 Filed Jan 11, 2020 00:02 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon Stock | 4,784 | $0.00 | $0.00 |
DisclosureSEC source: 0000923120-20-000005 · edgardoc.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 7,626 Read SEC document |
| January 09, 2019 Filed Jan 11, 2019 23:14 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon stock - GBX | 3,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-003463 · doc4.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,055 Read SEC document |
| January 05, 2018 Filed Jan 10, 2018 00:14 UTC | GREENBRIER COMPANIES INC GBX · Entity 4790 | GrantCommon stock - GBX | 2,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-003037 · doc4.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Reliance Trust Company as Trustee for Nonqualified Deferred Compensation Plan for Directors Disclosed balance after: 2,842 Read SEC document |
| May 04, 2017 Filed May 8, 2017 17:04 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Disposition to issuerCommon Stock | 13,275 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-17-000083 · edgar.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,970 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 17:35 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Tax withholdingCommon Stock | 6,425 | $88.42 | $568,098.50 |
DisclosureSEC source: 0000054480-17-000063 · edgar.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,245 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 17:33 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Tax withholdingCommon Stock | 2,191 | $87.41 | $191,515.31 |
DisclosureSEC source: 0000054480-17-000049 · edgar.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,670 F1 · balance_after: 11,249 of these shares represent performance shares that were earned on February 17, 2017 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 28, 2017 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 17:39 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 11,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-17-000039 · edgar.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director · Senior Advisor to the CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,861 F1 · shares: 11,249 of these shares represent performance shares that were earned on February 17, 2017 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 28, 2017 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. F1 · balance_after: 11,249 of these shares represent performance shares that were earned on February 17, 2017 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 28, 2017 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. F2 · balance_after: Includes 40 shares acquired on December 30, 2016 through the KCS Employee Stock Purchase Plan. Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 13:48 UTC | FERRELLGAS PARTNERS L P FGP · Entity 6136 | PurchaseCommon Units | 860 | $9.51 | $8,178.60 |
DisclosureSEC source: 0001179110-16-030420 · edgar.xml · nonDerivative · entry 4 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 13:48 UTC | FERRELLGAS PARTNERS L P FGP · Entity 6136 | PurchaseCommon Units | 100 | $9.51 | $950.50 |
DisclosureSEC source: 0001179110-16-030420 · edgar.xml · nonDerivative · entry 3 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,440 Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 13:48 UTC | FERRELLGAS PARTNERS L P FGP · Entity 6136 | PurchaseCommon Units | 4,700 | $9.51 | $44,697.00 |
DisclosureSEC source: 0001179110-16-030420 · edgar.xml · nonDerivative · entry 2 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,340 Read SEC document |
| October 04, 2016 Filed Oct 5, 2016 13:48 UTC | FERRELLGAS PARTNERS L P FGP · Entity 6136 | PurchaseCommon Units | 4,640 | $9.49 | $44,033.60 |
DisclosureSEC source: 0001179110-16-030420 · edgar.xml · nonDerivative · entry 1 Starling David L · CIK 0001437912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,640 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.