Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CrossAmerica Partners LPCAPL · Entity 5035 | Senior Vice President Retail | October 25, 2022 | October 25, 2022 |
| MONRO, INC.MNRO · Entity 5682 | COO | March 26, 2018 | March 28, 2018 |
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.
CrossAmerica Partners LP
Report date October 25, 2022 · Filed October 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom UnitsSEC Table II · derivative / convertible security | Direct | 8,228 |
Reported balance
After 2022-10-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-10-25 · Grant · Acquired 4,258 · Balance 8,228 F1: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2025. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested, 20 years from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units.
F2: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2025. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested, 20 years from the grant date.
MONRO, INC.
Report date March 26, 2018 · Filed March 28, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,736 |
Reported balance
After 2018-03-26 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2018-03-26 · Grant · Disposed 8,736 · Balance 8,736 F1: These are restricted stock units, each of which represent a contingent right to receive one share of common stock, granted under the Company's Amended and Restated 2007 Stock Incentive Plan and vest one-third on each of the three anniversaries of the grant date. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-03-26 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.80 · Expires 2023-03-26 | Direct | 14,666 |
Reported balance
After 2018-03-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-26 · Grant · Disposed 14,666 · Balance 14,666 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.80 · Expires 2023-03-26 | Direct | 29,333 |
Reported balance
After 2018-03-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-03-26 · Grant · Disposed 14,667 · Balance 29,333 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $53.80 · Expires 2023-03-26 | Direct | 44,000 |
Reported balance
After 2018-03-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-03-26 · Grant · Disposed 14,667 · Balance 44,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These are restricted stock units, each of which represent a contingent right to receive one share of common stock, granted under the Company's Amended and Restated 2007 Stock Incentive Plan and vest one-third on each of the three anniversaries of the grant date.
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 |
|---|---|---|---|---|---|---|
| October 25, 2022 Filed Oct 25, 2022 11:19 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 4,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001735878-22-000002 · wf-form4_166671113397614.xml · derivative · entry 1 Naylor Matthew Evan · CIK 0001735878 · Senior Vice President Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,228 Underlying: Common Units · 4,258 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2025. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested, 20 years from the grant date. F2 · derivative.expiration_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2025. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested, 20 years from the grant date. Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 10:24 UTC | CrossAmerica Partners LP CAPL · Entity 5035 | GrantPhantom Units · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001735878-21-000004 · wf-form4_163837225933934.xml · derivative · entry 1 Naylor Matthew Evan · CIK 0001735878 · Senior Vice President Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 Underlying: Common Units · 3,970 shares Expires not disclosed F1 · security: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · derivative.exercise_price: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F1 · shares: Each phantom unit is the economic equivalent of one common unit ("Common Unit") representing a limited partner interest in CrossAmerica Partners L.P. and is accompanied by tandem distribution equivalent rights that entitle the holder to cash payments equal to the amount of distributions authorized to be paid to the holders of Common Units. F2 · derivative.exercise_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2024. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested, 20 years from the grant date. F2 · derivative.expiration_date: 50% of the grant will vest ratably over three years, each as of December 31, until December 31, 2024. 50% of the grant will vest upon death or disability, or retirement if such retirement is not adverse to the interests of the Issuer, as determined by the Board in its sole discretion. This 50% portion will expire, if unvested, 20 years from the grant date. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 17:17 UTC | MONRO, INC. MNRO · Entity 5682 | GrantOptions (Right to Buy) · Derivative | 14,667 | $53.80 Strike: $53.80 | $789,084.60 |
DisclosureSEC source: 0001209191-18-021858 · doc4.xml · derivative · entry 5 Naylor Matthew Evan · CIK 0001735878 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,000 Underlying: Common Stock · 14,667 shares Expires 2023-03-26 Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 17:17 UTC | MONRO, INC. MNRO · Entity 5682 | GrantOptions (Right to Buy) · Derivative | 14,667 | $53.80 Strike: $53.80 | $789,084.60 |
DisclosureSEC source: 0001209191-18-021858 · doc4.xml · derivative · entry 4 Naylor Matthew Evan · CIK 0001735878 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,333 Underlying: Common Stock · 14,667 shares Expires 2023-03-26 Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 17:17 UTC | MONRO, INC. MNRO · Entity 5682 | GrantOptions (Right to Buy) · Derivative | 14,666 | $53.80 Strike: $53.80 | $789,030.80 |
DisclosureSEC source: 0001209191-18-021858 · doc4.xml · derivative · entry 3 Naylor Matthew Evan · CIK 0001735878 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,666 Underlying: Common Stock · 14,666 shares Expires 2023-03-26 Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 17:17 UTC | MONRO, INC. MNRO · Entity 5682 | GrantCommon Stock | 8,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021858 · doc4.xml · nonDerivative · entry 2 Naylor Matthew Evan · CIK 0001735878 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,736 F1 · shares: These are restricted stock units, each of which represent a contingent right to receive one share of common stock, granted under the Company's Amended and Restated 2007 Stock Incentive Plan and vest one-third on each of the three anniversaries of the grant date. F1 · price: These are restricted stock units, each of which represent a contingent right to receive one share of common stock, granted under the Company's Amended and Restated 2007 Stock Incentive Plan and vest one-third on each of the three anniversaries of the grant date. 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.