Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TEXAS INSTRUMENTS INCTXN · Entity 2834 | Sr. Vice President | January 31, 2014 | February 03, 2014 |
| TRINITY INDUSTRIES INCNYSE/TRN · Entity 4439 | EVP & Chief Admin Officer | June 30, 2021 | July 01, 2021 |
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.
TEXAS INSTRUMENTS INC
Report date January 31, 2014 · Filed February 03, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,042 |
Reported balance
After 2014-01-31 transaction · row 1
1 source rowRow 1 · 2014-01-31 · Sale · Disposed 25,000 · Balance 45,042 F1: Sales effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on 5-3-2013. The sales were at prices ranging from $41.375 to $42.630. The price in Table I is the weighted average sale price. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust--PS | 2,955.87 |
Reported balance
Holding disclosure · report date 2014-01-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,955.87 F2: Estimated shares attributable to TI Universal Profit Sharing Account as of 12-31-2013. (Interests in this account are denominated in units. Consequently, share amount shown is an estimate.) This statement does not include changes in beneficial ownership of shares held in such account occurring after 12-31-2013 that are eligible for deferred reporting on Form 5. |
Filing footnotes · ownership attribution and instrument terms
F1: Sales effected pursuant to a Rule 10b5-1 trading plan entered into by the reporting person on 5-3-2013. The sales were at prices ranging from $41.375 to $42.630. The price in Table I is the weighted average sale price. The issuer undertakes to provide upon request a detailed breakout of the sale prices and the number of shares sold at each price.
F2: Estimated shares attributable to TI Universal Profit Sharing Account as of 12-31-2013. (Interests in this account are denominated in units. Consequently, share amount shown is an estimate.) This statement does not include changes in beneficial ownership of shares held in such account occurring after 12-31-2013 that are eligible for deferred reporting on Form 5.
TRINITY INDUSTRIES INC
Report date June 30, 2021 · Filed July 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Trinity Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,867 |
Reported balance
After 2021-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-06-30 · Grant · Acquired 115 · Balance 14,867 F1: The Trinity Phantom Stock Units were accrued under the Trinity Industries, Inc. Deferred Plan for Directors Fees. Stock units are converted at "1 - for - 1" (a rate of one stock unit per one share of Trinity common stock). Settlement of the account will be in cash after the reporting person's retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: The Trinity Phantom Stock Units were accrued under the Trinity Industries, Inc. Deferred Plan for Directors Fees. Stock units are converted at "1 - for - 1" (a rate of one stock unit per one share of Trinity common stock). Settlement of the account will be in cash after the reporting person's retirement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Daseke, Inc.
Report date April 01, 2024 · Filed April 01, 2024
Section 16 reporting ended · disclosed 2024-04-01. 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 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Disposition to issuer · Disposed 39,585 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of December 22, 2023 (the "Merger Agreement"), by and among the Issuer, TFI International Inc., a corporation incorporated pursuant to the Canada Business Corporations Act ("Parent"), and Diocletian MergerCo, Inc., a Delaware corporation and an indirect, wholly owned subsidiary of Parent ("Acquisition Sub"), Acquisition Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of common stock, par value $0.0001 per share, of the Issuer that was issued and outstanding immediately prior to the Effective Time was automatically canceled and converted into the right to receive $8.30 in cash, without interest and less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of December 22, 2023 (the "Merger Agreement"), by and among the Issuer, TFI International Inc., a corporation incorporated pursuant to the Canada Business Corporations Act ("Parent"), and Diocletian MergerCo, Inc., a Delaware corporation and an indirect, wholly owned subsidiary of Parent ("Acquisition Sub"), Acquisition Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), pursuant to the Merger Agreement, each share of common stock, par value $0.0001 per share, of the Issuer that was issued and outstanding immediately prior to the Effective Time was automatically canceled and converted into the right to receive $8.30 in cash, without interest and less any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| July 28, 2005 Filed Aug 1, 2005 15:20 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 641 | $31.78 | $20,370.98 |
DisclosureSEC source: 0000097476-05-000172 · doc.xml · nonDerivative · entry 5 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,836.48 Read SEC document |
| July 28, 2005 Filed Aug 1, 2005 15:20 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 122 | $31.76 | $3,874.72 |
DisclosureSEC source: 0000097476-05-000172 · doc.xml · nonDerivative · entry 4 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,477.48 Read SEC document |
| July 28, 2005 Filed Aug 1, 2005 15:20 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 681 | $31.75 | $21,621.75 |
DisclosureSEC source: 0000097476-05-000172 · doc.xml · nonDerivative · entry 3 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,599.48 Read SEC document |
| July 28, 2005 Filed Aug 1, 2005 15:20 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 1,220 | $31.70 | $38,674.00 |
DisclosureSEC source: 0000097476-05-000172 · doc.xml · nonDerivative · entry 2 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,280.48 Read SEC document |
| July 28, 2005 Filed Aug 1, 2005 15:20 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | Exercise / conversionCommon Stock | 15,000 | $13.25 | $198,750.00 |
DisclosureSEC source: 0000097476-05-000172 · doc.xml · nonDerivative · entry 1 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500.48 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 |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | Exercise / conversionNQ Stock Option (right to buy) · Derivative | 17,000 | $0.00 Strike: $13.25 | $0.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · derivative · entry 11 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 17,000 shares Expires 2008-09-17 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. F3 · derivative.exercise_date: The option becomes exercisable in four equal annual installments beginning on September 17, 1999. Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | Exercise / conversionNQ Stock Option (right to buy) · Derivative | 12,711 | $0.00 Strike: $11.56 | $0.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · derivative · entry 10 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,711 shares Expires 2008-01-14 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_date: The option becomes exercisable in four equal annual installments beginning on January 14, 1999. Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 15,211 | $24.60 | $374,190.60 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 8 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500.48 Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 1,000 | $24.43 | $24,430.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 7 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,711.48 Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 3,900 | $24.42 | $95,238.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 6 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,711.48 Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 300 | $24.41 | $7,323.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 5 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,611.48 Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 4,700 | $24.40 | $114,680.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 4 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,911.48 Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | SaleCommon Stock | 4,600 | $24.39 | $112,194.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 3 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,611.48 Read SEC document |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | Exercise / conversionCommon Stock | 17,000 | $13.25 | $225,250.00 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 2 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,211.48 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 |
| April 22, 2005 Filed Apr 26, 2005 12:23 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | Exercise / conversionCommon Stock | 12,711 | $11.56 | $146,939.16 |
DisclosureSEC source: 0000097476-05-000120 · doc.xml · nonDerivative · entry 1 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,211.48 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 20, 2005 Filed Jan 24, 2005 21:11 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | GrantNQ Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $21.55 | $0.00 |
DisclosureSEC source: 0000097476-05-000039 · doc.xml · derivative · entry 3 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2015-01-20 F3 · derivative.exercise_date: The option becomes exercisable in four equal annual installments beginning on January 20, 2006. Read SEC document |
| January 20, 2005 Filed Jan 24, 2005 21:11 UTC | TEXAS INSTRUMENTS INC TXN · Entity 2834 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000097476-05-000039 · doc.xml · nonDerivative · entry 1 Lovett Melendy E · CIK 0001289486 · SR. VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500.48 F1 · kind: Award of restricted stock units pursuant to 2000 Long Term Incentive Plan. 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.