Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MAXIMUS, INC.MMS · Entity 4224 | Director | February 12, 2019 | February 14, 2019 |
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.
MAXIMUS, INC.
Report date February 12, 2019 · Filed February 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,029 |
Reported balance
After 2019-02-12 transaction · row 1
1 source rowRow 1 · 2019-02-12 · Sale · Disposed 3,505 · Balance 59,029 |
| Common StockSEC Table I · non-derivative | IndirectIndirectly through reporting person's spouse | 5,470 |
Last balance in matching sequence
After 2019-02-13 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2019-02-12 · Sale · Disposed 2,325 · Balance 6,355 F1: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. Row 3 · 2019-02-13 · Sale · Disposed 885 · Balance 5,470 F1: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Dorman Products, Inc.
Report date May 25, 2022 · Filed May 27, 2022
Section 16 reporting ended · disclosed 2022-05-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,176 |
Reported balance
After 2022-05-25 transaction · row 1
1 source rowRow 1 · 2022-05-25 · Tax withholding · Disposed 33 · Balance 20,176 F1: These shares were withheld by the issuer upon the vesting of restricted stock units to satisfy the reporting person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy trusts | 20,858 |
Reported balance
Holding disclosure · report date 2022-05-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,858 F2: These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld by the issuer upon the vesting of restricted stock units to satisfy the reporting person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.
F2: These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose.
O REILLY AUTOMOTIVE INC
Report date May 08, 2018 · Filed May 09, 2018
Section 16 reporting ended · disclosed 2018-05-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,124 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,124 |
| Common StockSEC Table I · non-derivative | IndirectIndirectly through reporting person's spouse. | 6,925 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,925 F1: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee.
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 25, 2022 Filed May 27, 2022 13:36 UTC | Dorman Products, Inc. DORM · Entity 4084 | Tax withholdingCommon Stock | 33 | $98.06 | $3,235.98 |
DisclosureSEC source: 0001209191-22-032397 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,176 F1 · shares: These shares were withheld by the issuer upon the vesting of restricted stock units to satisfy the reporting person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 13:47 UTC | Dorman Products, Inc. DORM · Entity 4084 | GrantCommon Stock | 1,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037506 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,209 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of Dorman common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| May 13, 2021 Filed May 17, 2021 14:28 UTC | Dorman Products, Inc. DORM · Entity 4084 | Tax withholdingCommon Stock | 44 | $103.03 | $4,533.32 |
DisclosureSEC source: 0001209191-21-033029 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,145 F1 · shares: These shares were withheld by the issuer upon the vesting of restricted stock units to satisfy the reporting person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| July 02, 2020 Filed Jul 6, 2020 17:50 UTC | Dorman Products, Inc. DORM · Entity 4084 | Tax withholdingCommon Stock | 36 | $66.67 | $2,400.12 |
DisclosureSEC source: 0001209191-20-040925 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,189 F1 · shares: These shares were withheld by the issuer upon the vesting of a restricted stock award to satisfy the reporting person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 12:18 UTC | Dorman Products, Inc. DORM · Entity 4084 | GrantCommon Stock | 1,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033804 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,225 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of Dorman common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| July 02, 2019 Filed Jul 3, 2019 17:38 UTC | Dorman Products, Inc. DORM · Entity 4084 | GrantCommon Stock | 1,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-040804 · doc4.xml · nonDerivative · entry 2 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,796 Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 17:38 UTC | Dorman Products, Inc. DORM · Entity 4084 | Tax withholdingCommon Stock | 41 | $87.52 | $3,588.32 |
DisclosureSEC source: 0001209191-19-040804 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,638 F1 · shares: These shares were withheld by the issuer upon the vesting of a restricted stock award to satisfy Mr. Lederer's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 15:51 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 885 | $70.27 | $62,189.84 |
DisclosureSEC source: 0001032220-19-000015 · primary_doc.xml · nonDerivative · entry 3 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse Disclosed balance after: 5,470 F1 · balance_after: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:51 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 2,325 | $70.00 | $162,750.00 |
DisclosureSEC source: 0001032220-19-000015 · primary_doc.xml · nonDerivative · entry 2 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse Disclosed balance after: 6,355 F1 · balance_after: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:51 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 3,505 | $70.00 | $245,350.00 |
DisclosureSEC source: 0001032220-19-000015 · primary_doc.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,029 Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 19:28 UTC | Dorman Products, Inc. DORM · Entity 4084 | SaleCommon Stock | 1,600 | $76.77 | $122,832.00 |
DisclosureSEC source: 0001209191-18-047005 · doc4.xml · nonDerivative · entry 2 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,679 F3 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.6534 to $76.85. The reporting person undertakes to provide to Dorman Products, Inc., any security holder of Dorman Products, Inc. or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 19:28 UTC | Dorman Products, Inc. DORM · Entity 4084 | SaleCommon Stock | 2,325 | $76.48 | $177,816.00 |
DisclosureSEC source: 0001209191-18-047005 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trusts Disclosed balance after: 23,058 F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.28 to $76.64. The reporting person undertakes to provide to Dorman Products, Inc., any security holder of Dorman Products, Inc. or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.direct: These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 14, 2018 Filed Aug 14, 2018 20:43 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 7,500 | $64.05 | $480,375.00 |
DisclosureSEC source: 0001032220-18-000062 · primary_doc.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,534.63 F1 · price: Weighted average sales price for prices ranging from $63.94 to $64.11. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 21:28 UTC | Dorman Products, Inc. DORM · Entity 4084 | GrantCommon Stock | 1,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-040442 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,279 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 16:58 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 203.34 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000025 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,521.597 Underlying: Common Stock · 203.34 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 770 | $250.16 | $192,621.28 |
DisclosureSEC source: 0000898173-18-000070 · wf-form4_151916223499958.xml · nonDerivative · entry 2 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse. Disclosed balance after: 6,925 F2 · balance_after: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:30 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 1,065 | $250.13 | $266,393.14 |
DisclosureSEC source: 0000898173-18-000070 · wf-form4_151916223499958.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,124 F1 · balance_after: Total includes 1,027 unvested restricted shares awarded under the Amended and Restated O'Reilly Automotive, Inc. 2003 Director's Stock Plan and 9,097 shares held directly by Mr. Lederer. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 19:26 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 2.941 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000138 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,518.562 Underlying: Common Stock · 2.941 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 21:36 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 845 | $214.77 | $181,482.09 |
DisclosureSEC source: 0000898173-17-000187 · wf-form4_151060896150319.xml · nonDerivative · entry 2 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse. Disclosed balance after: 7,695 F2 · balance_after: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 21:36 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 1,130 | $211.00 | $238,430.00 |
DisclosureSEC source: 0000898173-17-000187 · wf-form4_151060896150319.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,189 F1 · balance_after: Total includes 1,027 unvested restricted shares awarded under the Amended and Restated O'Reilly Automotive, Inc. 2003 Director's Stock Plan and 10,162 shares held directly by Mr. Lederer. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 15:14 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 3.341 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000101 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,515.621 Underlying: Common Stock · 3.341 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| August 14, 2017 Filed Aug 14, 2017 15:09 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 2,200 | $60.87 | $133,903.00 |
DisclosureSEC source: 0001032220-17-000090 · primary_doc.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Indirectly through reporting person's spouse. Disclosed balance after: 12,280 F1 · price: Weighted average sales price for prices ranging from $60.74 to $60.99. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. F2 · balance_after: Shares held in trust for the benefit of reporting person's children where reporting person's spouse serves as trustee. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 01:07 UTC | Dorman Products, Inc. DORM · Entity 4084 | SaleCommon Stock | 1,800 | $74.82 | $134,676.00 |
DisclosureSEC source: 0001209191-17-049087 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trusts Disclosed balance after: 25,383 F1 · ownership.direct: These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:06 UTC | Dorman Products, Inc. DORM · Entity 4084 | GrantCommon Stock | 1,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-043236 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,961 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 15:36 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 3.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000067 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,512.28 Underlying: Common Stock · 3.27 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| May 10, 2017 Filed May 12, 2017 20:31 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | GrantCommon Stock | 525 | $257.49 | $135,182.25 |
DisclosureSEC source: 0000898173-17-000122 · wf-form4_149462106005958.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,319 F1 · shares: Represents unvested restricted shares awarded under the Amended and Restated O'Reilly Automotive, Inc. 2003 Director's Stock Plan, which vest in three equal annual installments on May 10, 2018, 2019 and 2020. F2 · balance_after: Total includes 1,027 unvested restricted shares awarded under the Amended and Restated O'Reilly Automotive, Inc. 2003 Director's Stock Plan and 11,292 shares held directly by Mr. Lederer. Read SEC document |
| May 09, 2017 Filed May 10, 2017 16:14 UTC | MAXIMUS, INC. MMS · Entity 4224 | SaleCommon Stock | 8,210 | $61.83 | $507,624.30 |
DisclosureSEC source: 0001032220-17-000052 · primary_doc.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,984 F1 · price: Weighted average sales price for prices ranging from $61.80 to $61.88. The reporting person will provide full information regarding the number of shares purchased or sold at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 05, 2017 Filed May 9, 2017 14:40 UTC | Dorman Products, Inc. DORM · Entity 4084 | SaleCommon Stock | 4,793 | $82.70 | $396,381.10 |
DisclosureSEC source: 0001209191-17-030777 · doc4.xml · nonDerivative · entry 2 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trusts Disclosed balance after: 27,183 F1 · ownership.direct: These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. Read SEC document |
| May 05, 2017 Filed May 9, 2017 14:40 UTC | Dorman Products, Inc. DORM · Entity 4084 | SaleCommon Stock | 2,800 | $82.70 | $231,560.00 |
DisclosureSEC source: 0001209191-17-030777 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,873 Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:44 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 816 | $0.00 Strike: $61.25 | $0.00 |
DisclosureSEC source: 0001032220-17-000033 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 816 Underlying: Common Stock · 816 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.expiration_date: Expiration date not applicable to RSUs. F3 · balance_after: Reporting person also holds restricted stock units with respect to an additional 9,552 shares of common stock with varying vesting schedules. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:13 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 7.198 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000017 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,552 Underlying: Common Stock · 7.198 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:33 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | SaleCommon Stock | 2,500 | $268.50 | $671,250.00 |
DisclosureSEC source: 0000898173-17-000087 · wf-form4_148823118031884.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,794 F1 · balance_after: Total includes 1,101 unvested restricted shares awarded under the Amended and Restated O'Reilly Automotive, Inc. 2003 Director's Stock Plan and 10,693 shares held directly by Mr. Lederer. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:50 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionNonqualified director stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $48.31 | $0.00 |
DisclosureSEC source: 0000898173-17-000053 · wf-form4_148711262184694.xml · derivative · entry 3 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2017-05-05 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 options become fully vested six months after grant date. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:50 UTC | O REILLY AUTOMOTIVE INC ORLY · Entity 2977 | Exercise / conversionCommon Stock | 5,000 | $48.31 | $241,550.00 |
DisclosureSEC source: 0000898173-17-000053 · wf-form4_148711262184694.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,294 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 · balance_after: Total includes 1,101 unvested restricted shares awarded under the Amended and Restated O'Reilly Automotive, Inc. 2003 Director's Stock Plan and 13,193 shares held directly by Mr. Lederer. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 16:58 UTC | Dorman Products, Inc. DORM · Entity 4084 | SaleCommon Stock | 2,000 | $71.57 | $143,140.00 |
DisclosureSEC source: 0001209191-16-152592 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trusts Disclosed balance after: 31,976 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranaging from $71.53 to $71.66. The reporting person undertakes to provide to Dorman Products, Inc., any security holder of Dorman Products, Inc. or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set for in this footnote. F2 · ownership.direct: These shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 18:03 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 7.762 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-16-000253 · primary_doc.xml · derivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,544 Underlying: Common Stock · 7.762 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 15, 2016 Filed Nov 15, 2016 17:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 18,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-16-000245 · primary_doc.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,984 F1 · kind: This transaction involved a gift of securities to three different trusts for the benefit of the reporting person's children, of which the reporting person's spouse is the trustee. The reporting person's gift is deemed to involve both a disposition of directly owned shares and an acquisition (through the person's spouse) of indirectly owned shares. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 16:11 UTC | Dorman Products, Inc. DORM · Entity 4084 | GiftCommon Stock | 15,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148366 · doc4.xml · nonDerivative · entry 1 LEDERER PAUL R · CIK 0001135359 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,673 F1 · kind: This transaction involved a gift of securities to three different trusts for the benefit of the reporting person's children, of which the reporting person's spouse is the trustee. The reporting person's gift is deemed to involve both a disposition of directly owned shares and an acquisition (through the reporting person's spouse) of indirectly owned shares. The reporting person disclaims beneficial ownership of the shares held by such trusts, and this report should not be deemed an admission that the reporting person is the beneficial owner of the trusts' shares for purposes of Section 16 or for any other purpose. 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.