Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RELIANCE, INC.RS · Entity 3265 | Director | May 18, 2022 | May 19, 2022 |
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.
RELIANCE, INC.
Report date May 18, 2022 · Filed May 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,303 |
Reported balance
After 2022-05-18 transaction · row 1
1 source rowRow 1 · 2022-05-18 · Grant · Acquired 767 · Balance 19,303 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Apria, Inc.
Report date March 29, 2022 · Filed March 29, 2022
Section 16 reporting ended · disclosed 2022-03-29. 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 2022-03-29 transaction · row 1
1 source rowRow 1 · 2022-03-29 · Disposition to issuer · Disposed 500,003 · Balance 0 F1: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-29 · Disposition to issuer · Disposed 5,059 · Balance 0 F2: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee. F1: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax. F3: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") became fully vested and cancelled and entitled the holder to receive an amount of cash, without interest and subject to deduction for any required tax withholding, equal to the number of shares of Common Stock subject to such RSU, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration. F4: Represents RSUs granted in 2021, which were originally scheduled to vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.
F2: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.
F3: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") became fully vested and cancelled and entitled the holder to receive an amount of cash, without interest and subject to deduction for any required tax withholding, equal to the number of shares of Common Stock subject to such RSU, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.
F4: Represents RSUs granted in 2021, which were originally scheduled to vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following 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 |
|---|---|---|---|---|---|---|
| May 18, 2022 Filed May 19, 2022 23:11 UTC | RELIANCE, INC. RS · Entity 3265 | GrantCommon Stock | 767 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013066 · form4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,303 Read SEC document |
| March 29, 2022 Filed Mar 29, 2022 16:31 UTC | Apria, Inc. APR · Entity 15495 | Disposition to issuerRestricted Stock Units · Derivative | 5,059 | $37.50 | $189,712.50 |
DisclosureSEC source: 0000899243-22-012660 · doc4.xml · derivative · entry 2 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,059 shares Expires not disclosed F2 · derivative.exercise_price: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee. F1 · kind: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax. F3 · kind: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") became fully vested and cancelled and entitled the holder to receive an amount of cash, without interest and subject to deduction for any required tax withholding, equal to the number of shares of Common Stock subject to such RSU, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration. F3 · price: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") became fully vested and cancelled and entitled the holder to receive an amount of cash, without interest and subject to deduction for any required tax withholding, equal to the number of shares of Common Stock subject to such RSU, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration. F4 · derivative.exercise_date: Represents RSUs granted in 2021, which were originally scheduled to vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date. F4 · derivative.expiration_date: Represents RSUs granted in 2021, which were originally scheduled to vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date. Read SEC document |
| March 29, 2022 Filed Mar 29, 2022 16:31 UTC | Apria, Inc. APR · Entity 15495 | Disposition to issuerCommon Stock | 500,003 | $37.50 | $18,750,112.50 |
DisclosureSEC source: 0000899243-22-012660 · doc4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax. F1 · price: On March 29, 2022, Owens & Minor, Inc. ("Owens & Minor") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, dated as of January 7, 2022 (the "Merger Agreement"), by and among the Issuer, Owens & Minor and StoneOak Merger Sub Inc., an indirect, wholly owned subsidiary of Owens & Minor ("Merger Sub"). In accordance with the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger") with the Issuer surviving the Merger as an indirect, wholly owned subsidiary of Owens & Minor. At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $37.50 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:23 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 17,497 | $30.00 | $524,910.00 |
DisclosureSEC source: 0000899243-21-047328 · doc4.xml · nonDerivative · entry 2 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,003 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.00 to $30.07, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| December 03, 2021 Filed Dec 8, 2021 16:23 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 4,103 | $30.01 | $123,131.03 |
DisclosureSEC source: 0000899243-21-047328 · doc4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,500 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.00 to $30.05, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 16:15 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 1,876 | $37.29 | $69,956.04 |
DisclosureSEC source: 0000899243-21-042699 · doc4.xml · nonDerivative · entry 2 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,603 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.21 to $37.71, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 16:15 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 19,724 | $36.89 | $727,618.36 |
DisclosureSEC source: 0000899243-21-042699 · doc4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 523,479 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.21 to $37.19, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:55 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 62 | $37.04 | $2,296.48 |
DisclosureSEC source: 0000899243-21-039219 · doc4.xml · nonDerivative · entry 3 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,203 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:55 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 2,800 | $35.88 | $100,464.00 |
DisclosureSEC source: 0000899243-21-039219 · doc4.xml · nonDerivative · entry 2 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543,265 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.78 to $36.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:55 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 18,738 | $35.32 | $661,826.16 |
DisclosureSEC source: 0000899243-21-039219 · doc4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,065 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $34.78 to $35.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:30 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 10,438 | $37.38 | $390,172.44 |
DisclosureSEC source: 0000899243-21-035126 · doc4.xml · nonDerivative · entry 3 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564,803 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $37.01 to $38.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:30 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 4,236 | $36.55 | $154,825.80 |
DisclosureSEC source: 0000899243-21-035126 · doc4.xml · nonDerivative · entry 2 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575,241 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $36.03 to $37.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:30 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 6,926 | $35.44 | $245,457.44 |
DisclosureSEC source: 0000899243-21-035126 · doc4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 579,477 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $35.06 to $35.85, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 10, 2021 Filed Aug 12, 2021 16:30 UTC | Apria, Inc. APR · Entity 15495 | SaleCommon Stock | 21,600 | $30.61 | $661,176.00 |
DisclosureSEC source: 0000899243-21-032762 · doc4.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,403 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 28, 2021. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $30.15 to $31.04, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 19:37 UTC | Apria, Inc. APR · Entity 15495 | GrantRestricted Stock Units · Derivative | 5,059 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-023688 · doc4.xml · derivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,059 Underlying: Common Stock · 5,059 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of the Issuer ("Common Stock"). The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These restricted stock units vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date. F2 · derivative.expiration_date: These restricted stock units vest on the earlier of (i) June 10, 2022 and (ii) the first regularly scheduled annual meeting of the stockholders of the Company following the grant date. Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:33 UTC | RELIANCE, INC. RS · Entity 3265 | GrantCommon Stock | 781 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000820 · edgar.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,536 Read SEC document |
| May 20, 2020 Filed May 21, 2020 22:03 UTC | RELIANCE, INC. RS · Entity 3265 | GrantCommon Stock | 1,423 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-20-000764 · edgar.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,755 Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:27 UTC | RELIANCE, INC. RS · Entity 3265 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000793 · edgar.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,332 Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:47 UTC | RELIANCE, INC. RS · Entity 3265 | GrantCommon Stock | 1,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-18-000717 · edgar.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,877 Read SEC document |
| May 17, 2017 Filed May 19, 2017 13:30 UTC | RELIANCE, INC. RS · Entity 3265 | GrantCommon Stock | 1,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-000995 · edgar.xml · nonDerivative · entry 1 Figueroa John G. · CIK 0001502998 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,489 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.