Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RUSH ENTERPRISES INC \TX\RUSH · Entity 3648 | Executive Vice President | March 15, 2022 | March 17, 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.
RUSH ENTERPRISES INC \TX\
Report date March 15, 2022 · Filed March 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 159,248.6426 |
Last balance in matching sequence
After 2022-03-15 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2022-03-15 · Tax withholding · Disposed 1,704 · Balance 143,465.6426 F1: Shares reported are shares not distributed to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2019. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan Row 2 · 2022-03-15 · Tax withholding · Disposed 1,217 · Balance 142,248.6426 F3: Shares reported are shares not distributed to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock units that occurred on March 15, 2021. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan Row 3 · 2022-03-15 · Grant · Acquired 17,000 · Balance 159,248.6426 F4: Reflects the grant of restricted stock. The restricted stock vests in increments of 1/3 on each of the first, second, and third anniversary of the grant date, which is March 15, 2022. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.90 · Expires 2032-03-15 | Direct | 10,000 |
Reported balance
After 2022-03-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-15 · Grant · Acquired 10,000 · Balance 10,000 F5: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares reported are shares not distributed to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2019.
F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan
F3: Shares reported are shares not distributed to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock units that occurred on March 15, 2021.
F4: Reflects the grant of restricted stock. The restricted stock vests in increments of 1/3 on each of the first, second, and third anniversary of the grant date, which is March 15, 2022.
F5: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration 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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 18, 2020 01:36 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass A Common Stock | 11.74 | $41.15 | $483.10 |
DisclosureSEC source: 0001179110-20-003873 · edgar.xml · nonDerivative · entry 3 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,638.75 F1 · shares: These shares were acquired pursuant to a dividend reinvestment feature of the Rush Enterprises, Inc. Deferred Compensation Plan. F2 · balance_after: Includes certain shares included in the Company's deferred compensation plan. Read SEC document |
| December 10, 2018 Filed Mar 18, 2020 01:36 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass B Common Stock | 182.195 | $33.55 | $6,112.64 |
DisclosureSEC source: 0001179110-20-003873 · edgar.xml · nonDerivative · entry 8 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,065.805 F1 · shares: These shares were acquired pursuant to a dividend reinvestment feature of the Rush Enterprises, Inc. Deferred Compensation Plan. F3 · balance_after: Includes unvested restricted stock (RSAs) and certain shares and unvested restricted stock units included in the Company's deferred compensation plan Read SEC document |
| December 10, 2018 Filed Mar 18, 2020 01:36 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass A Common Stock | 14.847 | $32.42 | $481.34 |
DisclosureSEC source: 0001179110-20-003873 · edgar.xml · nonDerivative · entry 2 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,627.01 F1 · shares: These shares were acquired pursuant to a dividend reinvestment feature of the Rush Enterprises, Inc. Deferred Compensation Plan. F2 · balance_after: Includes certain shares included in the Company's deferred compensation plan. Read SEC document |
| August 29, 2018 Filed Mar 18, 2020 01:36 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass B Common Stock | 138.61 | $43.98 | $6,096.07 |
DisclosureSEC source: 0001179110-20-003873 · edgar.xml · nonDerivative · entry 7 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,883.61 F1 · shares: These shares were acquired pursuant to a dividend reinvestment feature of the Rush Enterprises, Inc. Deferred Compensation Plan. F3 · balance_after: Includes unvested restricted stock (RSAs) and certain shares and unvested restricted stock units included in the Company's deferred compensation plan Read SEC document |
| August 29, 2018 Filed Mar 18, 2020 01:36 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass A Common Stock | 11.163 | $43.00 | $480.01 |
DisclosureSEC source: 0001179110-20-003873 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,612.163 F1 · shares: These shares were acquired pursuant to a dividend reinvestment feature of the Rush Enterprises, Inc. Deferred Compensation Plan. F2 · balance_after: Includes certain shares included in the Company's deferred compensation plan. Read SEC document |
| June 19, 2018 Filed Jun 21, 2018 15:01 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Tax withholdingClass A Common Stock | 1,400 | $45.58 | $63,812.00 |
DisclosureSEC source: 0001179110-18-008868 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,601 F1 · shares: Shares reported are shares not distributed to the reporting person in order to satisfy the reporting person's tax obligations with respect to the distribution of shares of the Company's Class A Common Stock pursuant to the Company's Deferred Compensation Plan. F2 · balance_after: Includes shares currently held in the reporting person's Deferred Compensation account. Read SEC document |
| March 15, 2018 Filed Mar 20, 2018 00:00 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantOption (right to buy) · Derivative | 10,000 | $0.00 Strike: $42.99 | $0.00 |
DisclosureSEC source: 0001179110-18-004629 · edgar.xml · derivative · entry 3 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2028-03-15 F3 · derivative.exercise_date: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| March 15, 2018 Filed Mar 20, 2018 00:00 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass B Common Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004629 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,800 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle the reporting person to receive one share of the Company's Class B Common Stock for each RSU that vests. The RSUs vest in increments of 1/3 on each of the first, second, and third anniversary of the grant date, which is March 15, 2018. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 20:56 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionOption (right to buy) · Derivative | 20,000 | $0.00 Strike: $23.48 | $0.00 |
DisclosureSEC source: 0001179110-17-013591 · edgar.xml · derivative · entry 6 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 20,000 shares Expires 2022-03-15 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: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 20:56 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionOption (right to buy) · Derivative | 6,732 | $0.00 Strike: $18.74 | $0.00 |
DisclosureSEC source: 0001179110-17-013591 · edgar.xml · derivative · entry 5 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,732 shares Expires 2021-03-15 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: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| October 27, 2017 Filed Oct 31, 2017 20:56 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 20,000 | $52.13 | $1,042,580.00 |
DisclosureSEC source: 0001179110-17-013591 · edgar.xml · nonDerivative · entry 4 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.74 to $52.92. The reporting person undertakes to provide Rush Enterprises, Inc., any security holder of Rush Enterprises, 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 |
| October 27, 2017 Filed Oct 31, 2017 20:56 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionClass A Common Stock | 20,000 | $23.48 | $469,600.00 |
DisclosureSEC source: 0001179110-17-013591 · edgar.xml · nonDerivative · entry 3 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,001 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 |
| October 27, 2017 Filed Oct 31, 2017 20:56 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 6,732 | $52.13 | $350,932.43 |
DisclosureSEC source: 0001179110-17-013591 · edgar.xml · nonDerivative · entry 2 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.74 to $52.92. The reporting person undertakes to provide Rush Enterprises, Inc., any security holder of Rush Enterprises, 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 |
| October 27, 2017 Filed Oct 31, 2017 20:56 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionClass A Common Stock | 6,732 | $18.74 | $126,157.68 |
DisclosureSEC source: 0001179110-17-013591 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,733 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 |
| May 19, 2017 Filed May 22, 2017 22:28 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionOption (right to buy) · Derivative | 6,600 | $0.00 Strike: $18.74 | $0.00 |
DisclosureSEC source: 0001179110-17-007772 · edgar.xml · derivative · entry 6 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,732 Underlying: Class A Common Stock · 6,600 shares Expires 2021-03-15 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: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| May 19, 2017 Filed May 22, 2017 22:28 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionOption (right to buy) · Derivative | 5,999 | $0.00 Strike: $12.50 | $0.00 |
DisclosureSEC source: 0001179110-17-007772 · edgar.xml · derivative · entry 5 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,999 shares Expires 2020-03-15 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: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| May 19, 2017 Filed May 22, 2017 22:28 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 6,600 | $35.91 | $236,975.64 |
DisclosureSEC source: 0001179110-17-007772 · edgar.xml · nonDerivative · entry 4 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.90 to $35.91. The reporting person undertakes to provide Rush Enterprises, Inc., any security holder of Rush Enterprises, 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 |
| May 19, 2017 Filed May 22, 2017 22:28 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionClass A Common Stock | 6,600 | $18.74 | $123,684.00 |
DisclosureSEC source: 0001179110-17-007772 · edgar.xml · nonDerivative · entry 3 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,601 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 |
| May 19, 2017 Filed May 22, 2017 22:28 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 5,999 | $35.91 | $215,396.49 |
DisclosureSEC source: 0001179110-17-007772 · edgar.xml · nonDerivative · entry 2 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.90 to $35.91. The reporting person undertakes to provide Rush Enterprises, Inc., any security holder of Rush Enterprises, 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 |
| May 19, 2017 Filed May 22, 2017 22:28 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionClass A Common Stock | 5,999 | $12.50 | $74,987.50 |
DisclosureSEC source: 0001179110-17-007772 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 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 |
| March 15, 2017 Filed Mar 17, 2017 15:32 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantOption (right to buy) · Derivative | 10,000 | $0.00 Strike: $33.89 | $0.00 |
DisclosureSEC source: 0001179110-17-004779 · edgar.xml · derivative · entry 3 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2027-03-15 F3 · derivative.exercise_date: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 15:32 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass B Common Stock | 12,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004779 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,800 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle the reporting person to receive one share of the Company's Class B Common Stock for each RSU that vests. The RSUs vest in increments of 1/3 on each of the first, second, and third anniversary of the grant date, which is March 15, 2017. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 22:59 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 3,641 | $26.82 | $97,650.16 |
DisclosureSEC source: 0001179110-16-031545 · edgar.xml · nonDerivative · entry 1 Weaver Derrek · CIK 0001318061 · SVP, General Counsel & Secy. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,001 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.80 to $26.85. The reporting person undertakes to provide Rush Enterprises, Inc., any security holder of Rush Enterprises, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. 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.