Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMERCIAL METALS CoCMC · Entity 8783 | VP | October 26, 2017 | October 30, 2017 |
| Murphy USA Inc.MUSA · Entity 1923 | SVP, Human Resources | February 25, 2022 | March 01, 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.
COMMERCIAL METALS Co
Report date October 26, 2017 · Filed October 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,170 |
Ending reported balance
After 2017-10-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-10-26 · Tax withholding · Disposed 2,000 · Balance 85,092 Row 2 · 2017-10-27 · Tax withholding · Disposed 1,922 · Balance 83,170 |
Murphy USA Inc.
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,492 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Sale · Disposed 2,910 · Balance 4,492 |
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 |
|---|---|---|---|---|---|---|
| December 08, 2020 Filed Dec 10, 2020 21:47 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantDividend Equivalent Units · Derivative | 1.857 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031086 · form4.xml · derivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1.857 Underlying: Common Stock · 1.857 shares Expires not disclosed F1 · security: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Long-Term Incentive Plan. Each dividend equivalent unit reflects the right to receive common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F1 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Long-Term Incentive Plan. Each dividend equivalent unit reflects the right to receive common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · derivative.exercise_price: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2018. F2 · shares: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2018. F1 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Long-Term Incentive Plan. Each dividend equivalent unit reflects the right to receive common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · derivative.exercise_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2018. F1 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Long-Term Incentive Plan. Each dividend equivalent unit reflects the right to receive common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · derivative.expiration_date: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2018. F1 · balance_after: Reflects the accrual of dividend equivalent units on outstanding restricted stock units ("RSUs") granted to the Reporting Person under the 2013 Long-Term Incentive Plan. Each dividend equivalent unit reflects the right to receive common stock, subject to the terms and conditions (including vesting and settlement terms) applicable to the corresponding RSUs. F2 · balance_after: Reflects the accrual of dividend equivalent units on RSUs granted to the Reporting Person on February 7, 2018. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 21:27 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionStock Option · Derivative | 2,000 | $0.00 Strike: $72.80 | $0.00 |
DisclosureSEC source: 0001127602-20-025582 · form4.xml · derivative · entry 4 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2025-06-12 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 · security: Award granted under the 2013 Long-term Incentive Plan. F3 · derivative.exercise_date: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 21:27 UTC | Murphy USA Inc. MUSA · Entity 1923 | SaleCommon Stock | 646 | $135.46 | $87,507.16 |
DisclosureSEC source: 0001127602-20-025582 · form4.xml · nonDerivative · entry 3 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 21:27 UTC | Murphy USA Inc. MUSA · Entity 1923 | Tax withholdingCommon Stock | 1,354 | $136.86 | $185,308.44 |
DisclosureSEC source: 0001127602-20-025582 · form4.xml · nonDerivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646 F1 · kind: Represents a net exercise of outstanding stock options. These shares were withheld by the company for payment of the exercise price and applicable taxes using the closing price on September 17, 2020 of $136.86. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 21:27 UTC | Murphy USA Inc. MUSA · Entity 1923 | Exercise / conversionCommon Stock | 2,000 | $72.80 | $145,600.00 |
DisclosureSEC source: 0001127602-20-025582 · form4.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| February 05, 2020 Filed Feb 7, 2020 19:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantStock Option · Derivative | 4,000 | $106.72 Strike: $106.72 | $426,880.00 |
DisclosureSEC source: 0001127602-20-004263 · form4.xml · derivative · entry 3 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2027-02-05 F3 · derivative.exercise_date: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 19:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004263 · form4.xml · derivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Underlying: Common Stock · 1,050 shares Expires not disclosed F1 · security: Award granted under the 2013 Long-term Incentive Plan. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 19:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantPerformance Stock Unit · Derivative | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004263 · form4.xml · derivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,150 Underlying: Common Stock · 2,100 shares Expires not disclosed F1 · security: Award granted under the 2013 Long-term Incentive Plan. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantStock Option · Derivative | 5,000 | $76.15 Strike: $76.15 | $380,750.00 |
DisclosureSEC source: 0001127602-19-004703 · form4.xml · derivative · entry 3 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2026-02-06 F1 · security: Time based restricted stock award granted under the 2013 Long-term Incentive Plan. F3 · derivative.exercise_date: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004703 · form4.xml · derivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350 Underlying: Common Stock · 1,350 shares Expires not disclosed F1 · security: Time based restricted stock award granted under the 2013 Long-term Incentive Plan. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 16:38 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantPerformance Stock Unit · Derivative | 2,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004703 · form4.xml · derivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 Underlying: Common Stock · 2,700 shares Expires not disclosed F1 · security: Time based restricted stock award granted under the 2013 Long-term Incentive Plan. F2 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F2 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 21:48 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantStock Option · Derivative | 4,000 | $72.80 Strike: $72.80 | $291,200.00 |
DisclosureSEC source: 0001127602-18-020815 · form4.xml · derivative · entry 3 HATTEN TERRY P. · CIK 0001593983 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2025-06-12 F2 · derivative.exercise_date: The option vests in two equal installments, the first half two years after the grant date and the final half three years after the grant date. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 21:48 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantPerformance Stock Unit · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020815 · form4.xml · derivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires not disclosed F1 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F1 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F1 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 21:48 UTC | Murphy USA Inc. MUSA · Entity 1923 | GrantRestricted Stock Unit · Derivative | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-020815 · form4.xml · derivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires not disclosed F1 · derivative.exercise_price: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F1 · derivative.exercise_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F1 · derivative.expiration_date: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 20:42 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 1,922 | $19.66 | $37,786.52 |
DisclosureSEC source: 0001246360-17-002984 · form.xml · nonDerivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,170 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 20:42 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 2,000 | $19.53 | $39,060.00 |
DisclosureSEC source: 0001246360-17-002984 · form.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,092 Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 2,416 | $21.79 | $52,644.64 |
DisclosureSEC source: 0001246360-17-002947 · form.xml · nonDerivative · entry 3 HATTEN TERRY P. · CIK 0001593983 · VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,092 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 7,652 | $21.61 | $165,359.72 |
DisclosureSEC source: 0001246360-17-002947 · form.xml · nonDerivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,508 Read SEC document |
| October 23, 2017 Filed Oct 25, 2017 21:14 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 23,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-002947 · form.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,160 F1 · shares: Represents the settlement of previously reported performance shares granted on October 27, 2014. The performance shares vested above target. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:15 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 4,105 | $23.73 | $97,411.65 |
DisclosureSEC source: 0001565739-16-000385 · edgardoc.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,507 Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 21:05 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | SaleCommon Stock | 4,313 | $20.00 | $86,258.71 |
DisclosureSEC source: 0001565739-16-000365 · edgardoc.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,612 Read SEC document |
| October 27, 2016 Filed Oct 28, 2016 21:59 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 2,516 | $15.82 | $39,803.12 |
DisclosureSEC source: 0001565739-16-000350 · edgardoc.xml · nonDerivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,925 Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 21:59 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 2,618 | $16.45 | $43,066.10 |
DisclosureSEC source: 0001565739-16-000350 · edgardoc.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,441 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 21:49 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 22,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001565739-16-000333 · edgardoc.xml · nonDerivative · entry 3 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,059 F2 · price: On October 24, 2016, the reporting person was granted an award of restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 21:49 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | Tax withholdingCommon Stock | 9,688 | $16.40 | $158,883.20 |
DisclosureSEC source: 0001565739-16-000333 · edgardoc.xml · nonDerivative · entry 2 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,650 Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 21:49 UTC | COMMERCIAL METALS Co CMC · Entity 8783 | GrantCommon Stock | 22,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001565739-16-000333 · edgardoc.xml · nonDerivative · entry 1 HATTEN TERRY P. · CIK 0001593983 · VP & CHIEF HUMAN RESOURCE 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,338 F1 · price: Represents the settlement of previously reported performance shares granted on December 9, 2013, The performance shares vested above target. 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.