Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTONATION, INC.AN · Entity 3730 | Director | January 03, 2022 | January 05, 2022 |
| CBIZ, Inc.CBZ · Entity 4243 | Director | May 25, 2021 | May 27, 2021 |
| LAS VEGAS SANDS CORPLVS · Entity 1098 | Director | June 07, 2018 | June 08, 2018 |
| LENNAR CORP /NEW/LEN, LEN.B · Entity 1032 | Director | February 28, 2022 | March 02, 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.
AUTONATION, INC.
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 11,973 |
Reported balance
After 2022-01-03 transaction · row 1
1 source rowRow 1 · 2022-01-03 · Grant · Acquired 2,192 · Balance 11,973 F1: 2022 grant of 2,192 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: 2022 grant of 2,192 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company.
CBIZ, Inc.
Report date May 25, 2021 · Filed May 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 284,376.44 |
Reported balance
After 2021-05-25 transaction · row 1
1 source rowRow 1 · 2021-05-25 · Sale · Disposed 16,012 · Balance 284,376.44 F1: Weighted average sale price of price range between $32.87 and $33.58. Will provide upon request number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average sale price of price range between $32.87 and $33.58. Will provide upon request number of shares sold at each separate price.
LAS VEGAS SANDS CORP
Report date June 07, 2018 · Filed June 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,791 |
Reported balance
After 2018-06-07 transaction · row 1
1 source rowRow 1 · 2018-06-07 · Grant · Acquired 1,287 · Balance 7,791 F1: Granted under the Las Vegas Sands Corp. 2004 Equity Award Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Las Vegas Sands Corp. 2004 Equity Award Plan.
LENNAR CORP /NEW/
Report date February 28, 2022 · Filed March 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 45,135 |
Ending reported balance
After 2022-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-25 · Gift · Disposed 2,781 · Balance 44,941 Row 2 · 2022-02-28 · Grant · Acquired 194 · Balance 45,135 F1: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $89.88 per share which was the last reported sale price of the Issuer's Class A common stock on February 28, 2022, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until February 28, 2025, subject to specified exceptions. |
| Class B Common StockSEC Table I · non-derivative | Direct | 1,584 |
Reported balance
Holding disclosure · report date 2022-02-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,584 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $89.88 per share which was the last reported sale price of the Issuer's Class A common stock on February 28, 2022, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until February 28, 2025, subject to specified exceptions.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOY GLOBAL INC
Report date April 05, 2017 · Filed April 07, 2017
Section 16 reporting ended · disclosed 2017-04-07. 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 2017-04-05 transaction · row 1
1 source rowRow 1 · 2017-04-05 · Disposition to issuer · Disposed 56,745 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of July 21, 2016 (the "Merger Agreement"), by and among Joy Global, Inc. (the "Company"), Komatsu America Corp. ("KAC"), Pine Solutions, Inc., a wholly owned subsidiary of KAC ("Merger Sub") and, solely for the purposes specified therein, Komatsu Ltd., at the effective time of the transactions contemplated by the Merger Agreement, each of these shares of Company stock (including shares reported in Table I that were covered by outstanding equity awards) was converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of July 21, 2016 (the "Merger Agreement"), by and among Joy Global, Inc. (the "Company"), Komatsu America Corp. ("KAC"), Pine Solutions, Inc., a wholly owned subsidiary of KAC ("Merger Sub") and, solely for the purposes specified therein, Komatsu Ltd., at the effective time of the transactions contemplated by the Merger Agreement, each of these shares of Company stock (including shares reported in Table I that were covered by outstanding equity awards) was converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $28.30.
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 |
|---|---|---|---|---|---|---|
| February 28, 2022 Filed Mar 2, 2022 00:34 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014384 · doc4.xml · nonDerivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,135 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $89.88 per share which was the last reported sale price of the Issuer's Class A common stock on February 28, 2022, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until February 28, 2025, subject to specified exceptions. Read SEC document |
| February 25, 2022 Filed Mar 2, 2022 00:34 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GiftClass A Common Stock | 2,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014384 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,941 Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:09 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 2,192 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-22-000011 · wf-form4_164141696310099.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,973 F1 · kind: 2022 grant of 2,192 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 21:59 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067286 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,722 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $105.05 per share which was the last reported sale price of the Issuer's Class A common stock on November 30, 2021, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until November 30, 2024, subject to specified exceptions. Read SEC document |
| August 31, 2021 Filed Sep 2, 2021 20:34 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054455 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,556 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $107.31 per share which was the last reported sale price of the Issuer's Class A common stock on August 31, 2021, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until August 31, 2024, subject to specified exceptions. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 20:30 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036840 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,393 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $99.01 per share which was the last reported sale price of the Issuer's Class A common stock on May 28, 2021, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until May 31, 2024, subject to specified exceptions. Read SEC document |
| May 25, 2021 Filed May 27, 2021 22:12 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 16,012 | $33.09 | $529,873.91 |
DisclosureSEC source: 0001127602-21-018244 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,376.44 F1 · price: Weighted average sale price of price range between $32.87 and $33.58. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 24, 2021 Filed May 25, 2021 20:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 15,523 | $33.70 | $523,126.65 |
DisclosureSEC source: 0001127602-21-017990 · form4.xml · nonDerivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,388.44 F2 · price: Weighted average sale price of price range between $33.39 and $33.79. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 21, 2021 Filed May 25, 2021 20:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 14,368 | $33.77 | $485,241.84 |
DisclosureSEC source: 0001127602-21-017990 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,911.44 F1 · price: Weighted average sale price of price range between $33.70 and $33.87. Will provide upon request number of shares sold at each separate price. Read SEC document |
| May 12, 2021 Filed May 14, 2021 21:01 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 3,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016872 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,279.44 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant awarded. Read SEC document |
| April 07, 2021 Filed Apr 9, 2021 20:27 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-026226 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,217 F1 · shares: Shares issued in accordance with the Issuer's outside directors' compensation program. Shares are fully vested and fifty percent (50%) of the shares are subject to a two-year minimum holding period from the date of issuance. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 7,083 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-009507 · form4.xml · derivative · entry 3 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,083 shares Expires 2021-05-15 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. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 7,083 | $31.25 | $221,326.04 |
DisclosureSEC source: 0001127602-21-009507 · form4.xml · nonDerivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F1 · price: Weighted average sale price of price range between $30.75 and $31.47. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:03 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 7,083 | $9.35 | $66,226.05 |
DisclosureSEC source: 0001127602-21-009507 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,624.44 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 02, 2021 Filed Mar 3, 2021 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 34,657 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-009104 · form4.xml · derivative · entry 6 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,083 Underlying: Common Stock · 34,657 shares Expires 2021-05-15 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. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 34,657 | $30.99 | $1,074,127.87 |
DisclosureSEC source: 0001127602-21-009104 · form4.xml · nonDerivative · entry 4 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F2 · price: Weighted average sale price of price range between $30.80 and $31.16. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 34,657 | $9.35 | $324,042.95 |
DisclosureSEC source: 0001127602-21-009104 · form4.xml · nonDerivative · entry 3 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,198.44 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 01, 2021 Filed Mar 3, 2021 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 33,348 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-009104 · form4.xml · derivative · entry 5 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,740 Underlying: Common Stock · 33,348 shares Expires 2021-05-15 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. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 33,348 | $30.85 | $1,028,919.19 |
DisclosureSEC source: 0001127602-21-009104 · form4.xml · nonDerivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F1 · price: Weighted average sale price of price range between $30.42 and $31.14. Will provide upon request number of shares sold at each separate price. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:09 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 33,348 | $9.35 | $311,803.80 |
DisclosureSEC source: 0001127602-21-009104 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,889.44 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 26, 2021 Filed Mar 1, 2021 21:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 26,277 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-008314 · form4.xml · derivative · entry 6 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,088 Underlying: Common Stock · 26,277 shares Expires 2021-05-15 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. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 21:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 26,277 | $30.46 | $800,289.68 |
DisclosureSEC source: 0001127602-21-008314 · form4.xml · nonDerivative · entry 4 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F2 · price: Weighted average sale price of price range between $30.13 and $30.88. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 26, 2021 Filed Mar 1, 2021 21:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 26,277 | $9.35 | $245,689.95 |
DisclosureSEC source: 0001127602-21-008314 · form4.xml · nonDerivative · entry 3 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,818.44 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 26, 2021 Filed Mar 2, 2021 21:28 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-015973 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,912 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $82.97 per share which was the last reported sale price of the Issuer's Class A common stock on February 26, 2021, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until February 28, 2024, subject to specified exceptions. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 36,045 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-008314 · form4.xml · derivative · entry 5 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,365 Underlying: Common Stock · 36,045 shares Expires 2021-05-15 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. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 36,045 | $30.66 | $1,105,294.69 |
DisclosureSEC source: 0001127602-21-008314 · form4.xml · nonDerivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F1 · price: Weighted average sale price of price range between $30.39 and $30.83. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:14 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 36,045 | $9.35 | $337,020.75 |
DisclosureSEC source: 0001127602-21-008314 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,586.44 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 24, 2021 Filed Feb 25, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 22,493 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-007803 · form4.xml · derivative · entry 6 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,410 Underlying: Common Stock · 22,493 shares Expires 2021-05-15 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. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 22,493 | $30.74 | $691,522.54 |
DisclosureSEC source: 0001127602-21-007803 · form4.xml · nonDerivative · entry 4 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F2 · price: Weighted average sale price of price range between $30.34 and $31.02. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 22,493 | $9.35 | $210,309.55 |
DisclosureSEC source: 0001127602-21-007803 · form4.xml · nonDerivative · entry 3 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,034.44 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 23, 2021 Filed Feb 25, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 20,097 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001127602-21-007803 · form4.xml · derivative · entry 5 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,903 Underlying: Common Stock · 20,097 shares Expires 2021-05-15 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. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 20,097 | $30.31 | $609,055.66 |
DisclosureSEC source: 0001127602-21-007803 · form4.xml · nonDerivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F1 · price: Weighted average sale price of price range between $29.94 and $31.13. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 13:26 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 20,097 | $9.35 | $187,906.95 |
DisclosureSEC source: 0001127602-21-007803 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,638.44 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 21:04 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 3,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-21-000013 · wf-form4_160996703250351.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,781 F1 · kind: 2021 grant of 3,671 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 21:33 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-060898 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,702 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $75.86 per share which was the last reported sale price of the Issuer's Class A common stock on November 30, 2020, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until November 30, 2023, subject to specified exceptions. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 20:32 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049141 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,472 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $74.82 per share which was the last reported sale price of the Issuer's Class A common stock on August 31, 2020, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until August 31, 2023, subject to specified exceptions. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:21 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033510 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,239 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $60.46 per share which was the last reported sale price of the Issuer's Class A common stock on May 29, 2020, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until May 31, 2023, subject to specified exceptions. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:19 UTC | CBIZ, Inc. CBZ · Entity 4243 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016909 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,541.44 F1 · security: Restricted Stock vesting 50% in each of the two years following date of award. Annual non-employee Director compensation grant. Read SEC document |
| April 07, 2020 Filed Apr 9, 2020 20:31 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024043 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,971 F1 · shares: Shares issued in accordance with the Issuer's outside directors' compensation program. Shares are fully vested and fifty percent (50%) of the shares are subject to a two-year minimum holding period from the date of issuance. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:55 UTC | AUTONATION, INC. AN · Entity 3730 | PurchaseCommon Stock, par value $0.01 per share | 1,000 | $39.94 | $39,940.00 |
DisclosureSEC source: 0000350698-20-000057 · wf-form4_158396373620239.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 21:08 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 60,000 | $26.82 | $1,609,008.00 |
DisclosureSEC source: 0001127602-20-009612 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,782.44 F1 · price: Weighted average sale price of price range between $27.23 and $26.50. Will provide upon request number of shares sold at each separate price. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:34 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015211 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,971 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $60.34 per share which was the last reported sale price of the Issuer's Class A common stock on February 28, 2020, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until February 28, 2023, subject to specified exceptions. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:39 UTC | AUTONATION, INC. AN · Entity 3730 | GrantCommon Stock, par value $0.01 per share | 5,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-20-000011 · wf-form4_157835036986635.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,110 F1 · kind: 2020 grant of 5,110 vested restricted stock units (the "RSUs") pursuant to the AutoNation, Inc. 2014 Non-Employee Director Equity Plan (as amended, the "2014 Director Plan"). The RSUs will settle in shares of common stock, par value $0.01 per share, of AutoNation, Inc. (the "Company") in accordance with the terms of the award, including any deferral election made by the reporting person, and the 2014 Director Plan. Settlement of the RSUs will be accelerated in certain circumstances as provided in the terms of the award and the 2014 Director Plan, including in the event the reporting person ceases to serve as a non-employee director of the Company. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 21:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionEmployee Stock Option · Derivative | 180,000 | $0.00 Strike: $8.36 | $0.00 |
DisclosureSEC source: 0001127602-19-034873 · form4.xml · derivative · entry 2 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 180,000 shares Expires 2020-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 21:13 UTC | CBIZ, Inc. CBZ · Entity 4243 | Exercise / conversionCommon Stock | 180,000 | $8.36 | $1,504,800.00 |
DisclosureSEC source: 0001127602-19-034873 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 380,782.44 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 |
| December 06, 2019 Filed Dec 10, 2019 22:38 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 64,000 | $27.10 | $1,734,400.00 |
DisclosureSEC source: 0001127602-19-034707 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,782.44 F1 · kind: Sale of shares to fund exercise of option to purchase 180,000 shares at $8.36 granted 5-15-14. F2 · price: Weighted average sale price of price range between $27.44 and $26.90. Will provide upon request number of shares sold at each separate price. Read SEC document |
| November 29, 2019 Filed Dec 3, 2019 21:51 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-058736 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,702 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $59.65 per share which was the last reported sale price of the Issuer's Class A common stock on November 29, 2019, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until November 30, 2022, subject to specified exceptions. Read SEC document |
| September 11, 2019 Filed Sep 13, 2019 20:22 UTC | CBIZ, Inc. CBZ · Entity 4243 | SaleCommon Stock | 70,000 | $23.10 | $1,617,000.00 |
DisclosureSEC source: 0001127602-19-028343 · form4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,782.44 F1 · price: Weighted average sale price of price range between $23.24 and $23.05. Will provide upon request number of shares sold at each separate price. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 20:43 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047989 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,430 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $51.00 per share which was the last reported sale price of the Issuer's Class A common stock on August 30, 2019, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until August 31, 2022, subject to specified exceptions. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 20:54 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-033961 · doc4.xml · nonDerivative · entry 1 GERARD STEVEN L · CIK 0001007190 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,112 F1 · shares: These shares were issued in accordance with the Issuer's outside directors' compensation program based on $49.66 per share which was the last reported sale price of the Issuer's Class A common stock on May 31, 2019, the last trading day of the Issuer's fiscal quarter. The shares are not transferable until May 31, 2022, subject to specified exceptions. 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.