Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HOME DEPOT, INC.HD · Entity 2816 | EVP, Secretary & Gen. Counsel | May 25, 2011 | May 27, 2011 |
| WEX Inc.WEX · Entity 2285 | Director | May 15, 2025 | May 19, 2025 |
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.
HOME DEPOT, INC.
Report date May 25, 2011 · Filed May 27, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 89,190 |
Ending reported balance
After 2011-05-25 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2011-05-25 · Exercise / conversion · Acquired 20,942 · Balance 135,391 Row 2 · 2011-05-25 · Exercise / conversion · Acquired 25,938 · Balance 161,329 Row 3 · 2011-05-25 · Sale · Disposed 16,560 · Balance 144,769 Row 4 · 2011-05-25 · Sale · Disposed 55,579 · Balance 89,190 |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $23.28 · Expires 2019-03-24 | Direct | 302,753 |
Reported balance
After 2011-05-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2011-05-25 · Exercise / conversion · Disposed 20,942 · Balance 302,753 |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.84 · Expires 2018-03-18 | Direct | 276,815 |
Reported balance
After 2011-05-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2011-05-25 · Exercise / conversion · Disposed 25,938 · Balance 276,815 |
WEX Inc.
Report date May 15, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,567 |
Reported balance
After 2025-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 1,567 · Balance 1,567 F1: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units ("RSUs") will vest in total on May 15, 2026.
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 25, 2009 Filed Mar 27, 2009 20:57 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 83,769 | $23.28 | $1,950,142.32 |
DisclosureSEC source: 0001209191-09-018700 · doc4.xml · derivative · entry 2 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,307 Underlying: Common Stock · 83,769 shares Expires 2019-03-24 F2 · derivative.exercise_price: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. Read SEC document |
| March 25, 2009 Filed Mar 27, 2009 20:57 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 24,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-018700 · doc4.xml · nonDerivative · entry 1 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,091 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan. The shares vest 50% after 30 months and the remaining 50% after 60 months, subject to earlier forfeiture if Fiscal 2009 operating profit is less than 80% of the target operating profit goal under the Company's Fiscal 2009 Management Incentive Plan. Read SEC document |
| March 19, 2008 Filed Mar 21, 2008 20:18 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 103,753 | $26.84 | $2,784,730.52 |
DisclosureSEC source: 0001209191-08-019754 · doc4.xml · derivative · entry 2 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,538 Underlying: Common Stock · 103,753 shares Expires not disclosed F2 · derivative.exercise_price: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. F2 · derivative.expiration_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. Read SEC document |
| March 19, 2008 Filed Mar 21, 2008 20:18 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 25,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-019754 · doc4.xml · nonDerivative · entry 1 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,037 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 50% after 30 months and the remaining 50% after 60 months. Read SEC document |
| August 16, 2007 Filed Aug 20, 2007 22:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantEmployee Stock Options · Derivative | 167,785 | $32.82 | $5,506,703.70 |
DisclosureSEC source: 0001209191-07-049390 · doc4.xml · derivative · entry 3 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,785 Underlying: Common Stock · 167,785 shares Expires not disclosed F3 · derivative.exercise_price: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. F3 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. F3 · derivative.expiration_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in 25% increments beginning on the second anniversary of the grant date. Read SEC document |
| August 16, 2007 Filed Aug 20, 2007 22:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 11,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-049390 · doc4.xml · nonDerivative · entry 2 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,702 F2 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| August 16, 2007 Filed Aug 20, 2007 22:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 34,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-049390 · doc4.xml · nonDerivative · entry 1 VANWOERKOM JACK · CIK 0001180651 · EVP, Secretary & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,277 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest 100% on the 3rd anniversary of the grant date. 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.