Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCENDRA HEALTH INC/VA/OMI · Entity 6858 | Director | March 29, 2019 | April 02, 2019 |
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | January 01, 2022 | January 04, 2022 |
| MARKEL GROUP INC.MKL · Entity 3229 | Director | May 14, 2021 | May 17, 2021 |
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.
ACCENDRA HEALTH INC/VA/
Report date March 29, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 42,049 |
Reported balance
After 2019-03-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-03-29 · Grant · Acquired 26 · Balance 42,049 F1: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2: Shares acquired through quarterly dividend reinvestment transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d).
F2: Shares acquired through quarterly dividend reinvestment transaction.
DOLLAR TREE, INC.
Report date January 01, 2022 · Filed January 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 355.82 |
Reported balance
After 2022-01-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-01 · Grant · Acquired 355.82 · Balance 355.82 F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F2: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan.
F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
MARKEL GROUP INC.
Report date May 14, 2021 · Filed May 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,740.552 |
Reported balance
After 2021-05-14 transaction · row 1
1 source rowRow 1 · 2021-05-14 · Other · Acquired 85.5865 · Balance 5,740.552 F1: Shares acquired pursuant to the Markel Corporation 2020 Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the Markel Corporation 2020 Employee Stock Purchase Plan.
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 |
|---|---|---|---|---|---|---|
| January 01, 2022 Filed Jan 4, 2022 14:33 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 355.82 | $140.52 | $49,999.83 |
DisclosureSEC source: 0001127602-22-000219 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355.82 Underlying: Common Stock · 355.82 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 12:24 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 510.31 | $97.98 | $50,000.17 |
DisclosureSEC source: 0001127602-21-026563 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510.31 Underlying: Common Stock · 510.31 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:40 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 750.68 | $99.91 | $75,000.44 |
DisclosureSEC source: 0001127602-21-021460 · form4.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750.68 Underlying: Common Stock · 750.68 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F4 · kind: Represents deferral under the 2013 Director Deferred Compensation Plan of the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:40 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 500.45 | $99.91 | $49,999.96 |
DisclosureSEC source: 0001127602-21-021460 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500.45 Underlying: Common Stock · 500.45 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board, or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 258 | $98.45 | $25,400.10 |
DisclosureSEC source: 0001127602-21-019007 · form4.xml · nonDerivative · entry 4 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,614 Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 200 | $98.44 | $19,688.00 |
DisclosureSEC source: 0001127602-21-019007 · form4.xml · nonDerivative · entry 3 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,356 Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 354 | $98.41 | $34,837.14 |
DisclosureSEC source: 0001127602-21-019007 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,156 Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 20:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 188 | $98.38 | $18,495.44 |
DisclosureSEC source: 0001127602-21-019007 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,802 Read SEC document |
| May 14, 2021 Filed May 17, 2021 21:03 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 85.5865 | $1,109.99 | $95,000.16 |
DisclosureSEC source: 0001096343-21-000111 · wf-form4_162128540062478.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,740.552 F1 · kind: Shares acquired pursuant to the Markel Corporation 2020 Employee Stock Purchase Plan. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:23 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000095 · wf-form4_162085458514177.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,654.9655 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 10, 2022. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 17:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 431.29 | $115.93 | $49,999.45 |
DisclosureSEC source: 0001127602-21-012966 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 431.29 Underlying: Common Stock · 431.29 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 19:50 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 462.79 | $108.04 | $49,999.83 |
DisclosureSEC source: 0001127602-21-000120 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462.79 Underlying: Common Stock · 462.79 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| December 08, 2020 Filed Dec 9, 2020 21:40 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,000 | $110.00 | $110,000.00 |
DisclosureSEC source: 0001127602-20-030991 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,614 Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:09 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,000 | $112.00 | $112,000.00 |
DisclosureSEC source: 0001127602-20-030836 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,614 Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:43 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 544.25 | $91.87 | $50,000.25 |
DisclosureSEC source: 0001127602-20-026131 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544.25 Underlying: Common Stock · 544.25 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 803.08 | $93.39 | $74,999.64 |
DisclosureSEC source: 0001127602-20-020768 · form4.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803.08 Underlying: Common Stock · 803.08 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F6 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. Shares pursuant to the deferral are granted from the Issuer's shareholder approved Omnibus Incentive Plan. F7 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F8 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:47 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 535.39 | $93.39 | $50,000.07 |
DisclosureSEC source: 0001127602-20-020768 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535.39 Underlying: Common Stock · 535.39 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 20:40 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 10.9073 | $972.98 | $10,612.58 |
DisclosureSEC source: 0001096343-20-000100 · wf-form4_159225363829669.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,551.9655 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 109.0737 | $870.97 | $94,999.92 |
DisclosureSEC source: 0001096343-20-000087 · wf-form4_158931932279467.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,541.0582 F2 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 11, 2020 Filed May 12, 2020 21:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000087 · wf-form4_158931932279467.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,431.9845 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 11, 2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 20:23 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 685.49 | $72.94 | $49,999.64 |
DisclosureSEC source: 0001127602-20-013126 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685.49 Underlying: Common Stock · 685.49 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 21:30 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 90 | $75.34 | $6,780.60 |
DisclosureSEC source: 0001127602-20-010473 · form4.xml · nonDerivative · entry 3 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,614 Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 21:30 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 10 | $75.30 | $753.00 |
DisclosureSEC source: 0001127602-20-010473 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,524 Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 21:30 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 400 | $75.25 | $30,098.00 |
DisclosureSEC source: 0001127602-20-010473 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,514 Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 20:58 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 9.1972 | $1,153.38 | $10,607.87 |
DisclosureSEC source: 0001096343-20-000051 · wf-form4_158439229903485.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,285.9845 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| January 01, 2020 Filed Jan 2, 2020 21:26 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 531.63 | $94.05 | $49,999.80 |
DisclosureSEC source: 0001127602-20-000162 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531.63 Underlying: Common Stock · 531.63 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| December 03, 2019 Filed Dec 3, 2019 21:17 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,000 | $88.54 | $88,540.00 |
DisclosureSEC source: 0001127602-19-034123 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,114 Read SEC document |
| December 02, 2019 Filed Dec 3, 2019 21:17 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,000 | $89.49 | $89,489.90 |
DisclosureSEC source: 0001127602-19-034123 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,114 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 19:20 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 441.5 | $113.25 | $49,999.88 |
DisclosureSEC source: 0001127602-19-029966 · form4.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 441.5 Underlying: Common Stock · 441.5 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of directors fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to director's deferral election. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:28 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 681.26 | $110.09 | $74,999.91 |
DisclosureSEC source: 0001127602-19-023727 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,445.61 F2 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 21:28 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 454.17 | $110.09 | $49,999.58 |
DisclosureSEC source: 0001127602-19-023727 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,764.35 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| May 14, 2019 Filed May 15, 2019 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 100 | $1,035.00 | $103,500.00 |
DisclosureSEC source: 0001096343-19-000138 · wf-form4_155795235376527.xml · nonDerivative · entry 3 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,276.7873 Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 91.9726 | $1,032.92 | $95,000.34 |
DisclosureSEC source: 0001096343-19-000138 · wf-form4_155795235376527.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,176.7873 F2 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:32 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-19-000138 · wf-form4_155795235376527.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,084.8147 F1 · kind: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 13, 2020. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 18:19 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 482.07 | $103.72 | $50,000.30 |
DisclosureSEC source: 0001127602-19-014485 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,310.18 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:02 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 26 | $4.10 | $106.60 |
DisclosureSEC source: 0000075252-19-000062 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,049 Underlying: Common Stock · 26 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through quarterly dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 21:49 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,000 | $99.98 | $99,980.00 |
DisclosureSEC source: 0001127602-19-011589 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,114 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 20:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 100 | $1,013.00 | $101,300.00 |
DisclosureSEC source: 0001096343-19-000099 · wf-form4_155294155674247.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,963.8147 Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 20:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 8.392 | $954.92 | $8,013.69 |
DisclosureSEC source: 0001096343-19-000091 · wf-form4_155250940946229.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,863.8147 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 19:43 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 479 | $6.51 | $3,118.29 |
DisclosureSEC source: 0000075252-19-000004 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,023 Underlying: Common Stock · 479 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through quarterly dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 20:01 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 553.59 | $90.32 | $50,000.25 |
DisclosureSEC source: 0001127602-19-000576 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,828.11 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 21:34 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 250 | $1,096.50 | $274,125.00 |
DisclosureSEC source: 0001096343-18-000198 · wf-form4_154240405996153.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,847.5653 Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 21:28 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 654 | $16.26 | $10,634.04 |
DisclosureSEC source: 0000075252-18-000130 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,544 Underlying: Common Stock · 654 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through quarterly dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 16:35 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 608.05 | $82.23 | $49,999.95 |
DisclosureSEC source: 0001127602-18-028918 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,274.52 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| September 27, 2018 Filed Sep 28, 2018 18:21 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,210 | $82.75 | $100,127.50 |
DisclosureSEC source: 0001127602-18-028493 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,114 Read SEC document |
| July 02, 2018 Filed Jul 3, 2018 18:24 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 629 | $16.63 | $10,460.27 |
DisclosureSEC source: 0000075252-18-000106 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,890 Underlying: Common Stock · 629 shares Expires not disclosed F1 · derivative.exercise_price: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F2 · shares: Shares acquired through quarterly dividend reinvestment transaction. F1 · derivative.exercise_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). F1 · derivative.expiration_date: The shares of phantom stock are convertible on a 1-for-1 basis and become payable, in cash or common stock, at the election of the reporting person, upon the occurrence of one of the following (as elected in advance by the reporting person): (a) death, (b) disability, (c) termination of service as director, (d) specified future delivery date, or (e) the earliest to occur of (a), (b), (c) or (d). Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:21 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 882.35 | $85.00 | $74,999.75 |
DisclosureSEC source: 0001127602-18-022204 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,666.47 F2 · kind: Shares granted from the Issuer's shareholder approved Omnibus Incentive Plan and deferred under the 2013 Director Deferred Compensation Plan. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 20:21 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 588.24 | $85.00 | $50,000.40 |
DisclosureSEC source: 0001127602-18-022204 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,784.12 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 19:33 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,250 | $80.52 | $100,650.00 |
DisclosureSEC source: 0001127602-18-019703 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,904 Read SEC document |
| June 04, 2018 Filed Jun 4, 2018 19:33 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,250 | $80.35 | $100,437.50 |
DisclosureSEC source: 0001127602-18-019703 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,654 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.