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 |
|---|---|---|---|---|---|---|
| May 17, 2018 Filed May 18, 2018 20:05 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 10,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-18-000083 · edgar.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,355 F1 · security: Restricted stock with a one year vesting date. Read SEC document |
| May 16, 2018 Filed May 16, 2018 21:51 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 83.92 | $1,132.03 | $95,000.03 |
DisclosureSEC source: 0001096343-18-000108 · wf-form4_152650748510562.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,597.5653 F2 · shares: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:51 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000108 · wf-form4_152650748510562.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,513.6453 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 14, 2019. Read SEC document |
| April 09, 2018 Filed Feb 13, 2019 22:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 7.8574 | $1,162.63 | $9,135.25 |
DisclosureSEC source: 0001096343-19-000030 · wf-form5_155009710074885.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,855.4227 F1 · kind: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:30 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 526.87 | $94.90 | $49,999.96 |
DisclosureSEC source: 0001127602-18-013547 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,195.88 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| March 30, 2018 Filed Apr 2, 2018 22:20 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 682 | $15.09 | $10,291.38 |
DisclosureSEC source: 0000075252-18-000058 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,261 Underlying: Common Stock · 682 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, 2018 Filed Jan 2, 2018 22:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 465.94 | $107.31 | $50,000.02 |
DisclosureSEC source: 0001127602-18-000191 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,669.01 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 15:53 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 533 | $18.88 | $10,063.04 |
DisclosureSEC source: 0000075252-18-000005 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,579 Underlying: Common Stock · 533 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 |
| December 21, 2017 Filed Jan 3, 2018 21:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GiftCommon Stock | 890 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-18-000006 · wf-form4_151501508906536.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,403.6453 Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 20:32 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 212 | $18.86 | $3,998.32 |
DisclosureSEC source: 0000075252-17-000127 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,046 Underlying: Common Stock · 212 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). 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 |
| November 08, 2017 Filed Nov 13, 2017 21:35 UTC | MARKEL GROUP INC. MKL · Entity 3229 | PurchaseCommon Stock | 1,000 | $1,080.96 | $1,080,960.00 |
DisclosureSEC source: 0001096343-17-000165 · wf-form4_151060891944036.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,293.6453 Read SEC document |
| October 27, 2017 Filed Oct 30, 2017 16:55 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 77 | $26.05 | $2,005.85 |
DisclosureSEC source: 0000075252-17-000121 · edgar.xml · derivative · entry 3 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,834 Underlying: Common Stock · 77 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). 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 26, 2017 Filed Oct 30, 2017 16:55 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 126 | $27.66 | $3,485.16 |
DisclosureSEC source: 0000075252-17-000121 · edgar.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,757 Underlying: Common Stock · 126 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). 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 05, 2017 Filed Oct 30, 2017 16:55 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 34 | $29.48 | $1,002.32 |
DisclosureSEC source: 0000075252-17-000121 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,631 Underlying: Common Stock · 34 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). 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, 2017 Filed Oct 2, 2017 19:08 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 575.9 | $86.82 | $49,999.64 |
DisclosureSEC source: 0001127602-17-028583 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,203.07 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 18:43 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 337 | $29.20 | $9,840.40 |
DisclosureSEC source: 0000075252-17-000119 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,597 Underlying: Common Stock · 337 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 |
| September 15, 2017 Filed Sep 18, 2017 14:35 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 35 | $28.60 | $1,001.00 |
DisclosureSEC source: 0000075252-17-000115 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,260 Underlying: Common Stock · 35 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). 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 27, 2017 Filed Jul 31, 2017 16:29 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 264 | $32.21 | $8,503.44 |
DisclosureSEC source: 0000075252-17-000107 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,225 Underlying: Common Stock · 264 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). 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, 2017 Filed Jul 5, 2017 16:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 1,072.65 | $69.92 | $74,999.69 |
DisclosureSEC source: 0001127602-17-022704 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,627.17 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, 2017 Filed Jul 5, 2017 16:05 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 715.1 | $69.92 | $49,999.79 |
DisclosureSEC source: 0001127602-17-022704 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,554.52 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:34 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 301 | $32.19 | $9,689.19 |
DisclosureSEC source: 0000075252-17-000098 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,961 Underlying: Common Stock · 301 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 |
| June 26, 2017 Filed Jun 26, 2017 16:28 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,900 | $66.70 | $126,730.00 |
DisclosureSEC source: 0001127602-17-022138 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,404 Read SEC document |
| June 16, 2017 Filed Jun 16, 2017 18:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,760 | $70.25 | $123,640.00 |
DisclosureSEC source: 0001127602-17-021566 · form4.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,504 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 18:22 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,715 | $72.69 | $124,655.12 |
DisclosureSEC source: 0001127602-17-021566 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,744 F1 · price: Represents the weighted average price for shares purchased at a range between $72.67 and $72.7. The filer will provide full information regarding the number of shares purchased at each price upon request. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 13:11 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 31 | $31.82 | $986.42 |
DisclosureSEC source: 0000075252-17-000094 · edgar.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,660 Underlying: Common Stock · 31 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). 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 |
| June 07, 2017 Filed Jun 9, 2017 13:11 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 32 | $31.61 | $1,011.52 |
DisclosureSEC source: 0000075252-17-000094 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,629 Underlying: Common Stock · 32 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). 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 |
| May 15, 2017 Filed May 16, 2017 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 78.5745 | $954.51 | $75,000.15 |
DisclosureSEC source: 0001096343-17-000088 · wf-form4_149497067610190.xml · nonDerivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,293.6453 F2 · shares: Shares acquired pursuant to, or bonus shares granted under, the Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| May 15, 2017 Filed May 16, 2017 21:38 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-17-000088 · wf-form4_149497067610190.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,215.0708 F1 · shares: Restricted stock granted pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan. Shares will vest May 15, 2018. Read SEC document |
| May 05, 2017 Filed May 8, 2017 20:35 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 3,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-17-000078 · edgar.xml · derivative · entry 3 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,597 Underlying: Common Stock · 3,050 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). 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 |
| May 05, 2017 Filed May 8, 2017 20:35 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 1,433 | $32.79 | $46,988.07 |
DisclosureSEC source: 0000075252-17-000078 · edgar.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,547 Underlying: Common Stock · 1,433 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). 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 |
| May 04, 2017 Filed May 8, 2017 20:35 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 165 | $33.07 | $5,456.55 |
DisclosureSEC source: 0000075252-17-000078 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,114 Underlying: Common Stock · 165 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). 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 |
| April 27, 2017 Filed Apr 27, 2017 22:13 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 34 | $34.80 | $1,183.20 |
DisclosureSEC source: 0000075252-17-000063 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,949 Underlying: Common Stock · 34 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). 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 |
| April 01, 2017 Filed Apr 4, 2017 22:51 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 637.27 | $78.46 | $50,000.20 |
DisclosureSEC source: 0001127602-17-014142 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,839.42 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 14:41 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 243 | $34.60 | $8,407.80 |
DisclosureSEC source: 0000075252-17-000060 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,915 Underlying: Common Stock · 243 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 28, 2017 Filed Mar 29, 2017 14:39 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 29 | $34.38 | $997.02 |
DisclosureSEC source: 0000075252-17-000056 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,672 Underlying: Common Stock · 29 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). 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 14, 2017 Filed Mar 15, 2017 15:21 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 56 | $35.56 | $1,991.36 |
DisclosureSEC source: 0000075252-17-000052 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,643 Underlying: Common Stock · 56 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). 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 10, 2017 Filed Mar 14, 2017 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 7.8576 | $979.18 | $7,694.02 |
DisclosureSEC source: 0001096343-17-000061 · wf-form4_148952350107930.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,110.0708 F1 · shares: Shares acquired pursuant to, or bonus shares granted under, Markel Corporation Employee Stock Purchase and Bonus Plan. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 16:19 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 28 | $35.77 | $1,001.56 |
DisclosureSEC source: 0000075252-17-000046 · edgar.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,587 Underlying: Common Stock · 28 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). 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 03, 2017 Filed Mar 7, 2017 16:19 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 27 | $36.67 | $990.09 |
DisclosureSEC source: 0000075252-17-000046 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,559 Underlying: Common Stock · 27 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). 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 |
| February 16, 2017 Filed Feb 21, 2017 20:41 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 35 | $34.54 | $1,208.90 |
DisclosureSEC source: 0000075252-17-000038 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,532 Underlying: Common Stock · 35 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). 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 |
| February 09, 2017 Filed Feb 10, 2017 19:52 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 56 | $35.91 | $2,010.96 |
DisclosureSEC source: 0000075252-17-000021 · edgar.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,497 Underlying: Common Stock · 56 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). 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 |
| February 08, 2017 Filed Feb 10, 2017 19:52 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 98 | $35.65 | $3,493.70 |
DisclosureSEC source: 0000075252-17-000021 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,441 Underlying: Common Stock · 98 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). 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, 2017 Filed Jan 3, 2017 21:38 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 647.84 | $77.18 | $50,000.29 |
DisclosureSEC source: 0001127602-17-000237 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,202.15 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 14:12 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 232 | $35.29 | $8,187.28 |
DisclosureSEC source: 0000075252-17-000001 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,343 Underlying: Common Stock · 232 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 |
| December 07, 2016 Filed Dec 8, 2016 18:22 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 116 | $34.21 | $3,968.36 |
DisclosureSEC source: 0000075252-16-000226 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,111 Underlying: Common Stock · 116 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). 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 28, 2016 Filed Oct 31, 2016 14:11 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 62 | $32.37 | $2,006.94 |
DisclosureSEC source: 0000075252-16-000218 · edgar.xml · derivative · entry 2 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,995 Underlying: Common Stock · 62 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). 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 27, 2016 Filed Oct 31, 2016 14:11 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 108 | $32.29 | $3,487.32 |
DisclosureSEC source: 0000075252-16-000218 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,933 Underlying: Common Stock · 108 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). 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, 2016 Filed Oct 4, 2016 16:03 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock (deferred) | 633.47 | $78.93 | $49,999.79 |
DisclosureSEC source: 0001127602-16-063881 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,554.31 F1 · kind: Acquired under the 2013 Director Deferred Compensation Plan, in lieu of director's fees for the applicable period. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 20:37 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 230 | $34.73 | $7,987.90 |
DisclosureSEC source: 0000075252-16-000215 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,587 Underlying: Common Stock · 230 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 |
| September 30, 2016 Filed Oct 11, 2016 14:33 UTC Amendment | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantPhantom Stock · Derivative | 230 | $34.73 | $7,987.90 |
DisclosureSEC source: 0000075252-16-000217 · edgar.xml · derivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,825 Underlying: Common Stock · 230 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). F3 · balance_after: Correction to beneficial ownership total due to administrative error. 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.