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 |
|---|---|---|---|---|---|---|
| September 13, 2016 Filed Sep 13, 2016 21:55 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | PurchaseCommon Stock | 1,560 | $80.00 | $124,800.00 |
DisclosureSEC source: 0001127602-16-062470 · form4.xml · nonDerivative · entry 1 Lewis Lemuel E · CIK 0001339077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,029 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.