Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KNIGHT TRANSPORTATION INCKNX · Entity 167622 | Director | September 08, 2017 | September 12, 2017 |
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.
KNIGHT TRANSPORTATION INC
Report date September 08, 2017 · Filed September 12, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-09-08 transaction · row 1
1 source rowRow 1 · 2017-09-08 · Disposition to issuer · Disposed 18,255 · Balance 0 F1: Disposed of pursuant to an Agreement and Plan of Merger dated April 9, 2017, among the issuer, Bishop Merger Sub, Inc., and Swift Transportation Company, providing that all shares of issuer shall be exchanged for an equal number of shares of Knight-Swift Transportation Holdings Inc., such exchanged shares having a market value of $40.85 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to an Agreement and Plan of Merger dated April 9, 2017, among the issuer, Bishop Merger Sub, Inc., and Swift Transportation Company, providing that all shares of issuer shall be exchanged for an equal number of shares of Knight-Swift Transportation Holdings Inc., such exchanged shares having a market value of $40.85 per share on the effective date of the merger.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CIM INCOME NAV, INC.
Report date December 16, 2021 · Filed December 16, 2021
Section 16 reporting ended · disclosed 2021-12-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Class D)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-12-16 transaction · row 1
1 source rowRow 1 · 2021-12-16 · Disposition to issuer · Disposed 11,885.61 · Balance 0 F1: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 30,593.560 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 30,593.560 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger.
Knight-Swift Transportation Holdings Inc.
Report date May 30, 2019 · Filed May 31, 2019
Section 16 reporting ended · disclosed 2019-05-31. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,910 |
Reported balance
After 2019-05-30 transaction · row 1
1 source rowRow 1 · 2019-05-30 · Grant · Acquired 1,189 · Balance 22,910 F1: Each director of Knight-Swift Transportation Holdings Inc. ("Knight-Swift") who is not employed by Knight-Swift receives an annual grant of shares of Knight-Swift Class A Common Stock as a portion of his/her director compensation. The Knight-Swift stock is granted once a year at or near the annual meeting of the Shareholders. The price per share is based upon the closing market price for such shares as of the date of the annual meeting. The plan, pursuant to which the grants are made, was approved by the Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Each director of Knight-Swift Transportation Holdings Inc. ("Knight-Swift") who is not employed by Knight-Swift receives an annual grant of shares of Knight-Swift Class A Common Stock as a portion of his/her director compensation. The Knight-Swift stock is granted once a year at or near the annual meeting of the Shareholders. The price per share is based upon the closing market price for such shares as of the date of the annual meeting. The plan, pursuant to which the grants are made, was approved by the Shareholders.
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 |
|---|---|---|---|---|---|---|
| December 16, 2021 Filed Dec 16, 2021 13:05 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | Disposition to issuerCommon Stock (Class D) | 11,885.61 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001498542-21-000173 · wf-form4_163967791346927.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement between the issuer, CIM Real Estate Finance Trust, Inc. ("CMFT") and Cypress Merger Sub, LLC in exchange for 30,593.560 shares of Common Stock of CMFT having a net asset value of $7.20 per share on the effective date of the merger. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 17:41 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 2,667.911 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-21-000119 · wf-form4_163347010201777.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,885.61 F1 · shares: On October 1, 2021, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Lehmann was granted 1,940.299 restricted shares of the Issuer's Class D common stock. The restricted shares of Class D common stock vest on the one year anniversary of the date of the grant. In addition, on October 1, 2021, as payment for fifty percent of Mr. Lehmann's board service fees for the fiscal quarter ended September 30, 2021 and as approved by the board of directors of the Issuer on August 11, 2021, 727.612 shares of Class D common stock were issued to Mr. Lehmann pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 126.016 shares of Class D common stock Mr. Lehmann acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 13:33 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 743.594 | $16.39 | $12,187.51 |
DisclosureSEC source: 0001498542-21-000074 · wf-form4_162559277078528.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,091.683 F1 · shares: On July 1, 2021, as payment for fifty percent of Mr. Lehmann's board service fees for the fiscal quarter ended June 30, 2021 and as approved by the board of directors of the Issuer on March 25, 2021, 743.594 shares of Class D common stock were issued to Mr. Lehmann pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 605.813 shares of Class D common stock Mr. Lehmann acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 12:13 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 747.241 | $16.31 | $12,187.50 |
DisclosureSEC source: 0001498542-21-000040 · wf-form4_161763916210262.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,232.272 F1 · shares: On April 1, 2021, as payment for fifty percent of Mr. Lehmann's board service fees for the fiscal quarter ended March 31, 2021 and as approved by the board of directors of the Issuer on March 25, 2021, 747.241 shares of Class D common stock were issued to Mr. Lehmann pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 489.996 shares of Class D common stock Mr. Lehmann acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 14:29 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 723.723 | $16.84 | $12,187.50 |
DisclosureSEC source: 0001498542-21-000008 · wf-form4_160987497672346.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,351.282 F1 · shares: On January 4, 2021, as payment for fifty percent of Mr. Lehmann's board service fees for the fiscal quarter ended December 31, 2020 and as approved by the board of directors of the Issuer on July 23, 2020, 723.723 shares of Class D common stock were issued to Mr. Lehmann pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 356.247 shares of Class D common stock Mr. Lehmann acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2020 Filed Oct 1, 2020 13:00 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 2,647.364 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-20-000098 · wf-form4_160157160721682.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,548.02 F1 · shares: On October 1, 2020, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Lehmann was granted 1,925.355 restricted shares of the Issuer's Class D common stock (formerly Wrap Class common stock). The restricted shares of Class D common stock vest on the one year anniversary of the date of the grant. In addition, on October 1, 2020, as payment for fifty percent of Mr. Lehmann's board service fees for the fiscal quarter ended September 30, 2020 and as approved by the board of directors of the Issuer on July 23, 2020, 722.008 shares of Class D common stock were issued to Mr. Lehmann pursuant to the Issuer's 2018 Equity Incentive Plan. F2 · balance_after: Includes 176.173 shares of Class D common stock Mr. Lehmann acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 16:03 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Class D) | 1,838.235 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-19-000073 · wf-form4_157013301539076.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,724.483 F1 · shares: On October 1, 2019, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Lehmann was granted 1,838.235 of the Issuer's restricted Class D Shares of common stock (formerly Wrap Class common stock). The shares of restricted Class D common stock vest on the one year anniversary of the date of the grant. F2 · balance_after: Includes 100.534 shares of Class D common stock Mr. Lehmann acquired through the Issuer's distribution reinvestment plan. Read SEC document |
| May 30, 2019 Filed May 31, 2019 20:46 UTC | Knight-Swift Transportation Holdings Inc. KNX · Entity 762 | GrantClass A Common Stock | 1,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-19-012528 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,910 F1 · shares: Each director of Knight-Swift Transportation Holdings Inc. ("Knight-Swift") who is not employed by Knight-Swift receives an annual grant of shares of Knight-Swift Class A Common Stock as a portion of his/her director compensation. The Knight-Swift stock is granted once a year at or near the annual meeting of the Shareholders. The price per share is based upon the closing market price for such shares as of the date of the annual meeting. The plan, pursuant to which the grants are made, was approved by the Shareholders. F1 · price: Each director of Knight-Swift Transportation Holdings Inc. ("Knight-Swift") who is not employed by Knight-Swift receives an annual grant of shares of Knight-Swift Class A Common Stock as a portion of his/her director compensation. The Knight-Swift stock is granted once a year at or near the annual meeting of the Shareholders. The price per share is based upon the closing market price for such shares as of the date of the annual meeting. The plan, pursuant to which the grants are made, was approved by the Shareholders. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 17:25 UTC | CIM INCOME NAV, INC. NONE · Entity 132294 | GrantCommon Stock (Wrap Class Shares) | 1,785.714 | $0.00 | $0.00 |
DisclosureSEC source: 0001498542-18-000087 · wf-form4_153860192604147.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785.714 F1 · shares: On October 1, 2018, as part of the annual retainers paid to the Issuer's independent directors and pursuant to the Issuer's 2018 Equity Incentive Plan, Mr. Lehmann was granted 1,785.714 shares of the Issuer's restricted Wrap Class common stock. The shares of restricted Wrap Class common stock vest on the one year anniversary of the date of the grant. Read SEC document |
| August 21, 2018 Filed Jan 31, 2019 22:28 UTC | Knight-Swift Transportation Holdings Inc. KNX · Entity 762 | PurchaseClass A Common Stock | 1,500 | $33.60 | $50,400.00 |
DisclosureSEC source: 0001567619-19-002050 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,721 Read SEC document |
| August 21, 2018 Filed Feb 1, 2019 15:59 UTC Amendment | Knight-Swift Transportation Holdings Inc. KNX · Entity 762 | PurchaseClass A Common Stock | 1,500 | $33.60 | $50,400.00 |
DisclosureSEC source: 0001567619-19-002092 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,721 F1 · security: Re-reporting a prior line item to gain access to the filing system to amend issuer's fiscal year ended to December 31, 2018. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 17:53 UTC | Knight-Swift Transportation Holdings Inc. KNX · Entity 762 | GrantClass A Common Stock | 1,966 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-027020 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,221 F1 · shares: Each director of Knight-Swift Transportation Holdings Inc. ("Knight-Swift") who is not employed by Knight-Swift receives an annual grant of shares of Knight-Swift Class A Common Stock, as a portion of his/her director compensation. The Knight-Swift stock is granted once a year at or near the annual meeting of the Shareholders. The price per share is based upon the closing market price for such shares as of the date of the annual meeting. The plan, pursuant to which the grants are made, was approved by the Shareholders. F1 · price: Each director of Knight-Swift Transportation Holdings Inc. ("Knight-Swift") who is not employed by Knight-Swift receives an annual grant of shares of Knight-Swift Class A Common Stock, as a portion of his/her director compensation. The Knight-Swift stock is granted once a year at or near the annual meeting of the Shareholders. The price per share is based upon the closing market price for such shares as of the date of the annual meeting. The plan, pursuant to which the grants are made, was approved by the Shareholders. Read SEC document |
| September 08, 2017 Filed Sep 12, 2017 16:03 UTC | KNIGHT TRANSPORTATION INC KNX · Entity 167622 | Disposition to issuerCommon Stock | 18,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-035192 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to an Agreement and Plan of Merger dated April 9, 2017, among the issuer, Bishop Merger Sub, Inc., and Swift Transportation Company, providing that all shares of issuer shall be exchanged for an equal number of shares of Knight-Swift Transportation Holdings Inc., such exchanged shares having a market value of $40.85 per share on the effective date of the merger. Read SEC document |
| September 08, 2017 Filed Sep 12, 2017 21:15 UTC | Knight-Swift Transportation Holdings Inc. KNX · Entity 762 | GrantClass A Common Stock | 18,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-17-035223 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,255 F1 · price: Acquired pursuant to an Agreement and Plan of Merger dated April 9, 2017, among the issuer, Bishop Merger Sub, Inc., and Knight Transportation, Inc., providing that issuer would issue to each shareholder of Knight Transportation, Inc. the number of issuer's shares equal to the number of shares of Knight Transportation, Inc. held by the shareholder. Each acquired share's market value is $40.85. Read SEC document |
| May 11, 2017 Filed May 15, 2017 17:12 UTC | KNIGHT TRANSPORTATION INC KNX · Entity 167622 | GrantCommon Stock | 1,617 | $32.45 | $52,471.65 |
DisclosureSEC source: 0001140361-17-020794 · doc1.xml · nonDerivative · entry 1 Lehmann Richard J · CIK 0001298016 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,255 F1 · shares: Each director of Knight Transportation, Inc. ("Knight") that is not employed by Knight will receive an annual grant of shares of Knight common stock, as a portion of his/her director compensation. The Knight stock will be granted once a year at or near the annual meeting of the Board of Directors/shareholders. The price per share shall be based upon the closing market price for such shares as of the date of the grant. The plan, pursuant to which the grant was made, was approved by the Shareholders. 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.