Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTONATION, INC.AN · Entity 3730 | Director · CEO and President | May 15, 2019 | May 17, 2019 |
| HOME DEPOT, INC.HD · Entity 2816 | EVP - Home Depot Stores | March 20, 2006 | March 22, 2006 |
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.
AUTONATION, INC.
Report date May 15, 2019 · Filed May 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 2,575 |
Reported balance
After 2019-05-15 transaction · row 1
1 source rowRow 1 · 2019-05-15 · Purchase · Acquired 2,575 · Balance 2,575 |
HOME DEPOT, INC.
Report date March 20, 2006 · Filed March 22, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 214,000 |
Ending reported balance
After 2006-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2006-03-20 · Grant · Acquired 42,000 · Balance 174,000 F1: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Row 2 · 2006-03-20 · Grant · Acquired 40,000 · Balance 214,000 F2: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 60 or the 10th anniversary of the grant date (whichever is earlier). |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date.
F2: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 60 or the 10th anniversary of the grant date (whichever is earlier).
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 15, 2019 Filed May 17, 2019 12:30 UTC | AUTONATION, INC. AN · Entity 3730 | PurchaseCommon Stock, par value $0.01 per share | 2,575 | $38.95 | $100,296.25 |
DisclosureSEC source: 0000350698-19-000100 · wf-form4_155809619882469.xml · nonDerivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575 Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 21:36 UTC | AUTONATION, INC. AN · Entity 3730 | GrantRestricted Stock Units · Derivative | 217,834 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-19-000075 · wf-form4_155251295825488.xml · derivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · Director · CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,834 Underlying: Common Stock, par value $0.01 per share · 217,834 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AutoNation common stock, or at AutoNation's election, the cash value thereof. F2 · derivative.exercise_date: The restricted stock units vest in one-third annual increments on each of March 11, 2020, March 1, 2021 and March 1, 2022. F2 · derivative.expiration_date: The restricted stock units vest in one-third annual increments on each of March 11, 2020, March 1, 2021 and March 1, 2022. Read SEC document |
| March 20, 2006 Filed Mar 22, 2006 22:49 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-019428 · doc4.xml · nonDerivative · entry 2 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,000 F2 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 60 or the 10th anniversary of the grant date (whichever is earlier). Read SEC document |
| March 20, 2006 Filed Mar 22, 2006 22:49 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 42,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-019428 · doc4.xml · nonDerivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,000 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| November 17, 2005 Filed Nov 21, 2005 22:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantStock Options · Derivative | 40,000 | $42.51 | $1,700,400.00 |
DisclosureSEC source: 0001209191-05-058803 · doc4.xml · derivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,500 Underlying: Common Stock · 40,000 shares Expires 2015-11-16 F1 · derivative.exercise_price: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. F1 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 21:00 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversionStock Options · Derivative | 12,500 | $0.00 Strike: $32.76 | $0.00 |
DisclosureSEC source: 0001209191-05-047406 · doc4.xml · derivative · entry 3 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,500 Underlying: Common Stock · 12,500 shares Expires 2013-08-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are currently exercisable in their entirety. Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 21:00 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 12,500 | $40.75 | $509,375.00 |
DisclosureSEC source: 0001209191-05-047406 · doc4.xml · nonDerivative · entry 2 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 Read SEC document |
| September 13, 2005 Filed Sep 15, 2005 21:00 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversion$.05 Common Stock | 12,500 | $32.76 | $409,500.00 |
DisclosureSEC source: 0001209191-05-047406 · doc4.xml · nonDerivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 18, 2005 Filed Aug 22, 2005 23:05 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-043951 · doc4.xml · nonDerivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · EVP - Home Depot Stores 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,000 F1 · shares: The restricted shares were issued under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 62. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:47 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantStock Options · Derivative | 33,000 | $0.00 Strike: $37.70 | $0.00 |
DisclosureSEC source: 0001209191-05-017586 · doc4.xml · derivative · entry 2 LIEBERT CARL C III · CIK 0001253334 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,000 Underlying: Common Stock · 33,000 shares Expires 2015-03-22 F2 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| March 23, 2005 Filed Mar 25, 2005 20:47 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-017586 · doc4.xml · nonDerivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,000 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 22:16 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantStock Options · Derivative | 10,000 | $0.00 Strike: $32.90 | $0.00 |
DisclosureSEC source: 0001209191-04-040245 · doc4.xml · derivative · entry 3 LIEBERT CARL C III · CIK 0001253334 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 10,000 shares Expires 2014-08-05 F3 · derivative.exercise_date: The stock options were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and are exercisable in 25% increments on the 2nd, 3rd, 4th and 5th anniversaries of the grant date. Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 22:16 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-040245 · doc4.xml · nonDerivative · entry 2 LIEBERT CARL C III · CIK 0001253334 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 F2 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest 100% on the 5th anniversary of the grant date. Read SEC document |
| August 06, 2004 Filed Aug 10, 2004 22:16 UTC | HOME DEPOT, INC. HD · Entity 2816 | Grant$.05 Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-040245 · doc4.xml · nonDerivative · entry 1 LIEBERT CARL C III · CIK 0001253334 · SVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 F1 · acquired: The restricted shares were issued under The Home Depot, Inc. 1997 Omnibus Stock Incentive Plan and vest in increments of 25% on the 3rd and 6th anniversaries of the grant date and the remaining 50% at age 62. 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.