Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | EVP, Legal | June 29, 2021 | July 01, 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.
CARMAX INC
Report date June 29, 2021 · Filed July 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,286 |
Ending reported balance
After 2021-06-29 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-06-29 · Exercise / conversion · Acquired 31,063 · Balance 60,349 Row 2 · 2021-06-29 · Sale · Disposed 15,999 · Balance 44,350 F1: The shares with respect to this transaction were sold at prices ranging from $130.50 to $131.08. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2021-06-29 · Sale · Disposed 15,064 · Balance 29,286 F2: The shares with respect to this transaction were sold at prices ranging from $129.94 to $130.49. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.38 · Expires 2024-05-01 | Direct | 0 |
Reported balance
After 2021-06-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-06-29 · Exercise / conversion · Disposed 31,063 · Balance 0 F3: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021 and are now fully exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares with respect to this transaction were sold at prices ranging from $130.50 to $131.08. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F2: The shares with respect to this transaction were sold at prices ranging from $129.94 to $130.49. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price.
F3: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021 and are now fully exercisable.
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 |
|---|---|---|---|---|---|---|
| June 26, 2019 Filed Jun 27, 2019 20:43 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 32,464 | $51.63 | $1,676,116.32 |
DisclosureSEC source: 0001170010-19-000102 · wf-form4_156166821377739.xml · nonDerivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,431 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 |
| June 25, 2019 Filed Jun 27, 2019 20:43 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,800 | $0.00 Strike: $51.63 | $0.00 |
DisclosureSEC source: 0001170010-19-000102 · wf-form4_156166821377739.xml · derivative · entry 6 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,552 Underlying: Common Stock · 4,800 shares Expires 2023-04-12 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. F3 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 12, 2017, April 12, 2018 and April 12, 2019 become exercisable with respect to one-fourth of the underlying shares of Common Stock on April 12, 2020. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 20:43 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 4,800 | $84.09 | $403,632.00 |
DisclosureSEC source: 0001170010-19-000102 · wf-form4_156166821377739.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,967 F1 · price: The shares with respect to this transaction were sold at prices ranging from $83.96 to $84.19. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 20:43 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 4,800 | $51.63 | $247,824.00 |
DisclosureSEC source: 0001170010-19-000102 · wf-form4_156166821377739.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,767 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 |
| May 01, 2019 Filed May 3, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 59,145 | $0.00 Strike: $78.61 | $0.00 |
DisclosureSEC source: 0001170010-19-000075 · wf-form4_155691527736676.xml · derivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,145 Underlying: Common Stock · 59,145 shares Expires 2026-05-01 F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2020, May 1, 2021, May 1, 2022 and May 1, 2023. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:24 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 779 | $71.10 | $55,386.90 |
DisclosureSEC source: 0001170010-19-000051 · wf-form4_155622743141576.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,967 Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:24 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000051 · wf-form4_155622743141576.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,746 Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 20:35 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $51.63 | $0.00 |
DisclosureSEC source: 0001170010-19-000038 · wf-form4_155561973675864.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,352 Underlying: Common Stock · 20,000 shares Expires 2023-04-12 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. F2 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 12, 2017, April 12, 2018 and April 12, 2019 and become exercisable with respect to one-fourth of the underlying shares of Common Stock on April 12, 2020. Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 20:35 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 20,000 | $77.74 | $1,554,800.00 |
DisclosureSEC source: 0001170010-19-000038 · wf-form4_155561973675864.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,160 F1 · price: The shares with respect to this transaction were sold at prices ranging from $77.70 to $77.83. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 20:35 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 20,000 | $51.63 | $1,032,600.00 |
DisclosureSEC source: 0001170010-19-000038 · wf-form4_155561973675864.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,160 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 |
| April 03, 2019 Filed Apr 4, 2019 20:33 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000025 · wf-form4_155440996855969.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,160 Read SEC document |
| July 06, 2018 Filed Jul 9, 2018 20:16 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,881 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-18-000151 · wf-form4_153116736334871.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,881 shares Expires 2021-04-09 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. F2 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 9, 2015, April 9, 2016, April 9, 2017 and April 9, 2018 and are now fully exercisable. Read SEC document |
| July 06, 2018 Filed Jul 9, 2018 20:16 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 25,221 | $76.31 | $1,924,614.51 |
DisclosureSEC source: 0001170010-18-000151 · wf-form4_153116736334871.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,160 F1 · price: The shares with respect to this transaction were sold at prices ranging from $76.00 to $76.38. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| July 06, 2018 Filed Jul 9, 2018 20:16 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 20,881 | $44.96 | $938,809.76 |
DisclosureSEC source: 0001170010-18-000151 · wf-form4_153116736334871.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,381 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 |
| June 26, 2018 Filed Jun 28, 2018 22:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,884 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-18-000117 · wf-form4_153022471918828.xml · derivative · entry 4 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,881 Underlying: Common Stock · 6,884 shares Expires 2021-04-09 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. F2 · derivative.exercise_date: The stock options were exercisable with respect to one-fourth of the underlying shares of Company common stock on each of April 9, 2015, April 9, 2016, April 9, 2017 and April 9, 2018 and are now fully exercisable. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 22:25 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000117 · wf-form4_153022471918828.xml · nonDerivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,500 Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 22:25 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 6,884 | $76.06 | $523,597.04 |
DisclosureSEC source: 0001170010-18-000117 · wf-form4_153022471918828.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 F1 · price: The shares with respect to this transaction were sold at prices ranging from $76.00 to $76.14. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 22:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 6,884 | $44.96 | $309,504.64 |
DisclosureSEC source: 0001170010-18-000117 · wf-form4_153022471918828.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,384 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 |
| May 01, 2018 Filed May 3, 2018 20:54 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 69,798 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001170010-18-000089 · wf-form4_152538087832362.xml · derivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,798 Underlying: Common Stock · 69,798 shares Expires 2025-05-01 F3 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:54 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 5,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000089 · wf-form4_152538087832362.xml · derivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,317 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.exercise_date: The restricted stock units shall vest on May 1, 2021. F1 · derivative.expiration_date: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.expiration_date: The restricted stock units shall vest on May 1, 2021. F1 · derivative.underlying_shares: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 20:37 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 838 | $61.66 | $51,671.08 |
DisclosureSEC source: 0001170010-18-000068 · wf-form4_152477501775811.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 20:37 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000068 · wf-form4_152477501775811.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,338 Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 20:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-18-000050 · wf-form4_152416952166034.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,765 Underlying: Common Stock · 20,000 shares Expires 2021-04-09 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. F2 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 9, 2015, April 9, 2016, April 9, 2017 and April 9, 2018 and are now fully exercisable. Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 20:25 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 20,000 | $63.83 | $1,276,600.00 |
DisclosureSEC source: 0001170010-18-000050 · wf-form4_152416952166034.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,051 F1 · price: The shares with respect to this transaction were sold at prices ranging from $63.80 to $63.86. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 18, 2018 Filed Apr 19, 2018 20:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 20,000 | $44.96 | $899,200.00 |
DisclosureSEC source: 0001170010-18-000050 · wf-form4_152416952166034.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,051 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 |
| January 26, 2018 Filed Jan 29, 2018 21:22 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-18-000016 · wf-form4_151726094463032.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,765 Underlying: Common Stock · 20,000 shares Expires 2021-04-09 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. F2 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 9, 2015, April 9, 2016, and April 9, 2017 and become exercisable with respect to one-fourth of the underlying shares of Common Stock on April 9, 2018. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 21:22 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 20,000 | $71.78 | $1,435,600.00 |
DisclosureSEC source: 0001170010-18-000016 · wf-form4_151726094463032.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,051 F1 · price: The shares with respect to this transaction were sold at prices ranging from $71.75 to $71.85. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 21:22 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 20,000 | $44.96 | $899,200.00 |
DisclosureSEC source: 0001170010-18-000016 · wf-form4_151726094463032.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,051 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 |
| November 01, 2017 Filed Nov 2, 2017 20:34 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000179 · wf-form4_150965485004703.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,051 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:34 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 4,453 | $75.30 | $335,310.90 |
DisclosureSEC source: 0001170010-17-000179 · wf-form4_150965485004703.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,051 Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 35,599 | $0.00 Strike: $42.68 | $0.00 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · derivative · entry 7 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,599 shares Expires 2020-04-15 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. F3 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 15, 2014, April 15, 2015, April 15, 2016 and April 15, 2017 and are now fully exercisable. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 35,599 | $74.77 | $2,661,737.23 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · nonDerivative · entry 5 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,504 F2 · price: The shares with respect to this transaction were sold at prices ranging from $74.42 to 75.01. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 35,599 | $42.68 | $1,519,365.32 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · nonDerivative · entry 4 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,103 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 |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 22,158 | $0.00 Strike: $42.68 | $0.00 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · derivative · entry 6 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,599 Underlying: Common Stock · 22,158 shares Expires 2020-04-15 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. F3 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 15, 2014, April 15, 2015, April 15, 2016 and April 15, 2017 and are now fully exercisable. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 22,158 | $74.15 | $1,643,015.70 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · nonDerivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,504 F1 · price: The shares with respect to this transaction were sold at prices ranging from $74.05 to $74.46. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 22,158 | $42.68 | $945,703.44 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,662 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 |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000152 · wf-form4_150663267794896.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,504 Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 20:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 26,838 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-17-000123 · wf-form4_149971828906160.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,838 shares Expires 2019-04-10 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 vested in four equal installments on each of April 10, 2013, April 10, 2014, April 10, 2015, and April 10, 2016 and are now fully exercisable. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 20:25 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 26,838 | $64.15 | $1,721,657.70 |
DisclosureSEC source: 0001170010-17-000123 · wf-form4_149971828906160.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,504 Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 20:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 26,838 | $31.76 | $852,374.88 |
DisclosureSEC source: 0001170010-17-000123 · wf-form4_149971828906160.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,342 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 |
| July 03, 2017 Filed Jul 6, 2017 20:29 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 18,659 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-17-000119 · wf-form4_149937298383761.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,838 Underlying: Common Stock · 18,659 shares Expires 2019-04-10 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. F2 · derivative.exercise_date: The stock options vested in four equal installments on each of April 10, 2013, April 10, 2014, April 10, 2015, and April 10, 2016 and are now fully exercisable. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:29 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 18,659 | $64.06 | $1,195,295.54 |
DisclosureSEC source: 0001170010-17-000119 · wf-form4_149937298383761.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,504 F1 · price: The shares with respect to this transaction were purchased at prices ranging from $64.05 to $64.10. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:29 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 18,659 | $31.76 | $592,609.84 |
DisclosureSEC source: 0001170010-17-000119 · wf-form4_149937298383761.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,163 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 |
| May 01, 2017 Filed May 3, 2017 20:35 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 81,063 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-17-000076 · wf-form4_149384368435178.xml · derivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,063 Underlying: Common Stock · 81,063 shares Expires 2024-05-01 F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021. Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 20:59 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 5,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000047 · wf-form4_149194437562109.xml · derivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,545 shares Expires not disclosed 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_price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 1.4001 times the number of MSUs in shares of Company common stock. F2 · derivative.exercise_date: The restricted stock units vested on April 9, 2017 and were settled in Company common stock. F2 · derivative.expiration_date: The restricted stock units vested on April 9, 2017 and were settled in Company common stock. Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 20:59 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 3,205 | $56.47 | $180,986.35 |
DisclosureSEC source: 0001170010-17-000047 · wf-form4_149194437562109.xml · nonDerivative · entry 2 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,504 Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 20:59 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 7,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-17-000047 · wf-form4_149194437562109.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,709 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 · price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 1.4001 times the number of MSUs in shares of Company common stock. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 21,396 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-17-000005 · wf-form4_148365152682313.xml · derivative · entry 6 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,497 Underlying: Common Stock · 21,396 shares Expires 2019-04-10 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 vested in four equal installments on each of April 10, 2013, April 10, 2014, April 10, 2015 and April 10, 2016 and are now fully exercisable. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 21,396 | $65.40 | $1,399,298.40 |
DisclosureSEC source: 0001170010-17-000005 · wf-form4_148365152682313.xml · nonDerivative · entry 4 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,164 Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 21,396 | $31.76 | $679,536.96 |
DisclosureSEC source: 0001170010-17-000005 · wf-form4_148365152682313.xml · nonDerivative · entry 3 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,560 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.