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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,604 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-17-000005 · wf-form4_148365152682313.xml · derivative · entry 5 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,893 Underlying: Common Stock · 3,604 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 03, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 3,604 | $64.82 | $233,611.28 |
DisclosureSEC source: 0001170010-17-000005 · wf-form4_148365152682313.xml · nonDerivative · entry 2 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 03, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 3,604 | $31.76 | $114,463.04 |
DisclosureSEC source: 0001170010-17-000005 · wf-form4_148365152682313.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,768 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 |
| December 23, 2016 Filed Dec 23, 2016 21:12 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-16-000229 · wf-form4_148252756184557.xml · nonDerivative · entry 1 MARGOLIN ERIC M · CIK 0001236893 · EVP, Gen. Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,164 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.