Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KAMAN CorpKAMN · Entity 91838 | Director | December 31, 2020 | February 16, 2021 |
| SP Plus CorpSP · Entity 17026 | Director | May 13, 2020 | June 11, 2020 |
| TENET HEALTHCARE CORPTHC · Entity 2563 | Director | May 05, 2017 | May 09, 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.
KAMAN Corp
Report date December 31, 2020 · Filed February 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Kaman Common StockSEC Table I · non-derivative | Direct | 33,525 |
Reported balance
Holding disclosure · report date 2020-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 33,525 |
SP Plus Corp
Report date May 13, 2020 · Filed June 11, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 68,548 |
Reported balance
After 2020-05-13 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-05-13 · Grant · Acquired 6,738 · Balance 68,548 F1: The Form 4 filed on behalf of the reporting person on May 15, 2020 incorrectly reported 5,119 shares. F2: The Form 4 filed on behalf of the reporting person on May 15, 2020 incorrectly reported 66,929 shares. F3: The reporting person holds the shares jointly with her spouse. |
Filing footnotes · ownership attribution and instrument terms
F1: The Form 4 filed on behalf of the reporting person on May 15, 2020 incorrectly reported 5,119 shares.
F2: The Form 4 filed on behalf of the reporting person on May 15, 2020 incorrectly reported 66,929 shares.
F3: The reporting person holds the shares jointly with her spouse.
TENET HEALTHCARE CORP
Report date May 05, 2017 · Filed May 09, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,228 |
Reported balance
After 2017-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-05-05 · Grant · Acquired 12,864 · Balance 76,228 F1: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). |
| Common StockSEC Table I · non-derivative | Direct | 80,061 |
Reported balance
After 2017-05-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-05-09 · Exercise / conversion · Acquired 3,833 · Balance 80,061 F2: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I. F3: Restricted stock units convert into common stock on a one-for-one basis. |
| 2014 May Director Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-05-09 · Exercise / conversion · Disposed 3,833 · Balance 0 F2: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I. F3: Restricted stock units convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected).
F2: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I.
F3: Restricted stock units convert into common stock on a one-for-one basis.
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 13, 2020 Filed May 15, 2020 19:51 UTC | SP Plus Corp SP · Entity 17026 | GrantCommon Stock | 5,119 | $18.55 | $94,957.45 |
DisclosureSEC source: 0001171843-20-003787 · ownership.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,929 F1 · balance_after: The reporting person holds the shares jointly with her husband. Read SEC document |
| May 13, 2020 Filed Jun 11, 2020 18:00 UTC Amendment | SP Plus Corp SP · Entity 17026 | GrantCommon Stock | 6,738 | $18.55 | $124,989.90 |
DisclosureSEC source: 0001171843-20-004326 · ownership.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,548 F1 · shares: The Form 4 filed on behalf of the reporting person on May 15, 2020 incorrectly reported 5,119 shares. F2 · balance_after: The Form 4 filed on behalf of the reporting person on May 15, 2020 incorrectly reported 66,929 shares. F3 · balance_after: The reporting person holds the shares jointly with her spouse. Read SEC document |
| April 15, 2020 Filed Apr 16, 2020 16:59 UTC | KAMAN Corp KAMN · Entity 91838 | GrantKaman Common Stock | 3,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013890 · form4.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,525 F1 · shares: Represents an unrestricted equity award under the Corporation's 16b-3 qualified Amended and Restated 2013 Management Incentive Plan. Read SEC document |
| May 08, 2019 Filed May 10, 2019 19:08 UTC | SP Plus Corp SP · Entity 17026 | GrantCommon Stock | 3,784 | $33.03 | $124,985.52 |
DisclosureSEC source: 0001171843-19-003267 · ownership.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,810 F1 · balance_after: The reporting person holds the shares jointly with her husband. Read SEC document |
| April 17, 2019 Filed Apr 17, 2019 15:13 UTC | KAMAN Corp KAMN · Entity 91838 | GrantKaman Common Stock | 2,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-015678 · form4.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,377 F1 · shares: Represents an unrestricted equity award under the Corporation's 16b-3 qualified Amended and Restated 2013 Management Incentive Plan. Read SEC document |
| May 08, 2018 Filed May 9, 2018 16:30 UTC | SP Plus Corp SP · Entity 17026 | GrantCommon Stock | 3,424 | $36.50 | $124,976.00 |
DisclosureSEC source: 0001171843-18-003751 · f4_050918garrison.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,026 F1 · balance_after: The reporting person holds the shares jointly with her husband. Read SEC document |
| April 18, 2018 Filed Apr 18, 2018 16:22 UTC | KAMAN Corp KAMN · Entity 91838 | GrantKaman Common Stock | 1,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014853 · form4.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,314 F1 · shares: Represents an unrestricted equity award under the Corporation's 16b-3 qualified 2013 Management Incentive Plan. Read SEC document |
| May 18, 2017 Filed May 22, 2017 18:00 UTC | SP Plus Corp SP · Entity 17026 | GrantCommon Stock | 4,416 | $28.30 | $124,972.80 |
DisclosureSEC source: 0001171843-17-003250 · f4_garrison052217.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,602 Read SEC document |
| May 09, 2017 Filed May 9, 2017 20:51 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | Exercise / conversion2014 May Director Stock Units · Derivative | 3,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030989 · doc4.xml · derivative · entry 3 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,833 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. F2 · derivative.exercise_price: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I. F2 · derivative.expiration_date: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I. Read SEC document |
| May 09, 2017 Filed May 9, 2017 20:51 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | Exercise / conversionCommon Stock | 3,833 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-030989 · doc4.xml · nonDerivative · entry 2 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,061 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 · security: As previously reported, on May 9, 2014, the reporting person received a grant of 3,833 restricted stock units which vested immediately and settled on the third anniversary of the date of grant. The third anniversary occurred on May 9, 2017, resulting in settlement of 3,833 shares of common stock, as shown in Table I. F3 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 05, 2017 Filed May 9, 2017 20:51 UTC | TENET HEALTHCARE CORP THC · Entity 2563 | GrantCommon Stock | 12,864 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030989 · doc4.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,228 F1 · security: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). F1 · shares: Represents restricted stock units granted under the Company's Stock Incentive Plan. Each restricted stock unit is the economic equivalent of one share of the Company's common stock. All of these restricted stock units vested immediately on the grant date and will be settled in shares of common stock on the third anniversary of the date of grant (unless deferred settlement has been elected). Read SEC document |
| April 19, 2017 Filed Apr 20, 2017 16:02 UTC | KAMAN Corp KAMN · Entity 91838 | GrantKaman Common Stock | 2,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015187 · form4.xml · nonDerivative · entry 1 GARRISON KAREN M · CIK 0001204526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,341 F1 · shares: Represents an unrestricted equity award under the Corporation's 16b-3 qualified 2013 Management Incentive Plan. 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.