Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | EVP of Finance | January 12, 2021 | January 14, 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 January 12, 2021 · Filed January 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,979 |
Ending reported balance
After 2021-01-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-01-12 · Exercise / conversion · Acquired 35,321 · Balance 55,300 Row 2 · 2021-01-12 · Sale · Disposed 35,321 · Balance 19,979 F1: The shares with respect to this transaction were sold at prices ranging from $105.60 to $106.41. 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 $73.76 · Expires 2022-04-08 | Direct | 0 |
Reported balance
After 2021-01-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-01-12 · Exercise / conversion · Disposed 35,321 · Balance 0 F2: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 8, 2016, April 8, 2017, April 8, 2018 and April 8, 2019 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 $105.60 to $106.41. 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 stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 8, 2016, April 8, 2017, April 8, 2018 and April 8, 2019 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 |
|---|---|---|---|---|---|---|
| July 27, 2017 Filed Jul 31, 2017 21:24 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 8,583 | $66.87 | $573,945.21 |
DisclosureSEC source: 0001170010-17-000131 · wf-form4_150153628091059.xml · nonDerivative · entry 2 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,939 F1 · price: The shares with respect to this transaction were sold at prices ranging from $66.85 to $66.90. 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 27, 2017 Filed Jul 31, 2017 21:24 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 8,583 | $42.68 | $366,322.44 |
DisclosureSEC source: 0001170010-17-000131 · wf-form4_150153628091059.xml · nonDerivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,522 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 | 90,374 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-17-000078 · wf-form4_149384372709334.xml · derivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,374 Underlying: Common Stock · 90,374 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 21:00 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 7,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000049 · wf-form4_149194441933464.xml · derivative · entry 3 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,007 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 21:00 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 5,251 | $56.47 | $296,523.97 |
DisclosureSEC source: 0001170010-17-000049 · wf-form4_149194441933464.xml · nonDerivative · entry 2 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,939 Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 21:00 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 11,007 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-17-000049 · wf-form4_149194441933464.xml · nonDerivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,190 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 13, 2017 Filed Jan 17, 2017 21:45 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-17-000019 · wf-form4_148468953483654.xml · derivative · entry 3 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 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 |
| January 13, 2017 Filed Jan 17, 2017 21:45 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 30,000 | $67.15 | $2,014,500.00 |
DisclosureSEC source: 0001170010-17-000019 · wf-form4_148468953483654.xml · nonDerivative · entry 2 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,183 F1 · price: The shares with respect to this transaction were purchased at prices ranging from $67.10 to $67.26. 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 |
| January 13, 2017 Filed Jan 17, 2017 21:45 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 30,000 | $31.76 | $952,800.00 |
DisclosureSEC source: 0001170010-17-000019 · wf-form4_148468953483654.xml · nonDerivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,183 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 28, 2016 21:08 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 27,000 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-16-000234 · wf-form4_148295929299293.xml · derivative · entry 3 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 27,000 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 |
| December 23, 2016 Filed Dec 28, 2016 21:08 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 27,000 | $64.02 | $1,728,540.00 |
DisclosureSEC source: 0001170010-16-000234 · wf-form4_148295929299293.xml · nonDerivative · entry 2 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,183 F1 · price: The shares with respect to this transaction were sold at prices ranging from $64.00 to $64.08. 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. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:08 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 27,000 | $31.76 | $857,520.00 |
DisclosureSEC source: 0001170010-16-000234 · wf-form4_148295929299293.xml · nonDerivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,183 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 22, 2016 Filed Dec 23, 2016 21:13 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-16-000230 · wf-form4_148252757772994.xml · derivative · entry 3 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,000 Underlying: Common Stock · 3,000 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 |
| December 22, 2016 Filed Dec 23, 2016 21:13 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 3,000 | $65.77 | $197,310.00 |
DisclosureSEC source: 0001170010-16-000230 · wf-form4_148252757772994.xml · nonDerivative · entry 2 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,183 F1 · price: The shares with respect to this transaction were purchased at prices ranging from $65.75 to $65.90. 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 |
| December 22, 2016 Filed Dec 23, 2016 21:13 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 3,000 | $31.76 | $95,280.00 |
DisclosureSEC source: 0001170010-16-000230 · wf-form4_148252757772994.xml · nonDerivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,183 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 22, 2016 Filed Mar 30, 2017 20:22 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000029 · wf-form5_149090534269134.xml · nonDerivative · entry 1 Reedy Thomas W JR · CIK 0001504059 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,183 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.