Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CHS INCCHSCP · Entity 8821 | Director | December 16, 2020 | December 18, 2020 |
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.
CHS INC
Report date December 16, 2020 · Filed December 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Cum Redeemable Pref Stock, Series 4 (CHSCL)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-16 transaction · row 1
1 source rowRow 1 · 2020-12-16 · Gift · Disposed 40 · Balance 0 F1: On December 16, 2020, the reporting person transferred 40 shares of Class B Cumulative Redeemable Preferred Stock, Series 4 (CHSCL) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| Class B Cum Redeemable Pref Stock, Series 1 (CHSCO)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-16 transaction · row 2
1 source rowRow 2 · 2020-12-16 · Gift · Disposed 1,420 · Balance 0 F2: On December 16, 2020, the reporting person transferred 1420 shares of Class B Cumulative Redeemable Preferred Stock, Series 1 (CHSCO) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| 8% Cumulative Redeemable Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-16 transaction · row 3
1 source rowRow 3 · 2020-12-16 · Gift · Disposed 1,900 · Balance 0 F3: On December 16, 2020, the reporting person transferred 1900 shares of 8% Cumulative Redeemable Preferred Stock to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| 8% Cumulative Redeemable Preferred Stock (CHSCP)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-16 transaction · row 4
1 source rowRow 4 · 2020-12-16 · Gift · Disposed 245 · Balance 0 F4: On December 16, 2020, the reporting person transferred 245 shares of 8% Cumulative Redeemable Preferred Stock (CHSCP) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| Class B Cum Redeemable Pref Stock, Series 4 (CHSCL)SEC Table I · non-derivative | IndirectBy Steven B and Marion Denise Riegel Revocable Trust DTD 01/31/2020 | 40 |
Reported balance
Holding disclosure · report date 2020-12-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 40 F1: On December 16, 2020, the reporting person transferred 40 shares of Class B Cumulative Redeemable Preferred Stock, Series 4 (CHSCL) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| Class B Cum Redeemable Pref Stock, Series 1 (CHSCO)SEC Table I · non-derivative | IndirectBy Steven B and Marion Denise Riegel Revocable Trust DTD 01/31/2020 | 1,420 |
Reported balance
Holding disclosure · report date 2020-12-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,420 F2: On December 16, 2020, the reporting person transferred 1420 shares of Class B Cumulative Redeemable Preferred Stock, Series 1 (CHSCO) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| 8% Cumulative Redeemable Preferred StockSEC Table I · non-derivative | IndirectBy Steven B and Marion Denise Riegel Revocable Trust DTD 01/31/2020 | 1,900 |
Reported balance
Holding disclosure · report date 2020-12-16 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,900 F3: On December 16, 2020, the reporting person transferred 1900 shares of 8% Cumulative Redeemable Preferred Stock to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
| 8% Cumulative Redeemable Preferred Stock (CHSCP)SEC Table I · non-derivative | IndirectBy Steven B and Marion Denise Riegel Revocable Trust DTD 01/31/2020 | 245 |
Reported balance
Holding disclosure · report date 2020-12-16 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 245 F4: On December 16, 2020, the reporting person transferred 245 shares of 8% Cumulative Redeemable Preferred Stock (CHSCP) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 16, 2020, the reporting person transferred 40 shares of Class B Cumulative Redeemable Preferred Stock, Series 4 (CHSCL) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust.
F2: On December 16, 2020, the reporting person transferred 1420 shares of Class B Cumulative Redeemable Preferred Stock, Series 1 (CHSCO) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust.
F3: On December 16, 2020, the reporting person transferred 1900 shares of 8% Cumulative Redeemable Preferred Stock to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust.
F4: On December 16, 2020, the reporting person transferred 245 shares of 8% Cumulative Redeemable Preferred Stock (CHSCP) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust.
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 |
|---|---|---|---|---|---|---|
| December 16, 2020 Filed Dec 18, 2020 19:40 UTC | CHS INC CHSCP · Entity 8821 | Gift8% Cumulative Redeemable Preferred Stock (CHSCP) | 245 | $0.00 | $0.00 |
DisclosureSEC source: 0000823277-20-000045 · wf-form4_160832038653389.xml · nonDerivative · entry 4 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · shares: On December 16, 2020, the reporting person transferred 245 shares of 8% Cumulative Redeemable Preferred Stock (CHSCP) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 19:40 UTC | CHS INC CHSCP · Entity 8821 | Gift8% Cumulative Redeemable Preferred Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000823277-20-000045 · wf-form4_160832038653389.xml · nonDerivative · entry 3 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: On December 16, 2020, the reporting person transferred 1900 shares of 8% Cumulative Redeemable Preferred Stock to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 19:40 UTC | CHS INC CHSCP · Entity 8821 | GiftClass B Cum Redeemable Pref Stock, Series 1 (CHSCO) | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000823277-20-000045 · wf-form4_160832038653389.xml · nonDerivative · entry 2 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · shares: On December 16, 2020, the reporting person transferred 1420 shares of Class B Cumulative Redeemable Preferred Stock, Series 1 (CHSCO) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 19:40 UTC | CHS INC CHSCP · Entity 8821 | GiftClass B Cum Redeemable Pref Stock, Series 4 (CHSCL) | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0000823277-20-000045 · wf-form4_160832038653389.xml · nonDerivative · entry 1 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: On December 16, 2020, the reporting person transferred 40 shares of Class B Cumulative Redeemable Preferred Stock, Series 4 (CHSCL) to the Steven B & Marion Denise Riegel Revocable Trust DTD 01/31/2020. The reporting person and members of his immediate family are the sole beneficiaries of the trust. Read SEC document |
| November 12, 2020 Filed Nov 12, 2020 21:43 UTC | CHS INC CHSCP · Entity 8821 | Purchase8% Cumulative Redeemable Preferred Stock | 1,900 | $29.00 | $55,100.00 |
DisclosureSEC source: 0000823277-20-000036 · wf-form4_160521739625048.xml · nonDerivative · entry 1 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Read SEC document |
| December 21, 2018 Filed Jan 4, 2019 15:44 UTC | CHS INC CHSCO · Entity 8821 | PurchaseClass B Cum Redeemable Pref Stock, Series 1 (CHSCO) | 32 | $25.39 | $812.48 |
DisclosureSEC source: 0000823277-19-000002 · wf-form4_154661664292978.xml · nonDerivative · entry 3 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 Read SEC document |
| December 21, 2018 Filed Jan 4, 2019 15:44 UTC | CHS INC CHSCO · Entity 8821 | PurchaseClass B Cum Redeemable Pref Stock, Series 1 (CHSCO) | 40 | $25.25 | $1,010.00 |
DisclosureSEC source: 0000823277-19-000002 · wf-form4_154661664292978.xml · nonDerivative · entry 2 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388 Read SEC document |
| December 17, 2018 Filed Jan 4, 2019 15:44 UTC | CHS INC CHSCO · Entity 8821 | PurchaseClass B Cum Redeemable Pref Stock, Series 1 (CHSCO) | 1,300 | $26.00 | $33,800.00 |
DisclosureSEC source: 0000823277-19-000002 · wf-form4_154661664292978.xml · nonDerivative · entry 1 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,348 Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 22:51 UTC | CHS INC CHSCL · Entity 8821 | PurchaseClass B Cum Redeemable Pref Stock, Series 4 (CHSCL) | 40 | $28.67 | $1,146.80 |
DisclosureSEC source: 0000823277-16-000068 · wf-form4_147976868174988.xml · nonDerivative · entry 1 Riegel Steve Brian · CIK 0001382736 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40 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.