Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| POOL CORPPOOL · Entity 3738 | Director | April 29, 2020 | May 01, 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.
POOL CORP
Report date April 29, 2020 · Filed May 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,975 |
Reported balance
After 2020-04-29 transaction · row 1
1 source rowRow 1 · 2020-04-29 · Grant · Acquired 898 · Balance 1,975 |
| Common StockSEC Table I · non-derivative | Indirectby Family Trust | 4,832 |
Reported balance
Holding disclosure · report date 2020-04-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,832 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ID Auto, Inc.
Report date November 20, 2020 · Filed November 24, 2020
Section 16 reporting ended · disclosed 2020-11-24. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| April 29, 2020 Filed May 1, 2020 21:27 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 898 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000117 · wf-form4_158836844521576.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,975 Read SEC document |
| September 09, 2019 Filed Feb 13, 2020 22:15 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000024 · wf-form5_158163208317222.xml · nonDerivative · entry 5 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 4,832 Read SEC document |
| June 07, 2019 Filed Feb 13, 2020 22:15 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000024 · wf-form5_158163208317222.xml · nonDerivative · entry 4 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 9,832 Read SEC document |
| June 07, 2019 Filed Feb 13, 2020 22:15 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000024 · wf-form5_158163208317222.xml · nonDerivative · entry 2 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,077 Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:47 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-19-000075 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,944 Read SEC document |
| April 29, 2019 Filed May 3, 2019 21:47 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-19-000075 · edgardoc.xml · nonDerivative · entry 2 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 6,965 Read SEC document |
| May 18, 2018 Filed Feb 13, 2020 22:15 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000024 · wf-form5_158163208317222.xml · nonDerivative · entry 3 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 16,494 Read SEC document |
| May 18, 2018 Filed Feb 13, 2020 22:15 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-20-000024 · wf-form5_158163208317222.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,338 Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:41 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000071 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,867 Read SEC document |
| January 26, 2018 Filed May 4, 2018 21:41 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000071 · edgardoc.xml · nonDerivative · entry 2 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 14,965 Read SEC document |
| September 22, 2017 Filed Feb 14, 2018 23:22 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000003 · edgardoc.xml · nonDerivative · entry 2 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 29,965 Read SEC document |
| September 22, 2017 Filed Feb 14, 2018 23:22 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 4,965 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000003 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,529 Read SEC document |
| June 15, 2017 Filed Jun 16, 2017 22:07 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000108 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 25,000 Read SEC document |
| May 02, 2017 Filed May 4, 2017 22:15 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 1,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000087 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,494 Read SEC document |
| December 22, 2016 Filed Feb 14, 2017 23:09 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000013 · edgardoc.xml · nonDerivative · entry 2 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 40,000 Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 22:22 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-16-000293 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 70,000 Read SEC document |
| July 08, 2016 Filed Feb 14, 2017 23:09 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000013 · edgardoc.xml · nonDerivative · entry 1 CODE ANDREW W · CIK 0001230638 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Family Trust Disclosed balance after: 60,000 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.