Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J C PENNEY CO INCJCP · Entity 16599 | Director | October 22, 2020 | October 23, 2020 |
| UPBOUND GROUP, INC.RCII · Entity 599 | Director | January 02, 2017 | January 04, 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.
J C PENNEY CO INC
Report date October 22, 2020 · Filed October 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock of 50 cents Par ValueSEC Table I · non-derivative | Direct | 369,062.5369 |
Reported balance
After 2020-10-22 transaction · row 1
1 source rowRow 1 · 2020-10-22 · Sale · Disposed 13,958 · Balance 369,062.5369 F1: The price reported is a weighted average price. The reporting person undertakes to provide any security holder of J. C. Penney Company, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the footnote to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. The reporting person undertakes to provide any security holder of J. C. Penney Company, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the footnote to this Form 4.
UPBOUND GROUP, INC.
Report date January 02, 2017 · Filed January 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 33,300 |
Reported balance
After 2017-01-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-01-02 · Grant · Acquired 8,889 · Balance 33,300 F1: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors.
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 |
|---|---|---|---|---|---|---|
| October 22, 2020 Filed Oct 23, 2020 16:54 UTC | J C PENNEY CO INC JCP · Entity 16599 | SaleCommon Stock of 50 cents Par Value | 13,958 | $0.19 | $2,652.02 |
DisclosureSEC source: 0001567619-20-018145 · doc1.xml · nonDerivative · entry 1 ROBERTS LEONARD H · CIK 0001207159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 369,062.5369 F1 · price: The price reported is a weighted average price. The reporting person undertakes to provide any security holder of J. C. Penney Company, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in the footnote to this Form 4. Read SEC document |
| May 30, 2019 Filed May 31, 2019 16:15 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 170,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-012517 · doc1.xml · nonDerivative · entry 1 ROBERTS LEONARD H · CIK 0001207159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,020.5369 F1 · shares: Annual grant of restricted stock units pursuant to the Company's 2019 Long-Term Incentive Plan. Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 16:43 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 61,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-027111 · doc1.xml · nonDerivative · entry 1 ROBERTS LEONARD H · CIK 0001207159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,565.5369 F1 · shares: Annual grant of restricted stock units pursuant to the Company's 2018 Long-Term Incentive Plan. Read SEC document |
| May 24, 2017 Filed May 25, 2017 16:51 UTC | J C PENNEY CO INC JCP · Entity 16599 | GrantCommon Stock of 50 cents Par Value | 32,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-022368 · doc1.xml · nonDerivative · entry 1 ROBERTS LEONARD H · CIK 0001207159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,582.5369 F1 · shares: Annual grant of restricted stock units pursuant to the Company's 2016 Long-Term Incentive Plan. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 15:07 UTC | UPBOUND GROUP, INC. RCII · Entity 599 | GrantDirector Deferred Stock Unit · Derivative | 8,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-000195 · doc4.xml · derivative · entry 1 ROBERTS LEONARD H · CIK 0001207159 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,300 Underlying: Common · 8,889 shares Expires not disclosed F1 · derivative.exercise_price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · price: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · derivative.exercise_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. F1 · derivative.expiration_date: Each Director Deferred Stock Unit represents the right to receive one share of the common stock, $.01 par value per share, of the issuer ("Common Stock"). The Director Deferred Stock Units are fully vested and non-forfeitable. The Common Stock will be issued to the reporting person upon the termination of his service as a member of the issuer's board of directors. 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.