Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PINNACLE WEST CAPITAL CORPPNW · Entity 3465 | Director | May 15, 2019 | May 17, 2019 |
| WERNER ENTERPRISES INCWERN · Entity 4429 | Director | August 21, 2020 | August 24, 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.
PINNACLE WEST CAPITAL CORP
Report date May 15, 2019 · Filed May 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,263 |
Reported balance
After 2019-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-15 · Grant · Acquired 1,263 · Balance 1,263 F1: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 15, 2019 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 15, 2019 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company.
WERNER ENTERPRISES INC
Report date August 21, 2020 · Filed August 24, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,272 |
Reported balance
After 2020-08-21 transaction · row 1
1 source rowRow 1 · 2020-08-21 · Tax withholding · Disposed 24 · Balance 6,272 F1: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 406 shares of restricted stock granted to the Reporting Person on August 21, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 406 shares of restricted stock granted to the Reporting Person on August 21, 2017.
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 |
|---|---|---|---|---|---|---|
| August 21, 2020 Filed Aug 24, 2020 20:06 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 24 | $46.83 | $1,123.92 |
DisclosureSEC source: 0001127602-20-024113 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,272 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 406 shares of restricted stock granted to the Reporting Person on August 21, 2017. Read SEC document |
| May 14, 2020 Filed May 14, 2020 21:14 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 37 | $41.05 | $1,518.85 |
DisclosureSEC source: 0001127602-20-016647 · form4.xml · nonDerivative · entry 2 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,296 F2 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 622 shares of restricted stock granted to the Reporting Person on May 14, 2019. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:14 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016647 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,333 F1 · shares: Restricted Stock awarded May 12, 2020 under stockholder approved equity plan. This award shall vest subject to continued Board service, 34% on May 12, 2021 (1 year after the grant date) and two annual increments of 33% each beginning May 12, 2022. The award will become fully vested on May 12, 2023. Read SEC document |
| May 08, 2020 Filed May 11, 2020 20:20 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 28 | $41.99 | $1,175.72 |
DisclosureSEC source: 0001127602-20-016073 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,392 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 475 shares of restricted stock granted to the Reporting Person on May 8, 2018. Read SEC document |
| August 21, 2019 Filed Aug 21, 2019 21:23 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 24 | $32.06 | $769.44 |
DisclosureSEC source: 0001127602-19-027188 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,420 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 406 shares of restricted stock granted to the Reporting Person on August 21, 2017. Read SEC document |
| May 15, 2019 Filed May 17, 2019 19:11 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantStock Units · Derivative | 1,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-030801 · doc4.xml · derivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,263 Underlying: Common Stock · 1,263 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 15, 2019 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 15, 2019 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.exercise_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 15, 2019 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.expiration_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 15, 2019 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. Read SEC document |
| May 14, 2019 Filed May 16, 2019 21:17 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018791 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,444 F1 · shares: Restricted Stock awarded May 14, 2019 under stockholder approved equity plan. This award shall vest subject to continued Board service, 34% on May 14, 2020 (1 year after the grant date) and two annual increments of 33% each beginning May 14, 2021. The award will become fully vested on May 14, 2022. Read SEC document |
| May 13, 2019 Filed May 15, 2019 20:47 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | SaleCommon Stock | 5,000 | $95.90 | $479,500.00 |
DisclosureSEC source: 0001209191-19-030053 · doc4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,786 Read SEC document |
| May 08, 2019 Filed May 10, 2019 12:44 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 29 | $32.39 | $939.31 |
DisclosureSEC source: 0001127602-19-018039 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,614 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 489 shares of restricted stock granted to the Reporting Person on May 8, 2018. Read SEC document |
| August 21, 2018 Filed Aug 22, 2018 21:07 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | Tax withholdingCommon Stock | 25 | $36.95 | $923.75 |
DisclosureSEC source: 0001127602-18-026020 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,643 F1 · shares: Represents shares required to satisfy tax withholding obligations in connection with the vesting of 417 shares of restricted stock granted to the Reporting Person on August 21, 2017. Read SEC document |
| May 16, 2018 Filed May 18, 2018 22:43 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantStock Units · Derivative | 1,554 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-031568 · doc4.xml · derivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,554 Underlying: Common Stock · 1,554 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 16, 2018 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 16, 2018 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.exercise_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 16, 2018 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.expiration_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 16, 2018 and, at the reporting person's election, will be settled in 100% shares of common stock, 50% in cash and 50% in common stock, or 100% in cash. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:16 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016996 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,668 F1 · shares: Restricted Stock awarded May 8, 2018 under stockholder approved equity plan. This award shall vest subject to continued Board service, 34% on May 8, 2019 (1 year after the grant date) and two annual increments of 33% each beginning May 8, 2020. The award will become fully vested on May 8, 2021. Read SEC document |
| November 09, 2017 Filed Nov 14, 2017 22:27 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | SaleCommon Stock | 2,012 | $89.37 | $179,812.44 |
DisclosureSEC source: 0001209191-17-060673 · doc4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,786 Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 13:08 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-026275 · form4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,229 F1 · shares: Restricted Stock awarded August 21, 2017 under stockholder approved equity plan in connection with his appointment to the Board of Directors of the issuer, representing a prorated portion of the 2017 directors equity award. This award shall vest, subject to continued Board service, 34% on August 21, 2018 (1 year after the grant date) and two annual increments of 33% each beginning August 21, 2019. The award will become fully vested on August 21, 2020. Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:39 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | GrantStock Units · Derivative | 1,311 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-034019 · doc4.xml · derivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,311 Underlying: Common Stock · 1,311 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 17, 2017 and, at the reporting person's election, will be settled in shares of common stock or 50% in cash and 50% in common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · price: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 17, 2017 and, at the reporting person's election, will be settled in shares of common stock or 50% in cash and 50% in common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.exercise_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 17, 2017 and, at the reporting person's election, will be settled in shares of common stock or 50% in cash and 50% in common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. F1 · derivative.expiration_date: Each Stock Unit is the economic equivalent of one share of Pinnacle West common stock. The Stock Units vested on May 17, 2017 and, at the reporting person's election, will be settled in shares of common stock or 50% in cash and 50% in common stock. The reporting person elected to defer settlement until the last business day of the month following the month in which the reporting person separates from service from the Company. Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:38 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | SaleCommon Stock | 5,000 | $84.72 | $423,600.00 |
DisclosureSEC source: 0001209191-17-033287 · doc4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,798 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 17:23 UTC | PINNACLE WEST CAPITAL CORP PNW · Entity 3465 | SaleCommon Stock | 5,000 | $73.41 | $367,050.00 |
DisclosureSEC source: 0001209191-16-153803 · doc4.xml · nonDerivative · entry 1 GALLAGHER MICHAEL L · CIK 0001104058 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,798 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.