Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WERNER ENTERPRISES INCWERN · Entity 4429 | Director | May 12, 2020 | May 14, 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.
WERNER ENTERPRISES INC
Report date May 12, 2020 · Filed May 14, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,144 |
Reported balance
After 2020-05-12 transaction · row 1
1 source rowRow 1 · 2020-05-12 · Grant · Acquired 1,941 · Balance 14,144 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Greystone Housing Impact Investors LP
Report date September 10, 2019 · Filed September 13, 2019
Section 16 reporting ended · disclosed 2019-09-13. 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 |
|---|---|---|---|---|---|---|
| May 12, 2020 Filed May 14, 2020 21:10 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016640 · form4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,144 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 |
| September 04, 2019 Filed Sep 5, 2019 20:32 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 7,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048535 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,453 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2019. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2019. Read SEC document |
| May 14, 2019 Filed May 16, 2019 21:12 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,830 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018780 · form4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,203 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 24, 2018 Filed May 25, 2018 12:25 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 1,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033289 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,062 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2018. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2018. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:18 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016999 · form4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,373 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 |
| March 20, 2018 Filed Mar 22, 2018 12:56 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 5,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021192 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,386 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2018. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2018. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 19:33 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 200 | $6.00 | $1,200.00 |
DisclosureSEC source: 0001209191-17-066275 · doc4.xml · nonDerivative · entry 2 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 30,000 Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 21:35 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 400 | $6.08 | $2,432.00 |
DisclosureSEC source: 0001209191-17-063564 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,671 Read SEC document |
| May 24, 2017 Filed May 24, 2017 20:52 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 2,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035013 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,271 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2017. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2017. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:16 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017739 · form4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,934 F1 · shares: Restricted Stock awarded May 9, 2017 under stockholder approved equity plan. This award shall vest subject to continued Board service, 34% on May 9, 2018 (1 year after the grant date) and two annual increments of 33% each beginning May 9, 2019. The award will become fully vested on May 9, 2020. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 19:59 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 4,521 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022551 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,401 F1 · security: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2017. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 23:00 UTC | WERNER ENTERPRISES INC WERN · Entity 4429 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068697 · form4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 F1 · shares: Restricted Stock awarded November 28, 2016 under stockholder approved equity plan. This award shall vest subject to continued Board service, 34% on November 28, 2017 (1 year after the grant date) and two annual increments of 33% each beginning November 28, 2018. The award will become fully vested on November 28, 2019. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 18:27 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151391 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,880 F1 · security: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on December 31, 2016. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 22:33 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 6,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143074 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,037 F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on December 31, 2016. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 13:20 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 2,500 | $5.97 | $14,925.00 |
DisclosureSEC source: 0001209191-16-142097 · doc4.xml · nonDerivative · entry 1 JUNG PATRICK J · CIK 0001233273 · Director of GP of GP 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 29,800 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.