Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASEYS GENERAL STORES INCCASY · Entity 3156 | SVP, Human Resources | June 04, 2019 | June 06, 2019 |
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.
CASEYS GENERAL STORES INC
Report date June 04, 2019 · Filed June 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 930 |
Reported balance
After 2019-06-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-06-04 · Grant · Acquired 930 · Balance 930 F2: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F3: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 1,141 |
Reported balance
Holding disclosure · report date 2019-06-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,141 F4: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2020. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2020, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F3: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 1,238 |
Reported balance
Holding disclosure · report date 2019-06-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 1,238 F5: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2021. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2021, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F3: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. |
| Common StockSEC Table I · non-derivative | Direct | 4,953 |
Reported balance
Holding disclosure · report date 2019-06-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 4,953 |
| Common StockSEC Table I · non-derivative | IndirectVoting and tender rights under 401k plan | 1,401 |
Reported balance
Holding disclosure · report date 2019-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,401 F1: Allocated to Ms. Summers' 401k plan account as of April 30, 2019. Does not include any shares allocated by the plan trustee after that date. |
Filing footnotes · ownership attribution and instrument terms
F1: Allocated to Ms. Summers' 401k plan account as of April 30, 2019. Does not include any shares allocated by the plan trustee after that date.
F2: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
F3: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
F4: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2020. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2020, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
F5: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2021. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2021, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
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 |
|---|---|---|---|---|---|---|
| June 04, 2019 Filed Jun 4, 2019 18:48 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-19-000032 · wf-form4_155967410106711.xml · derivative · entry 4 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,650 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 2, 2019. F4 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 2, 2019. F3 · derivative.expiration_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 2, 2019. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 18:21 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-19-000048 · wf-form4_155984526619270.xml · derivative · entry 3 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 930 Underlying: Common Stock · 930 shares Expires not disclosed F2 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| June 02, 2019 Filed Jun 4, 2019 18:48 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 804 | $129.08 | $103,780.32 |
DisclosureSEC source: 0000726958-19-000032 · wf-form4_155967410106711.xml · nonDerivative · entry 2 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,953 F1 · price: Closing price of Casey's General Stores, Inc. Common Stock on May 31, 2019. Read SEC document |
| June 02, 2019 Filed Jun 4, 2019 18:48 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-19-000032 · wf-form4_155967410106711.xml · nonDerivative · entry 1 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 13, 2018 Filed Sep 17, 2018 14:20 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | SaleCommon Stock | 1,641 | $128.00 | $210,048.00 |
DisclosureSEC source: 0000726958-18-000149 · wf-form4_153719398754484.xml · nonDerivative · entry 1 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,107 Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 18:58 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 1,238 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-18-000079 · wf-form4_152874351982275.xml · derivative · entry 3 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,238 Underlying: Common Stock · 1,238 shares Expires not disclosed F2 · security: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2021. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2021, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2021. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2021, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.expiration_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2021. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2021, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 13:23 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-18-000056 · wf-form4_152837780690370.xml · derivative · entry 4 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 5, 2018. F4 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 5, 2018. F3 · derivative.expiration_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 5, 2018. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 13:23 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 758 | $97.75 | $74,094.50 |
DisclosureSEC source: 0000726958-18-000056 · wf-form4_152837780690370.xml · nonDerivative · entry 2 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,748 F1 · price: Closing price of Casey's General Stores, Inc. Common Stock on June 5, 2018. Read SEC document |
| June 05, 2018 Filed Jun 7, 2018 13:23 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-18-000056 · wf-form4_152837780690370.xml · nonDerivative · entry 1 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,506 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 19:07 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 1,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000069 · wf-form4_150040485524441.xml · derivative · entry 3 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,141 Underlying: Common Stock · 1,141 shares Expires not disclosed F2 · security: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2020. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2020, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2020. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2020, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.expiration_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 15, 2020. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2020, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:42 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000033 · wf-form4_149694013348785.xml · derivative · entry 4 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 6, 2017. F4 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 6, 2017. F3 · derivative.expiration_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 6, 2017. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:42 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 833 | $106.66 | $88,847.78 |
DisclosureSEC source: 0000726958-17-000033 · wf-form4_149694013348785.xml · nonDerivative · entry 2 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 F1 · price: Closing price of Casey's General Stores, Inc. Common Stock on June 6, 2017. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:42 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000033 · wf-form4_149694013348785.xml · nonDerivative · entry 1 SUMMERS CINDI WEBB · CIK 0001677118 · SVP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,839 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.