Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | March 15, 2019 | March 19, 2019 |
| LHC Group, IncLHCG · Entity 116591 | Director | March 01, 2018 | March 05, 2018 |
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.
CSX CORP
Report date March 15, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation Plan | 207,244 |
Reported balance
After 2019-03-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-15 · Grant · Acquired 420 · Balance 207,244 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan.
F2: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan.
LHC Group, Inc
Report date March 01, 2018 · Filed March 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,600 |
Reported balance
After 2018-03-01 transaction · row 1
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 1,700 · Balance 27,600 F1: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date.
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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 19, 2019 14:01 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 420 | $72.81 | $30,580.20 |
DisclosureSEC source: 0001209191-19-020176 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 207,244 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:08 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,011 | $68.09 | $68,838.99 |
DisclosureSEC source: 0001209191-19-008478 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 206,823 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 21:43 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 417 | $65.83 | $27,451.11 |
DisclosureSEC source: 0001209191-18-062961 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 205,118 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 20:26 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 374 | $73.48 | $27,481.52 |
DisclosureSEC source: 0001209191-18-051468 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 204,091 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 18:40 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 412 | $66.65 | $27,459.80 |
DisclosureSEC source: 0001209191-18-038257 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 203,033 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| March 15, 2018 Filed Mar 15, 2018 20:53 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 484 | $56.75 | $27,467.00 |
DisclosureSEC source: 0001209191-18-019883 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 201,848 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:51 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-18-000023 · wf-form4_152028666813800.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,600 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:15 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,741 | $52.97 | $145,190.77 |
DisclosureSEC source: 0001209191-18-008737 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 201,364 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:23 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 519 | $52.93 | $27,470.67 |
DisclosureSEC source: 0001209191-17-066129 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 197,901 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 14:32 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 524 | $52.48 | $27,499.52 |
DisclosureSEC source: 0001209191-17-053252 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 196,633 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:28 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 516 | $53.29 | $27,497.64 |
DisclosureSEC source: 0001209191-17-040824 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 195,362 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 19:02 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 573 | $47.95 | $27,475.35 |
DisclosureSEC source: 0001209191-17-021312 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 194,117 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:06 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-17-000024 · wf-form4_148857878041844.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,900 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 20:52 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,031 | $47.96 | $193,326.76 |
DisclosureSEC source: 0001209191-17-009500 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 193,544 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 18:37 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 681 | $36.67 | $24,972.27 |
DisclosureSEC source: 0001209191-16-155810 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 188,572 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| September 15, 2016 Filed Sep 16, 2016 20:25 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 855 | $29.23 | $24,991.65 |
DisclosureSEC source: 0001209191-16-141780 · doc4.xml · nonDerivative · entry 1 Breaux John B · CIK 0001326327 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Corporation Directors Deferred Compensation Plan Disclosed balance after: 186,751 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. 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.