Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | Director | January 16, 2019 | January 18, 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.
CARMAX INC
Report date January 16, 2019 · Filed January 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 162,567 |
Reported balance
After 2019-01-16 transaction · row 1
1 source rowRow 1 · 2019-01-16 · Exercise / conversion · Acquired 4,897 · Balance 162,567 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.12 · Expires 2019-06-28 | Direct | 0 |
Reported balance
After 2019-01-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-01-16 · Exercise / conversion · Disposed 4,897 · Balance 0 F1: The stock options vested on June 28, 2013 and are now fully exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock options vested on June 28, 2013 and are now fully exercisable.
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 |
|---|---|---|---|---|---|---|
| January 16, 2019 Filed Jan 18, 2019 21:22 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,897 | $0.00 Strike: $25.12 | $0.00 |
DisclosureSEC source: 0001170010-19-000009 · wf-form4_154784653397210.xml · derivative · entry 2 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,897 shares Expires 2019-06-28 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. F1 · derivative.exercise_date: The stock options vested on June 28, 2013 and are now fully exercisable. Read SEC document |
| January 16, 2019 Filed Jan 18, 2019 21:22 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 4,897 | $25.12 | $123,012.64 |
DisclosureSEC source: 0001170010-19-000009 · wf-form4_154784653397210.xml · nonDerivative · entry 1 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,567 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 |
| June 29, 2018 Filed Jul 2, 2018 20:23 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000144 · wf-form4_153056299905543.xml · nonDerivative · entry 1 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,670 Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 20:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,621 | $0.00 Strike: $33.11 | $0.00 |
DisclosureSEC source: 0001170010-18-000047 · wf-form4_152365199532062.xml · derivative · entry 2 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,621 shares Expires 2018-06-30 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. F1 · derivative.exercise_date: The stock options vested in three equal installments on each of June 30, 2012, June 30, 2013 and June 30, 2014 and are now fully exercisable. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 20:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 3,621 | $33.11 | $119,891.31 |
DisclosureSEC source: 0001170010-18-000047 · wf-form4_152365199532062.xml · nonDerivative · entry 1 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,280 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 |
| November 03, 2017 Filed Nov 7, 2017 21:52 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 13,000 | $75.30 | $978,900.00 |
DisclosureSEC source: 0001170010-17-000181 · wf-form4_151009154711409.xml · nonDerivative · entry 1 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,659 F1 · price: The shares with respect to this transaction were sold at prices ranging from $75.29 to $75.39. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 03, 2017 Filed Oct 4, 2017 20:51 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 23,000 | $76.39 | $1,756,970.00 |
DisclosureSEC source: 0001170010-17-000161 · wf-form4_150715025679628.xml · nonDerivative · entry 1 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,659 F1 · price: The shares with respect to this transaction were sold at prices ranging from $76.24 to $76.57. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:37 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000117 · wf-form4_149885506201025.xml · nonDerivative · entry 1 TIEFEL WILLIAM R · CIK 0001223840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,659 F1 · shares: These are restricted shares of common stock that will vest on the one-year anniversary of the grant date. 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.