Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| G III APPAREL GROUP LTD /DE/GIII · Entity 4753 | Director | June 12, 2025 | June 13, 2025 |
| KB HOMEKBH · Entity 4184 | Director | January 26, 2022 | January 28, 2022 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | June 02, 2017 | June 06, 2017 |
| RLJ ENTERTAINMENT, INC.RLJE · Entity 162665 | Director · Chairman of the Board | October 14, 2016 | October 18, 2016 |
| RLJ Lodging TrustRLJ · Entity 4629 | Director · Executive Chairman | March 18, 2026 | March 20, 2026 |
| Warner Bros. Discovery, Inc.DISCA · Entity 2976 | Director | June 10, 2021 | June 14, 2021 |
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.
G III APPAREL GROUP LTD /DE/
Report date June 12, 2025 · Filed June 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $.01 Per ShareSEC Table I · non-derivative | Direct | 32,452 |
Reported balance
After 2025-06-12 transaction · row 1
1 source rowRow 1 · 2025-06-12 · Grant · Acquired 6,117 · Balance 32,452 F1: Consists of restricted stock units ("RSUs") each representing a contingent right to receive one share of common stock of G-III Apparel Group, Ltd ("G-III"). The RSUs will cliff vest on June 12, 2026, subject to the Participant's continuous service as a Director with G-III through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") each representing a contingent right to receive one share of common stock of G-III Apparel Group, Ltd ("G-III"). The RSUs will cliff vest on June 12, 2026, subject to the Participant's continuous service as a Director with G-III through the vesting date.
KB HOME
Report date January 26, 2022 · Filed January 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,668 |
Reported balance
After 2022-01-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-01-26 · Exercise / conversion · Acquired 16,458 · Balance 115,668 |
| Common StockSEC Table I · non-derivative | Direct | 112,206 |
Reported balance
After 2022-01-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-01-26 · Disposition to issuer · Disposed 3,462 · Balance 112,206 F1: Based on the reporting person's election, the reporting person received shares of the issuer's common stock equal in value to the positive difference between each exercised stock option's exercise price and the closing price of the issuer's common stock on the respective date of exercise. Accordingly, each exercised stock option was settled in a manner similar to a stock appreciation right. No shares of the issuer's common stock were sold in the reported transactions. |
| Common StockSEC Table I · non-derivative | Direct | 150,199 |
Reported balance
After 2022-01-28 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-01-28 · Exercise / conversion · Acquired 37,993 · Balance 150,199 |
| Common StockSEC Table I · non-derivative | Direct | 135,563 |
Reported balance
After 2022-01-28 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-01-28 · Disposition to issuer · Disposed 14,636 · Balance 135,563 F1: Based on the reporting person's election, the reporting person received shares of the issuer's common stock equal in value to the positive difference between each exercised stock option's exercise price and the closing price of the issuer's common stock on the respective date of exercise. Accordingly, each exercised stock option was settled in a manner similar to a stock appreciation right. No shares of the issuer's common stock were sold in the reported transactions. |
| Common StockSEC Table I · non-derivative | Direct | 144,720 |
Reported balance
After 2022-01-28 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2022-01-28 · Exercise / conversion · Acquired 9,157 · Balance 144,720 |
| Common StockSEC Table I · non-derivative | Direct | 141,185 |
Reported balance
After 2022-01-28 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2022-01-28 · Disposition to issuer · Disposed 3,535 · Balance 141,185 F1: Based on the reporting person's election, the reporting person received shares of the issuer's common stock equal in value to the positive difference between each exercised stock option's exercise price and the closing price of the issuer's common stock on the respective date of exercise. Accordingly, each exercised stock option was settled in a manner similar to a stock appreciation right. No shares of the issuer's common stock were sold in the reported transactions. |
| Common StockSEC Table I · non-derivative | Direct | 148,426 |
Reported balance
After 2022-01-28 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2022-01-28 · Exercise / conversion · Acquired 7,241 · Balance 148,426 |
| Common StockSEC Table I · non-derivative | Direct | 145,629 |
Reported balance
After 2022-01-28 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2022-01-28 · Disposition to issuer · Disposed 2,797 · Balance 145,629 F1: Based on the reporting person's election, the reporting person received shares of the issuer's common stock equal in value to the positive difference between each exercised stock option's exercise price and the closing price of the issuer's common stock on the respective date of exercise. Accordingly, each exercised stock option was settled in a manner similar to a stock appreciation right. No shares of the issuer's common stock were sold in the reported transactions. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.46 · Expires 2022-04-12 | Direct | 0 |
Reported balance
After 2022-01-26 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-01-26 · Exercise / conversion · Disposed 16,458 · Balance 0 |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.60 · Expires 2024-04-03 | Direct | 0 |
Reported balance
After 2022-01-28 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-01-28 · Exercise / conversion · Disposed 9,157 · Balance 0 |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.70 · Expires 2023-04-04 | Direct | 0 |
Reported balance
After 2022-01-28 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2022-01-28 · Exercise / conversion · Disposed 7,241 · Balance 0 |
| Non-Qualfied Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.55 · Expires 2024-04-02 | Direct | 0 |
Reported balance
After 2022-01-28 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-01-28 · Exercise / conversion · Disposed 37,993 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Based on the reporting person's election, the reporting person received shares of the issuer's common stock equal in value to the positive difference between each exercised stock option's exercise price and the closing price of the issuer's common stock on the respective date of exercise. Accordingly, each exercised stock option was settled in a manner similar to a stock appreciation right. No shares of the issuer's common stock were sold in the reported transactions.
LOWES COMPANIES INC
Report date June 02, 2017 · Filed June 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 56,340.09 |
Reported balance
After 2017-06-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-06-02 · Grant · Acquired 2,200 · Balance 56,340.09 F1: All Deferred Stock Units are vested. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer. F2: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated. |
Filing footnotes · ownership attribution and instrument terms
F1: All Deferred Stock Units are vested. Each Deferred Stock Unit shall convert into one share of the Issuer's common stock immediately after termination of the Reporting Person's service as a member of the Board of Directors of the Issuer.
F2: Includes the credit of dividends to the Reporting Person's deferred stock account under the Issuer's 2006 Long Term Incentive Plan, as amended and restated.
RLJ ENTERTAINMENT, INC.
Report date October 14, 2016 · Filed October 18, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series B-2 Convertible Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $3.00 · Expires 2020-05-20 | IndirectBy RLJ SPAC Acquisition, LLC | 0 |
Reported balance
After 2016-10-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-10-14 · Disposition to issuer · Disposed 15,000 · Balance 0 F1: Dividends may be accrued and added to the liquidation value of the preferred stock, which may be converted into additional shares of common stock at the conversion price. |
| Series D-2 Convertible Preferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $3.00 · Expires 2020-05-20 | IndirectBy RLJ SPAC Acquisition, LLC | 15,000 |
Reported balance
After 2016-10-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-10-14 · Grant · Acquired 15,000 · Balance 15,000 F1: Dividends may be accrued and added to the liquidation value of the preferred stock, which may be converted into additional shares of common stock at the conversion price. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $1.50 · Expires 2020-05-20 | IndirectBy RLJ SPAC Acquisition, LLC | 0 |
Reported balance
After 2016-10-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-10-14 · Disposition to issuer · Disposed 4,500,000 · Balance 0 F2: Following the reverse stock split on June 24, 2016, each warrant represents the right to purchase one-third of a share of common stock. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2020-05-20 | IndirectBy RLJ SPAC Acquisition, LLC | 4,500,000 |
Reported balance
After 2016-10-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-10-14 · Grant · Acquired 4,500,000 · Balance 4,500,000 F2: Following the reverse stock split on June 24, 2016, each warrant represents the right to purchase one-third of a share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividends may be accrued and added to the liquidation value of the preferred stock, which may be converted into additional shares of common stock at the conversion price.
F2: Following the reverse stock split on June 24, 2016, each warrant represents the right to purchase one-third of a share of common stock.
RLJ Lodging Trust
Report date March 18, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,586,626 |
Ending reported balance
After 2026-03-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-18 · Grant · Acquired 40,559 · Balance 1,609,121 F1: These restricted common shares, vesting immediately, were granted to the reporting person pursuant to the RLJ Lodging Trust 2021 Equity Incentive Plan. Row 2 · 2026-03-18 · Tax withholding · Disposed 22,495 · Balance 1,586,626 F2: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted common shares. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 335,250 |
Reported balance
Holding disclosure · report date 2026-03-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 335,250 F3: "OP Units" represent limited partner interests of RLJ Lodging Trust, L.P., the operating partnership (the "OP") of the Issuer, of which the Issuer is the sole general partner. OP Units are redeemable beginning one year after the date of issuance for cash equal to the then current market value of one common share of the Issuer or, at the election of the Issuer, an equal number of common shares of the Issuer. F4: All of these OP Units are immediately redeemable (subject to certain limitations set forth in the agreement of limited partnership of the OP). OP Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted common shares, vesting immediately, were granted to the reporting person pursuant to the RLJ Lodging Trust 2021 Equity Incentive Plan.
F2: Reflects common shares surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted common shares.
F3: "OP Units" represent limited partner interests of RLJ Lodging Trust, L.P., the operating partnership (the "OP") of the Issuer, of which the Issuer is the sole general partner. OP Units are redeemable beginning one year after the date of issuance for cash equal to the then current market value of one common share of the Issuer or, at the election of the Issuer, an equal number of common shares of the Issuer.
F4: All of these OP Units are immediately redeemable (subject to certain limitations set forth in the agreement of limited partnership of the OP). OP Units have no expiration date.
Warner Bros. Discovery, Inc.
Report date June 10, 2021 · Filed June 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series A Common StockSEC Table I · non-derivative | Direct | 8,711 |
Reported balance
After 2021-06-10 transaction · row 1
1 source rowRow 1 · 2021-06-10 · Grant · Acquired 6,218 · Balance 8,711 |
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 30, 2008 Filed Jun 2, 2008 19:21 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 4,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-08-000084 · edgardoc.xml · derivative · entry 1 JOHNSON ROBERT L · CIK 0001188283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,387.919 Underlying: Common Stock · 4,800 shares Expires not disclosed F1 · derivative.exercise_date: All Deferred Stock Units are immediately one hundred percent (100%) vested. The Company will issue one share of common stock in exchange for each Deferred Stock Unit upon termination of the holder's service as a member of the Board of Directors of the Company. F1 · derivative.expiration_date: All Deferred Stock Units are immediately one hundred percent (100%) vested. The Company will issue one share of common stock in exchange for each Deferred Stock Unit upon termination of the holder's service as a member of the Board of Directors of the Company. Read SEC document |
| May 25, 2007 Filed May 29, 2007 20:25 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 3,600 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-07-000071 · edgardoc.xml · derivative · entry 1 JOHNSON ROBERT L · CIK 0001188283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,455.702 Underlying: Common Stock · 3,600 shares Expires not disclosed F1 · derivative.exercise_date: All Deferred Stock Units are immediately one hundred percent (100%) vested. The Company will issue one share of common stock in exchange for each Deferred Stock Unit upon termination of the holder's service as a member of the Board of Directors of the Company. F1 · derivative.expiration_date: All Deferred Stock Units are immediately one hundred percent (100%) vested. The Company will issue one share of common stock in exchange for each Deferred Stock Unit upon termination of the holder's service as a member of the Board of Directors of the Company. Read SEC document |
| May 25, 2006 Filed May 26, 2006 20:35 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantDeferred Stock Units · Derivative | 1,900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000060667-06-000100 · edgardoc.xml · derivative · entry 1 JOHNSON ROBERT L · CIK 0001188283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,405.74 Underlying: Common Stock · 1,900 shares Expires not disclosed F1 · derivative.exercise_date: All Deferred Stock Units are immediately one hundred percent (100%) vested. The Company will issue one share of common stock in exchange for each Deferred Stock Unit upon termination of the holder's service as a member of the Board of Directors of the Company. F1 · derivative.expiration_date: All Deferred Stock Units are immediately one hundred percent (100%) vested. The Company will issue one share of common stock in exchange for each Deferred Stock Unit upon termination of the holder's service as a member of the Board of Directors of the Company. Read SEC document |
| May 27, 2005 Filed May 31, 2005 17:26 UTC | LOWES COMPANIES INC LOW · Entity 2896 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000060667-05-000129 · edgardoc.xml · nonDerivative · entry 1 JOHNSON ROBERT L · CIK 0001188283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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.