Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LXP Industrial TrustLXP · Entity 4120 | Director | April 04, 2018 | April 04, 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.
LXP Industrial Trust
Report date April 04, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 105,301 |
Reported balance
After 2018-04-04 transaction · row 1
1 source rowRow 1 · 2018-04-04 · Grant · Acquired 1,726 · Balance 105,301 F1: Quarterly trustee fees issued at average closing price over the quarter. |
| Common SharesSEC Table I · non-derivative | IndirectIRA | 6,269 |
Reported balance
Holding disclosure · report date 2018-04-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,269 |
| Common SharesSEC Table I · non-derivative | IndirectBy 401(K) Plan | 1,500 |
Reported balance
Holding disclosure · report date 2018-04-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Quarterly trustee fees issued at average closing price over the quarter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
American Railcar Industries, Inc.
Report date December 05, 2018 · Filed December 06, 2018
Section 16 reporting ended · disclosed 2018-12-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | IndirectBy Reporting Person's Pension Plan | 0 |
Reported balance
After 2018-12-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-12-05 · Disposition to issuer · Disposed 1,500 · Balance 0 F1: On December 5, 2018, the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 22, 2018, by and between American Railcar Industries, Inc. ("ARI") and STL Parent Corp. were completed. Pursuant to the Merger Agreement, Merger Sub was merged with and into ARI, with ARI continuing as the surviving corporation after the merger. Pursuant to the terms of the Merger Agreement, all of the outstanding shares of common stock of ARI, including those held by Mr. First, were converted into the right to receive the merger consideration of $70.00 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 5, 2018, the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 22, 2018, by and between American Railcar Industries, Inc. ("ARI") and STL Parent Corp. were completed. Pursuant to the Merger Agreement, Merger Sub was merged with and into ARI, with ARI continuing as the surviving corporation after the merger. Pursuant to the terms of the Merger Agreement, all of the outstanding shares of common stock of ARI, including those held by Mr. First, were converted into the right to receive the merger consideration of $70.00 per share.
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 |
|---|---|---|---|---|---|---|
| December 05, 2018 Filed Dec 6, 2018 06:17 UTC | American Railcar Industries, Inc. ARII · Entity 12066 | Disposition to issuerCommon Stock, $0.01 par value per share | 1,500 | $70.00 | $105,000.00 |
DisclosureSEC source: 0001140361-18-044608 · form4.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Reporting Person's Pension Plan Disclosed balance after: 0 F1 · kind: On December 5, 2018, the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 22, 2018, by and between American Railcar Industries, Inc. ("ARI") and STL Parent Corp. were completed. Pursuant to the Merger Agreement, Merger Sub was merged with and into ARI, with ARI continuing as the surviving corporation after the merger. Pursuant to the terms of the Merger Agreement, all of the outstanding shares of common stock of ARI, including those held by Mr. First, were converted into the right to receive the merger consideration of $70.00 per share. F1 · price: On December 5, 2018, the transactions contemplated by the Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 22, 2018, by and between American Railcar Industries, Inc. ("ARI") and STL Parent Corp. were completed. Pursuant to the Merger Agreement, Merger Sub was merged with and into ARI, with ARI continuing as the surviving corporation after the merger. Pursuant to the terms of the Merger Agreement, all of the outstanding shares of common stock of ARI, including those held by Mr. First, were converted into the right to receive the merger consideration of $70.00 per share. Read SEC document |
| April 04, 2018 Filed Apr 4, 2018 20:24 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,726 | $8.51 | $14,684.81 |
DisclosureSEC source: 0001140361-18-017078 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,301 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 21:51 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 4,500 | $9.22 | $41,490.00 |
DisclosureSEC source: 0001140361-18-001931 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,575 F1 · price: Annual award of vested common shares. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:43 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,429 | $10.28 | $14,687.26 |
DisclosureSEC source: 0001140361-18-000723 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,075 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 13:22 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,469 | $10.00 | $14,682.66 |
DisclosureSEC source: 0001140361-17-037259 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,646 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 20:58 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,470 | $9.99 | $14,685.30 |
DisclosureSEC source: 0001140361-17-027363 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,177 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 18:06 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,377 | $10.66 | $14,680.20 |
DisclosureSEC source: 0001140361-17-014573 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,707 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. F2 · balance_after: Includes 45 shares previously omitted due to a typographical error. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 22:32 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 3,500 | $10.88 | $38,080.00 |
DisclosureSEC source: 0001140361-17-000160 · doc1.xml · nonDerivative · entry 2 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,285 F2 · price: Annual award of vested common shares. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 22:32 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,440 | $10.20 | $14,680.80 |
DisclosureSEC source: 0001140361-17-000160 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,785 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:08 UTC | LXP Industrial Trust LXP · Entity 4120 | GrantCommon Shares | 1,392 | $10.55 | $14,685.60 |
DisclosureSEC source: 0001140361-16-081974 · doc1.xml · nonDerivative · entry 1 FIRST HAROLD · CIK 0001251997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,345 F1 · price: Quarterly trustee fees issued at average closing price over the quarter. 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.