Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153 | Director | August 08, 2018 | August 10, 2018 |
| COMMUNITY TRUST BANCORP INC /KY/CTBI · Entity 4751 | Director | March 08, 2018 | March 08, 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.
ALLIANCE RESOURCE PARTNERS LP
Report date August 08, 2018 · Filed August 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitSEC Table I · non-derivative | Direct | 20,000 |
Reported balance
After 2018-08-08 transaction · row 1
1 source rowRow 1 · 2018-08-08 · Purchase · Acquired 2,219 · Balance 20,000 |
COMMUNITY TRUST BANCORP INC /KY/
Report date March 08, 2018 · Filed March 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,000 |
Reported balance
After 2018-03-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-08 · Purchase · Acquired 250 · Balance 3,000 F1: On April 22, 2015, 2,750 shares were transferred out pursuant to a domestic relations order. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 22, 2015, 2,750 shares were transferred out pursuant to a domestic relations order.
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 |
|---|---|---|---|---|---|---|
| August 08, 2018 Filed Aug 10, 2018 13:41 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | PurchaseCommon Unit | 2,219 | $19.85 | $44,047.15 |
DisclosureSEC source: 0001179110-18-010475 · edgar.xml · nonDerivative · entry 1 CARTER NICK · CIK 0001194033 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| May 31, 2018 Filed Jun 5, 2018 00:07 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantCommon Unit | 14,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-008003 · edgar.xml · nonDerivative · entry 1 CARTER NICK · CIK 0001194033 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,781 F1 · shares: The common units were acquired as consideration for the AHGP common units held by the reporting person immediately prior to the effectiveness of the transactions contemplated by the Simplification Agreement dated February 22, 2018 (the "Simplification Agreement"). Pursuant to the Simplification Agreement, all AHGP common units were canceled and converted into the right to receive all of the ARLP common units held by AHGP and its subsidiaries on May 31, 2018. Based on a formula calculated pursuant to the Simplification Agreement, the exchange ratio was 1.478181161 ARLP common units for each AHGP common unit. F1 · price: The common units were acquired as consideration for the AHGP common units held by the reporting person immediately prior to the effectiveness of the transactions contemplated by the Simplification Agreement dated February 22, 2018 (the "Simplification Agreement"). Pursuant to the Simplification Agreement, all AHGP common units were canceled and converted into the right to receive all of the ARLP common units held by AHGP and its subsidiaries on May 31, 2018. Based on a formula calculated pursuant to the Simplification Agreement, the exchange ratio was 1.478181161 ARLP common units for each AHGP common unit. Read SEC document |
| March 08, 2018 Filed Mar 8, 2018 20:39 UTC | COMMUNITY TRUST BANCORP INC /KY/ CTBI · Entity 4751 | PurchaseCommon Stock | 250 | $45.70 | $11,425.00 |
DisclosureSEC source: 0000350852-18-000046 · primary_doc.xml · nonDerivative · entry 1 CARTER NICK · CIK 0001194033 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · balance_after: On April 22, 2015, 2,750 shares were transferred out pursuant to a domestic relations order. 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.