Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director | May 10, 2021 | May 12, 2021 |
| GMS Inc.GMS · Entity 75647 | Director | August 01, 2024 | August 02, 2024 |
| LOWES COMPANIES INCLOW · Entity 2896 | Director | December 05, 2013 | December 06, 2013 |
| SCANSOURCE, INC.SCSC · Entity 2428 | Director | September 01, 2025 | September 03, 2025 |
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.
ACUITY INC. (DE)
Report date May 10, 2021 · Filed May 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 429 |
Reported balance
After 2021-05-10 transaction · row 1
1 source rowRow 1 · 2021-05-10 · Sale · Disposed 1,007 · Balance 429 |
GMS Inc.
Report date August 01, 2024 · Filed August 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,406 |
Reported balance
After 2024-08-01 transaction · row 1
1 source rowRow 1 · 2024-08-01 · Exercise / conversion · Acquired 1,672 · Balance 15,406 F1: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-01 · Exercise / conversion · Disposed 1,672 · Balance 0 F1: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2: On August 1, 2023, the reporting person was granted 1,672 restricted stock units that vested on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units vested and converted to shares of common stock on a one-for-one basis.
F2: On August 1, 2023, the reporting person was granted 1,672 restricted stock units that vested on the first anniversary of the grant date.
LOWES COMPANIES INC
Report date December 05, 2013 · Filed December 06, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby IRA | 0 |
Reported balance
After 2013-12-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2013-12-05 · Sale · Disposed 9,761.292 · Balance 0 |
SCANSOURCE, INC.
Report date September 01, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,593 |
Reported balance
After 2025-09-01 transaction · row 1
1 source rowRow 1 · 2025-09-01 · Grant · Acquired 3,693 · Balance 29,593 |
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 |
|---|---|---|---|---|---|---|
| September 01, 2025 Filed Sep 3, 2025 21:00 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,693 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112862 · ownership.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,593 Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 20:44 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-103436 · ownership.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,900 Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 20:12 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionRestricted Stock Units · Derivative | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-034410 · wk-form4_1722629529.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,672 shares Expires not disclosed 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_price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 1, 2023, the reporting person was granted 1,672 restricted stock units that vested on the first anniversary of the grant date. F2 · derivative.expiration_date: On August 1, 2023, the reporting person was granted 1,672 restricted stock units that vested on the first anniversary of the grant date. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 20:12 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-034410 · wk-form4_1722629529.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,406 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 · price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 7,490 | $46.44 | $347,835.60 |
DisclosureSEC source: 0001209191-24-005623 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,759 F1 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $46.59 to $46.80 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 7,500 | $41.17 | $308,775.00 |
DisclosureSEC source: 0001209191-24-003895 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,249 F1 · price: The price reported in column 4 is the weighed average price. These shares were sold in multiple transactions at prices ranging from $41.11 to $41.26 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 22, 2023 Filed Dec 22, 2023 22:16 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | SaleCommon Stock | 2,000 | $39.30 | $78,600.00 |
DisclosureSEC source: 0001209191-23-059602 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,749 Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:30 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 4,759 | $31.52 | $150,003.68 |
DisclosureSEC source: 0001209191-23-047597 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,749 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:09 UTC | GMS Inc. GMS · Entity 75647 | GrantRestricted Stock Units · Derivative | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-027210 · wk-form4_1691093312.xml · derivative · entry 3 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,672 Underlying: Common Stock · 1,672 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. F4 · derivative.expiration_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:09 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionRestricted Stock Units · Derivative | 2,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-027210 · wk-form4_1691093312.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,322 shares Expires not disclosed 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_price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 1, 2022, the reporting person was granted 2,322 restricted stock units that vested on the first anniversary of the grant date. F2 · derivative.expiration_date: On August 1, 2022, the reporting person was granted 2,322 restricted stock units that vested on the first anniversary of the grant date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:09 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 2,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-027210 · wk-form4_1691093312.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,734 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 · price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 21:15 UTC | GMS Inc. GMS · Entity 75647 | SaleCommon Stock | 4,101 | $54.91 | $225,185.91 |
DisclosureSEC source: 0001628280-22-031909 · wf-form4_167105249747824.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,412 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.88 to $55.00, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 06, 2022 Filed Sep 7, 2022 21:04 UTC | GMS Inc. GMS · Entity 75647 | SaleCommon Stock | 7,618 | $46.03 | $350,656.54 |
DisclosureSEC source: 0001628280-22-024515 · wf-form4_166258462894212.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,513 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.01 to $46.45, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 21:44 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,300 | $28.66 | $151,898.00 |
DisclosureSEC source: 0001209191-22-048025 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,990 Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:17 UTC | GMS Inc. GMS · Entity 75647 | GrantRestricted Stock Units · Derivative | 2,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-020678 · wf-form4_165956140500974.xml · derivative · entry 3 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,322 Underlying: Common Stock · 2,322 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. F4 · derivative.expiration_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:17 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionRestricted Stock Units · Derivative | 2,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-020678 · wf-form4_165956140500974.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,137 shares Expires not disclosed 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_price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 1, 2021, the reporting person was granted 2,137 restricted stock units that vested on the first anniversary of the grant date. F2 · derivative.expiration_date: On August 1, 2021, the reporting person was granted 2,137 restricted stock units that vested on the first anniversary of the grant date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 21:17 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 2,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-020678 · wf-form4_165956140500974.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,131 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 · price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 21:15 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | PurchaseCommon Stock | 1,390 | $36.03 | $50,081.70 |
DisclosureSEC source: 0001209191-21-064753 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,690 Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 20:36 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,856 | $12.31 Strike: $12.31 | $281,357.36 |
DisclosureSEC source: 0001179110-21-008805 · edgar.xml · derivative · entry 3 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,856 shares Expires 2024-09-17 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 |
| September 15, 2021 Filed Sep 16, 2021 20:36 UTC | GMS Inc. GMS · Entity 75647 | SaleCommon Stock | 22,856 | $46.56 | $1,064,067.94 |
DisclosureSEC source: 0001179110-21-008805 · edgar.xml · nonDerivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,994 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.09 to $46.77, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 20:36 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 22,856 | $12.31 | $281,357.36 |
DisclosureSEC source: 0001179110-21-008805 · edgar.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,850 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 |
| August 27, 2021 Filed Aug 31, 2021 21:01 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,700 | $36.05 | $133,385.00 |
DisclosureSEC source: 0001209191-21-054110 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,300 Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:35 UTC | GMS Inc. GMS · Entity 75647 | GrantRestricted Stock Units · Derivative | 2,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007846 · edgar.xml · derivative · entry 3 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,137 Underlying: Common Stock · 2,137 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F5 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. F5 · derivative.expiration_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:35 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionRestricted Stock Units · Derivative | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007846 · edgar.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,481 shares Expires not disclosed 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_price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: On August 1, 2020, the reporting person was granted 4,481 restricted stock units that vested on the first anniversary of the grant date. F3 · derivative.expiration_date: On August 1, 2020, the reporting person was granted 4,481 restricted stock units that vested on the first anniversary of the grant date. Read SEC document |
| August 01, 2021 Filed Aug 3, 2021 20:35 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 4,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-007846 · edgar.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,994 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 · price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2 · balance_after: Includes 9,275 shares of common stock the reporting person elected to defer pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 10, 2021 Filed May 12, 2021 21:20 UTC | ACUITY INC. (DE) AYI · Entity 2588 | SaleCommon Stock | 1,007 | $189.96 | $191,289.72 |
DisclosureSEC source: 0001144215-21-000046 · wf-form4_162085442055663.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429 Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 1,202 | $120.65 | $145,021.30 |
DisclosureSEC source: 0001144215-21-000020 · wf-form4_161014157117790.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,145 Underlying: Common Stock · 1,202 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Effective January 6, 2021, the Board changed the frequency of fee payments to directors from quarterly to annually. The transactions reported included (a) prorated fee for fees due from a prior quarter, and (b) the annual fee payable as of January 6, 2021. F3 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. Read SEC document |
| January 06, 2021 Filed Jan 8, 2021 21:33 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 121 | $120.23 | $14,547.83 |
DisclosureSEC source: 0001144215-21-000020 · wf-form4_161014157117790.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,943 Underlying: Common Stock · 121 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Effective January 6, 2021, the Board changed the frequency of fee payments to directors from quarterly to annually. The transactions reported included (a) prorated fee for fees due from a prior quarter, and (b) the annual fee payable as of January 6, 2021. F3 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. Read SEC document |
| November 19, 2020 Filed Nov 23, 2020 22:46 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 5,300 | $24.68 | $130,804.00 |
DisclosureSEC source: 0001209191-20-060038 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,600 Read SEC document |
| November 02, 2020 Filed Nov 5, 2020 00:28 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 400 | $90.71 | $36,284.00 |
DisclosureSEC source: 0001144215-20-000147 · wf-form4_160453608292891.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,822 Underlying: Common Stock · 400 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 21:23 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 358 | $101.05 | $36,175.90 |
DisclosureSEC source: 0001144215-20-000099 · wf-form4_159657589379595.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,422 Underlying: Common Stock · 358 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 21:09 UTC | GMS Inc. GMS · Entity 75647 | GrantRestricted Stock Units · Derivative | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008698 · edgar.xml · derivative · entry 3 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,481 Underlying: Common Stock · 4,481 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F5 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. F5 · derivative.expiration_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 21:09 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionRestricted Stock Units · Derivative | 4,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008698 · edgar.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,794 shares Expires not disclosed 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_price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F3 · derivative.exercise_date: On August 1, 2019, the reporting person was granted 4,794 restricted stock units that vested on the first anniversary of the grant date. F3 · derivative.expiration_date: On August 1, 2019, the reporting person was granted 4,794 restricted stock units that vested on the first anniversary of the grant date. Read SEC document |
| August 01, 2020 Filed Aug 4, 2020 21:09 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 4,794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-008698 · edgar.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,513 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 · price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2 · balance_after: Includes the receipt of 4,794 shares of common stock the reporting person elected to defer pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 01, 2020 Filed May 4, 2020 20:30 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 420 | $86.32 | $36,254.40 |
DisclosureSEC source: 0001144215-20-000058 · wf-form4_158862422460378.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,064 Underlying: Common Stock · 420 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 21:18 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 301 | $120.48 | $36,264.48 |
DisclosureSEC source: 0001144215-20-000016 · wf-form4_158085108319916.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,644 Underlying: Common Stock · 301 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| November 15, 2019 Filed Nov 19, 2019 22:11 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057235 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,300 Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:42 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 286 | $126.66 | $36,224.76 |
DisclosureSEC source: 0001144215-19-000125 · wf-form4_157299013253652.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,343 Underlying: Common Stock · 286 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 11:39 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 268 | $135.01 | $36,182.68 |
DisclosureSEC source: 0001144215-19-000087 · wf-form4_156500514518891.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,057 Underlying: Common Stock · 268 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:07 UTC | GMS Inc. GMS · Entity 75647 | GrantRestricted Stock Units · Derivative | 4,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009126 · edgar.xml · derivative · entry 3 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,794 Underlying: Common Stock · 4,794 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. F4 · derivative.expiration_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on the first anniversary of the grant date and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:07 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionRestricted Stock Units · Derivative | 4,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009126 · edgar.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,101 shares Expires not disclosed 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_price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 1, 2018, the reporting person was granted 4,101 restricted stock units that vested on the first anniversary of the grant date. F2 · derivative.expiration_date: On August 1, 2018, the reporting person was granted 4,101 restricted stock units that vested on the first anniversary of the grant date. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 21:07 UTC | GMS Inc. GMS · Entity 75647 | Exercise / conversionCommon Stock | 4,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-009126 · edgar.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,719 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 · price: Restricted stock units vested and converted to shares of common stock on a one-for-one basis. Read SEC document |
| May 01, 2019 Filed May 1, 2019 19:41 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 249 | $145.89 | $36,326.61 |
DisclosureSEC source: 0001144215-19-000051 · wf-form4_155673969796293.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,789 Underlying: Common Stock · 249 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 20:52 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 347 | $118.91 | $41,261.77 |
DisclosureSEC source: 0001144215-19-000029 · wf-form4_154939995182870.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,540 Underlying: Common Stock · 347 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 21:07 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-19-000013 · wf-form4_154698165363266.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,436 F1 · shares: The shares being reported result from the award of restricted stock pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The restricted stock vests in equal annual installments over a three-year period and will become fully vested on January 4, 2022. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 22:03 UTC | SCANSOURCE, INC. SCSC · Entity 2428 | GrantCommon Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-061323 · doc4.xml · nonDerivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,600 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 20:19 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 258 | $121.09 | $31,241.22 |
DisclosureSEC source: 0001144215-18-000118 · wf-form4_154118995532561.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,193 Underlying: Common Stock · 258 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 20:07 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantStock Units · Derivative | 232 | $134.69 | $31,248.08 |
DisclosureSEC source: 0001144215-18-000094 · wf-form4_153324040370572.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,935 Underlying: Common Stock · 232 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F2 · derivative.expiration_date: Stock Units issued pursuant to the Plan are payable in common shares upon retirement in either a lump sum or five annual installments. F3 · derivative.underlying_shares: Stock Units are accrued under the Issuer's Nonemployee Directors' Deferred Compensation Plan (formerly known as the Nonemployee Directors' Stock Unit Plan) and are payable in shares upon retirement in either lump sum or five annual installments. Accruals include required and elective deferral of director fees. During the Reporting Period, fees paid to the Reporting Person resulted in an increase in the number of units held. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:18 UTC | GMS Inc. GMS · Entity 75647 | GrantStock Option (Right to Buy) · Derivative | 5,645 | $0.00 Strike: $25.60 | $0.00 |
DisclosureSEC source: 0001179110-18-010272 · edgar.xml · derivative · entry 2 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,645 Underlying: Common Stock · 5,645 shares Expires 2028-08-01 F3 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these options are scheduled to vest on August 1, 2019. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 21:18 UTC | GMS Inc. GMS · Entity 75647 | GrantRestricted Stock Units · Derivative | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010272 · edgar.xml · derivative · entry 1 BROWNING PETER C · CIK 0001176402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Common Stock · 2,050 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on August 1, 2019 and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting date. F2 · derivative.expiration_date: Subject to the reporting person's continued service as a director of the issuer through the applicable vesting date, these restricted stock units are scheduled to vest on August 1, 2019 and will be settled, with respect to vested restricted stock units, in shares of the issuer's common stock no later than 30 days after each applicable vesting 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.