Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTONATION, INC.AN · Entity 3730 | EVP & CHIEF HR OFFICER | April 02, 2018 | April 04, 2018 |
| CDW CorpCDW · Entity 3281 | See Remarks | February 14, 2018 | February 15, 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.
AUTONATION, INC.
Report date April 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,021 |
Reported balance
After 2018-04-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 22,021 · Balance 22,021 F1: Each restricted stock unit represents a contingent right to receive one share of AutoNation common stock, or at AutoNation's election, the cash value thereof. F2: The restricted stock units vest in one-third annual increments on each of the first three anniversaries of April 2, 2018, subject to continued employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of AutoNation common stock, or at AutoNation's election, the cash value thereof.
F2: The restricted stock units vest in one-third annual increments on each of the first three anniversaries of April 2, 2018, subject to continued employment through the applicable vesting date.
CDW Corp
Report date February 14, 2018 · Filed February 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 73,867.64 |
Ending reported balance
After 2018-02-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-14 · Grant · Acquired 13,081.23 · Balance 80,003.64 F1: Represents shares acquired upon the vesting of performance shares previously granted to the reporting person. Row 2 · 2018-02-14 · Tax withholding · Disposed 6,136 · Balance 73,867.64 F2: Represents shares withheld to cover taxes incurred in connection with the vesting of performance shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon the vesting of performance shares previously granted to the reporting person.
F2: Represents shares withheld to cover taxes incurred in connection with the vesting of performance shares.
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 |
|---|---|---|---|---|---|---|
| April 02, 2018 Filed Apr 4, 2018 21:48 UTC | AUTONATION, INC. AN · Entity 3730 | GrantRestricted Stock Units · Derivative | 22,021 | $0.00 | $0.00 |
DisclosureSEC source: 0000350698-18-000078 · wf-form4_152287846661439.xml · derivative · entry 1 Berger Dennis G · CIK 0001337761 · EVP & CHIEF HR OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,021 Underlying: Common Stock, par value $0.01 per share · 22,021 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AutoNation common stock, or at AutoNation's election, the cash value thereof. F2 · derivative.exercise_date: The restricted stock units vest in one-third annual increments on each of the first three anniversaries of April 2, 2018, subject to continued employment through the applicable vesting date. F2 · derivative.expiration_date: The restricted stock units vest in one-third annual increments on each of the first three anniversaries of April 2, 2018, subject to continued employment through the applicable vesting date. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 22:45 UTC | CDW Corp CDW · Entity 3281 | Tax withholdingCommon Stock, par value $0.01 | 6,136 | $69.49 | $426,390.64 |
DisclosureSEC source: 0001402057-18-000024 · wf-form4_151873469889557.xml · nonDerivative · entry 2 Berger Dennis G · CIK 0001337761 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,867.64 F2 · shares: Represents shares withheld to cover taxes incurred in connection with the vesting of performance shares. Read SEC document |
| February 14, 2018 Filed Feb 15, 2018 22:45 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 13,081.23 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000024 · wf-form4_151873469889557.xml · nonDerivative · entry 1 Berger Dennis G · CIK 0001337761 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,003.64 F1 · shares: Represents shares acquired upon the vesting of performance shares previously granted to the reporting person. Read SEC document |
| March 14, 2017 Filed Mar 14, 2017 21:45 UTC | CDW Corp CDW · Entity 3281 | Tax withholdingCommon Stock, par value $0.01 | 9,356 | $59.42 | $555,933.52 |
DisclosureSEC source: 0001402057-17-000051 · wf-form4_148952792444661.xml · nonDerivative · entry 2 Berger Dennis G · CIK 0001337761 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,922.41 F2 · shares: Represents shares withheld to cover taxes incurred in connection with the settlement of performance share units. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:45 UTC | CDW Corp CDW · Entity 3281 | GrantEmployee Stock Option (Right to Buy) · Derivative | 24,550 | $0.00 Strike: $58.90 | $0.00 |
DisclosureSEC source: 0001402057-17-000051 · wf-form4_148952792444661.xml · derivative · entry 3 Berger Dennis G · CIK 0001337761 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,550 Underlying: Common Stock, par value $0.01 · 24,550 shares Expires 2027-02-28 F3 · derivative.exercise_date: The options vest as to one third of the shares on each of the first three anniversaries of the date of grant. The grant was made under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:45 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 20,471.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000051 · wf-form4_148952792444661.xml · nonDerivative · entry 1 Berger Dennis G · CIK 0001337761 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,278.41 F1 · shares: Represents shares acquired upon the vesting of performance share units previously granted to the reporting person. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:54 UTC | CDW Corp CDW · Entity 3281 | SaleCommon Stock, par value $0.01 | 67,800 | $58.87 | $3,991,494.48 |
DisclosureSEC source: 0001402057-17-000004 · wf-form4_148736847816106.xml · nonDerivative · entry 1 Berger Dennis G · CIK 0001337761 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,807 F1 · price: The price reported is the average weighted price. The shares were sold in multiple transactions at prices ranging from $58.51 to $59.185, inclusive. The reporting person undertakes to provide to the SEC, the Issuer and any security holder, the full information regarding the number of shares and the prices at which the shares were sold. 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.