Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Executive Vice President | February 18, 2009 | February 20, 2009 |
| FREDS INCFRED · Entity 158922 | Director | March 07, 2017 | March 13, 2017 |
| OneWater Marine Inc.ONEW · Entity 2215 | Director | October 01, 2025 | October 06, 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.
CVS HEALTH Corp
Report date February 18, 2009 · Filed February 20, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,132.0986 |
Reported balance
After 2009-02-18 transaction · row 1
1 source rowRow 1 · 2009-02-18 · Grant · Acquired 20,549 · Balance 23,132.0986 F1: Consists of Stock Units awarded at market price pursuant to Issuer's 1997 Incentive Compensation Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust As Beneficiary | 188,353.2454 |
Reported balance
Holding disclosure · report date 2009-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 188,353.2454 |
| Common Stock (restricted)SEC Table I · non-derivative | Direct | 104,650 |
Reported balance
Holding disclosure · report date 2009-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 104,650 |
| Esop Preference StockSEC Table I · non-derivative | IndirectBy Esop | 309 |
Reported balance
Holding disclosure · report date 2009-02-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 309 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of Stock Units awarded at market price pursuant to Issuer's 1997 Incentive Compensation Plan.
FREDS INC
Report date March 07, 2017 · Filed March 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,091 |
Reported balance
Holding disclosure · report date 2017-03-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,091 F1: Granted shares of restricted stock which vest upon retirement from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted shares of restricted stock which vest upon retirement from the Board of Directors.
OneWater Marine Inc.
Report date October 01, 2025 · Filed October 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stock, par value $0.01SEC Table I · non-derivative | Direct | 33,928 |
Reported balance
After 2025-10-01 transaction · row 1
1 source rowRow 1 · 2025-10-01 · Grant · Acquired 7,892 · Balance 33,928 F1: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2026, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the OneWater Marine Inc. 2020 Omnibus Incentive Plan. The award vests on October 1, 2026, subject to the recipient's continued service as a director of OneWater Marine Inc. through such vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Allergan plc
Report date May 08, 2020 · Filed May 11, 2020
Section 16 reporting ended · disclosed 2020-05-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value $0.0001SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-08 · Disposition to issuer · Disposed 18,615 · Balance 0 F1: Reflects the disposition of ordinary shares ("Allergan Shares") of Allergan plc ("Allergan") as contemplated by the Transaction Agreement dated as of June 25, 2019 among AbbVie Inc. ("AbbVie"), Venice Subsidiary, LLC ("Acquirer Sub") and Allergan (the "Transaction Agreement"), pursuant to which Acquirer Sub acquired Allergan pursuant to a scheme of arrangement under Chapter 1 of Part 9 of the Irish Companies Act of 2014 and the capital reduction under Sections 84 and 85 of the Act (the "Scheme"). In accordance with the terms of the Transaction Agreement, at the effective time of the Scheme, each Allergan Share was converted into $120.30 in cash and 0.8660 of a newly issued share of AbbVie common stock, par value $0.01 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the disposition of ordinary shares ("Allergan Shares") of Allergan plc ("Allergan") as contemplated by the Transaction Agreement dated as of June 25, 2019 among AbbVie Inc. ("AbbVie"), Venice Subsidiary, LLC ("Acquirer Sub") and Allergan (the "Transaction Agreement"), pursuant to which Acquirer Sub acquired Allergan pursuant to a scheme of arrangement under Chapter 1 of Part 9 of the Irish Companies Act of 2014 and the capital reduction under Sections 84 and 85 of the Act (the "Scheme"). In accordance with the terms of the Transaction Agreement, at the effective time of the Scheme, each Allergan Share was converted into $120.30 in cash and 0.8660 of a newly issued share of AbbVie common stock, par value $0.01 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 |
|---|---|---|---|---|---|---|
| March 14, 2006 Filed Mar 16, 2006 21:27 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 26 | $30.57 | $794.82 |
DisclosureSEC source: 0001194405-06-000008 · doc.xml · nonDerivative · entry 1 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| February 16, 2006 Filed Feb 21, 2006 21:38 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 10,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001194405-06-000001 · doc.xml · nonDerivative · entry 3 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,700 F2 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 1997 Incentive Compensation Plan, the receirpt of which the reporting person has elected to defer. Read SEC document |
| August 09, 2005 Filed Aug 10, 2005 19:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 180,834 | $29.74 | $5,378,853.08 |
DisclosureSEC source: 0001194405-05-000012 · doc.xml · nonDerivative · entry 3 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,770 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 19:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 53,334 | $0.00 Strike: $18.66 | $0.00 |
DisclosureSEC source: 0001194405-05-000012 · doc.xml · derivative · entry 6 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,334 shares Expires 2008-03-12 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. F3 · kind: Cash exercise funded by Insider. Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 19:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 127,500 | $0.00 Strike: $14.96 | $0.00 |
DisclosureSEC source: 0001194405-05-000012 · doc.xml · derivative · entry 5 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,012 Underlying: Common Stock · 127,500 shares Expires 2012-01-02 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. F3 · kind: Cash exercise funded by Insider. Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 19:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 53,334 | $18.66 | $995,015.10 |
DisclosureSEC source: 0001194405-05-000012 · doc.xml · nonDerivative · entry 2 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,604 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| August 08, 2005 Filed Aug 10, 2005 19:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 127,500 | $14.96 | $1,907,718.75 |
DisclosureSEC source: 0001194405-05-000012 · doc.xml · nonDerivative · entry 1 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,270 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| March 22, 2005 Filed Mar 22, 2005 21:44 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 40,000 | $52.53 | $2,101,092.00 |
DisclosureSEC source: 0001194405-05-000009 · c0001194405d20050322f4f.xml · nonDerivative · entry 2 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 885 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| March 18, 2005 Filed Mar 22, 2005 21:44 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001194405-05-000009 · c0001194405d20050322f4f.xml · derivative · entry 4 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2013-01-09 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. F3 · kind: Cash exercise funded by Insider. Read SEC document |
| March 18, 2005 Filed Mar 22, 2005 21:44 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 40,000 | $25.13 | $1,005,000.00 |
DisclosureSEC source: 0001194405-05-000009 · c0001194405d20050322f4f.xml · nonDerivative · entry 1 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,885 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| February 15, 2005 Filed Feb 17, 2005 21:33 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 6,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001194414-05-000004 · c0001194405d20050217f4f.xml · nonDerivative · entry 2 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust as Beneficiary Disclosed balance after: 83,473 F2 · balance_after: Includes dividend reinvestment shares acquired during the course of the year. Read SEC document |
| January 05, 2005 Filed Jan 7, 2005 21:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 50,000 | $0.00 Strike: $44.89 | $0.00 |
DisclosureSEC source: 0001194405-05-000001 · c0001194405d20050107f4f.xml · derivative · entry 2 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2012-01-05 F1 · derivative.exercise_date: Option becomes exercisable in three equal annual installments, commencing 01/05/2006. Read SEC document |
| January 05, 2005 Filed Jan 7, 2005 21:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001194405-05-000001 · c0001194405d20050107f4f.xml · nonDerivative · entry 1 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,525 Read SEC document |
| February 16, 2004 Filed Feb 18, 2004 21:40 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 6.987 | $0.00 | $0.00 |
DisclosureSEC source: 0001194413-04-000004 · c0001194405d20040218f4f.xml · nonDerivative · entry 4 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,834.987 Read SEC document |
| January 08, 2004 Filed Jan 12, 2004 20:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 50,000 | $0.00 Strike: $35.34 | $0.00 |
DisclosureSEC source: 0001194416-04-000004 · c0001194405d20040112f4f.xml · derivative · entry 4 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2011-01-08 F1 · derivative.exercise_date: Options become exercisable in three equal annual installments, commencing 01/08/2005. Read SEC document |
| January 08, 2004 Filed Jan 12, 2004 20:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001194416-04-000004 · c0001194405d20040112f4f.xml · nonDerivative · entry 1 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,828 Read SEC document |
| December 31, 2003 Filed Feb 10, 2004 16:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantPhantom Stock Credits · Derivative | 1,047 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001194405-04-000001 · c0001194405d20040210f5f.xml · derivative · entry 5 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047 Underlying: Common Stock · 1,047 shares Expires not disclosed F4 · derivative.exercise_price: Each share credit is equivalent to one share; 1-for-1 conversion. F5 · shares: Reflects 2002 and 2003 year end company match share credits of 369 and 678, respectively, under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person. F5 · derivative.exercise_date: Reflects 2002 and 2003 year end company match share credits of 369 and 678, respectively, under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person. F5 · derivative.expiration_date: Reflects 2002 and 2003 year end company match share credits of 369 and 678, respectively, under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person. Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 16:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 8,700 | $35.38 | $307,806.00 |
DisclosureSEC source: 0001194405-03-000018 · c0001194405d20031104f4f.xml · nonDerivative · entry 4 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 8,700 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001194405-03-000018 · c0001194405d20031104f4f.xml · derivative · entry 6 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,700 shares Expires 2007-02-16 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. F3 · security: Cash exercise funded by Insider. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 8,700 | $23.00 | $200,100.00 |
DisclosureSEC source: 0001194405-03-000018 · c0001194405d20031104f4f.xml · nonDerivative · entry 3 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,190 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 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 600 | $35.49 | $21,294.00 |
DisclosureSEC source: 0001194405-03-000018 · c0001194405d20031104f4f.xml · nonDerivative · entry 2 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 490 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 932 | $35.47 | $33,058.04 |
DisclosureSEC source: 0001194405-03-000018 · c0001194405d20031104f4f.xml · nonDerivative · entry 1 BODINE CHRIS W · CIK 0001194405 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090 F1 · balance_after: Includes shares acquired pursuant to issuer's Employee Stock Purchase Plan. 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.