Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BlueLinx Holdings Inc.BXC · Entity 5356 | Director | January 11, 2017 | January 13, 2017 |
| SOUTHSIDE BANCSHARES INCSBSI · Entity 5001 | Director | November 30, 2017 | December 01, 2017 |
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.
BlueLinx Holdings Inc.
Report date January 11, 2017 · Filed January 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 160,058 |
Reported balance
After 2017-01-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-01-11 · Grant · Acquired 0 · Balance 160,058 F2: Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3: The restricted stock units vest on January 11, 2018. Vested shares will be delivered to the reporting person within 30 days after the earlier of January 11, 2028 and/or termination of Reporting Owner's service on the Board of Directors of Issuer. |
| Common StockSEC Table I · non-derivative | Direct | 224,947 |
Reported balance
Holding disclosure · report date 2017-01-11 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 224,947 F1: Certain of these shares of common stock are subject to vesting based upon the passage of time. |
Filing footnotes · ownership attribution and instrument terms
F1: Certain of these shares of common stock are subject to vesting based upon the passage of time.
F2: Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock.
F3: The restricted stock units vest on January 11, 2018. Vested shares will be delivered to the reporting person within 30 days after the earlier of January 11, 2028 and/or termination of Reporting Owner's service on the Board of Directors of Issuer.
SOUTHSIDE BANCSHARES INC
Report date November 30, 2017 · Filed December 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,732 |
Reported balance
After 2017-11-30 transaction · row 1
1 source rowRow 1 · 2017-11-30 · Grant · Acquired 43,732 · Balance 43,732 F1: Received in exchange for 6,726 shares of Diboll State Bancshares, Inc. common stock in connection with the merger of Diboll into Southside Bancshares, Inc. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 161,798 |
Reported balance
After 2017-11-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-11-30 · Grant · Acquired 161,798 · Balance 161,798 F2: Received in exchange for 24,884 shares of Diboll State Bancshares, Inc. common stock in connection with the merger of Diboll into Southside Bancshares, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Received in exchange for 6,726 shares of Diboll State Bancshares, Inc. common stock in connection with the merger of Diboll into Southside Bancshares, Inc.
F2: Received in exchange for 24,884 shares of Diboll State Bancshares, Inc. common stock in connection with the merger of Diboll into Southside Bancshares, Inc.
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 |
|---|---|---|---|---|---|---|
| November 30, 2017 Filed Dec 1, 2017 18:57 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 161,798 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000145 · f4formrw.xml · nonDerivative · entry 2 WARNER M RICHARD · CIK 0001185936 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse Disclosed balance after: 161,798 F2 · price: Received in exchange for 24,884 shares of Diboll State Bancshares, Inc. common stock in connection with the merger of Diboll into Southside Bancshares, Inc. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 18:57 UTC | SOUTHSIDE BANCSHARES INC SBSI · Entity 5001 | GrantCommon Stock | 43,732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000705432-17-000145 · f4formrw.xml · nonDerivative · entry 1 WARNER M RICHARD · CIK 0001185936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,732 F1 · price: Received in exchange for 6,726 shares of Diboll State Bancshares, Inc. common stock in connection with the merger of Diboll into Southside Bancshares, Inc. Read SEC document |
| January 11, 2017 Filed Jan 13, 2017 15:05 UTC | BlueLinx Holdings Inc. BXC · Entity 5356 | GrantRestricted Stock Units · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001301787-17-000012 · wf-form4_148433789929620.xml · derivative · entry 2 WARNER M RICHARD · CIK 0001185936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,058 Underlying: Common Stock · 12,517 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of BlueLinx Holdings Inc. common stock. F3 · derivative.exercise_date: The restricted stock units vest on January 11, 2018. Vested shares will be delivered to the reporting person within 30 days after the earlier of January 11, 2028 and/or termination of Reporting Owner's service on the Board of Directors of Issuer. F3 · derivative.expiration_date: The restricted stock units vest on January 11, 2018. Vested shares will be delivered to the reporting person within 30 days after the earlier of January 11, 2028 and/or termination of Reporting Owner's service on the Board of Directors of Issuer. 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.