Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASEYS GENERAL STORES INCCASY · Entity 3156 | Director | October 10, 2017 | October 11, 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.
CASEYS GENERAL STORES INC
Report date October 10, 2017 · Filed October 11, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,136 |
Reported balance
After 2017-10-10 transaction · row 1
1 source rowRow 1 · 2017-10-10 · Gift · Disposed 1,000 · Balance 80,136 |
| Common StockSEC Table I · non-derivative | IndirectVoting and tender rights under 401k plan | 8,669 |
Reported balance
Holding disclosure · report date 2017-10-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,669 F1: Allocated to Mr. Myers' 401k plan account as of April 30, 2017. Does not include any shares allocated by the plan trustee after that date. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 3,250 |
Reported balance
Holding disclosure · report date 2017-10-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 3,250 F2: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 5, 2018. F3: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Allocated to Mr. Myers' 401k plan account as of April 30, 2017. Does not include any shares allocated by the plan trustee after that date.
F2: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award will vest in full on June 5, 2018.
F3: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
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 |
|---|---|---|---|---|---|---|
| October 10, 2017 Filed Oct 11, 2017 14:26 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000130 · wf-form4_150773198164777.xml · nonDerivative · entry 1 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,136 Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 19:36 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantCommon Stock | 1,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000122 · wf-form4_150697297921616.xml · nonDerivative · entry 1 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,136 F1 · shares: Consisting of shares awarded under the 2009 Stock Incentive Plan as part of director compensation for FY2018. Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 18:15 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000076 · wf-form4_150066094111134.xml · nonDerivative · entry 1 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,093 Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:44 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000035 · wf-form4_149694024653469.xml · derivative · entry 4 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,250 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. F3 · security: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 6, 2017. F4 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 6, 2017. F3 · derivative.expiration_date: Pursuant to terms and conditions of 2009 Stock Incentive Plan. This award vested in full on June 6, 2017. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:44 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 1,067 | $106.66 | $113,806.22 |
DisclosureSEC source: 0000726958-17-000035 · wf-form4_149694024653469.xml · nonDerivative · entry 2 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,193 F1 · price: Closing price of Casey's General Stores, Inc. Common Stock on June 6, 2017. Read SEC document |
| June 06, 2017 Filed Jun 8, 2017 16:44 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 3,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000035 · wf-form4_149694024653469.xml · nonDerivative · entry 1 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,260 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 |
| December 16, 2016 Filed Dec 19, 2016 18:35 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GiftCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-16-000312 · wf-form4_148217249493686.xml · nonDerivative · entry 1 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,010 Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 18:54 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-16-000289 · wf-form4_147439764529363.xml · nonDerivative · entry 1 MYERS ROBERT J · CIK 0001197157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,610 F1 · shares: Consisting of shares awarded under the 2009 Stock Incentive Plan as part of director compensation for FY2017. 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.