Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASEYS GENERAL STORES INCCASY · Entity 3156 | Director | September 28, 2017 | October 02, 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 September 28, 2017 · Filed October 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,885 |
Reported balance
After 2017-09-28 transaction · row 1
1 source rowRow 1 · 2017-09-28 · Grant · Acquired 1,043 · Balance 31,885 F1: Consisting of shares awarded under the 2009 Stock Incentive Plan as part of director compensation for FY2018. |
| Common StockSEC Table I · non-derivative | IndirectAs director of family foundation with shared voting and dispositive power | 96,000 |
Reported balance
Holding disclosure · report date 2017-09-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 96,000 F2: Consisting of shares of Common Stock held by a family foundation organized as a nonprofit corporation, for which Mr. Lamberti serves a director. Mr. Lamberti has no pecuinary interest in the corporation's assets and disclaims beneficial ownership of the referenced shares of Common Stock. |
| Common StockSEC Table I · non-derivative | IndirectAs custodian under UTMA | 450 |
Reported balance
Holding disclosure · report date 2017-09-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 450 |
| Common StockSEC Table I · non-derivative | IndirectAs co-trustee of family trusts with shared voting and dispositive power | 7,000 |
Reported balance
Holding disclosure · report date 2017-09-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Consisting of shares awarded under the 2009 Stock Incentive Plan as part of director compensation for FY2018.
F2: Consisting of shares of Common Stock held by a family foundation organized as a nonprofit corporation, for which Mr. Lamberti serves a director. Mr. Lamberti has no pecuinary interest in the corporation's assets and disclaims beneficial ownership of the referenced shares 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 |
|---|---|---|---|---|---|---|
| September 28, 2017 Filed Oct 2, 2017 19:34 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantCommon Stock | 1,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-17-000120 · wf-form4_150697286944260.xml · nonDerivative · entry 1 Lamberti Jeffrey M · CIK 0001429291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,885 F1 · shares: Consisting of shares awarded under the 2009 Stock Incentive Plan as part of director compensation for FY2018. Read SEC document |
| December 12, 2016 Filed Dec 16, 2016 14:37 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | SaleCommon Stock | 3,000 | $121.80 | $365,400.00 |
DisclosureSEC source: 0000726958-16-000310 · wf-form4_148189902184931.xml · nonDerivative · entry 1 Lamberti Jeffrey M · CIK 0001429291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,842 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.78 to $121.83. Mr. Lamberti undertakes to provide to Casey's General Store, Inc., any security holder thereof, or the staff of the SEC, 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 16, 2016 Filed Sep 20, 2016 18:44 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantCommon Stock | 967 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-16-000281 · wf-form4_147439705365167.xml · nonDerivative · entry 1 Lamberti Jeffrey M · CIK 0001429291 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,842 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.