Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alignment Healthcare, Inc.ALHC · Entity 4269 | Director | March 13, 2026 | March 17, 2026 |
| CRACKER BARREL OLD COUNTRY STORE, INCCBRL · Entity 4829 | Director | November 20, 2025 | November 24, 2025 |
| SCHWAB CHARLES CORPSCH · Entity 1218 | Executive Vice President | September 30, 2004 | October 04, 2004 |
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.
Alignment Healthcare, Inc.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 129,267 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Grant · Acquired 16,039 · Balance 129,267 F1: Represents 16,039 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation from service (or, if earlier, until change of control of the Company). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 16,039 restricted stock units, each restricted stock unit representing a right to receive one share of Common Stock of the Company, all of which will vest on the one-year anniversary of the grant date unless the reporting person ceases to serve as a member of the Board of Directors prior to such date. The reporting person has elected to defer receipt of the underlying shares until separation from service (or, if earlier, until change of control of the Company).
CRACKER BARREL OLD COUNTRY STORE, INC
Report date November 20, 2025 · Filed November 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,591 |
Reported balance
After 2025-11-20 transaction · row 1
1 source rowRow 1 · 2025-11-20 · Grant · Acquired 5,390 · Balance 11,591 F1: Represents an annual award of time-based RSUs payable to independent directors pursuant to the Company's 2020 Omnibus Incentive Compensation Plan. Award will cliff vest on November 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of time-based RSUs payable to independent directors pursuant to the Company's 2020 Omnibus Incentive Compensation Plan. Award will cliff vest on November 20, 2026.
SCHWAB CHARLES CORP
Report date September 30, 2004 · Filed October 04, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.19 · Expires 2011-09-30 | Direct | 255,475 |
Reported balance
After 2004-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2004-09-30 · Grant · Acquired 255,475 · Balance 255,475 F1: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 40% on December 15, 2004, and 20% on each of December 15, 2005, 2006 and 2007. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 40% on December 15, 2004, and 20% on each of December 15, 2005, 2006 and 2007.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHUY'S HOLDINGS, INC.
Report date October 11, 2024 · Filed October 15, 2024
Section 16 reporting ended · disclosed 2024-10-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-10-11 transaction · row 1
1 source rowRow 1 · 2024-10-11 · Disposition to issuer · Disposed 1,744 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of July 17, 2024 (the "Merger Agreement," and the transactions contemplated by the Merger Agreement, the "Merger"), by and among Darden Restaurants, Inc. ("Darden"), Cheetah Merger Sub Inc. and Chuy's Holdings, Inc. (the "Company"), at the Effective Time (as defined in the Merger Agreement) these shares of common stock were automatically canceled and converted into the right to receive $37.50 in cash, without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-10-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-10-11 · Disposition to issuer · Disposed 3,207 · Balance 0 F2: Pursuant to the Merger Agreement, immediately prior to the Effective Time, by virtue of the Merger and without any action on the part of the holder, each restricted stock unit (each, an "RSU") then outstanding was deemed to have been earned, and became fully vested and was canceled in exchange for the right to receive from Darden or the surviving corporation an amount in cash equal to the product obtained by multiplying (1) the number of shares of the Company's common stock subject to such RSU by (2) $37.50. F3: Includes RSUs that were granted on August 15, 2021, March 1, 2022, March 1, 2023 and March 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of July 17, 2024 (the "Merger Agreement," and the transactions contemplated by the Merger Agreement, the "Merger"), by and among Darden Restaurants, Inc. ("Darden"), Cheetah Merger Sub Inc. and Chuy's Holdings, Inc. (the "Company"), at the Effective Time (as defined in the Merger Agreement) these shares of common stock were automatically canceled and converted into the right to receive $37.50 in cash, without interest.
F2: Pursuant to the Merger Agreement, immediately prior to the Effective Time, by virtue of the Merger and without any action on the part of the holder, each restricted stock unit (each, an "RSU") then outstanding was deemed to have been earned, and became fully vested and was canceled in exchange for the right to receive from Darden or the surviving corporation an amount in cash equal to the product obtained by multiplying (1) the number of shares of the Company's common stock subject to such RSU by (2) $37.50.
F3: Includes RSUs that were granted on August 15, 2021, March 1, 2022, March 1, 2023 and March 1, 2024.
HUMANA INC
Report date November 30, 2019 · Filed December 02, 2019
Section 16 reporting ended · disclosed 2019-12-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Humana CommonSEC Table I · non-derivative | Direct | 9,774 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,774 |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $217.42 · Expires 2024-03-08 | Direct | 23,247 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 23,247 F1: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 03/08/2017. 15,498 options vesting in three annual increments, and 7,749 options fully vest three years from the date of grant. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $268.47 · Expires 2025-02-19 | Direct | 6,221 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 6,221 F2: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/19/18, vesting in three increments from 02/19/19 to 02/19/21. |
| OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $307.97 · Expires 2026-02-25 | Direct | 4,849 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,849 F3: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/25/19, vesting in three increments from 02/25/20 to 02/25/22. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,971 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,971 F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5: Restricted stock units granted to reporting person on 03/08/2017, 3,564 shares vesting in three annual increments on 12/15/17, 12/15/18, and 12/15/19. 1,782 shares fully vest three years from the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 963 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 963 F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F6: Restricted stock units granted to reporting person on 02/19/18, 33% of the award is vesting on 12/15/18, 12/15/19, and 12/15/20. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,096 |
Reported balance
Holding disclosure · report date 2019-11-30 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,096 F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F7: Restricted stock units granted to reporting person on 02/25/19, 33% of the award is vesting on 12/15/19, 12/15/20, and 12/15/21. |
Filing footnotes · ownership attribution and instrument terms
F1: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 03/08/2017. 15,498 options vesting in three annual increments, and 7,749 options fully vest three years from the date of grant.
F2: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/19/18, vesting in three increments from 02/19/19 to 02/19/21.
F3: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/25/19, vesting in three increments from 02/25/20 to 02/25/22.
F4: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3).
F5: Restricted stock units granted to reporting person on 03/08/2017, 3,564 shares vesting in three annual increments on 12/15/17, 12/15/18, and 12/15/19. 1,782 shares fully vest three years from the date of grant.
F6: Restricted stock units granted to reporting person on 02/19/18, 33% of the award is vesting on 12/15/18, 12/15/19, and 12/15/20.
F7: Restricted stock units granted to reporting person on 02/25/19, 33% of the award is vesting on 12/15/19, 12/15/20, and 12/15/21.
MASONITE INTERNATIONAL CORP
Report date May 15, 2024 · Filed May 17, 2024
Section 16 reporting ended · disclosed 2024-05-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Disposition to issuer · Disposed 13,532 · Balance 0 F1: Represents common shares of Masonite International Corporation (Masonite) disposed pursuant to the Arrangement Agreement, dated as of February 8, 2024, among Masonite International Corporation (Masonite), Owens Corning, and MT Acquisition Co ULC (Purchaser). Pursuant to the Arrangement Agreement, on May 15, 2024, by way of a statutory, court-approved plan of arrangement under Division 5 of Part 9 of the Business Corporations Act (British Columbia), Purchaser acquired all of the issued and outstanding common shares of Masonite for $133.00 per share in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common shares of Masonite International Corporation (Masonite) disposed pursuant to the Arrangement Agreement, dated as of February 8, 2024, among Masonite International Corporation (Masonite), Owens Corning, and MT Acquisition Co ULC (Purchaser). Pursuant to the Arrangement Agreement, on May 15, 2024, by way of a statutory, court-approved plan of arrangement under Division 5 of Part 9 of the Business Corporations Act (British Columbia), Purchaser acquired all of the issued and outstanding common shares of Masonite for $133.00 per share in cash.
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 |
|---|---|---|---|---|---|---|
| December 15, 2018 Filed Dec 18, 2018 20:35 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-18-000145 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,421 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 |
| August 14, 2018 Filed Aug 15, 2018 14:07 UTC | HUMANA INC HUM · Entity 1429 | GiftHumana Common | 280 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-18-000110 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,881 F8 · price: This transaction represents a gift/charitable donation effective August 14, 2018. This is not a market transaction and no value was received in return. F9 · balance_after: Total shares directly owned includes 21 shares inadvertently omitted previously. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionOptions · Derivative | 21,014 | $0.00 Strike: $164.65 | $0.00 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · derivative · entry 7 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Humana Common · 21,014 shares Expires 2022-02-24 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. F2 · security: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/24/2015, vesting in three increments from 02/24/2016 to 02/24/2018. F2 · derivative.exercise_date: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/24/2015, vesting in three increments from 02/24/2016 to 02/24/2018. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionOptions · Derivative | 7,054 | $0.00 Strike: $102.16 | $0.00 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · derivative · entry 6 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Humana Common · 7,054 shares Expires 2021-02-18 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 · security: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/18/2014, vesting in three increments from 02/18/2015 to 02/18/2017. F1 · derivative.exercise_date: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/18/2014, vesting in three increments from 02/18/2015 to 02/18/2017. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | SaleHumana Common | 27,461 | $306.46 | $8,415,755.73 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · nonDerivative · entry 5 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,140 F11 · price: Shares sold at prices ranging from $306.27 to $306.81. Price reported is the weighted average sales price. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 20,407 | $164.65 | $3,359,910.52 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · nonDerivative · entry 4 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,601 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 |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 7,054 | $102.16 | $720,601.37 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · nonDerivative · entry 3 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,194 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 |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 327 | $305.77 | $99,985.16 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · nonDerivative · entry 2 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,140 F10 · price: Shares swapped for payment of purchase price on stock option exercise using fair market value on June 14, 2018 pursuant to Humana Inc's 2011 Stock Incentive Plan. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 19:12 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 607 | $164.65 | $99,939.52 |
DisclosureSEC source: 0000049071-18-000084 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,467 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 |
| May 10, 2018 Filed May 10, 2018 16:42 UTC | MASONITE INTERNATIONAL CORP DOOR · Entity 90914 | GrantCommon Shares | 1,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001580863-18-000069 · wf-form4_152598492984786.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,887 F1 · shares: Represent common shares issuable upon settlement of restricted stock units granted under the Masonite International Corporation 2012 Equity Incentive Plan and subject to future vesting. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 23:40 UTC | HUMANA INC HUM · Entity 1429 | SaleHumana Common | 2,931 | $273.45 | $801,477.26 |
DisclosureSEC source: 0000049071-18-000045 · edgar.xml · nonDerivative · entry 3 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,860 F11 · price: All shares sold at price of 273.4484. F12 · balance_after: Due to scrivener's error, total direct shares are updated to reflect 394 shares swapped for purchase price of an Incentive Stock Option exercised on 12/18/17. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 23:40 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 1,541 | $269.31 | $415,006.71 |
DisclosureSEC source: 0000049071-18-000045 · edgar.xml · nonDerivative · entry 2 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,185 Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 23:40 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 4,472 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-18-000045 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,726 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. F10 · shares: Includes Performance Stock Units that vested on 2/24/18. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 19:35 UTC | HUMANA INC HUM · Entity 1429 | GrantRestricted Stock Units · Derivative | 1,443 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-18-000019 · edgar.xml · derivative · entry 9 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,443 Underlying: Humana Common · 1,443 shares Expires not disclosed F6 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F6 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F9 · derivative.exercise_date: Restricted stock units granted to reporting person on 02/19/18, 33% of the award is vesting on 12/15/18, 12/15/19, and 12/15/20. F9 · derivative.expiration_date: Restricted stock units granted to reporting person on 02/19/18, 33% of the award is vesting on 12/15/18, 12/15/19, and 12/15/20. Read SEC document |
| February 19, 2018 Filed Feb 21, 2018 19:35 UTC | HUMANA INC HUM · Entity 1429 | GrantOptions · Derivative | 6,221 | $0.00 Strike: $268.47 | $0.00 |
DisclosureSEC source: 0000049071-18-000019 · edgar.xml · derivative · entry 6 BILNEY JODY L · CIK 0001185995 · Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,221 Underlying: Humana Common · 6,221 shares Expires 2025-02-19 F5 · security: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/19/18, vesting in three increments from 02/19/19 to 02/19/21. F5 · derivative.exercise_date: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/19/18, vesting in three increments from 02/19/19 to 02/19/21. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionOptions · Derivative | 8,032 | $0.00 Strike: $102.16 | $0.00 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · derivative · entry 6 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,054 Underlying: Humana Common · 8,032 shares Expires 2021-02-18 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 · security: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/18/2014, vesting in three increments from 02/18/2015 to 02/18/2017. F1 · derivative.exercise_date: Right to buy pursuant to Humana Inc.'s 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 02/18/2014, vesting in three increments from 02/18/2015 to 02/18/2017. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | GiftHumana Common | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · nonDerivative · entry 5 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,254 F8 · price: This transaction represents a gift/charitable donation effective December 18, 2017. This is not a market transaction and no value was received in return for the shares. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | SaleHumana Common | 7,054 | $247.89 | $1,748,621.00 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · nonDerivative · entry 4 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,334 F9 · price: Shares sold at prices ranging from $247.28 to $248.43. Price reported is weighted average sales price. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 8,032 | $102.16 | $820,508.96 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · nonDerivative · entry 3 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,388 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 15, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionRestricted Stock Units · Derivative | 1,187 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · derivative · entry 11 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,159 Underlying: Humana Common · 1,187 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. F5 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F7 · derivative.exercise_date: Restricted stock units granted to reporting person on 03/08/2017, 3,564 shares vesting in three annual increments on 12/15/17, 12/15/18, and 12/15/19. 1,782 shares fully vest three years from the date of grant. F7 · derivative.expiration_date: Restricted stock units granted to reporting person on 03/08/2017, 3,564 shares vesting in three annual increments on 12/15/17, 12/15/18, and 12/15/19. 1,782 shares fully vest three years from the date of grant. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionRestricted Stock Units · Derivative | 1,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · derivative · entry 10 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540 Underlying: Humana Common · 1,539 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. F5 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F6 · derivative.exercise_date: Restricted stock units granted to reporting person on 02/18/16, 33% of the award is vesting on 12/15/16, 12/15/17, and 12/15/18. F6 · derivative.expiration_date: Restricted stock units granted to reporting person on 02/18/16, 33% of the award is vesting on 12/15/16, 12/15/17, and 12/15/18. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 1,348 | $253.62 | $341,879.76 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · nonDerivative · entry 2 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,356 Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 17:02 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 2,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000181 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,704 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 |
| May 11, 2017 Filed May 15, 2017 17:07 UTC | MASONITE INTERNATIONAL CORP DOOR · Entity 90914 | GrantCommon Shares | 932 | $0.00 | $0.00 |
DisclosureSEC source: 0001580863-17-000062 · wf-form4_149488239875924.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,471 F1 · shares: Represent common shares issuable upon settlement of restricted stock units granted under the Masonite International Corporation 2012 Equity Incentive Plan and subject to future vesting. Read SEC document |
| May 05, 2017 Filed May 9, 2017 17:47 UTC | HUMANA INC HUM · Entity 1429 | SaleHumana Common | 4,600 | $230.16 | $1,058,743.36 |
DisclosureSEC source: 0000049071-17-000110 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,978 F8 · price: All shares sold at this price. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 17:01 UTC | HUMANA INC HUM · Entity 1429 | SaleHumana Common | 4,348 | $213.80 | $929,619.79 |
DisclosureSEC source: 0000049071-17-000085 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,578 F8 · price: All shares sold at this price. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:09 UTC | HUMANA INC HUM · Entity 1429 | GrantRestricted Stock Units · Derivative | 5,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000071 · edgar.xml · derivative · entry 7 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,346 Underlying: Humana Common · 5,346 shares Expires not disclosed F5 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F7 · derivative.exercise_date: Restricted stock units granted to reporting person on 03/08/2017, 3,564 shares vesting in three annual increments, and 1,782 shares fully vest three years from the date of grant. F7 · derivative.expiration_date: Restricted stock units granted to reporting person on 03/08/2017, 3,564 shares vesting in three annual increments, and 1,782 shares fully vest three years from the date of grant. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 22:09 UTC | HUMANA INC HUM · Entity 1429 | GrantOptions · Derivative | 23,247 | $0.00 Strike: $217.42 | $0.00 |
DisclosureSEC source: 0000049071-17-000071 · edgar.xml · derivative · entry 5 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,247 Underlying: Humana Common · 23,247 shares Expires 2024-03-08 F4 · security: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 03/08/2017. 15,498 options vesting in three annual increments, and 7,749 options fully vest three years from the date of grant. F4 · derivative.exercise_date: Right to buy pursuant to Company's 2011 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 03/08/2017. 15,498 options vesting in three annual increments, and 7,749 options fully vest three years from the date of grant. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 01:05 UTC | HUMANA INC HUM · Entity 1429 | SaleHumana Common | 6,087 | $204.72 | $1,246,137.94 |
DisclosureSEC source: 0000049071-17-000036 · edgar.xml · nonDerivative · entry 3 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,926 Read SEC document |
| February 18, 2017 Filed Feb 23, 2017 01:05 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionRestricted Stock Units · Derivative | 3,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000036 · edgar.xml · derivative · entry 7 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Humana Common · 3,304 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. F4 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F4 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F5 · derivative.exercise_date: Restricted stock units granted to reporting person on 02/18/14, 100% of the award is vesting on 02/18/17. F5 · derivative.expiration_date: Restricted stock units granted to reporting person on 02/18/14, 100% of the award is vesting on 02/18/17. Read SEC document |
| February 18, 2017 Filed Feb 23, 2017 01:05 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 4,564 | $205.33 | $937,103.30 |
DisclosureSEC source: 0000049071-17-000036 · edgar.xml · nonDerivative · entry 2 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,013 Read SEC document |
| February 18, 2017 Filed Feb 23, 2017 01:05 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 10,651 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-17-000036 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,577 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. F7 · shares: Includes both time based (3,304) and performance based (7,347) restricted stock units that vested on 2/18/17. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 19:14 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionRestricted Stock Units · Derivative | 1,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-16-000196 · edgar.xml · derivative · entry 7 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 Underlying: Humana Common · 1,539 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. F4 · security: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F4 · derivative.exercise_price: Right to receive one share per restricted stock unit pursuant to the Company's 2011 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Humana Inc. common stock, exempt under Rule 16b-3(d)(1) & (3). F6 · derivative.exercise_date: Restricted stock units granted to reporting person on 02/18/16, 33% of the award is vesting on 12/15/16, 12/15/17, and 12/15/18. F6 · derivative.expiration_date: Restricted stock units granted to reporting person on 02/18/16, 33% of the award is vesting on 12/15/16, 12/15/17, and 12/15/18. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 19:14 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 761 | $206.60 | $157,218.80 |
DisclosureSEC source: 0000049071-16-000196 · edgar.xml · nonDerivative · entry 2 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,926 Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 19:14 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 1,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000049071-16-000196 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,687 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 02, 2016 Filed Dec 5, 2016 18:38 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionOptions · Derivative | 14,868 | $0.00 Strike: $76.43 | $0.00 |
DisclosureSEC source: 0000049071-16-000187 · edgar.xml · derivative · entry 3 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Humana Common · 14,868 shares Expires 2020-05-02 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. F1 · security: Right to buy pursuant to Humana Inc.'s 2003 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 05/02/13, vesting in three increments from 05/02/14 to 05/02/16. F1 · derivative.exercise_date: Right to buy pursuant to Humana Inc.'s 2003 Stock Incentive Plan. Incentive and Non-Qualified stock options granted to reporting person on 05/02/13, vesting in three increments from 05/02/14 to 05/02/16. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 18:38 UTC | HUMANA INC HUM · Entity 1429 | Tax withholdingHumana Common | 8,768 | $215.19 | $1,886,742.08 |
DisclosureSEC source: 0000049071-16-000187 · edgar.xml · nonDerivative · entry 2 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,148 Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 18:38 UTC | HUMANA INC HUM · Entity 1429 | Exercise / conversionHumana Common | 14,868 | $76.43 | $1,136,361.24 |
DisclosureSEC source: 0000049071-16-000187 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · SVP & Chief Consumer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,916 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 |
| September 30, 2004 Filed Oct 4, 2004 16:41 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 255,475 | $0.00 Strike: $9.19 | $0.00 |
DisclosureSEC source: 0001185995-04-000002 · edgar.xml · derivative · entry 1 BILNEY JODY L · CIK 0001185995 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,475 Underlying: Common Stock · 255,475 shares Expires 2011-09-30 F1 · kind: The shares were granted under the Company's 2004 Stock Incentive Plan and vest 40% on December 15, 2004, and 20% on each of December 15, 2005, 2006 and 2007. Read SEC document |
| July 22, 2003 Filed Jul 23, 2003 20:48 UTC | SCHWAB CHARLES CORP SCH · Entity 1218 | GrantCommon Stock | 204,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001185995-03-000002 · edgar.xml · nonDerivative · entry 1 BILNEY JODY L · CIK 0001185995 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,007 F1 · kind: The shares were granted under the Company's 1992 Stock Incentive Plan and/or 2001 Stock Incentive Plan and vest 25% on the third and fourth anniversary of the grant date and 50% on the fifth anniversary of the grant date. 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.