Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MONRO, INC.MNRO · Entity 5682 | Director | November 22, 2016 | November 23, 2016 |
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.
MONRO, INC.
Report date November 22, 2016 · Filed November 23, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,037 |
Reported balance
After 2016-11-22 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2016-11-22 · Exercise / conversion · Acquired 5,000 · Balance 10,037 |
| Common StockSEC Table I · non-derivative | Direct | 5,037 |
Reported balance
After 2016-11-22 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2016-11-22 · Sale · Disposed 5,000 · Balance 5,037 F1: The reporting person has completed all intended sales of the Issuer's stock as disclosed on his Form 144 dated November 22, 2016, which were undertaken for personal tax planning and diversification purposes. |
| Common StockSEC Table I · non-derivative | Direct | 5,037 |
Reported balance
Holding disclosure · report date 2016-11-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,037 |
| Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.18 · Expires 2017-08-06 | Direct | 5,000 |
Reported balance
After 2016-11-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-11-22 · Exercise / conversion · Disposed 5,000 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has completed all intended sales of the Issuer's stock as disclosed on his Form 144 dated November 22, 2016, which were undertaken for personal tax planning and diversification purposes.
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 22, 2016 Filed Nov 23, 2016 18:04 UTC | MONRO, INC. MNRO · Entity 5682 | Exercise / conversionOptions (Right to buy) · Derivative | 5,000 | $0.00 Strike: $35.18 | $0.00 |
DisclosureSEC source: 0000899243-16-034265 · doc4.xml · derivative · entry 4 WILEN JAMES · CIK 0001497591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-08-06 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 |
| November 22, 2016 Filed Nov 23, 2016 18:04 UTC | MONRO, INC. MNRO · Entity 5682 | SaleCommon Stock | 5,000 | $59.45 | $297,250.00 |
DisclosureSEC source: 0000899243-16-034265 · doc4.xml · nonDerivative · entry 3 WILEN JAMES · CIK 0001497591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,037 F1 · shares: The reporting person has completed all intended sales of the Issuer's stock as disclosed on his Form 144 dated November 22, 2016, which were undertaken for personal tax planning and diversification purposes. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 18:04 UTC | MONRO, INC. MNRO · Entity 5682 | Exercise / conversionCommon Stock | 5,000 | $35.18 | $175,900.00 |
DisclosureSEC source: 0000899243-16-034265 · doc4.xml · nonDerivative · entry 2 WILEN JAMES · CIK 0001497591 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,037 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.