Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CBRE GROUP, INC.CBRE · Entity 3066 | Chief Financial Officer | May 15, 2021 | May 18, 2021 |
| COPART INCCPRT · Entity 3146 | Chief Financial Officer | August 16, 2026 | August 18, 2026 |
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.
CBRE GROUP, INC.
Report date May 15, 2021 · Filed May 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 112,244 |
Reported balance
After 2021-05-15 transaction · row 1
1 source rowRow 1 · 2021-05-15 · Tax withholding · Disposed 5,890 · Balance 112,244 |
COPART INC
Report date August 16, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,654 |
Reported balance
After 2026-08-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-16 · Grant · Acquired 12,654 · Balance 12,654 F1: Each restricted stock unit represents a contingent right to receive one share of Copart, Inc. common stock. F2: Twenty percent of the Restricted Stock Units (RSUs) vest on the first anniversary of the grant date (August 16, 2027), and the balance vests cumulatively at a rate of 1/20 each three month quarter thereafter, such that 100% of the RSUs will vest on the fifth anniversary of the grant date. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $31.61 · Expires 2036-08-16 | Direct | 200,000 |
Reported balance
After 2026-08-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-16 · Grant · Acquired 200,000 · Balance 200,000 F3: 100% of the stock options are subject to time -based vesting, with 20% of the stock options vesting on the first anniversary of the grant date, and the balance vesting at a rate of 1/60 per month thereafter, such that 100% of the stock options will vest and become exerciseable on the fifth anniversary of the grant date. In addition to the time-based vesting, 114,400 of the stock options are subject to an additional performance-based vesting condition and will not be exerciseable unless and until the trading price of the Copart, Inc. Common Stock in trading on the Nasdaq Global Select Market is an amount greater than or equal to $39.51 (125% of the per share exercise price) both (1) at the moment of any exercise, and (2) at the closing price for each of the twenty consecutive trading days preceding the date of any exercise. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Copart, Inc. common stock.
F2: Twenty percent of the Restricted Stock Units (RSUs) vest on the first anniversary of the grant date (August 16, 2027), and the balance vests cumulatively at a rate of 1/20 each three month quarter thereafter, such that 100% of the RSUs will vest on the fifth anniversary of the grant date.
F3: 100% of the stock options are subject to time -based vesting, with 20% of the stock options vesting on the first anniversary of the grant date, and the balance vesting at a rate of 1/60 per month thereafter, such that 100% of the stock options will vest and become exerciseable on the fifth anniversary of the grant date. In addition to the time-based vesting, 114,400 of the stock options are subject to an additional performance-based vesting condition and will not be exerciseable unless and until the trading price of the Copart, Inc. Common Stock in trading on the Nasdaq Global Select Market is an amount greater than or equal to $39.51 (125% of the per share exercise price) both (1) at the moment of any exercise, and (2) at the closing price for each of the twenty consecutive trading days preceding the date of any exercise.
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 |
|---|---|---|---|---|---|---|
| August 16, 2026 Filed Aug 18, 2026 21:29 UTC | COPART INC CPRT · Entity 3146 | GrantStock Options · Derivative | 200,000 | $0.00 Strike: $31.61 | $0.00 |
DisclosureSEC source: 0001193125-26-355725 · ownership.xml · derivative · entry 2 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2036-08-16 F3 · derivative.exercise_date: 100% of the stock options are subject to time -based vesting, with 20% of the stock options vesting on the first anniversary of the grant date, and the balance vesting at a rate of 1/60 per month thereafter, such that 100% of the stock options will vest and become exerciseable on the fifth anniversary of the grant date. In addition to the time-based vesting, 114,400 of the stock options are subject to an additional performance-based vesting condition and will not be exerciseable unless and until the trading price of the Copart, Inc. Common Stock in trading on the Nasdaq Global Select Market is an amount greater than or equal to $39.51 (125% of the per share exercise price) both (1) at the moment of any exercise, and (2) at the closing price for each of the twenty consecutive trading days preceding the date of any exercise. Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 21:29 UTC | COPART INC CPRT · Entity 3146 | GrantRestricted Stock Units · Derivative | 12,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-355725 · ownership.xml · derivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,654 Underlying: Common Stock · 12,654 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Copart, Inc. common stock. F2 · derivative.exercise_date: Twenty percent of the Restricted Stock Units (RSUs) vest on the first anniversary of the grant date (August 16, 2027), and the balance vests cumulatively at a rate of 1/20 each three month quarter thereafter, such that 100% of the RSUs will vest on the fifth anniversary of the grant date. F2 · derivative.expiration_date: Twenty percent of the Restricted Stock Units (RSUs) vest on the first anniversary of the grant date (August 16, 2027), and the balance vests cumulatively at a rate of 1/20 each three month quarter thereafter, such that 100% of the RSUs will vest on the fifth anniversary of the grant date. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:05 UTC | COPART INC CPRT · Entity 3146 | GrantStock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001776291-25-000006 · wk-form4_1758225945.xml · derivative · entry 2 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 75,000 shares Expires 2035-09-16 F2 · derivative.exercise_date: Amended and Restated 2007 Equity Incentive Plan. Twenty percent (20%) of the options vest on the first anniversary of the grant date and the balance vests on a monthly basis over the 48 months succeeding such first anniversary. In addition to service-based vesting, the award is also subject to a performance-based vesting condition, such that no portion of the otherwise vested award may be exercised unless the Copart, Inc. common stock price in trading on the Nasdaq Global Select Market is equal to or greater than $58.21 (an amount equal to 125% of the exercise price), both (i) at the time of any exercise, and (ii) at the closing price of the Copart, Inc. common stock in trading on the Nasdaq Global Select market for each of the twenty consecutive days preceding the date of any exercise. Read SEC document |
| September 16, 2025 Filed Sep 18, 2025 20:05 UTC | COPART INC CPRT · Entity 3146 | GrantStock Option · Derivative | 75,000 | $0.00 Strike: $46.57 | $0.00 |
DisclosureSEC source: 0001776291-25-000006 · wk-form4_1758225945.xml · derivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2035-09-16 F1 · derivative.exercise_date: Amended and Restated 2007 Equity Incentive Plan. Twenty percent (20%) of the options vest on the first anniversary of the grant date and the balance vests over the 48 months succeeding such first anniversary. Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 22:26 UTC | COPART INC CPRT · Entity 3146 | GrantStock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $50.81 | $0.00 |
DisclosureSEC source: 0001628280-23-040147 · wk-form4_1701210377.xml · derivative · entry 2 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F3 · derivative.exercise_date: Amended and Restated 2007 Equity Incentive Plan. Twenty percent (20%) of the options vest on the first anniversary of the grant date and the balance vests on a monthly basis over the 48 months succeeding such first anniversary. In addition to service-based vesting, the award is also subject to a performance-based vesting condition, such that no portion of the award may be exercised unless the Copart, Inc. common stock price in trading on the Nasdaq Global Select Market is equal to or greater than $63.51 (an amount equal to 125% of the exercise price), both (i) at the time of any exercise, and (ii) at the closing price of the Copart, Inc. common stock in trading on the Nasdaq Global Select Market for each of the twenty consecutive days preceding the date of any exercise. F2 · derivative.expiration_date: The stock options have a ten-year term, and expire on November 24, 2033. Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 22:26 UTC | COPART INC CPRT · Entity 3146 | GrantStock Option · Derivative | 75,000 | $0.00 Strike: $50.81 | $0.00 |
DisclosureSEC source: 0001628280-23-040147 · wk-form4_1701210377.xml · derivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires not disclosed F1 · derivative.exercise_date: Amended and Restated 2007 Equity Incentive Plan. Twenty percent (20%) of the options vest on the first anniversary of the grant date and the balance vests on a monthly basis over the 48 months succeeding such first anniversary. F2 · derivative.expiration_date: The stock options have a ten-year term, and expire on November 24, 2033. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:54 UTC | COPART INC CPRT · Entity 3146 | GrantStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $65.70 | $0.00 |
DisclosureSEC source: 0000900075-22-000067 · wf-form4_167036722296126.xml · derivative · entry 3 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 150,000 shares Expires not disclosed F5 · derivative.exercise_date: Amended and Restated 2007 Equity Incentive Plan. Twenty percent (20%) of the options vest on the first anniversary of the grant date and the balance vests on a monthly basis over the 48 months succeeding such first anniversary. In addition to service-based vesting, the award is also subject to a performance-based vesting condition, such that no portion of the otherwise vested award may be exercised unless the Copart, Inc. common stock price in trading on the Nasdaq Global Select Market is equal to or greater than $82.125 (an amount equal to 125% of the exercise price), both (i) at the time of any exercise, and (ii) at the closing price of the Copart, Inc. common stock in trading on the Nasdaq Global Select market for each of the twenty consecutive days preceding the date of any exercise. F4 · derivative.expiration_date: The option has a ten-year term, and expires on December 5, 2032. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:54 UTC | COPART INC CPRT · Entity 3146 | GrantStock Option · Derivative | 30,000 | $0.00 Strike: $65.70 | $0.00 |
DisclosureSEC source: 0000900075-22-000067 · wf-form4_167036722296126.xml · derivative · entry 2 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F3 · derivative.exercise_date: Amended and Restated 2007 Equity Incentive Plan. Twenty percent (20%) of the options vest on the first anniversary of the grant date and the balance vests on a monthly basis over the 48 months succeeding such first anniversary. F4 · derivative.expiration_date: The option has a ten-year term, and expires on December 5, 2032. Read SEC document |
| December 05, 2022 Filed Dec 6, 2022 22:54 UTC | COPART INC CPRT · Entity 3146 | GrantRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000900075-22-000067 · wf-form4_167036722296126.xml · derivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Copart, Inc. common stock. F2 · derivative.exercise_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Amended and Restated 2007 Equity Incentive Plan) through each applicable vesting date, twenty percent (20%) of the RSUs subject to the award will vest on the first anniversary of the grant date, and 1/20 of the RSUs subject to the award will vest each three month quarter thereafter (on the same day of the last month in the quarter of the grant date), such that the award will be fully vested on the fifth anniversary of the grant date. F2 · derivative.expiration_date: Subject to the Reporting Person continuing to be a Service Provider (as defined in the Amended and Restated 2007 Equity Incentive Plan) through each applicable vesting date, twenty percent (20%) of the RSUs subject to the award will vest on the first anniversary of the grant date, and 1/20 of the RSUs subject to the award will vest each three month quarter thereafter (on the same day of the last month in the quarter of the grant date), such that the award will be fully vested on the fifth anniversary of the grant date. Read SEC document |
| May 15, 2021 Filed May 18, 2021 23:34 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 5,890 | $86.32 | $508,424.80 |
DisclosureSEC source: 0001225208-21-008273 · doc4.xml · nonDerivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,244 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:18 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 1,215 | $77.91 | $94,660.65 |
DisclosureSEC source: 0001225208-21-004816 · doc4.xml · nonDerivative · entry 2 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,134 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 00:18 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 16,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004816 · doc4.xml · nonDerivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,349 F1 · kind: The Issuer granted these securities to the Reporting Person on March 3, 2021 as part of the Reporting Person's 2021 annual equity award. These securities will vest at a rate of 25% per year on each of March 3, 2022, 2023, 2024 and 2025, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities. Read SEC document |
| March 02, 2021 Filed Mar 5, 2021 01:34 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 5,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004766 · doc4.xml · nonDerivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,824 F1 · kind: The Issuer granted these securities to the Reporting Person on May 15, 2019 as part of the Reporting Person's 2019 annual equity award. On March 2, 2021, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer's Adjusted EPS performance necessary for this award to vest. As such, these securities will vest in full on May 15, 2022, subject to forfeiture in certain circumstances as set forth in the award agreement for these securities. Read SEC document |
| May 15, 2020 Filed May 18, 2020 23:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | Tax withholdingClass A Common Stock | 4,463 | $35.99 | $160,623.37 |
DisclosureSEC source: 0001225208-20-007982 · doc4.xml · nonDerivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,722 Read SEC document |
| March 03, 2020 Filed Mar 6, 2020 02:45 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 19,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-004476 · doc4.xml · nonDerivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,185 F1 · kind: The Issuer granted these securities to the Reporting Person on March 3, 2020 as part of the Reporting Person's 2020 annual equity award. These securities will vest at a rate of 25% per year on each of March 3, 2021, 2022, 2023 and 2024, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement for these securities. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:56 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 20,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008178 · doc4.xml · nonDerivative · entry 2 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,265 F2 · kind: The Issuer granted these RSUs to the Reporting person on May 15, 2019 as part of a one-time strategic equity grant. These RSUs will vest 100% on December 1, 2023, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement governing the grant of these RSUs. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:56 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 61,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008178 · doc4.xml · nonDerivative · entry 1 STEARNS LEAH C · CIK 0001776291 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,323 F1 · kind: The Issuer granted these restricted stock units ("RSUs") to the Reporting Person on May 15, 2019 as part of the Reporting Person's (i) 2019 annual management equity award representing 19,439 RSUs and (ii) transition equity award representing 41,884 RSUs. These RSUs will vest at a rate of 25% per year on each of May 15, 2020, 2021, 2022 and 2023, subject to forfeiture or acceleration in certain circumstances as set forth in the award agreement governing the grant of these RSUs. 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.