Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTONATION, INC.AN · Entity 3730 | Director | August 05, 2026 | August 07, 2026 |
| Amerant Bancorp Inc.AMTB · Entity 4887 | Director | June 02, 2026 | June 04, 2026 |
| ROYAL CARIBBEAN CRUISES LTDRCL · Entity 2975 | Pres & CEO, Celebrity Cruises | March 24, 2023 | March 29, 2023 |
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.
AUTONATION, INC.
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 7,989 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 900 · Balance 7,989 |
Amerant Bancorp Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,885 |
Reported balance
After 2026-06-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 2,885 · Balance 2,885 F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock. F2: On June 2, 2026, the reporting person was granted 2,885 RSUs. Such RSU award will vest on the first anniversary of the date of the grant, provided that the reporting person remains in continuous service of the Company as a Director through the annual meeting of the shareholders of the Company to be held in 2027 or through the first anniversary of the date of grant. Each RSU represents a right to receive one share of Class A Common Stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") is the economic equivalent of one share of Class A Common Stock.
F2: On June 2, 2026, the reporting person was granted 2,885 RSUs. Such RSU award will vest on the first anniversary of the date of the grant, provided that the reporting person remains in continuous service of the Company as a Director through the annual meeting of the shareholders of the Company to be held in 2027 or through the first anniversary of the date of grant. Each RSU represents a right to receive one share of Class A Common Stock upon vesting.
ROYAL CARIBBEAN CRUISES LTD
Report date March 24, 2023 · Filed March 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,483 |
Ending reported balance
After 2023-03-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-03-24 · Grant · Acquired 5,674 · Balance 72,093 F1: Represents shares of common stock underlying performance shares granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended, of which half vested on 03/24/2023. Row 2 · 2023-03-24 · Tax withholding · Disposed 2,232 · Balance 69,861 F2: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain performance shares on 03/24/2023. Row 3 · 2023-03-24 · Tax withholding · Disposed 6,378 · Balance 63,483 F3: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 03/24/2023. |
| Common StockSEC Table I · non-derivative | IndirectBy Spousal Lifetime Access Trust | 21,324 |
Reported balance
Holding disclosure · report date 2023-03-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 21,324 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock underlying performance shares granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended, of which half vested on 03/24/2023.
F2: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain performance shares on 03/24/2023.
F3: Represents the number of shares of common stock withheld by the Issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 03/24/2023.
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 |
|---|---|---|---|---|---|---|
| February 12, 2019 Filed Feb 14, 2019 21:47 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 14,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-004456 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 F1 · shares: Represents shares of common stock underlying performance shares granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The target award was authorized by the Compensation Committee on 02/09/2016. The actual number of shares underlying the award was determined by the Compensation Committee on 02/12/2019. The award vested in one installment on 02/12/2019. F2 · price: Granted in consideration for service as an officer of the issuer. Read SEC document |
| February 09, 2019 Filed Feb 11, 2019 22:27 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 500 | $114.29 | $57,145.00 |
DisclosureSEC source: 0001567619-19-003039 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,043 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 02/09/2019. F2 · price: epresents the average of the high and low prices for the issuer's common stock on the NYSE on 02/08/2019. Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 21:57 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 422 | $115.90 | $48,909.80 |
DisclosureSEC source: 0001567619-19-002836 · doc1.xml · nonDerivative · entry 2 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,543 F3 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 02/07/2019. F4 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 02/07/2019. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:57 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 337 | $117.71 | $39,668.27 |
DisclosureSEC source: 0001567619-19-002836 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,965 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 02/06/2019. F2 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 02/06/2019. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 21:46 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | SaleCommon Stock | 10,483 | $132.35 | $1,387,384.17 |
DisclosureSEC source: 0001140361-18-009635 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,302 F1 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed on February 20, 2018. The actual sale prices ranged from a low of $132.29 to a high of $132.51. The Reporting Person undertakes to provide upon request of the SEC Staff, Royal Caribbean Cruises Ltd. or a Royal Caribbean Cruises Ltd. security holder full information regarding the number of shares sold at each price within the range. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 23:09 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 5,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-008422 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,785 F1 · shares: Represents shares of common stock underlying restricted stock units granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan. In accordance with our vesting into retirement policy, 25% of the award vests on each of February 13, 2019 and February 13, 2020 and the balance vests on April 19, 2020. Notwithstanding the foregoing vesting schedule, the shares vesting on April 19, 2020 will be subject to restrictions on transferability through the fourth anniversary of the grant date. F2 · price: Granted in consideration for service as an officer of the issuer. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:31 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 808 | $122.69 | $99,129.48 |
DisclosureSEC source: 0001140361-18-006675 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,201 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 02/09/2018. F2 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 02/09/2018. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:58 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 683 | $128.63 | $87,850.88 |
DisclosureSEC source: 0001140361-18-006344 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,009 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 02/07/2018. F2 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 02/07/2018. Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 22:11 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 3,164 | $125.29 | $396,417.56 |
DisclosureSEC source: 0001140361-18-005627 · doc1.xml · nonDerivative · entry 3 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,692 F5 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units and performance shares on 02/06/2018. F6 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 02/06/2018. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 22:11 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 311 | $127.25 | $39,573.20 |
DisclosureSEC source: 0001140361-18-005627 · doc1.xml · nonDerivative · entry 2 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,856 F3 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 02/05/2018. F4 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 02/05/2018. Read SEC document |
| January 29, 2018 Filed Jan 29, 2018 22:12 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | SaleCommon Stock | 7,404 | $134.55 | $996,208.20 |
DisclosureSEC source: 0001140361-18-003613 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,979 Read SEC document |
| January 23, 2018 Filed Feb 7, 2018 22:11 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 9,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-005627 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,167 F1 · shares: Represents shares of common stock underlying performance shares granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan, as amended. The target award was authorized by the Compensation Committee on 02/06/2015. The actual number of shares underlying the award was determined by the Compensation Committee on 01/23/2018. The award vested in one installment on 02/06/2018. F2 · price: Granted in consideration for service as an officer of the issuer. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 23:21 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 5,350 | $124.52 | $666,182.00 |
DisclosureSEC source: 0001140361-17-046312 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,383 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 12/12/2017. F2 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 12/12/2017. Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 20:37 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 17,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-036965 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,733 F1 · shares: Represents shares of common stock underlying restricted stock units granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan. Award vests as follows: 10% on September 27, 2019; 25% on each of September 27, 2020 and September 27, 2021; and 40% on September 27, 2022. F2 · price: Granted in consideration for service as an officer of the issuer. Read SEC document |
| February 10, 2017 Filed Feb 10, 2017 23:29 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | SaleCommon Stock | 7,948 | $95.42 | $758,363.19 |
DisclosureSEC source: 0001140361-17-005902 · doc1.xml · nonDerivative · entry 3 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,644 F5 · price: Represents the weighted-average sale price per share of a series of transactions, all of which were executed on February 10, 2017. The actual sale prices ranged from a low of $95.352 to a high of $95.7176. The Reporting Person undertakes to provide upon request of the SEC Staff, Royal Caribbean Cruises Ltd. or a Royal Caribbean Cruises Ltd. security holder full information regarding the number of shares sold at each price within the range. Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 23:29 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 862 | $95.12 | $81,993.96 |
DisclosureSEC source: 0001140361-17-005902 · doc1.xml · nonDerivative · entry 2 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,592 F3 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 2/9/2017. F4 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 2/9/2017. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:29 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 582 | $94.98 | $55,275.45 |
DisclosureSEC source: 0001140361-17-005902 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,454 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 2/8/2017. F2 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 2/8/2017. Read SEC document |
| February 07, 2017 Filed Feb 10, 2017 00:03 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | GrantCommon Stock | 6,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-005520 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,036 F1 · shares: Represents shares of common stock underlying restricted stock units granted to the reporting person under the Royal Caribbean Cruises Ltd. 2008 Equity Incentive Plan. In accordance with our vesting into retirement policy, 25% of the award vests on each of February 7, 2018, February 7, 2019, February 7, 2020 and April 19, 2020. Notwithstanding the foregoing vesting schedule, the shares vesting on April 19, 2020 will be subject to restrictions on transferability which will lift through the fourth anniversary of the grant date. F2 · price: Granted in consideration for service as an officer of the issuer. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 22:08 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 359 | $94.61 | $33,964.99 |
DisclosureSEC source: 0001140361-17-004928 · doc1.xml · nonDerivative · entry 2 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,091 F3 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units on 2/6/2017. F4 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 2/6/2017. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 22:08 UTC | ROYAL CARIBBEAN CRUISES LTD RCL · Entity 2975 | Tax withholdingCommon Stock | 1,864 | $94.62 | $176,371.68 |
DisclosureSEC source: 0001140361-17-004928 · doc1.xml · nonDerivative · entry 1 Lutoff-Perlo Lisa · CIK 0001559391 · Pres & CEO, Celebrity Cruises 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,450 F1 · shares: Represents the number of shares of common stock withheld by the issuer to cover the reporting person's tax liability associated with the vesting of shares underlying certain restricted stock units and performance shares on 2/5/2017. F2 · price: Represents the average of the high and low prices for the issuer's common stock on the NYSE on 2/3/2017. 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.