Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACCENDRA HEALTH INC/VA/OMI · Entity 6858 | Director | February 26, 2021 | March 03, 2021 |
| POOL CORPPOOL · Entity 3738 | Director | May 03, 2023 | May 05, 2023 |
| UNIVERSAL CORP /VA/UVV · Entity 4866 | Director | August 04, 2026 | August 06, 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.
ACCENDRA HEALTH INC/VA/
Report date February 26, 2021 · Filed March 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,990 |
Reported balance
After 2021-02-26 transaction · row 1
1 source rowRow 1 · 2021-02-26 · Gift · Disposed 150,000 · Balance 91,990 |
| Common StockSEC Table I · non-derivative | IndirectBy the MSledd Trust | 10,000 |
Reported balance
Holding disclosure · report date 2021-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Sledd Investments LLC | 30,000 |
Reported balance
Holding disclosure · report date 2021-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 30,000 |
| Common StockSEC Table I · non-derivative | IndirectBy RC Sledd Trust | 150,000 |
Reported balance
Holding disclosure · report date 2021-02-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 150,000 |
| Common StockSEC Table I · non-derivative | IndirectBy the RSledd Trust | 10,000 |
Reported balance
Holding disclosure · report date 2021-02-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,000 |
POOL CORP
Report date May 03, 2023 · Filed May 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,529 |
Reported balance
After 2023-05-03 transaction · row 1
1 source rowRow 1 · 2023-05-03 · Grant · Acquired 356 · Balance 2,529 |
| Common StockSEC Table I · non-derivative | Indirectby Wife | 2,300 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,300 |
UNIVERSAL CORP /VA/
Report date August 04, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,647 |
Reported balance
After 2026-08-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-04 · Grant · Acquired 2,650 · Balance 14,647 F1: Award of 2,650 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2: Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 5, 2026. Includes 2,650 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of 2,650 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date.
F2: Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 5, 2026. Includes 2,650 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed.
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 04, 2026 Filed Aug 6, 2026 23:09 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-26-000433 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,647 F1 · kind: Award of 2,650 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 5, 2026. Includes 2,650 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed. Read SEC document |
| June 03, 2026 Filed Jun 8, 2026 20:12 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 2,845 | $54.13 | $153,985.63 |
DisclosureSEC source: 0001192482-26-000347 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,959 F1 · balance_after: Includes 2,290 restricted stock units, 1,950 shares of restricted stock and 106 dividend equivalent units earned on the restricted stock units. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:35 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 1,000 | $53.95 | $53,947.20 |
DisclosureSEC source: 0001192482-26-000117 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,768 F1 · balance_after: Includes 2,290 restricted stock units, 1,950 shares of restricted stock and 70 dividend equivalent units earned on the restricted stock units. Read SEC document |
| August 15, 2025 Filed Aug 18, 2025 21:38 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 4,617 | $53.25 | $245,855.25 |
DisclosureSEC source: 0001062993-25-014603 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,698 F1 · balance_after: Includes 2,290 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed. Read SEC document |
| August 05, 2025 Filed Aug 7, 2025 21:31 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-013860 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,315 F1 · kind: Award of 2,290 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 6, 2025. Includes 2,290 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 22:59 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-014701 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,860 F1 · kind: Award of 2,660 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 4, 2024. Includes 2,660 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:40 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 2,000 | $53.74 | $107,481.40 |
DisclosureSEC source: 0001207896-23-000005 · wk-form4_1700602830.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,080 F1 · balance_after: Includes 2,600 restricted stock units, 1,950 shares of restricted stock and 40 dividend equivalent units earned on the restricted stock units. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 22:11 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001207896-23-000003 · wk-form4_1691532674.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,040 F1 · kind: Award of 2,600 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 2, 2023. Includes 2,600 restricted stock units and 1,950 shares of restricted stock as of the date this Form 4 is filed. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:29 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 356 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-23-000096 · wf-form4_168331853110708.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,529 Read SEC document |
| August 02, 2022 Filed Aug 5, 2022 00:24 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-017319 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,319 F1 · kind: Award of 2,000 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes 1,950 shares of restricted stock. Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 3, 2022. Includes 2,000 restricted stock units as of the date this Form 4 is filed. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 22:07 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 2,000 | $63.82 | $127,640.00 |
DisclosureSEC source: 0001062993-22-014214 · form4.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,288 F1 · balance_after: Includes 1,950 shares of restricted stock, 2,100 restricted stock units and 97 dividend equivalent units earned on the restricted stock units. Read SEC document |
| May 03, 2022 Filed May 5, 2022 20:47 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-22-000081 · wf-form4_165178364395794.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173 Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 23:34 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-21-000243 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,191 F1 · kind: Award of 2,100 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes 1,950 shares of restricted stock. Includes shares resulting from dividend equivalent units earned on restricted stock units that vested on August 4, 2021. Includes 2,100 restricted stock units as of the date this Form 4 is filed. Read SEC document |
| August 03, 2021 Filed Aug 5, 2021 21:16 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 3,300 | $479.50 | $1,582,350.00 |
DisclosureSEC source: 0000945841-21-000153 · wf-form4_162819812113253.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,865 Read SEC document |
| August 03, 2021 Filed Aug 9, 2021 21:15 UTC Amendment | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 7,254 | $480.00 | $3,481,920.00 |
DisclosureSEC source: 0000945841-21-000155 · wf-form4a_162854369928960.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Wife Disclosed balance after: 2,300 Read SEC document |
| June 02, 2021 Filed Jun 4, 2021 00:32 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 4,419 | $58.56 | $258,776.64 |
DisclosureSEC source: 0001225385-21-000218 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,026 F1 · balance_after: Includes 1,950 shares of restricted stock, 3,900 restricted stock units and 384 dividend equivalent units earned on the restricted stock units. Read SEC document |
| May 04, 2021 Filed May 6, 2021 21:32 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000096 · wf-form4_162033670419905.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,165 Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:28 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-21-000042 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,990 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 23:06 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 7,254 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000017 · wf-form4_161412153363363.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Wife Disclosed balance after: 9,554 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 23:06 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 7,254 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000017 · wf-form4_161412153363363.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,887 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 23:21 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000015 · wf-form4_161360405879664.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Wife Disclosed balance after: 2,300 Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 23:21 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000015 · wf-form4_161360405879664.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,141 Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:33 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | PurchaseCommon Stock | 10,000 | $13.10 | $131,000.00 |
DisclosureSEC source: 0000075252-20-000109 · edgar.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the MSledd Trust Disclosed balance after: 10,000 F2 · price: Weighted average of the purchase price range of $13.05 through $13.15. Read SEC document |
| August 07, 2020 Filed Aug 11, 2020 20:33 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | PurchaseCommon Stock | 10,000 | $12.89 | $128,900.00 |
DisclosureSEC source: 0000075252-20-000109 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By the RSledd Trust Disclosed balance after: 10,000 F1 · price: Weighted average of the purchase price range of $12.87 through $12.90. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 15:23 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-20-000237 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,242 F1 · kind: Award of 2,400 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes 1,950 shares of restricted stock, 5,550 restricted stock units and 287 dividend equivalent units earned on the restricted stock units. Read SEC document |
| May 11, 2020 Filed May 14, 2020 01:24 UTC Amendment | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | PurchaseCommon Stock | 82,000 | $7.12 | $583,602.20 |
DisclosureSEC source: 0000075252-20-000077 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,990 F1 · shares: These shares were omitted from the reporting person's original Form 4 also filed on May 13, 2020. F2 · price: Weighted average of the purchase price range of $6.8804 through $7.4968 Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:14 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | PurchaseCommon Stock | 30,000 | $7.38 | $221,298.00 |
DisclosureSEC source: 0000075252-20-000074 · edgar.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Sledd Investments LLC Disclosed balance after: 30,000 F2 · price: Weighted average of the purchase price range of $7.38 through $7.40. Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:14 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 17,242 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-20-000074 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,990 F1 · security: Restricted stock with one year vesting date. Read SEC document |
| April 29, 2020 Filed May 1, 2020 21:28 UTC | POOL CORP POOL · Entity 3738 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,654 | $0.00 Strike: $217.71 | $0.00 |
DisclosureSEC source: 0000945841-20-000120 · wf-form4_158836850912722.xml · derivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,654 Underlying: Common Stock · 1,654 shares Expires 2030-04-29 Read SEC document |
| November 26, 2019 Filed Feb 17, 2021 22:41 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-21-000013 · wf-form5_161360166787784.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,441 Read SEC document |
| August 28, 2019 Filed Aug 30, 2019 20:59 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001225385-19-000166 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,526 F1 · kind: Award of 1,650 restricted stock units for service as a director. The restricted stock units vest on the first anniversary of the award date. F2 · balance_after: Includes 1,950 shares of restricted stock, 4,700 restricted stock units and 233 dividend equivalent units earned on the restricted stock units. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:19 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,696 | $0.00 Strike: $37.14 | $0.00 |
DisclosureSEC source: 0000945841-19-000130 · edgardoc.xml · derivative · entry 3 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,696 shares Expires 2022-05-02 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. Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:19 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 8,696 | $199.09 | $1,731,277.94 |
DisclosureSEC source: 0000945841-19-000130 · edgardoc.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,141 Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 21:19 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 8,696 | $37.14 | $322,969.44 |
DisclosureSEC source: 0000945841-19-000130 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,837 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 13, 2019 Filed May 15, 2019 20:51 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 32,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-19-000084 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,748 F1 · security: Restricted stock with one year vesting date. Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:59 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 661 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-19-000083 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,141 Read SEC document |
| March 06, 2019 Filed Mar 18, 2019 20:21 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Disposition to issuerCommon Stock | 109,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-19-000056 · edgar.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,111 F2 · shares: Represents shares forfeited upon termination of services as interim President and CEO. Read SEC document |
| March 06, 2019 Filed Mar 18, 2019 20:21 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | Tax withholdingCommon Stock | 33,036 | $5.25 | $173,439.00 |
DisclosureSEC source: 0000075252-19-000056 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,001 F1 · shares: Represents shares surrendered to the Issuer to satisfy tax withholding obligations in connection with vesting of restricted stock granted to Reporting Person. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 21:56 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 219,781 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-18-000138 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director · Interim President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,037 F1 · security: Restricted stock which vests as disclosed by the Issuer and filed on Current Report on Form 8-K dated November 7, 2018. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 22:13 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,766 | $0.00 Strike: $24.71 | $0.00 |
DisclosureSEC source: 0000945841-18-000102 · edgardoc.xml · derivative · entry 3 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,766 shares Expires 2020-05-04 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 27, 2018 Filed Aug 28, 2018 22:13 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 5,766 | $162.96 | $939,644.08 |
DisclosureSEC source: 0000945841-18-000102 · edgardoc.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,480 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.929 to $163.022 inclusive. The reporting person undertakes to provide to Pool Corporation, any security holder of Pool Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 22:13 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 5,766 | $24.71 | $142,477.86 |
DisclosureSEC source: 0000945841-18-000102 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,246 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 02, 2018 Filed Aug 2, 2018 20:35 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-035159 · doc1.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,594 F1 · kind: Award of 1,500 restricted stock units for service as a director. The restricted stock units vest on the third anniversary of the award date; payment, however, will be delayed until certain restrictions are met. F2 · shares: The value of each restricted stock unit ($66.2631) was based upon Bloomberg LLP daily volume weighted average between June 1, 2018 and July 31, 2018. F2 · price: The value of each restricted stock unit ($66.2631) was based upon Bloomberg LLP daily volume weighted average between June 1, 2018 and July 31, 2018. F3 · balance_after: Includes 1,950 shares of restricted stock, 5,550 restricted stock units and 273 dividend equivalent units earned on the restricted stock units. Read SEC document |
| May 17, 2018 Filed May 18, 2018 16:36 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 10,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-18-000080 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,256 F1 · security: Restricted stock with one year vesting date. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:42 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-18-000074 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,480 Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 23:14 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,200 | $0.00 Strike: $24.71 | $0.00 |
DisclosureSEC source: 0000945841-17-000149 · edgardoc.xml · derivative · entry 3 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,766 Underlying: Common Stock · 7,200 shares Expires 2020-05-04 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 18, 2017 Filed Dec 19, 2017 23:14 UTC | POOL CORP POOL · Entity 3738 | SaleCommon Stock | 7,200 | $131.02 | $943,365.60 |
DisclosureSEC source: 0000945841-17-000149 · edgardoc.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,614 Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 23:14 UTC | POOL CORP POOL · Entity 3738 | Exercise / conversionCommon Stock | 7,200 | $24.71 | $177,912.00 |
DisclosureSEC source: 0000945841-17-000149 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,814 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 04, 2017 Filed Dec 5, 2017 22:21 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 1,755 | $55.26 | $96,989.20 |
DisclosureSEC source: 0001140361-17-045076 · doc1.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,995 F1 · price: The sale price reported in Column 4 is a weighted average sale price for prices ranging from $55.25 to $55.35 per share. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · balance_after: Includes 1,950 shares of restricted stock, 4,050 restricted stock units and 174 dividend equivalent units earned on the restricted stock units. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 21:21 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | GrantCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-030380 · doc1.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,674 F1 · kind: Award of 1,550 restricted stock units for service as a director. The restricted stock units vest on the third anniversary of the award date; payment, however, will be delayed until certain restrictions are met. F2 · shares: The value of each restricted stock unit ($65.0199) was based upon Bloomberg LLP daily volume weighted average between June 1, 2017 and July 31, 2017. F2 · price: The value of each restricted stock unit ($65.0199) was based upon Bloomberg LLP daily volume weighted average between June 1, 2017 and July 31, 2017. F3 · balance_after: Includes 1,950 shares of restricted stock, 5,350 restricted stock units and 257 dividend equivalent units earned on the restricted stock units. 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.