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 |
|---|---|---|---|---|---|---|
| May 05, 2017 Filed May 8, 2017 21:33 UTC | ACCENDRA HEALTH INC/VA/ OMI · Entity 6858 | GrantCommon Stock | 3,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000075252-17-000086 · edgar.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,901 F1 · security: Restricted stock with one year vesting date. Read SEC document |
| May 02, 2017 Filed May 4, 2017 22:31 UTC | POOL CORP POOL · Entity 3738 | GrantCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000093 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,614 Read SEC document |
| February 10, 2017 Filed Feb 10, 2017 21:10 UTC | UNIVERSAL CORP /VA/ UVV · Entity 4866 | SaleCommon Stock | 1,000 | $74.60 | $74,600.00 |
DisclosureSEC source: 0001140361-17-005792 · doc1.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,094 F1 · balance_after: Includes 1,950 shares of restricted stock, 3,800 restricted stock units and 227 dividend equivalent units earned on the restricted stock units. Read SEC document |
| December 21, 2016 Filed Feb 15, 2017 01:27 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000019 · edgardoc.xml · nonDerivative · entry 2 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,625 F1 · balance_after: The Reporting Person no longer has a reportable beneficial interest in 5,000 shares of POOL Common Stock owned by his children and included in the Reporting Person's prior ownership reports. Read SEC document |
| June 03, 2016 Filed Feb 15, 2017 01:27 UTC | POOL CORP POOL · Entity 3738 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000945841-17-000019 · edgardoc.xml · nonDerivative · entry 1 SLEDD ROBERT C · CIK 0001207896 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,325 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.