Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATI INCATI · Entity 944 | Director · Executive Chairman | February 17, 2026 | February 19, 2026 |
| COMMERCIAL METALS CoCMC · Entity 8783 | Director | July 15, 2026 | July 17, 2026 |
| GATX CORPGATX · Entity 2783 | Director | August 03, 2026 | August 05, 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.
ATI INC
Report date February 17, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 317,188.3409 |
Reported balance
After 2026-02-17 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-17 · Sale · Disposed 12,435 · Balance 317,188.3409 F1: Shares sold pursuant to a 10b5-1 Trading Plan dated August 15, 2025, entered into for personal tax and estate planning purposes. F2: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $143.45 to $144.45. The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each specific price within the range reported. |
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 308,785.3409 |
Reported balance
After 2026-02-17 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-02-17 · Sale · Disposed 8,403 · Balance 308,785.3409 F1: Shares sold pursuant to a 10b5-1 Trading Plan dated August 15, 2025, entered into for personal tax and estate planning purposes. F3: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $144.48 to $145.47. The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the SEC, upon request, full information regarding the number of shares sold at each specific price within the range reported. |
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 280,061.3409 |
Reported balance
After 2026-02-17 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-17 · Sale · Acquired 28,724 · Balance 280,061.3409 F1: Shares sold pursuant to a 10b5-1 Trading Plan dated August 15, 2025, entered into for personal tax and estate planning purposes. F4: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $145.51 to $146.51. The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the SEC, upon request, full information regarding the number of shares sold at each specific price within the range reported. |
| Common Stock, par value $0.10 per shareSEC Table I · non-derivative | Direct | 269,623.3409 |
Reported balance
After 2026-02-10 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-10 · Sale · Disposed 10,438 · Balance 269,623.3409 F1: Shares sold pursuant to a 10b5-1 Trading Plan dated August 15, 2025, entered into for personal tax and estate planning purposes. F5: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.52 to $146.88, The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the U. S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each specific price within the range reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a 10b5-1 Trading Plan dated August 15, 2025, entered into for personal tax and estate planning purposes.
F2: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $143.45 to $144.45. The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the U.S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each specific price within the range reported.
F3: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $144.48 to $145.47. The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the SEC, upon request, full information regarding the number of shares sold at each specific price within the range reported.
F4: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $145.51 to $146.51. The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the SEC, upon request, full information regarding the number of shares sold at each specific price within the range reported.
F5: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.52 to $146.88, The reporting person undertakes to provide to the Issuer, its security holders and the Staff of the U. S. Securities and Exchange Commission (the "SEC"), upon request, full information regarding the number of shares sold at each specific price within the range reported.
COMMERCIAL METALS Co
Report date July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,298 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 7 · Balance 13,298 F1: Represents dividend equivalents deemed deferred into additional restricted stock units that are fully vested and are distributable in shares of common stock following termination of services as a Director of the Company, in accordance with the applicable distribution election. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents deemed deferred into additional restricted stock units that are fully vested and are distributable in shares of common stock following termination of services as a Director of the Company, in accordance with the applicable distribution election.
GATX CORP
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,645 |
Reported balance
After 2026-08-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 130 · Balance 1,645 F1: Represents additional shares of phantom stock/RSUs credited to the reporting person's account under the Amended and Restated GATX Directors' Phantom Stock Plan ("Phantom Stock Plan") and the Amended and Restated GATX Corporation Directors' Voluntary Deferred Fee Plan ("Deferred Fee Plan") on the transaction date. Each share of phantom stock/RSU represents the right to receive one share of Issuer's common stock upon settlement. The shares of phantom stock/RSUs are generally payable on a deferred basis in common stock at the election of the reporting person upon the reporting person's termination of service on the Issuer's board of directors. F2: Represents (a) 3 shares of phantom stock/RSUs acquired pursuant to the dividend reinvestment feature of the Phantom Stock Plan and Deferred Fee Plan, and (b) 126 RSUs acquired under the Deferred Fee Plan resulting from the reporting person's election to defer the annual cash retainer and other cash fees payable to the reporting person in the form of RSUs under the Deferred Fee Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional shares of phantom stock/RSUs credited to the reporting person's account under the Amended and Restated GATX Directors' Phantom Stock Plan ("Phantom Stock Plan") and the Amended and Restated GATX Corporation Directors' Voluntary Deferred Fee Plan ("Deferred Fee Plan") on the transaction date. Each share of phantom stock/RSU represents the right to receive one share of Issuer's common stock upon settlement. The shares of phantom stock/RSUs are generally payable on a deferred basis in common stock at the election of the reporting person upon the reporting person's termination of service on the Issuer's board of directors.
F2: Represents (a) 3 shares of phantom stock/RSUs acquired pursuant to the dividend reinvestment feature of the Phantom Stock Plan and Deferred Fee Plan, and (b) 126 RSUs acquired under the Deferred Fee Plan resulting from the reporting person's election to defer the annual cash retainer and other cash fees payable to the reporting person in the form of RSUs under the Deferred Fee Plan.
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 20, 2019 Filed Feb 25, 2020 00:22 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, par value $0.10 per share | 1,785 | $20.40 | $36,414.00 |
DisclosureSEC source: 0001209191-20-012237 · doc4.xml · nonDerivative · entry 1 WETHERBEE ROBERT S · CIK 0001572385 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,550.3409 F1 · shares: Shares withheld for payment of taxes on restricted stock units awarded on February 20, 2018. One-third of such restricted stock units vested by their terms on February 20, 2020. F2 · price: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on February 20, 2020. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 00:47 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, $0.10 par value per share | 2,497 | $27.12 | $67,718.64 |
DisclosureSEC source: 0001209191-18-014268 · doc4.xml · nonDerivative · entry 2 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,903.3409 F3 · shares: Shares withheld for payment of taxes on restricted stock units awarded on February 25, 2016. One-third of such restricted stock units vested by their terms on February 26, 2018. F4 · price: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on February 26, 2018. Read SEC document |
| February 23, 2018 Filed Feb 28, 2018 00:47 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, $0.10 par value per share | 1,511 | $27.00 | $40,797.00 |
DisclosureSEC source: 0001209191-18-014268 · doc4.xml · nonDerivative · entry 1 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,400.3409 F1 · shares: Shares withheld for payment of taxes on restricted stock units awarded on February 23, 2017. One-third of such restricted stock units vested by their terms on February 23, 2018. F2 · price: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on February 23, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:55 UTC | ATI INC ATI · Entity 944 | GrantCommon Stock, $0.10 par value per share | 11,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012711 · doc4.xml · nonDerivative · entry 2 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,911.3409 F2 · shares: Award of restricted stock units, which are settled in shares of stock upon vesting. The award vests in three equal annual installments on each of the first three anniversaries of the grant date. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 23:55 UTC | ATI INC ATI · Entity 944 | Disposition to issuerCommon Stock, $0.10 par value per share | 5,553.952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012711 · doc4.xml · nonDerivative · entry 1 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,129.3409 F1 · shares: Forfeiture of restricted shares, including accumulated dividends, granted under the 2015 Long-Term Shareholder Value Program. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:40 UTC | ATI INC ATI · Entity 944 | Disposition to issuerCommon Stock, $0.10 par value per share | 6,941.952 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-005143 · doc4.xml · nonDerivative · entry 1 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,683.2929 F1 · shares: Forfeiture of restricted shares, including accumulated dividends, granted under the 2015 Performance/Restricted Stock Program. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 00:19 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, $0.10 par value | 2,758 | $19.65 | $54,194.70 |
DisclosureSEC source: 0001209191-17-015002 · doc4.xml · nonDerivative · entry 2 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,625.2449 F2 · shares: Shares withheld for payment of taxes on restricted stock units awarded on February 27, 2016. One-third of such restricted stock units vested by their terms on February 27, 2017. F3 · price: Represents the average of the high and low trading prices for one share of the Issuer's common stock on the New York Stock Exchange on February 27, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:19 UTC | ATI INC ATI · Entity 944 | GrantCommon Stock, $0.10 par value | 15,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015002 · doc4.xml · nonDerivative · entry 1 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,383.2449 F1 · shares: Award of restricted stock units, which are settled in shares of stock upon vesting. The award vests in three equal annual installments on each of the first three anniversaries of the grant date. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:34 UTC | ATI INC ATI · Entity 944 | Disposition to issuerCommon Stock, $0.10 par value | 4,206.3402 | $21.75 | $91,487.90 |
DisclosureSEC source: 0001209191-17-006397 · doc4.xml · nonDerivative · entry 3 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,642.2449 F3 · shares: Forfeiture of restricted shares, including accumulated dividends, granted under the 2014 Performance/Restricted Stock Program. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:34 UTC | ATI INC ATI · Entity 944 | Tax withholdingCommon Stock, $0.10 par value | 1,993 | $21.75 | $43,347.75 |
DisclosureSEC source: 0001209191-17-006397 · doc4.xml · nonDerivative · entry 2 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,848.5851 F2 · shares: Shares withheld for payment of taxes on the 2014-2016 TSR award paid on January 27, 2017 as described in footnote 1 above. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 21:34 UTC | ATI INC ATI · Entity 944 | GrantCommon Stock, $0.10 par value | 5,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-006397 · doc4.xml · nonDerivative · entry 1 WETHERBEE ROBERT S · CIK 0001572385 · EVP, ATI Flat-Rolled Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,841.5851 F1 · shares: Shares awarded under the Company's 2014-2016 Total Shareholder Return Program ("TSR"). 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.