Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EXPAND ENERGY CorpCHKAQ · Entity 3213 | Director | May 05, 2020 | October 01, 2020 |
| SERVICE CORP INTERNATIONALSCI · Entity 3484 | Director · CEO & Chairman | July 31, 2026 | August 04, 2026 |
| WEINGARTEN REALTY INVESTORS /TX/WRI · Entity 136727 | Director | August 03, 2021 | August 03, 2021 |
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.
EXPAND ENERGY Corp
Report date May 05, 2020 · Filed October 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-09-28 transaction · row 3
2 source rows · reconciled sequenceRow 1 · 2020-05-05 · Disposition to issuer · Disposed 285 · Balance 4,502 Row 3 · 2020-09-28 · Sale · Disposed 4,502 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 0 |
Reported balance
After 2020-09-28 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2020-09-28 · Sale · Disposed 900 · Balance 0 |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 900 |
Reported balance
Holding disclosure · report date 2020-05-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 900 |
SERVICE CORP INTERNATIONAL
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,006,212 |
Ending reported balance
After 2026-07-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-07-31 · Exercise / conversion · Acquired 235,893 · Balance 1,242,105 Row 2 · 2026-07-31 · Sale · Disposed 235,893 · Balance 1,006,212 F1: The shares were sold in multiple transactions at prices ranging from $84.9500 to $85.9400 per share on July 31, 2026. The $85.1914 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Row 3 · 2026-07-31 · Exercise / conversion · Acquired 17,498 · Balance 1,023,710 Row 4 · 2026-07-31 · Sale · Disposed 17,498 · Balance 1,006,212 F2: The shares were sold in multiple transactions at prices ranging from $85.9900 to $86.4550 per share on July 31, 2026. The $86.0612 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.63 · Expires 2027-02-20 | Direct | 17,498 |
Reported balance
After 2026-07-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-07-31 · Exercise / conversion · Disposed 235,893 · Balance 17,498 F4: The option vested in three equal installments on February 20, 2020, 2021, and 2022. |
| Employee stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $42.63 · Expires 2027-02-20 | Direct | 0 |
Reported balance
After 2026-07-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-07-31 · Exercise / conversion · Disposed 17,498 · Balance 0 F4: The option vested in three equal installments on February 20, 2020, 2021, and 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy Three Children's Trusts | 157,899 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 157,899 F3: The shares are held by a trust over which the reporting person has investment control but is not the trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Compensation Plan | 519,105 |
Reported balance
Holding disclosure · report date 2026-07-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 519,105 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple transactions at prices ranging from $84.9500 to $85.9400 per share on July 31, 2026. The $85.1914 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: The shares were sold in multiple transactions at prices ranging from $85.9900 to $86.4550 per share on July 31, 2026. The $86.0612 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F3: The shares are held by a trust over which the reporting person has investment control but is not the trustee.
F4: The option vested in three equal installments on February 20, 2020, 2021, and 2022.
WEINGARTEN REALTY INVESTORS /TX/
Report date August 03, 2021 · Filed August 03, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-08-03 transaction · row 1
1 source rowRow 1 · 2021-08-03 · Disposition to issuer · Disposed 53,237 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 15, 2021, between the Issuer and Kimco Realty Corporation ("Kimco"), pursuant to which the Issuer merged with and into Kimco with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each common share of the Issuer held by the Reporting Person was converted into 1.408 shares of Kimco's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 15, 2021, between the Issuer and Kimco Realty Corporation ("Kimco"), pursuant to which the Issuer merged with and into Kimco with Kimco surviving the merger (the "Merger"), at the effective time of the Merger, each common share of the Issuer held by the Reporting Person was converted into 1.408 shares of Kimco's common stock.
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 09, 2024 Filed Aug 13, 2024 20:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 4,215 | $29.25 | $123,288.75 |
DisclosureSEC source: 0000089089-24-000145 · wk-form4_1723579250.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 992,580 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 07, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,454 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · derivative · entry 11 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 25,454 shares Expires 2025-02-07 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| August 07, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 55,184 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · derivative · entry 10 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,454 Underlying: Common Stock · 55,184 shares Expires 2025-02-07 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| August 07, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 25,454 | $74.31 | $1,891,504.56 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · nonDerivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F3 · price: The shares were sold in multiple transactions at prices ranging from $74.1300 to $74.5800 per share on August 7, 2024. The $74.3107 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 07, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 25,454 | $29.25 | $744,529.50 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,013,819 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 07, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 55,184 | $73.81 | $4,073,086.89 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F2 · price: The shares were sold in multiple transactions at prices ranging from $73.1300 to $74.1200 per share on August 7, 2024. The $73.8092 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 07, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 55,184 | $29.25 | $1,614,132.00 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,043,549 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 06, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,362 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · derivative · entry 9 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,638 Underlying: Common Stock · 16,362 shares Expires 2025-02-07 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 16,362 | $73.07 | $1,195,558.25 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F1 · price: The shares were sold in multiple transactions at prices ranging from $73.0300 to $73.37 per share on August 6, 2024. The $73.0692 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 06, 2024 Filed Aug 8, 2024 14:55 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 16,362 | $29.25 | $478,588.50 |
DisclosureSEC source: 0000089089-24-000141 · wk-form4_1723128946.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,004,727 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 |
| March 06, 2024 Filed Mar 8, 2024 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000059 · wk-form4_1709931620.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,000 Underlying: Common Stock · 50,000 shares Expires 2025-02-07 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 50,000 | $75.41 | $3,770,555.00 |
DisclosureSEC source: 0000089089-24-000059 · wk-form4_1709931620.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F1 · price: The shares were sold in multiple transactions at prices ranging from $75.1900 to $75.685 per share on March 6, 2024. The $75.4111 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 50,000 | $29.25 | $1,462,500.00 |
DisclosureSEC source: 0000089089-24-000059 · wk-form4_1709931620.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,038,365 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 |
| March 04, 2024 Filed Mar 6, 2024 14:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000039 · wk-form4_1709737134.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,000 Underlying: Common Stock · 75,000 shares Expires 2025-02-07 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 14:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 75,000 | $73.53 | $5,514,712.50 |
DisclosureSEC source: 0000089089-24-000039 · wk-form4_1709737134.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F1 · price: The shares were sold in multiple transactions at prices ranging from $73.5000 to $73.7 per share on March 4, 2024. The $73.5295 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 14:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 75,000 | $29.25 | $2,193,750.00 |
DisclosureSEC source: 0000089089-24-000039 · wk-form4_1709737134.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063,365 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 |
| February 23, 2024 Filed Feb 26, 2024 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 116,055 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000037 · wk-form4_1708981927.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,000 Underlying: Common Stock · 116,055 shares Expires 2025-02-07 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 116,055 | $72.63 | $8,428,912.17 |
DisclosureSEC source: 0000089089-24-000037 · wk-form4_1708981927.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F2 · price: The shares were sold in multiple transactions at prices ranging from $72.2000 to $72.9 per share on February 23, 2024. The $72.6286 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 116,055 | $29.25 | $3,394,608.75 |
DisclosureSEC source: 0000089089-24-000037 · wk-form4_1708981927.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,104,420 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 |
| February 22, 2024 Filed Feb 26, 2024 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,580 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000037 · wk-form4_1708981927.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,055 Underlying: Common Stock · 16,580 shares Expires 2025-02-07 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 16,580 | $72.20 | $1,197,139.00 |
DisclosureSEC source: 0000089089-24-000037 · wk-form4_1708981927.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F1 · price: The shares were sold in multiple transactions at prices ranging from $72.2000 to $72.23 per share on February 22, 2024. The $72.2038 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 16,580 | $29.25 | $484,965.00 |
DisclosureSEC source: 0000089089-24-000037 · wk-form4_1708981927.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,004,945 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 |
| February 20, 2024 Filed Feb 21, 2024 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 9,385 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000035 · wk-form4_1708549610.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 454,635 Underlying: Common Stock · 9,385 shares Expires 2025-02-07 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 9,385 | $72.44 | $679,816.55 |
DisclosureSEC source: 0000089089-24-000035 · wk-form4_1708549610.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F2 · price: The shares were sold in multiple transactions at prices ranging from $72.2000 to $72.7800 per share on February 20, 2024. The $72.4365 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 20, 2024 Filed Feb 21, 2024 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 9,385 | $29.25 | $274,511.25 |
DisclosureSEC source: 0000089089-24-000035 · wk-form4_1708549610.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 997,750 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 |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 7,980 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0000089089-24-000035 · wk-form4_1708549610.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464,020 Underlying: Common Stock · 7,980 shares Expires 2025-02-07 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 7, 2018, 2019, and 2020. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 7,980 | $72.21 | $576,238.19 |
DisclosureSEC source: 0000089089-24-000035 · wk-form4_1708549610.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,365 F1 · price: The shares were sold in multiple transactions at prices ranging from $72.2000 to $72.2600 per share on February 16, 2024. The $72.2103 sale price reported above is the weighted average sale price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 7,980 | $29.25 | $233,415.00 |
DisclosureSEC source: 0000089089-24-000035 · wk-form4_1708549610.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 996,345 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 |
| February 14, 2024 Filed Feb 16, 2024 21:02 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 141,000 | $0.00 Strike: $69.98 | $0.00 |
DisclosureSEC source: 0000089089-24-000027 · wk-form4_1708117365.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,000 Underlying: Common Stock · 141,000 shares Expires 2032-02-14 F1 · derivative.exercise_date: The option vests in three equal installments on February 14, 2025, 2026, and 2027. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 21:02 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 35,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000089089-24-000027 · wk-form4_1708117365.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 486,300 Read SEC document |
| January 12, 2024 Filed Jan 17, 2024 19:14 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 15,244 | $66.58 | $1,014,945.52 |
DisclosureSEC source: 0001209191-24-001716 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 450,700 F2 · balance_after: On January 12, 2024, the reporting person received a gross distribution of 41,200 shares of common stock previously beneficially owned through the issuer's deferred compensation plan. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 13:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 34,512 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-056557 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,512 shares Expires 2024-02-09 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 13:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 34,512 | $60.96 | $2,103,841.17 |
DisclosureSEC source: 0001209191-23-056557 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,409 F2 · price: The shares were sold in multiple transactions at prices ranging from $60.8000 to $61.12 per share on November 22, 2023. The $60.9597 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 22, 2023 Filed Nov 24, 2023 13:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 34,512 | $22.28 | $768,927.36 |
DisclosureSEC source: 0001209191-23-056557 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 996,921 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 |
| November 21, 2023 Filed Nov 24, 2023 13:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,329 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-056557 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,512 Underlying: Common Stock · 1,329 shares Expires 2024-02-09 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| November 21, 2023 Filed Nov 24, 2023 13:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 1,329 | $60.80 | $80,806.26 |
DisclosureSEC source: 0001209191-23-056557 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,409 F1 · price: The shares were sold in multiple transactions at prices ranging from $60.8000 to $60.81 per share on November 21, 2023. The $60.8023 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 21, 2023 Filed Nov 24, 2023 13:15 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 1,329 | $22.28 | $29,610.12 |
DisclosureSEC source: 0001209191-23-056557 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 963,738 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 |
| November 20, 2023 Filed Nov 21, 2023 16:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,066 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-056197 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,841 Underlying: Common Stock · 3,066 shares Expires 2024-02-09 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 16:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 3,066 | $60.80 | $186,419.85 |
DisclosureSEC source: 0001209191-23-056197 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,409 F2 · price: The shares were sold in multiple transactions at prices ranging from $60.8000 to $60.825 per share on November 20, 2023. The $60.8023 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 16:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 3,066 | $22.28 | $68,310.48 |
DisclosureSEC source: 0001209191-23-056197 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965,475 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 |
| November 17, 2023 Filed Nov 21, 2023 16:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 112,783 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-056197 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,907 Underlying: Common Stock · 112,783 shares Expires 2024-02-09 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 16:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 112,783 | $60.82 | $6,859,304.16 |
DisclosureSEC source: 0001209191-23-056197 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,409 F1 · price: The shares were sold in multiple transactions at prices ranging from $60.8000 to $60.92 per share on November 17, 2023. The $60.8186 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 16:20 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 112,783 | $22.28 | $2,512,805.24 |
DisclosureSEC source: 0001209191-23-056197 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,075,192 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 07, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · derivative · entry 11 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,690 Underlying: Common Stock · 1,000 shares Expires 2024-02-09 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 1,000 | $65.31 | $65,309.00 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · nonDerivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,409 F3 · price: The shares were sold in multiple transactions at prices ranging from $65.2600 to $65.3800 per share on August 7, 2023. The $65.3090 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 1,000 | $22.28 | $22,280.00 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 963,409 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 04, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · derivative · entry 10 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,690 Underlying: Common Stock · 3,000 shares Expires 2024-02-09 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 44,310 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · derivative · entry 9 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,690 Underlying: Common Stock · 44,310 shares Expires 2024-02-09 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 3,000 | $66.31 | $198,922.80 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962,409 F2 · price: The shares were sold in multiple transactions at prices ranging from $66.2575 to $66.4050 per share on August 4, 2023. The $66.3076 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 3,000 | $22.28 | $66,840.00 |
DisclosureSEC source: 0001209191-23-044960 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965,409 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.