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 04, 2023 Filed Aug 8, 2023 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 44,310 | $65.31 | $2,893,700.00 |
DisclosureSEC source: 0001209191-23-044960 · 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 $65.2500 to $66.2300 per share on August 4, 2023. The $65.3058 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 | 44,310 | $22.28 | $987,226.80 |
DisclosureSEC source: 0001209191-23-044960 · 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: 1,006,719 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 22, 2023 Filed May 22, 2023 20:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 33 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-031488 · 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: 200,000 Underlying: Common Stock · 33 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| May 22, 2023 Filed May 22, 2023 20:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 33 | $65.55 | $2,163.15 |
DisclosureSEC source: 0001209191-23-031488 · 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 Read SEC document |
| May 22, 2023 Filed May 22, 2023 20:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 33 | $22.28 | $735.24 |
DisclosureSEC source: 0001209191-23-031488 · 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: 962,442 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 19, 2023 Filed May 22, 2023 20:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 62,417 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-031488 · 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: 200,033 Underlying: Common Stock · 62,417 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 62,417 | $65.54 | $4,090,860.11 |
DisclosureSEC source: 0001209191-23-031488 · 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 $65.5000 to $65.73 per share on May 19, 2023. The $65.5408 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 |
| May 19, 2023 Filed May 22, 2023 20:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 62,417 | $22.28 | $1,390,650.76 |
DisclosureSEC source: 0001209191-23-031488 · 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: 1,024,826 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 18, 2023 Filed May 19, 2023 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 20,445 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-030979 · 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: 262,450 Underlying: Common Stock · 20,445 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 |
| May 18, 2023 Filed May 19, 2023 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 20,445 | $65.50 | $1,339,245.64 |
DisclosureSEC source: 0001209191-23-030979 · 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 $65.5000 to $65.54 per share on May 18, 2023. The $65.5048 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 |
| May 18, 2023 Filed May 19, 2023 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 20,445 | $22.28 | $455,514.60 |
DisclosureSEC source: 0001209191-23-030979 · 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: 982,854 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 17, 2023 Filed May 19, 2023 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 97,751 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-030979 · 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: 282,895 Underlying: Common Stock · 97,751 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 |
| May 17, 2023 Filed May 19, 2023 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 97,751 | $65.54 | $6,406,756.94 |
DisclosureSEC source: 0001209191-23-030979 · 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 $65.5000 to $65.73 per share on May 17, 2023. The $65.5416 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 |
| May 17, 2023 Filed May 19, 2023 20:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 97,751 | $22.28 | $2,177,892.28 |
DisclosureSEC source: 0001209191-23-030979 · 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: 1,060,160 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 03, 2023 Filed May 5, 2023 20:01 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 17,878 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-027625 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,646 Underlying: Common Stock · 17,878 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:01 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 17,878 | $68.95 | $1,232,732.80 |
DisclosureSEC source: 0001209191-23-027625 · 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 $68.9000 to $69.03 per share on May 3, 2023. The $68.9525 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 |
| May 03, 2023 Filed May 5, 2023 20:01 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 17,878 | $22.28 | $398,321.84 |
DisclosureSEC source: 0001209191-23-027625 · 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: 980,287 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, 2023 Filed Feb 27, 2023 17:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,836 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-013066 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 398,524 Underlying: Common Stock · 2,836 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 17:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 2,836 | $70.95 | $201,202.29 |
DisclosureSEC source: 0001209191-23-013066 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,409 F1 · price: The shares were sold in multiple transactions at prices ranging from $70.8300 to $71.19 per share on February 23, 2023. The $70.9458 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 |
| February 23, 2023 Filed Feb 27, 2023 17:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 2,836 | $22.28 | $63,186.08 |
DisclosureSEC source: 0001209191-23-013066 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 965,245 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, 2023 Filed Feb 23, 2023 21:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,049 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-012196 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,360 Underlying: Common Stock · 11,049 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 |
| February 22, 2023 Filed Feb 23, 2023 21:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 11,049 | $70.87 | $783,042.63 |
DisclosureSEC source: 0001209191-23-012196 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,409 F2 · price: The shares were sold in multiple transactions at prices ranging from $70.7500 to $71.26 per share on February 22, 2023. The $70.8700 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 |
| February 22, 2023 Filed Feb 23, 2023 21:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 11,049 | $22.28 | $246,171.72 |
DisclosureSEC source: 0001209191-23-012196 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973,458 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 21, 2023 Filed Feb 23, 2023 21:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 120,653 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-23-012196 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,409 Underlying: Common Stock · 120,653 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 |
| February 21, 2023 Filed Feb 23, 2023 21:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 120,653 | $70.86 | $8,549,628.43 |
DisclosureSEC source: 0001209191-23-012196 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,409 F1 · price: The shares were sold in multiple transactions at prices ranging from $70.7500 to $71.36 per share on February 21, 2023. The $70.8613 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 |
| February 21, 2023 Filed Feb 23, 2023 21:32 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 120,653 | $22.28 | $2,688,148.84 |
DisclosureSEC source: 0001209191-23-012196 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083,062 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 15, 2023 Filed Feb 17, 2023 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 136,000 | $0.00 Strike: $70.34 | $0.00 |
DisclosureSEC source: 0001209191-23-010540 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,000 Underlying: Common Stock · 136,000 shares Expires 2031-02-15 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 15, 2024. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:12 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 32,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-010540 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 491,900 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:31 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 16,938 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-22-061393 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 533,062 Underlying: Common Stock · 16,938 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 20:31 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 16,938 | $70.11 | $1,187,589.24 |
DisclosureSEC source: 0001209191-22-061393 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,409 F1 · price: The shares were sold in multiple transactions at prices ranging from $69.8000 to $70.34 per share on December 14, 2022. The $70.1139 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 |
| December 14, 2022 Filed Dec 15, 2022 20:31 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 16,938 | $22.28 | $377,378.64 |
DisclosureSEC source: 0001209191-22-061393 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979,347 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 16, 2022 Filed Nov 17, 2022 21:30 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-057555 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,409 Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $22.28 | $0.00 |
DisclosureSEC source: 0001209191-22-056204 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,000 Underlying: Common Stock · 35,000 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 9, 2017, 2018, and 2019. Read SEC document |
| November 07, 2022 Filed Nov 9, 2022 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 35,000 | $70.14 | $2,454,963.00 |
DisclosureSEC source: 0001209191-22-056204 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 F1 · price: The shares were sold in multiple transactions at prices ranging from $69.5650 to $70.41 per share on November 7, 2022. The $70.1418 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 07, 2022 Filed Nov 9, 2022 21:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 35,000 | $22.28 | $779,800.00 |
DisclosureSEC source: 0001209191-22-056204 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,003,909 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 04, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 24,999 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · derivative · entry 11 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,999 shares Expires 2023-02-10 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 10, 2016, 2017, and 2018. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 39,701 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · derivative · entry 10 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,999 Underlying: Common Stock · 39,701 shares Expires 2023-02-10 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 10, 2016, 2017, and 2018. Read SEC document |
| November 04, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 24,999 | $69.22 | $1,730,390.78 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · nonDerivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 F3 · price: The shares were sold in multiple transactions at prices ranging from $69.00 to $69.62 per share on November 04, 2022. The $69.2184 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 04, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 24,999 | $23.00 | $574,977.00 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993,908 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 04, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 39,701 | $68.74 | $2,729,098.35 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 F2 · price: The shares were sold in multiple transactions at prices ranging from $68.00 to $68.99 per share on November 4, 2022. The $68.7413 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 04, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 39,701 | $23.00 | $913,123.00 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008,610 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 03, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,300 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · derivative · entry 9 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,700 Underlying: Common Stock · 10,300 shares Expires 2023-02-10 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 10, 2016, 2017, and 2018. Read SEC document |
| November 03, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 10,300 | $68.03 | $700,719.30 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 F1 · price: The shares were sold in multiple transactions at prices ranging from $68.00 to $68.27 per share on November 03, 2022. The $68.0310 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 03, 2022 Filed Nov 7, 2022 20:43 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 10,300 | $23.00 | $236,900.00 |
DisclosureSEC source: 0001209191-22-055925 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 979,209 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 |
| June 06, 2022 Filed Jun 7, 2022 18:08 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034782 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 25,000 shares Expires 2023-02-10 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 10, 2016, 2017, and 2018. Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 18:08 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 25,000 | $71.34 | $1,783,537.50 |
DisclosureSEC source: 0001209191-22-034782 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 F1 · price: The shares were sold in multiple transactions at prices ranging from $71.1300 to $71.65 per share on June 06, 2022. The $71.3415 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 |
| June 06, 2022 Filed Jun 7, 2022 18:08 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 25,000 | $23.00 | $575,000.00 |
DisclosureSEC source: 0001209191-22-034782 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993,909 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 |
| June 02, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · derivative · entry 11 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100 shares Expires 2023-02-10 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 10, 2016, 2017, and 2018. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 29,850 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · derivative · entry 10 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,100 Underlying: Common Stock · 29,850 shares Expires 2023-02-10 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 10, 2016, 2017, and 2018. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 100 | $70.94 | $7,094.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · nonDerivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 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.