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 |
|---|---|---|---|---|---|---|
| June 02, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 100 | $23.00 | $2,300.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 969,009 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 | SaleCommon Stock | 29,850 | $70.53 | $2,105,386.17 |
DisclosureSEC source: 0001209191-22-033867 · 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 $69.9000 to $70.8700 per share on June 02, 2022. The $70.5322 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 02, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 29,850 | $23.00 | $686,550.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998,759 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 01, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 45,050 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · derivative · entry 9 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,950 Underlying: Common Stock · 45,050 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 01, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 45,050 | $70.05 | $3,155,693.94 |
DisclosureSEC source: 0001209191-22-033867 · 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 $70.0000 to $70.17 per share on June 01, 2022. The $70.0487 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 01, 2022 Filed Jun 3, 2022 17:03 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 45,050 | $23.00 | $1,036,150.00 |
DisclosureSEC source: 0001209191-22-033867 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013,959 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 27, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 85,201 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032664 · doc4.xml · derivative · entry 11 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 85,201 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 |
| May 27, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 85,201 | $69.88 | $5,954,067.40 |
DisclosureSEC source: 0001209191-22-032664 · 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 $69.58 to $70.13 per share on May 27, 2022. The $69.8826 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 27, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 85,201 | $23.00 | $1,959,623.00 |
DisclosureSEC source: 0001209191-22-032664 · doc4.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,054,110 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 26, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 12,153 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032664 · doc4.xml · derivative · entry 10 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,201 Underlying: Common Stock · 12,153 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 |
| May 26, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 12,153 | $69.22 | $841,265.90 |
DisclosureSEC source: 0001209191-22-032664 · 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 $69.20 to $69.44 per share on May 26, 2022. The $69.2229 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 26, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 12,153 | $23.00 | $279,519.00 |
DisclosureSEC source: 0001209191-22-032664 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 981,062 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 |
| May 25, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,646 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032664 · doc4.xml · derivative · entry 9 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,354 Underlying: Common Stock · 2,646 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 |
| May 25, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 2,646 | $69.23 | $183,186.02 |
DisclosureSEC source: 0001209191-22-032664 · 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 $69.20 to $69.40 per share on May 25, 2022. The $69.2313 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 25, 2022 Filed May 27, 2022 21:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 2,646 | $23.00 | $60,858.00 |
DisclosureSEC source: 0001209191-22-032664 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 971,555 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, 2022 Filed Feb 18, 2022 15:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $59.76 | $0.00 |
DisclosureSEC source: 0001209191-22-011099 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2030-02-16 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 16, 2023. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 15:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 35,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011099 · 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: 459,600 Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 23:54 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | OtherCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004677 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,909 Read SEC document |
| December 15, 2021 Filed Jan 25, 2022 00:02 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-004679 · doc5.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,909 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:29 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065387 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 75,000 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 |
| November 16, 2021 Filed Nov 18, 2021 15:29 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 75,000 | $68.82 | $5,161,732.50 |
DisclosureSEC source: 0001209191-21-065387 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975,409 F1 · price: The shares were sold in multiple transactions at prices ranging from $68.61 to $69.19 per share on November 16, 2021. The $68.8231 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 16, 2021 Filed Nov 18, 2021 15:29 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 75,000 | $23.00 | $1,725,000.00 |
DisclosureSEC source: 0001209191-21-065387 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,409 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 03, 2021 Filed Aug 3, 2021 16:19 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | Disposition to issuerCommon Stock | 53,237 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-022929 · form4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: 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. F1 · price: 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. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | OtherCommon Stock | 157,899 | $51.78 | $8,175,836.53 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975,409 F3 · kind: These shares were sold by reporting person to three trusts established for the benefit of his children. The transfer of the shares resulted in a decrease in the number of shares held by the reporting person directly and a corresponding increase in the number of shares held by the reporting person indirectly. Reporting person disclaims beneficial ownership of the shares. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 72,000 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · derivative · entry 9 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Stock · 72,000 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. F5 · derivative.exercise_date: The option vested in three equal installments on February 10, 2016, 2017, and 2018. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 36,354 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,354 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 72,000 | $63.01 | $4,536,396.00 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F2 · price: The shares were sold in multiple transactions at prices ranging from $62.48 to $63.23 per share on July 30, 2021. The $63.0055 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 |
| July 30, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 72,000 | $23.00 | $1,656,000.00 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,205,308 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 |
| July 30, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 36,354 | $62.52 | $2,272,990.23 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $62.35 to $62.84 per share on July 30, 2021. The $62.5238 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 |
| July 30, 2021 Filed Aug 3, 2021 22:21 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 36,354 | $17.41 | $632,741.37 |
DisclosureSEC source: 0001209191-21-049454 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,169,662 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 10, 2021 Filed May 11, 2021 20:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 131,648 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-21-031698 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,354 Underlying: Common Stock · 131,648 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. Read SEC document |
| May 10, 2021 Filed May 11, 2021 20:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 131,648 | $56.11 | $7,386,558.64 |
DisclosureSEC source: 0001209191-21-031698 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F2 · price: The shares were sold in multiple transactions at prices ranging from $56.00 to $56.26 per share on May 10, 2021. The $56.1084 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 10, 2021 Filed May 11, 2021 20:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 131,648 | $17.41 | $2,291,333.44 |
DisclosureSEC source: 0001209191-21-031698 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264,956 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 07, 2021 Filed May 11, 2021 20:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 11,863 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-21-031698 · doc4.xml · derivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,002 Underlying: Common Stock · 11,863 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 11,863 | $56.01 | $664,390.87 |
DisclosureSEC source: 0001209191-21-031698 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $56.00 to $56.03 per share on May 7, 2021. The $56.0053 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 07, 2021 Filed May 11, 2021 20:39 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 11,863 | $17.41 | $206,475.52 |
DisclosureSEC source: 0001209191-21-031698 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,145,171 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 05, 2021 Filed May 7, 2021 20:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 27,765 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-21-030879 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,865 Underlying: Common Stock · 27,765 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. Read SEC document |
| May 05, 2021 Filed May 7, 2021 20:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 27,765 | $56.03 | $1,555,573.00 |
DisclosureSEC source: 0001209191-21-030879 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $56.00 to $56.16 per share on May 5, 2021. The $56.0264 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 05, 2021 Filed May 7, 2021 20:05 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 27,765 | $17.41 | $483,249.83 |
DisclosureSEC source: 0001209191-21-030879 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,161,073 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 |
| April 29, 2021 Filed May 3, 2021 12:49 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | GrantCommon Stock | 2,983 | $32.41 | $96,679.03 |
DisclosureSEC source: 0001127602-21-014847 · form4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,237 F1 · shares: Reflects restricted shares received pursuant to annual grants to Trust Managers. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:41 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 235,000 | $0.00 Strike: $49.59 | $0.00 |
DisclosureSEC source: 0001209191-21-012386 · doc4.xml · derivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,000 Underlying: Common Stock · 235,000 shares Expires 2029-02-17 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 17, 2022. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:41 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 40,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012386 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 424,000 Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 12:45 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | OtherCommon Stock | 1,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005127 · form5.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,254 F1 · shares: 2020 - Shares acquired through the quarterly DRIP accumulation within the WRI Deferred Comp Plan at various prices. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 22:16 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-061839 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,630 Underlying: Common Stock · 1,000 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 22:16 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 1,000 | $50.02 | $50,019.50 |
DisclosureSEC source: 0001209191-20-061839 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $50.00 to $50.03 per share on December 2, 2020. The $50.0195 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 02, 2020 Filed Dec 4, 2020 22:16 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 1,000 | $17.41 | $17,405.00 |
DisclosureSEC source: 0001209191-20-061839 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134,308 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 25, 2020 Filed Nov 27, 2020 23:41 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 10,851 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-060663 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,630 Underlying: Common Stock · 10,851 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. Read SEC document |
| November 25, 2020 Filed Nov 27, 2020 23:41 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 10,851 | $50.06 | $543,199.97 |
DisclosureSEC source: 0001209191-20-060663 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $50.00 to $50.26 per share on November 25, 2020. The $50.0599 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 25, 2020 Filed Nov 27, 2020 23:41 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 10,851 | $17.41 | $188,861.66 |
DisclosureSEC source: 0001209191-20-060663 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144,159 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 24, 2020 Filed Nov 25, 2020 19:58 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-060469 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,481 Underlying: Common Stock · 3,000 shares Expires 2022-02-11 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 11, 2015, 2016, and 2017. 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.