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 |
|---|---|---|---|---|---|---|
| November 24, 2020 Filed Nov 25, 2020 19:58 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 3,000 | $50.07 | $150,205.50 |
DisclosureSEC source: 0001209191-20-060469 · 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 $50.00 to $50.20 per share on November 24, 2020. The $50.0685 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 24, 2020 Filed Nov 25, 2020 19:58 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 3,000 | $17.41 | $52,215.00 |
DisclosureSEC source: 0001209191-20-060469 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,136,308 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 23, 2020 Filed Nov 25, 2020 19:58 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-060469 · doc4.xml · derivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,481 Underlying: Common Stock · 100 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 |
| November 23, 2020 Filed Nov 25, 2020 19:58 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 100 | $50.00 | $5,000.00 |
DisclosureSEC source: 0001209191-20-060469 · 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 at $50.00 per share on November 23, 2020. 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 that price. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 19:58 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 100 | $17.41 | $1,740.50 |
DisclosureSEC source: 0001209191-20-060469 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,408 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 18, 2020 Filed Nov 20, 2020 22:35 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-059728 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,581 Underlying: Common Stock · 100 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 18, 2020 Filed Nov 20, 2020 22:35 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 100 | $50.01 | $5,001.00 |
DisclosureSEC source: 0001209191-20-059728 · 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 at $50.01 per share on November 18, 2020. 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 that price. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:35 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 100 | $17.41 | $1,740.50 |
DisclosureSEC source: 0001209191-20-059728 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,408 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, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 65,954 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,681 Underlying: Common Stock · 65,954 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 |
| November 17, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 65,954 | $50.07 | $3,302,514.64 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · nonDerivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F2 · price: The shares were sold in multiple transactions at prices ranging from $50.00 to $50.33 per share on November 17, 2020. The $50.073 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, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 65,954 | $17.41 | $1,147,929.37 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,199,262 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, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 111,365 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,635 Underlying: Common Stock · 111,365 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 |
| November 16, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 111,365 | $50.06 | $5,574,809.40 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $50.00 to $50.45 per share on November 16, 2020. The $50.0589 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, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 111,365 | $17.41 | $1,938,307.83 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,244,673 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 10, 2020 Filed Nov 18, 2020 18:56 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-059012 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,133,308 Read SEC document |
| September 28, 2020 Filed Oct 1, 2020 00:31 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | SaleCommon Stock | 900 | $4.28 | $3,852.00 |
DisclosureSEC source: 0000895126-20-000158 · wf-form4_160151227658386.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 Read SEC document |
| September 28, 2020 Filed Oct 1, 2020 00:31 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | SaleCommon Stock | 4,502 | $4.28 | $19,268.56 |
DisclosureSEC source: 0000895126-20-000158 · wf-form4_160151227658386.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 20:30 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | GrantCommon Stock | 7,111 | $16.88 | $120,033.68 |
DisclosureSEC source: 0001127602-20-022761 · form4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,536 F1 · shares: Reflects restricted shares received pursuant to annual grants to Trust Managers. Read SEC document |
| May 05, 2020 Filed Oct 1, 2020 00:31 UTC | EXPAND ENERGY Corp CHKAQ · Entity 3213 | Disposition to issuerCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-20-000158 · wf-form4_160151227658386.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,502 Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 57,000 | $0.00 Strike: $17.41 | $0.00 |
DisclosureSEC source: 0001209191-20-016888 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,000 Underlying: Common Stock · 57,000 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 |
| March 04, 2020 Filed Mar 6, 2020 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 57,000 | $51.63 | $2,942,744.70 |
DisclosureSEC source: 0001209191-20-016888 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $51.46 to $51.82 per share on March 4, 2020. The $51.6271 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 |
| March 04, 2020 Filed Mar 6, 2020 21:00 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 57,000 | $17.41 | $992,085.00 |
DisclosureSEC source: 0001209191-20-016888 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200,308 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 |
| February 20, 2020 Filed Feb 22, 2019 21:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 46,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-012648 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 545,500 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-20-011684 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2021-02-12 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 12, 2014, 2015, and 2016. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 352,000 | $0.00 Strike: $50.82 | $0.00 |
DisclosureSEC source: 0001209191-20-011684 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,000 Underlying: Common Stock · 352,000 shares Expires 2028-02-19 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 19, 2021. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 41,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011684 · 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: 383,900 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 150,000 | $50.96 | $7,643,700.00 |
DisclosureSEC source: 0001209191-20-011684 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143,308 F1 · price: The shares were sold in multiple transactions at prices ranging from $50.81 to $51.08 per share on February 19, 2020. The $50.958 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 19, 2020 Filed Feb 21, 2020 22:46 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 150,000 | $15.26 | $2,288,250.00 |
DisclosureSEC source: 0001209191-20-011684 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,293,308 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 |
| January 15, 2020 Filed Jan 17, 2020 15:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 28,046 | $47.36 | $1,328,258.56 |
DisclosureSEC source: 0001209191-20-003802 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 342,700 F3 · shares: Represents shares withheld on January 15, 2020 to pay taxes associated with the distribution of 75,800 shares of deferred restricted stock. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 15:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 44,255 | $47.36 | $2,095,916.80 |
DisclosureSEC source: 0001209191-20-003802 · 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: 418,500 F2 · shares: Represents shares withheld on January 15, 2020 to pay taxes associated with the distribution of 127,000 shares of deferred restricted stock. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 23:48 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 29,070 | $0.86 | $25,000.20 |
DisclosureSEC source: 0000895126-20-000010 · wf-form4_157835452142369.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 957,601 Read SEC document |
| December 31, 2019 Filed Jan 30, 2020 12:45 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | OtherCommon Stock | 1,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002736 · form5.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,425 F1 · shares: 2019 - Shares acquired through the quarterly DRIP accumulation within the WRI Deferred Comp Plan at various prices. Read SEC document |
| December 17, 2019 Filed Jan 17, 2020 15:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-003802 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,012,809 Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 12:03 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | PurchaseCommon Stock | 200,000 | $0.75 | $150,000.00 |
DisclosureSEC source: 0000895126-19-000242 · wf-form4_157589299722168.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928,531 Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:23 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 18,797 | $1.33 | $25,000.01 |
DisclosureSEC source: 0000895126-19-000209 · wf-form4_157013418128719.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,531 Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 22:17 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-19-049525 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 50,000 shares Expires 2021-02-12 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 12, 2014, 2015, and 2016. Read SEC document |
| September 12, 2019 Filed Sep 13, 2019 22:17 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 50,000 | $47.45 | $2,372,380.00 |
DisclosureSEC source: 0001209191-19-049525 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022,809 F1 · price: The shares were sold in multiple transactions at prices ranging from $47.30 to $47.58 per share on September 12, 2019. The $47.4476 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 |
| September 12, 2019 Filed Sep 13, 2019 22:17 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 50,000 | $15.26 | $762,750.00 |
DisclosureSEC source: 0001209191-19-049525 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,072,809 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 16, 2019 Filed Aug 19, 2019 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 41,901 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-19-046514 · 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 · 41,901 shares Expires 2021-02-12 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 12, 2014, 2015, and 2016. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 41,901 | $47.46 | $1,988,713.64 |
DisclosureSEC source: 0001209191-19-046514 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022,809 F1 · price: The shares were sold in multiple transactions at prices ranging from $47.30 to $47.75 per share on August 16, 2019. The $47.4622 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 16, 2019 Filed Aug 19, 2019 20:07 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 41,901 | $15.26 | $639,199.76 |
DisclosureSEC source: 0001209191-19-046514 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064,710 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 15, 2019 Filed Aug 15, 2019 22:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 79,263 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-19-046209 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,901 Underlying: Common Stock · 79,263 shares Expires 2021-02-12 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 12, 2014, 2015, and 2016. Read SEC document |
| August 15, 2019 Filed Aug 15, 2019 22:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 79,263 | $47.31 | $3,750,273.36 |
DisclosureSEC source: 0001209191-19-046209 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022,809 F2 · price: The shares were sold in multiple transactions at prices ranging from $47.30 to $47.41 per share on August 15, 2019. The $47.3143 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 15, 2019 Filed Aug 15, 2019 22:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 79,263 | $15.26 | $1,209,157.07 |
DisclosureSEC source: 0001209191-19-046209 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,102,072 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 13, 2019 Filed Aug 15, 2019 22:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 28,836 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-19-046209 · doc4.xml · derivative · entry 6 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,164 Underlying: Common Stock · 28,836 shares Expires 2021-02-12 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 12, 2014, 2015, and 2016. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 22:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 28,836 | $47.30 | $1,363,948.57 |
DisclosureSEC source: 0001209191-19-046209 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022,809 F1 · price: The shares were sold in multiple transactions at prices ranging from $47.30 to $47.31 per share on August 13, 2019. The $47.3002 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 13, 2019 Filed Aug 15, 2019 22:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 28,836 | $15.26 | $439,893.18 |
DisclosureSEC source: 0001209191-19-046209 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,645 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 01, 2019 Filed Jul 2, 2019 20:16 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 12,755 | $1.96 | $24,999.80 |
DisclosureSEC source: 0000895126-19-000186 · wf-form4_156209856672146.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,734 Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 19:34 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $15.26 | $0.00 |
DisclosureSEC source: 0001209191-19-037654 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,000 Underlying: Common Stock · 40,000 shares Expires 2021-02-12 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 12, 2014, 2015, and 2016. Read SEC document |
| June 14, 2019 Filed Jun 18, 2019 19:34 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 40,000 | $46.05 | $1,841,992.00 |
DisclosureSEC source: 0001209191-19-037654 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022,809 F1 · price: The shares were sold in multiple transactions at prices ranging from $46 to $46.125 per share on June 14, 2019. The $46.0498 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.