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 14, 2019 Filed Jun 18, 2019 19:34 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 40,000 | $15.26 | $610,200.00 |
DisclosureSEC source: 0001209191-19-037654 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,062,809 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 |
| May 31, 2019 Filed Jun 3, 2019 21:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-19-034033 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2020-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2019 Filed Jun 3, 2019 21:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 100,000 | $43.83 | $4,382,730.00 |
DisclosureSEC source: 0001209191-19-034033 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022,809 F1 · price: The shares were sold in multiple transactions at prices ranging from $43.75 to $43.995 per share on May 31, 2019. The $43.8273 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 31, 2019 Filed Jun 3, 2019 21:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 100,000 | $11.18 | $1,117,500.00 |
DisclosureSEC source: 0001209191-19-034033 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122,809 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 |
| May 22, 2019 Filed May 23, 2019 19:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 62,894 | $43.21 | $2,717,555.40 |
DisclosureSEC source: 0001209191-19-032258 · 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 $43.10 to $43.28 per share on May 22, 2019. The $43.2085 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 21, 2019 Filed May 23, 2019 19:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 100,000 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-19-032258 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2020-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 21, 2019 Filed May 23, 2019 19:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 37,106 | $43.23 | $1,604,148.04 |
DisclosureSEC source: 0001209191-19-032258 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,085,703 F1 · price: The shares were sold in multiple transactions at prices ranging from $43.10 to $43.25 per share on May 21, 2019. The $43.2315 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 21, 2019 Filed May 23, 2019 19:38 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 100,000 | $11.18 | $1,117,500.00 |
DisclosureSEC source: 0001209191-19-032258 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,122,809 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 |
| May 17, 2019 Filed May 21, 2019 20:29 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 114,108 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-19-000170 · wf-form4_155847057048944.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696,979 Read SEC document |
| May 02, 2019 Filed May 3, 2019 12:01 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | GrantCommon Stock | 4,628 | $29.17 | $134,998.76 |
DisclosureSEC source: 0001127602-19-017189 · form4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,158 F1 · shares: Reflects restricted shares received pursuant to annual grants to Trust Managers. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:10 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 7,937 | $3.15 | $25,001.55 |
DisclosureSEC source: 0000895126-19-000118 · wf-form4_155432220360159.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,871 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:53 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee Stock Option (right to buy) · Derivative | 289,000 | $0.00 Strike: $42.63 | $0.00 |
DisclosureSEC source: 0001209191-19-012648 · doc4.xml · derivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,000 Underlying: Common Stock · 289,000 shares Expires 2027-02-20 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 20, 2020. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 21:26 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Tax withholdingCommon Stock | 26,129 | $43.43 | $1,134,782.47 |
DisclosureSEC source: 0001209191-19-006428 · 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: 499,300 F2 · shares: Represents shares withheld on January 30, 2019 to cover taxes associated with the distribution of 72,800 shares of deferred restricted stock. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:14 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 11,415 | $2.19 | $24,998.85 |
DisclosureSEC source: 0000895126-19-000024 · wf-form4_154663645367062.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,934 Read SEC document |
| December 28, 2018 Filed Feb 5, 2019 17:20 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | OtherCommon Stock | 3,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004188 · form5.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,530 F1 · shares: 2018 - Shares acquired through the quarterly DRIP accumulation within the WRI Deferred Comp Plan at various prices. Read SEC document |
| December 24, 2018 Filed Dec 27, 2018 13:04 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | PurchaseCommon Stock | 200,000 | $1.81 | $361,800.00 |
DisclosureSEC source: 0000895126-18-000317 · wf-form4_154591585492018.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563,519 F1 · price: This transaction was executed in multiple trades at prices ranging from $1.805 to $1.810. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 17:29 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 99,597 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-18-058873 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 99,597 shares Expires 2020-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 17:29 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 99,597 | $44.14 | $4,396,211.58 |
DisclosureSEC source: 0001209191-18-058873 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976,138 F1 · price: The shares were sold in multiple transactions at prices ranging from $44.00 to $44.29 per share on November 15, 2018. The $44.14 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 15, 2018 Filed Nov 16, 2018 17:29 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 99,597 | $11.18 | $1,112,996.48 |
DisclosureSEC source: 0001209191-18-058873 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,075,735 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 13, 2018 Filed Nov 15, 2018 21:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 37,403 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-18-058721 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,597 Underlying: Common Stock · 37,403 shares Expires 2020-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 13, 2018 Filed Nov 15, 2018 21:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 37,403 | $44.46 | $1,662,937.38 |
DisclosureSEC source: 0001209191-18-058721 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976,138 F1 · price: The shares were sold in multiple transactions at prices ranging from $44.25 to $44.69 per share on November 13, 2018. The $44.46 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 13, 2018 Filed Nov 15, 2018 21:18 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 37,403 | $11.18 | $417,978.53 |
DisclosureSEC source: 0001209191-18-058721 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013,541 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 08, 2018 Filed Nov 13, 2018 16:27 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $11.18 | $0.00 |
DisclosureSEC source: 0001209191-18-058122 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,000 Underlying: Common Stock · 50,000 shares Expires 2020-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 16:27 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 50,000 | $44.86 | $2,243,000.00 |
DisclosureSEC source: 0001209191-18-058122 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976,138 F1 · price: The shares were sold in multiple transactions at prices ranging from $44.62 to $45.04 per share on November 8, 2018. The $44.86 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 08, 2018 Filed Nov 13, 2018 16:27 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 50,000 | $11.18 | $558,750.00 |
DisclosureSEC source: 0001209191-18-058122 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026,138 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 06, 2018 Filed Nov 13, 2018 16:27 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GiftCommon Stock | 8,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-058122 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976,138 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 21:14 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 5,459 | $4.58 | $25,002.22 |
DisclosureSEC source: 0000895126-18-000234 · wf-form4_153860123189605.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,519 Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:17 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 90,000 | $41.20 | $3,708,000.00 |
DisclosureSEC source: 0001209191-18-046781 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · price: The shares were sold in multiple transactions at prices ranging from $41.00 to $41.36 per share on August 14, 2018. The $41.20 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. F2 · ownership.nature: The shares were held and sold by three 2017 children's trusts. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 23:26 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 50,000 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001209191-18-046503 · doc4.xml · derivative · entry 5 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 shares Expires 2019-02-08 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 10, 2018 Filed Aug 13, 2018 23:26 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 50,000 | $40.01 | $2,000,500.00 |
DisclosureSEC source: 0001209191-18-046503 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,109 F1 · price: The shares were sold in multiple transactions at prices ranging from $40.00 to $40.12 per share on August 10, 2018. The $40.01 sale price reported above is the weighted average sales prices. 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 10, 2018 Filed Aug 13, 2018 23:26 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 50,000 | $9.09 | $454,250.00 |
DisclosureSEC source: 0001209191-18-046503 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035,109 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 19:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option · Derivative | 145,400 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001209191-18-045804 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 145,400 shares Expires 2019-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 19:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 145,400 | $40.16 | $5,838,973.20 |
DisclosureSEC source: 0001209191-18-045804 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,109 F2 · price: The shares were sold in multiple transactions at prices ranging from $40.0 to $40.375 per share on August 7, 2018. The $40.158 sale price reported above is the weighted average sales price. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 19:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 145,400 | $9.09 | $1,320,959.00 |
DisclosureSEC source: 0001209191-18-045804 · doc4.xml · nonDerivative · entry 3 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,130,509 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 19:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 4,600 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001209191-18-045804 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,400 Underlying: Common Stock · 4,600 shares Expires 2019-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 19:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 4,600 | $40.02 | $184,087.40 |
DisclosureSEC source: 0001209191-18-045804 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,109 F1 · price: The shares were sold in multiple transactions at prices ranging from $40.00 to $40.03 per share on August 6, 2018. The $40.019 sale price reported above is the weighted average sales prices. The reporting person undertakes to provide upon request by the Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 19:40 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 4,600 | $9.09 | $41,791.00 |
DisclosureSEC source: 0001209191-18-045804 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989,709 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 02, 2018 Filed Aug 3, 2018 20:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option · Derivative | 40,931 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001209191-18-045324 · doc4.xml · derivative · entry 8 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 40,931 shares Expires 2019-02-08 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 02, 2018 Filed Aug 3, 2018 20:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 40,931 | $38.81 | $1,588,368.39 |
DisclosureSEC source: 0001209191-18-045324 · doc4.xml · nonDerivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,109 F2 · price: The shares were sold in multiple transactions at prices ranging from $38.80 to $38.83 per share on August 2, 2018. The $38.806 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 01, 2018 Filed Aug 3, 2018 20:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionEmployee stock option (right to buy) · Derivative | 101,069 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001209191-18-045324 · doc4.xml · derivative · entry 7 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,931 Underlying: Common Stock · 101,069 shares Expires 2019-02-08 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 01, 2018 Filed Aug 3, 2018 20:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | SaleCommon Stock | 101,069 | $38.90 | $3,931,584.10 |
DisclosureSEC source: 0001209191-18-045324 · doc4.xml · nonDerivative · entry 2 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 985,109 F1 · price: The shares were sold in multiple transactions at prices ranging from $38.75 to $39.50 per share on August 1, 2018. The $38.90 sale price reported above is the weighted average sales prices. 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 01, 2018 Filed Aug 3, 2018 20:59 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | Exercise / conversionCommon Stock | 101,069 | $9.09 | $918,211.87 |
DisclosureSEC source: 0001209191-18-045324 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086,178 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 02, 2018 Filed Jul 5, 2018 21:32 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 4,826 | $5.18 | $24,998.68 |
DisclosureSEC source: 0000895126-18-000168 · wf-form4_153082636045287.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,060 Read SEC document |
| May 18, 2018 Filed May 22, 2018 20:46 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 67,734 | $0.00 | $0.00 |
DisclosureSEC source: 0000895126-18-000151 · wf-form4_152702199318259.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,234 Read SEC document |
| April 27, 2018 Filed May 1, 2018 15:17 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | GrantCommon Stock | 4,904 | $27.53 | $135,007.12 |
DisclosureSEC source: 0001127602-18-015711 · form4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,311 F1 · shares: Reflects restricted shares received pursuant to annual grants to Trust Managers. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 21:33 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 8,418 | $2.97 | $25,001.46 |
DisclosureSEC source: 0000895126-18-000101 · wf-form4_152287757717446.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,500 Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 23:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantEmployee stock option (right to buy) · Derivative | 355,000 | $0.00 Strike: $37.53 | $0.00 |
DisclosureSEC source: 0001209191-18-010150 · doc4.xml · derivative · entry 4 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355,000 Underlying: Common Stock · 355,000 shares Expires 2026-02-13 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning on February 13, 2019. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 23:24 UTC | SERVICE CORP INTERNATIONAL SCI · Entity 3484 | GrantCommon Stock | 51,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010150 · doc4.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director · Chairman,CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 572,100 Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:29 UTC | EXPAND ENERGY Corp CHK · Entity 3213 | GrantCommon Stock | 6,097 | $4.10 | $24,997.70 |
DisclosureSEC source: 0000895126-18-000014 · wf-form4_151510137386521.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,082 Read SEC document |
| December 29, 2017 Filed Feb 8, 2018 11:53 UTC | WEINGARTEN REALTY INVESTORS /TX/ WRI · Entity 136727 | OtherCommon Stock | 842 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004495 · form5.xml · nonDerivative · entry 1 RYAN THOMAS L · CIK 0001243194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,407 F1 · shares: 2017 - Shares acquired through the quarterly DRIP accumulation within the WRI Deferred Comp Plan at various prices. 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.