Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chewy, Inc.CHWY · Entity 1885 | Director | July 09, 2026 | July 13, 2026 |
| Equity CommonwealthEQC · Entity 82395 | Director | June 18, 2024 | June 20, 2024 |
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.
Chewy, Inc.
Report date July 09, 2026 · Filed July 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,665 |
Reported balance
After 2026-07-09 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-07-09 · Grant · Acquired 10,665 · Balance 10,665 F1: Represents restricted stock units ("RSUs") granted to the reporting person on July 9, 2026 as compensation for service as a director. The RSUs will vest on the earlier of (1) the date of Chewy, Inc.'s annual meeting of stockholders in 2027, (2) one year from the date of grant, or (3) a change of control, each subject to the reporting person's continued service as a director on the Board of Directors of Chewy, Inc. through the vesting date. Each RSU represents a contingent right to receive one share of Class A common stock of Chewy, Inc. |
| Class A Common StockSEC Table I · non-derivative | Direct | 159,724 |
Reported balance
Holding disclosure · report date 2026-07-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 159,724 |
| Class A Common StockSEC Table I · non-derivative | Direct | 3,523 |
Reported balance
Holding disclosure · report date 2026-07-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,523 F3: Represents vested RSUs that remain unsettled and will settle on the earliest of the date of the reporting person leaving the Board of Directors, the reporting person's death or disability, and a change in control of Chewy, Inc. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 325,987 |
Reported balance
Holding disclosure · report date 2026-07-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 325,987 F2: Represents shares of Class A Common Stock owned by Downstream Partners, LP, in which the reporting person and his spouse have an indirect interest through a family trust. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted to the reporting person on July 9, 2026 as compensation for service as a director. The RSUs will vest on the earlier of (1) the date of Chewy, Inc.'s annual meeting of stockholders in 2027, (2) one year from the date of grant, or (3) a change of control, each subject to the reporting person's continued service as a director on the Board of Directors of Chewy, Inc. through the vesting date. Each RSU represents a contingent right to receive one share of Class A common stock of Chewy, Inc.
F2: Represents shares of Class A Common Stock owned by Downstream Partners, LP, in which the reporting person and his spouse have an indirect interest through a family trust. The reporting person disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.
F3: Represents vested RSUs that remain unsettled and will settle on the earliest of the date of the reporting person leaving the Board of Directors, the reporting person's death or disability, and a change in control of Chewy, Inc.
Equity Commonwealth
Report date June 18, 2024 · Filed June 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 85,526 |
Reported balance
After 2024-06-18 transaction · row 1
1 source rowRow 1 · 2024-06-18 · Grant · Acquired 6,218 · Balance 85,526 |
| Common Shares of Beneficial InterestSEC Table I · non-derivative | IndirectSee footnote | 246,702 |
Reported balance
Holding disclosure · report date 2024-06-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 246,702 F1: These shares are owned by Crown Investment Series LLC - Series 45 ("Crown Series 45"), in which trusts established for the benefit of the Reporting Person's wife and children indirectly own interests. The Reporting Person does not control such trusts or Crown Series 45 and disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned by Crown Investment Series LLC - Series 45 ("Crown Series 45"), in which trusts established for the benefit of the Reporting Person's wife and children indirectly own interests. The Reporting Person does not control such trusts or Crown Series 45 and disclaims beneficial ownership of the shares except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Allison Transmission Holdings Inc
Report date December 31, 2018 · Filed February 13, 2019
Section 16 reporting ended · disclosed 2019-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy the Crown Fund | 0 |
Reported balance
After 2018-05-07 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-05-07 · Gift · Disposed 434,786 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy the Crown Fund | 0 |
Reported balance
After 2018-05-08 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2018-05-08 · Gift · Disposed 4,446 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy the Crown Fund | 0 |
Reported balance
After 2018-05-09 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2018-05-09 · Gift · Disposed 44,686 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy the Crown Fund II | 0 |
Reported balance
After 2018-05-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-05-07 · Gift · Disposed 249,996 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy the Crown Fund II | 0 |
Reported balance
After 2018-05-08 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2018-05-08 · Gift · Disposed 2,611 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy the Crown Fund II | 0 |
Reported balance
After 2018-05-09 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2018-05-09 · Gift · Disposed 26,244 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Areljay II LLC | 0 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy HCNI II, LLC | 0 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 0 F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-12-31 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to beneficially own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| December 29, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 27,300 | $43.26 | $1,180,935.21 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 7 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Areljay II LLC Disclosed balance after: 936,800 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 43,600 | $43.47 | $1,895,470.76 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 6 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund II Disclosed balance after: 1,571,061 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 88,930 | $43.47 | $3,866,151.71 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 5 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund Disclosed balance after: 3,238,993 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 27,300 | $43.47 | $1,186,842.93 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 4 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Areljay II LLC Disclosed balance after: 964,100 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 39,000 | $43.48 | $1,695,692.70 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 3 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund II Disclosed balance after: 1,614,661 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 79,928 | $43.48 | $3,475,213.49 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 2 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund Disclosed balance after: 3,327,923 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 27, 2017 Filed Dec 29, 2017 22:57 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 23,100 | $43.48 | $1,004,371.83 |
DisclosureSEC source: 0000913849-17-000361 · form4_122717.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Areljay II LLC Disclosed balance after: 991,400 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 22, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 81,000 | $43.09 | $3,490,160.40 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 8 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund Disclosed balance after: 3,407,851 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 22, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 24,100 | $43.09 | $1,038,430.44 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 7 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Areljay II LLC Disclosed balance after: 1,014,500 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 22, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 39,900 | $43.09 | $1,719,227.16 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 6 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund II Disclosed balance after: 1,653,661 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 21, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 71,400 | $42.94 | $3,065,808.90 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 5 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund Disclosed balance after: 3,488,851 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 21, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 21,600 | $42.94 | $927,471.60 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 4 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Areljay II LLC Disclosed balance after: 1,038,600 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 21, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 17,000 | $42.94 | $729,954.50 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 3 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund II Disclosed balance after: 1,693,561 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 20, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 166,302 | $43.06 | $7,161,280.09 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 2 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Crown Fund Disclosed balance after: 3,560,251 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 20, 2017 Filed Dec 23, 2017 00:31 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | SaleCommon Stock | 126,800 | $43.06 | $5,460,248.92 |
DisclosureSEC source: 0000913849-17-000357 · form4_122117.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Areljay II LLC Disclosed balance after: 1,060,200 F1 · shares: These shares were sold in compliance with a Rule 10b5-1 sales plan entered into on November 20, 2017. F2 · ownership.nature: These shares are held by the identified entities in which trusts established for the benefit of the reporting person's wife and children indirectly own interests. The reporting person is President and Chief Executive Officer of Longview Asset Management, LLC, which, by virtue of managing the investments of such entities, may be deemed to benefically own the shares held by such entities. The reporting person disclaims beneficial ownership of the shares held by these entities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 17:51 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDivident Equivalent Rights · Derivative | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000230 · edgar.xml · derivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36 Underlying: Common Stock · 11 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 21:16 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantCommon Stock | 433 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000192 · edgar.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,450 F1 · security: These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Third Amended and Restated Non-Employee Director Compensation Policy. The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion. F2 · price: The number of shares of common stock received was calculated based on $43.30, which was the closing price of the Company's Common Stock on the date of grant. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:10 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDivident Equivalent Rights · Derivative | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000179 · edgar.xml · derivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25 Underlying: Common Stock · 13 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 20:23 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantCommon Stock | 512 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000151 · edgar.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,017 F1 · security: These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Second Amended and Restated Non-Employee Director Compensation Policy. The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion. F2 · price: The number of shares of common stock received was calculated based on $36.57, which was the closing price of the Company's Common Stock on the date of grant. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 18:31 UTC | Equity Commonwealth EQC · Entity 82395 | GrantCommon Shares of Beneficial Interest | 3,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-001178 · edgar.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,906 Read SEC document |
| May 26, 2017 Filed May 31, 2017 19:50 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDivident Equivalent Rights · Derivative | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000130 · edgar.xml · derivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12 Underlying: Common Stock · 12 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| May 12, 2017 Filed May 16, 2017 00:53 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantRestricted Stock Units · Derivative | 3,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000089 · edgar.xml · derivative · entry 9 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,185 Underlying: Common Stock · 3,185 shares Expires not disclosed F10 · security: The RSUs represent the reporting person's annual equity award under the Policy. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F12 · price: The number of RSUs received was calculated based on $37.67, which was the closing price of the Company's common stock on the date of grant. F11 · derivative.exercise_date: The RSUs vest on the date of the next annual meeting of the stockholders of the Company. Unvested RSUs earn dividend equivalents when dividends are declared on the Company's common stock. F11 · derivative.expiration_date: The RSUs vest on the date of the next annual meeting of the stockholders of the Company. Unvested RSUs earn dividend equivalents when dividends are declared on the Company's common stock. Read SEC document |
| May 11, 2017 Filed May 16, 2017 00:53 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionDividend Equivalent Rights · Derivative | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000089 · edgar.xml · derivative · entry 8 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69 shares Expires not disclosed 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. F8 · derivative.exercise_price: Each dividend equivalent rights is the economic equivalent of one share of the Company's common stock. F9 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded RSUs and vested on May 11, 2017. F9 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded RSUs and vested on May 11, 2017. Read SEC document |
| May 11, 2017 Filed May 16, 2017 00:53 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionRestricted Stock Units · Derivative | 3,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000089 · edgar.xml · derivative · entry 7 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,628 shares Expires not disclosed 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. F6 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Company's common stock. F7 · derivative.exercise_date: On May 13, 2016, the reporting person was granted 3,628 RSUs that vested on May 11, 2017. F7 · derivative.expiration_date: On May 13, 2016, the reporting person was granted 3,628 RSUs that vested on May 11, 2017. Read SEC document |
| May 11, 2017 Filed May 16, 2017 00:53 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | Exercise / conversionCommon Stock | 3,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000089 · edgar.xml · nonDerivative · entry 2 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,505 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 · security: Settlement of restricted stock units ("RSUs") and related dividend equivalents. F4 · shares: Includes 69 dividend equivalents. Read SEC document |
| May 11, 2017 Filed May 16, 2017 00:53 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantCommon Stock | 490 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000089 · edgar.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,808 F1 · security: These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Second Amended and Restated Non-Employee Director Compensation Policy ("Policy"). The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion. F2 · price: The number of shares of common stock received was calculated based on $38.23, which was the closing price of the Company's Common Stock on the date of grant. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:01 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDivident Equivalent Rights · Derivative | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-17-000064 · edgar.xml · derivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69 Underlying: Common Stock · 15 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 01:29 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantCommon Stock | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-004110 · doc4.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,318 F1 · shares: These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Second Amended and Restated Non-Employee Director Compensation Policy. The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion. F2 · price: The number of shares of common stock received was calculated based on $37.68, which was the closing price of the Company's Common Stock on the date of grant. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 21:20 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDivident Equivalent Rights · Derivative | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-16-000431 · edgar.xml · derivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54 Underlying: Common Stock · 16 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 20:56 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantCommon Stock | 603 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-16-000405 · edgar.xml · nonDerivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,821 F1 · shares: These shares represent a quarterly payment of the reporting person's annual retainer under the Allison Transmission Holdings, Inc. (the "Company") Second Amended and Restated Non-Employee Director Compensation Policy. The annual retainer is paid quarterly in arrears in cash or common stock at the reporting person's discretion. F2 · price: The number of shares of common stock received was calculated based on $31.07, which was the closing price of the Company's Common Stock on the date of grant. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 20:18 UTC | Allison Transmission Holdings Inc ALSN · Entity 246 | GrantDivident Equivalent Rights · Derivative | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001411207-16-000385 · edgar.xml · derivative · entry 1 STAR JAMES A · CIK 0001260705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38 Underlying: Common Stock · 19 shares Expires not disclosed F1 · derivative.exercise_price: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.exercise_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. F1 · derivative.expiration_date: The dividend equivalent rights accrued on previously awarded restricted stock units ("RSUs") and vest proportionately with the RSUs to which they relate. Each dividend equivalent rights is the economic equivalent of one share of Allison Transmission Holdings, Inc. common stock. 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.