Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | VP, Controller & PAO | May 01, 2026 | May 05, 2026 |
| PUBLIX SUPER MARKETS INCNONE · Entity 24393 | Director | July 01, 2026 | July 07, 2026 |
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.
CARMAX INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,956 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 1,059 · Balance 11,275 F1: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 0.58868 times the number of MSUs in shares of Company common stock. Row 2 · 2026-05-01 · Tax withholding · Disposed 319 · Balance 10,956 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-01 · Exercise / conversion · Disposed 1,799 · Balance 0 F1: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 0.58868 times the number of MSUs in shares of Company common stock. F2: The restricted stock units vested on May 1, 2026 and were settled in Company common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,667 |
Reported balance
After 2026-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-01 · Grant · Acquired 5,667 · Balance 5,667 F3: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F4: The restricted stock units shall vest on May 1, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,029 |
Reported balance
After 2026-05-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-01 · Grant · Acquired 8,029 · Balance 8,029 F5: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units shall vest with respect to one-third of the underlying shares of Common Stock on each of May 1, 2027, May 1, 2028, and May 1, 2029, subject to earlier vesting in accordance with the terms of the Form of Notice of Stock-Settled Restricted Stock Unit Grant between CarMax, Inc. and certain named and other executive officers, filed as Exhibit 10.28 to the Company's Annual Report on Form 10-K filed on April 15, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 0.58868 times the number of MSUs in shares of Company common stock.
F2: The restricted stock units vested on May 1, 2026 and were settled in Company common stock.
F3: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs.
F4: The restricted stock units shall vest on May 1, 2029.
F5: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units shall vest with respect to one-third of the underlying shares of Common Stock on each of May 1, 2027, May 1, 2028, and May 1, 2029, subject to earlier vesting in accordance with the terms of the Form of Notice of Stock-Settled Restricted Stock Unit Grant between CarMax, Inc. and certain named and other executive officers, filed as Exhibit 10.28 to the Company's Annual Report on Form 10-K filed on April 15, 2026.
PUBLIX SUPER MARKETS INC
Report date July 01, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No Securities Beneficially OwnedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 23, 2019 Filed Dec 26, 2019 21:16 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 1,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000172 · wf-form4_157739494772967.xml · derivative · entry 3 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,015 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. F1 · derivative.exercise_price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 1.5098 times the number of MSUs in shares of Company common stock. F2 · derivative.exercise_date: The restricted stock units vested on December 23, 2019 and were settled in Company common stock. F2 · derivative.expiration_date: The restricted stock units vested on December 23, 2019 and were settled in Company common stock. Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:16 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 908 | $89.61 | $81,365.88 |
DisclosureSEC source: 0001170010-19-000172 · wf-form4_157739494772967.xml · nonDerivative · entry 2 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,107 Read SEC document |
| December 23, 2019 Filed Dec 26, 2019 21:16 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 3,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-19-000172 · wf-form4_157739494772967.xml · nonDerivative · entry 1 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,015 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. F1 · price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 1.5098 times the number of MSUs in shares of Company common stock. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:26 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 21,828 | $0.00 Strike: $78.61 | $0.00 |
DisclosureSEC source: 0001170010-19-000073 · wf-form4_155691519638228.xml · derivative · entry 2 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,828 Underlying: Common Stock · 21,828 shares Expires 2026-05-01 F3 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2020, May 1, 2021, May 1, 2022 and May 1, 2023. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:26 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 1,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000073 · wf-form4_155691519638228.xml · derivative · entry 1 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,632 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.exercise_date: The restricted stock units shall vest on May 1, 2022. F1 · derivative.expiration_date: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.expiration_date: The restricted stock units shall vest on May 1, 2022. F1 · derivative.underlying_shares: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:53 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 25,009 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001170010-18-000087 · wf-form4_152538076759308.xml · derivative · entry 2 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,009 Underlying: Common Stock · 25,009 shares Expires 2025-05-01 F3 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:53 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 1,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000087 · wf-form4_152538076759308.xml · derivative · entry 1 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,905 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.exercise_date: The restricted stock units shall vest on May 1, 2021. F1 · derivative.expiration_date: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.expiration_date: The restricted stock units shall vest on May 1, 2021. F1 · derivative.underlying_shares: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:34 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 28,199 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-17-000074 · wf-form4_149384363861981.xml · derivative · entry 2 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,199 Underlying: Common Stock · 28,199 shares Expires 2024-05-01 F3 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:34 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 2,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000074 · wf-form4_149384363861981.xml · derivative · entry 1 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,058 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on January 26, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.exercise_date: The restricted stock units shall vest on May 1, 2020. F1 · derivative.expiration_date: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on January 26, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.expiration_date: The restricted stock units shall vest on May 1, 2020. F1 · derivative.underlying_shares: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on January 26, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:10 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 26,756 | $0.00 Strike: $63.95 | $0.00 |
DisclosureSEC source: 0001170010-16-000236 · wf-form4_148295939035426.xml · derivative · entry 2 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,756 Underlying: Common Stock · 26,756 shares Expires 2023-12-23 F3 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of December 23, 2017, December 23, 2018, December 23, 2019 and December 23, 2020. Read SEC document |
| December 23, 2016 Filed Dec 28, 2016 21:10 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 1,997 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001170010-16-000236 · wf-form4_148295939035426.xml · derivative · entry 1 Livesay Jill A · CIK 0001456533 · VP, Controller & PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,997 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on January 26, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.exercise_date: The restricted stock units shall vest on December 23, 2019. F1 · derivative.expiration_date: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on January 26, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2 · derivative.expiration_date: The restricted stock units shall vest on December 23, 2019. F1 · derivative.underlying_shares: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.2 to the Company's Current Report on Form 8-K filed on January 26, 2015. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. 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.