Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICOLD REALTY TRUSTCOLD · Entity 4019 | Director | May 18, 2026 | May 20, 2026 |
| ATLAS TECHNICAL CONSULTANTS, INC.ATCX · Entity 15871 | Director | March 19, 2020 | March 23, 2020 |
| COMPASS MINERALS INTERNATIONAL INCCMP · Entity 4940 | Director | September 30, 2026 | October 02, 2026 |
| CST BRANDS, LLCCST · Entity 153560 | Director | June 28, 2017 | June 30, 2017 |
| LSB INDUSTRIES, INC.LXU · Entity 5122 | Director | June 02, 2017 | June 06, 2017 |
| NCR Atleos CorpNATL · Entity 4147 | Director | September 30, 2026 | October 03, 2026 |
| NCR Voyix CorpNCR · Entity 293 | Director | September 29, 2023 | October 03, 2023 |
| RideNow Group, Inc.RMBL · Entity 6256 | Director | June 05, 2019 | June 06, 2019 |
| SilverBox Corp IIISBXC · Entity 116368 | Founding Partner · 10% owner | February 27, 2023 | February 28, 2023 |
| SilverBox Corp IVSBXD · Entity 6036 | Founding Partner · 10% owner | August 15, 2024 | August 15, 2024 |
| SilverBox Corp VSBXE · Entity 5781 | Founding Partner · 10% owner | December 02, 2025 | December 02, 2025 |
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.
AMERICOLD REALTY TRUST
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Operating Partnership Profits UnitsSEC Table II · derivative / convertible security | Direct | 12,422 |
Reported balance
After 2026-05-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 12,422 · Balance 12,422 F1: Represents OP Profits Units ("OP Profits Units") of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which vest on the earlier of the first anniversary of the grant date or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Incentive Plan. F2: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents OP Profits Units ("OP Profits Units") of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which vest on the earlier of the first anniversary of the grant date or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Incentive Plan.
F2: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates.
ATLAS TECHNICAL CONSULTANTS, INC.
Report date March 19, 2020 · Filed March 23, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 76,280 |
Reported balance
After 2020-03-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-19 · Grant · Acquired 18,592 · Balance 76,280 F1: On March 19, 2020 (the "Grant Date") the Reporting Person received an award of restricted stock units ("RSUs"), which were fully vested as of the Grant Date. Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share ("Class A common stock"), of Atlas Technical Consultants, Inc. Except as otherwise provide in the applicable RSU award agreement, the shares of Class A common stock underlying the RSUs will be delivered to the Reporting Person on December 1, 2020 or within 30 days thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 19, 2020 (the "Grant Date") the Reporting Person received an award of restricted stock units ("RSUs"), which were fully vested as of the Grant Date. Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share ("Class A common stock"), of Atlas Technical Consultants, Inc. Except as otherwise provide in the applicable RSU award agreement, the shares of Class A common stock underlying the RSUs will be delivered to the Reporting Person on December 1, 2020 or within 30 days thereafter.
COMPASS MINERALS INTERNATIONAL INC
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,372 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,702 · Balance 97,372 F1: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 21,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 21,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director.
CST BRANDS, LLC
Report date June 28, 2017 · Filed June 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, Par Value $0.01SEC Table I · non-derivative | Direct | 5,361 |
Ending reported balance
After 2017-06-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-06-28 · Exercise / conversion · Acquired 2,793 · Balance 8,154 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2: On August 21, 2016, CST Brands, Inc., a Delaware corporation ("CST"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Circle K Stores Inc., a Texas corporation ("Circle K"), and Ultra Acquisition Corp., a Delaware corporation and an indirect, wholly owned subsidiary of Circle K ("Merger Sub"). Circle K is a wholly owned subsidiary of Alimentation Couche-Tard Inc ("ACT"). On June 28, 2017, upon the terms and subject to the conditions set forth in the Merger Agreement and in accordance with the applicable provisions of the General Corporation Law of the State of Delaware, Merger Sub merged with and into CST (the "Merger"). At the effective time of the Merger (the "Effective Time"), the separate corporate existence of Merger Sub ceased, and CST survived the Merger as an indirect, wholly owned subsidiary of Circle K. F3: As per the Merger Agreement (defined above), each award of RSUs that was outstanding immediately prior to the effective time, whether vested or unvested, became fully vested and was converted into the right to receive a cash payment equal to the product of (1) the number of shares of CST common stock subject to such award as of the effective time and (2) the merger consideration (as defined in the Merger Agreement). Row 2 · 2017-06-28 · Disposition to issuer · Disposed 2,793 · Balance 5,361 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2: On August 21, 2016, CST Brands, Inc., a Delaware corporation ("CST"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Circle K Stores Inc., a Texas corporation ("Circle K"), and Ultra Acquisition Corp., a Delaware corporation and an indirect, wholly owned subsidiary of Circle K ("Merger Sub"). Circle K is a wholly owned subsidiary of Alimentation Couche-Tard Inc ("ACT"). On June 28, 2017, upon the terms and subject to the conditions set forth in the Merger Agreement and in accordance with the applicable provisions of the General Corporation Law of the State of Delaware, Merger Sub merged with and into CST (the "Merger"). At the effective time of the Merger (the "Effective Time"), the separate corporate existence of Merger Sub ceased, and CST survived the Merger as an indirect, wholly owned subsidiary of Circle K. F3: As per the Merger Agreement (defined above), each award of RSUs that was outstanding immediately prior to the effective time, whether vested or unvested, became fully vested and was converted into the right to receive a cash payment equal to the product of (1) the number of shares of CST common stock subject to such award as of the effective time and (2) the merger consideration (as defined in the Merger Agreement). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-06-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-06-28 · Exercise / conversion · Disposed 2,793 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2: On August 21, 2016, CST Brands, Inc., a Delaware corporation ("CST"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Circle K Stores Inc., a Texas corporation ("Circle K"), and Ultra Acquisition Corp., a Delaware corporation and an indirect, wholly owned subsidiary of Circle K ("Merger Sub"). Circle K is a wholly owned subsidiary of Alimentation Couche-Tard Inc ("ACT"). On June 28, 2017, upon the terms and subject to the conditions set forth in the Merger Agreement and in accordance with the applicable provisions of the General Corporation Law of the State of Delaware, Merger Sub merged with and into CST (the "Merger"). At the effective time of the Merger (the "Effective Time"), the separate corporate existence of Merger Sub ceased, and CST survived the Merger as an indirect, wholly owned subsidiary of Circle K. F3: As per the Merger Agreement (defined above), each award of RSUs that was outstanding immediately prior to the effective time, whether vested or unvested, became fully vested and was converted into the right to receive a cash payment equal to the product of (1) the number of shares of CST common stock subject to such award as of the effective time and (2) the merger consideration (as defined in the Merger Agreement). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
F2: On August 21, 2016, CST Brands, Inc., a Delaware corporation ("CST"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with Circle K Stores Inc., a Texas corporation ("Circle K"), and Ultra Acquisition Corp., a Delaware corporation and an indirect, wholly owned subsidiary of Circle K ("Merger Sub"). Circle K is a wholly owned subsidiary of Alimentation Couche-Tard Inc ("ACT"). On June 28, 2017, upon the terms and subject to the conditions set forth in the Merger Agreement and in accordance with the applicable provisions of the General Corporation Law of the State of Delaware, Merger Sub merged with and into CST (the "Merger"). At the effective time of the Merger (the "Effective Time"), the separate corporate existence of Merger Sub ceased, and CST survived the Merger as an indirect, wholly owned subsidiary of Circle K.
F3: As per the Merger Agreement (defined above), each award of RSUs that was outstanding immediately prior to the effective time, whether vested or unvested, became fully vested and was converted into the right to receive a cash payment equal to the product of (1) the number of shares of CST common stock subject to such award as of the effective time and (2) the merger consideration (as defined in the Merger Agreement).
LSB INDUSTRIES, INC.
Report date June 02, 2017 · Filed June 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,941 |
Reported balance
After 2017-06-02 transaction · row 1
1 source rowRow 1 · 2017-06-02 · Grant · Acquired 6,332 · Balance 10,941 F1: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2016 Long Term Incentive Plan. Each Restricted Stock Unit represents a right to receive one share of common stock of LXU which, following the June 2, 2017 grant date, shall be nonforfeitable. The Restricted Stock Units will be settled in common stock of LXU within thirty days following the earliest to occur of: (i) the director's separation from service, (ii) the third anniversary of the grant date, and (iii) the occurrence of a change of control. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted pursuant to the LSB Industries, Inc. 2016 Long Term Incentive Plan. Each Restricted Stock Unit represents a right to receive one share of common stock of LXU which, following the June 2, 2017 grant date, shall be nonforfeitable. The Restricted Stock Units will be settled in common stock of LXU within thirty days following the earliest to occur of: (i) the director's separation from service, (ii) the third anniversary of the grant date, and (iii) the occurrence of a change of control.
NCR Atleos Corp
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,736 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,273 · Balance 13,736 F1: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2: The phantom stock units are converted into common stock on a one-for-one basis. F3: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director.
F2: The phantom stock units are converted into common stock on a one-for-one basis.
F3: The phantom stock units become payable in common stock following the reporting person's termination of service as a director.
NCR Voyix Corp
Report date September 29, 2023 · Filed October 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,596 |
Reported balance
After 2023-09-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-09-29 · Grant · Acquired 2,596 · Balance 2,596 F1: These are stock units acquired under the NCR Director Compensation Program (the "Compensation Program") as part of the reporting person's annual retainer, which is paid quarterly. The reporting person elected to defer receipt of the annual retainer in accordance with the terms of the Compensation Program. F2: The phantom stock units are converted into common stock on a one-for-one basis. F3: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: These are stock units acquired under the NCR Director Compensation Program (the "Compensation Program") as part of the reporting person's annual retainer, which is paid quarterly. The reporting person elected to defer receipt of the annual retainer in accordance with the terms of the Compensation Program.
F2: The phantom stock units are converted into common stock on a one-for-one basis.
F3: The phantom stock units become payable in common stock following the reporting person's termination of service as a director.
RideNow Group, Inc.
Report date June 05, 2019 · Filed June 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 40,000 |
Reported balance
After 2019-06-05 transaction · row 1
1 source rowRow 1 · 2019-06-05 · Purchase · Acquired 10,000 · Balance 40,000 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 35,000 |
Reported balance
Holding disclosure · report date 2019-06-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 35,000 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of RMBL Class B Common Stock. F2: These RSUs were granted on June 3, 2019. F3: The RSUs vest one year from the grant date, and are subject to prorata vesting if a director leaves the Board of Directors before the one year period. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 15,115 |
Reported balance
Holding disclosure · report date 2019-06-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 15,115 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of RMBL Class B Common Stock. F4: These RSUs were granted on October 8, 2018. F5: The RSUs vest (1) 20% on the last day of the thirteenth month following the grant date, (2) 2.5% monthly on the last day of each month beginning on the last day of the fourteenth month following the grant date through the last of the twenty-fifth month following the grant date and (3) 4.17% monthly on the last day of each month beginning on the last day of the twenty-sixth month following the grant date through the last day of the thirty-seventh month following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of RMBL Class B Common Stock.
F2: These RSUs were granted on June 3, 2019.
F3: The RSUs vest one year from the grant date, and are subject to prorata vesting if a director leaves the Board of Directors before the one year period.
F4: These RSUs were granted on October 8, 2018.
F5: The RSUs vest (1) 20% on the last day of the thirteenth month following the grant date, (2) 2.5% monthly on the last day of each month beginning on the last day of the fourteenth month following the grant date through the last of the twenty-fifth month following the grant date and (3) 4.17% monthly on the last day of each month beginning on the last day of the twenty-sixth month following the grant date through the last day of the thirty-seventh month following the grant date.
SilverBox Corp III
Report date February 27, 2023 · Filed February 28, 2023
Jointly reported with SilverBox Engaged Sponsor III LLC, BOXWOOD HOLDINGS II LLC, Kadenacy Stephen M
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2023-02-27 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-269713) under the heading "Description of Securities - Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F2: These shares represent Class B common stock held SilverBox Sponsor III LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor III LLC and the issuer. The Class B common stock owned by the reporting person includes up to 450,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement. F3: SilverBox Sponsor III LLC is the record holder of the shares reported herein. Boxwood Holdings II LLC is the managing member of SilverBox Sponsor III LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings II LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Sponsor III LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-269713) under the heading "Description of Securities - Founder Shares", the shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F2: These shares represent Class B common stock held SilverBox Sponsor III LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor III LLC and the issuer. The Class B common stock owned by the reporting person includes up to 450,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement.
F3: SilverBox Sponsor III LLC is the record holder of the shares reported herein. Boxwood Holdings II LLC is the managing member of SilverBox Sponsor III LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings II LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Sponsor III LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly.
SilverBox Corp IV
Report date August 15, 2024 · Filed August 15, 2024
Jointly reported with SilverBox Sponsor IV LLC, Kadenacy Stephen M
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2024-08-15 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-280315) under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F2: These shares represent Class B ordinary shares held SilverBox Sponsor IV LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor IV LLC and the issuer. The Class B ordinary shares owned by the reporting person includes up to 750,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement. F3: SilverBox Sponsor IV LLC is the record holder of the shares reported herein. Boxwood Holdings III LLC is the managing member of SilverBox Sponsor IV LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings III LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by SilverBox Sponsor IV LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-280315) under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F2: These shares represent Class B ordinary shares held SilverBox Sponsor IV LLC, acquired pursuant to a subscription agreement by and between SilverBox Sponsor IV LLC and the issuer. The Class B ordinary shares owned by the reporting person includes up to 750,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement.
F3: SilverBox Sponsor IV LLC is the record holder of the shares reported herein. Boxwood Holdings III LLC is the managing member of SilverBox Sponsor IV LLC, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the issuer's Founding Partner, are each a principal of Boxwood Holdings III LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by SilverBox Sponsor IV LLC. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly.
SilverBox Corp V
Report date December 02, 2025 · Filed December 02, 2025
Jointly reported with SilverBox Sponsor V LLC, Kadenacy Stephen M
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A ordinary sharesSEC Table I · non-derivative | Direct | 195,000 |
Reported balance
Holding disclosure · report date 2025-12-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 195,000 F1: Represents Class A ordinary shares, par value $0.0001 per share, of the Issuer (the "Private Placement Shares") that are included in the 195,000 private placement units (the "Private Placement Units") that will be purchased by SilverBox Sponsor V LLC (the "Sponsor") from the Issuer in a private placement at $10.00 per Private Placement Unit, as described in the Issuer's registration statement on Form S-1 (File No. 333-289783) (the "Registration Statement"). Each Private Placement Unit is comprised of one Private Placement Share and one-third of one redeemable warrant (the "Private Placement Warrants"), each whole Private Placement Warrant exercisable to purchase one Private Placement Share. Does not represent any Private Placement Shares issuable upon the exercise of Private Placement Warrants. |
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-12-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: As described in the Registration Statement under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date. F3: These shares represent Class B ordinary shares held by the Sponsor, acquired pursuant to a subscription agreement by and between the Sponsor and the Issuer. The Class B ordinary shares owned by the reporting persons includes up to 900,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the Issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement. F4: The Sponsor is the record holder of the shares reported herein. Boxwood Holdings V LLC is the managing member of the Sponsor, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the Issuer's Founding Partner, are each a principal of Boxwood Holdings V LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by the Sponsor. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A ordinary shares, par value $0.0001 per share, of the Issuer (the "Private Placement Shares") that are included in the 195,000 private placement units (the "Private Placement Units") that will be purchased by SilverBox Sponsor V LLC (the "Sponsor") from the Issuer in a private placement at $10.00 per Private Placement Unit, as described in the Issuer's registration statement on Form S-1 (File No. 333-289783) (the "Registration Statement"). Each Private Placement Unit is comprised of one Private Placement Share and one-third of one redeemable warrant (the "Private Placement Warrants"), each whole Private Placement Warrant exercisable to purchase one Private Placement Share. Does not represent any Private Placement Shares issuable upon the exercise of Private Placement Warrants.
F2: As described in the Registration Statement under the heading "Description of Securities - Founder Shares", the Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the Issuer's initial business combination, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and has no expiration date.
F3: These shares represent Class B ordinary shares held by the Sponsor, acquired pursuant to a subscription agreement by and between the Sponsor and the Issuer. The Class B ordinary shares owned by the reporting persons includes up to 900,000 shares that are subject to forfeiture in the event the underwriters of the initial public offering of the Issuer's securities do not exercise in full their over-allotment option as described in the issuer's registration statement.
F4: The Sponsor is the record holder of the shares reported herein. Boxwood Holdings V LLC is the managing member of the Sponsor, Mr. Kadenacy, the issuer's Chairman and Chief Executive Officer and Mr. Reece, the Issuer's Founding Partner, are each a principal of Boxwood Holdings V LLC. As such, they may be deemed to have or share beneficial ownership of the Class B ordinary shares held directly by the Sponsor. Each such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interests they may have therein, directly or indirectly.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BRC Inc.
Report date August 10, 2022 · Filed August 11, 2022
Jointly reported with SILVERBOX ENGAGED SPONSOR LLC, SilverBox Capital LLC, Kadenacy Stephen M
Section 16 reporting ended · disclosed 2022-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-10 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-08-10 · Other · Disposed 8,315,759 · Balance 0 F1: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC (the "Sponsor"), and Mr. Reece and Mr. Kadenacy are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class A common stock held directly by the Sponsor. Represents the distribution of shares of Class A common stock of BRC Inc. for no consideration by the Sponsor to its members on a pro rata basis in accordance with their respective interests. As a result, the Sponsor and the other reporting persons are no longer a 10% Owner. |
Filing footnotes · ownership attribution and instrument terms
F1: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC (the "Sponsor"), and Mr. Reece and Mr. Kadenacy are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class A common stock held directly by the Sponsor. Represents the distribution of shares of Class A common stock of BRC Inc. for no consideration by the Sponsor to its members on a pro rata basis in accordance with their respective interests. As a result, the Sponsor and the other reporting persons are no longer a 10% Owner.
Del Frisco's Restaurant Group, Inc.
Report date September 25, 2019 · Filed September 25, 2019
Section 16 reporting ended · disclosed 2019-09-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-09-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-09-25 · Disposition to issuer · Disposed 50,000 · Balance 9,570 F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 23, 2019, by and among issuer, Harlan Parent, Inc. and Harlan Merger Sub, Inc. (the "Merger Agreement"), pursuant to which Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 25, 2019. Row 2 · 2019-09-25 · Disposition to issuer · Disposed 9,570 · Balance 0 F2: Pursuant to the Merger Agreement, each restricted stock share outstanding immediately prior to the effective time of the Merger was canceled and converted into the right to receive an amount in cash, without interest, equal to $8. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 23, 2019, by and among issuer, Harlan Parent, Inc. and Harlan Merger Sub, Inc. (the "Merger Agreement"), pursuant to which Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 25, 2019.
F2: Pursuant to the Merger Agreement, each restricted stock share outstanding immediately prior to the effective time of the Merger was canceled and converted into the right to receive an amount in cash, without interest, equal to $8.
Quotient Technology Inc.
Report date September 05, 2023 · Filed September 07, 2023
Section 16 reporting ended · disclosed 2023-09-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-09-05 transaction · row 1
1 source rowRow 1 · 2023-09-05 · Disposition to issuer · Disposed 150,520 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of June 20, 2023 (the "Merger Agreement"), by and among the Issuer, CB Neptune Holdings, LLC, a Delaware limited liability company ("Parent"), and NRS Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), effective September 5, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding, non-dissenting share of the Issuer's common stock and each Issuer restricted stock unit ("RSU") outstanding as of immediately prior to the Effective Time automatically converted into the right to receive $4.00 in cash, without interest thereon and subject to applicable withholding taxes, with the exception of 40,095 of the 44,080 RSUs the Reporting Person was awarded on August 3, 2023, which were cancelled for no consideration in accordance with their terms, with such cancellation being exempt from Section 16 of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16a-4(d) and 16b-6(d) thereunder. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of June 20, 2023 (the "Merger Agreement"), by and among the Issuer, CB Neptune Holdings, LLC, a Delaware limited liability company ("Parent"), and NRS Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), effective September 5, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger").
F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding, non-dissenting share of the Issuer's common stock and each Issuer restricted stock unit ("RSU") outstanding as of immediately prior to the Effective Time automatically converted into the right to receive $4.00 in cash, without interest thereon and subject to applicable withholding taxes, with the exception of 40,095 of the 44,080 RSUs the Reporting Person was awarded on August 3, 2023, which were cancelled for no consideration in accordance with their terms, with such cancellation being exempt from Section 16 of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16a-4(d) and 16b-6(d) thereunder.
SILVERBOX ENGAGED MERGER CORP I
Report date February 09, 2022 · Filed February 09, 2022
Jointly reported with SILVERBOX ENGAGED SPONSOR LLC, SilverBox Capital LLC, Kadenacy Stephen M
Section 16 reporting ended · disclosed 2022-02-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-02-09 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2022-02-09 · Other · Disposed 4,812,243 · Balance 0 F1: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto. F2: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. |
| WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $11.50 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2022-02-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-02-09 · Other · Acquired 6,266,667 · Balance 0 F1: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto. F2: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class B common stock converted into shares of Class A common stock of BRC Inc. ("PubCo") through a series of transactions in connection with the business combination of the Issuer and Authentic Brands LLC ("Authentic Brands"), pursuant to that certain Business Combination Agreement, dated as of November 2, 2021, by and among the Issuer, Authentic Brands, PubCo and the other entities party thereto.
F2: SilverBox Capital LLC is the managing member of SilverBox Engaged Sponsor LLC, and Mr. Reece and Mr. Kadenacy, the Issuer's Chairman and Chief Executive Officer, respectively, are each a principal of SilverBox Capital LLC. As such, they may be deemed to have or share beneficial ownership of the Class B common stock held directly by SilverBox Engaged Sponsor LLC. Such person disclaims any beneficial ownership of the reported shares other than to the extent of any pecuniary interest such person may have therein, directly or indirectly.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 01:02 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 1,702 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-26-000065 · wk-form4_1790888548.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,372 F1 · shares: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| September 30, 2026 Filed Oct 3, 2026 00:06 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,273 | $45.18 | $57,514.14 |
DisclosureSEC source: 0001659413-26-000017 · form4-10022026_081030.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,736 Underlying: Common Stock · 1,273 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 20:28 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,325 | $43.41 | $57,518.25 |
DisclosureSEC source: 0001659413-26-000014 · form4-07012026_080714.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,463 Underlying: Common Stock · 1,325 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| June 30, 2026 Filed Jul 1, 2026 21:23 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-26-000040 · wk-form4_1782941030.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,670 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| May 21, 2026 Filed May 26, 2026 20:13 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 4,351 | $44.82 | $195,011.82 |
DisclosureSEC source: 0001659413-26-000012 · form4-05262026_080548.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,953 F1 · shares: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program (the "Compensation Program"). The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on each vesting date. The reporting person elected to defer receipt of NCR Atleos common stock underlying the restricted stock units in accordance with the terms of the Compensation Program. The reporting person will receive NCR Atleos common stock following the termination of the reporting person's service as a director. Read SEC document |
| May 18, 2026 Filed May 20, 2026 23:01 UTC | AMERICOLD REALTY TRUST COLD · Entity 4019 | GrantOperating Partnership Profits Units · Derivative | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-232996 · ownership.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,422 Underlying: Common Stock · 12,422 shares Expires not disclosed F1 · security: Represents OP Profits Units ("OP Profits Units") of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which vest on the earlier of the first anniversary of the grant date or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust 2017 Equity Incentive Plan. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. F2 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 21:36 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 1,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001659413-26-000008 · wk-form4_1775079386.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,465 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:08 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,205 | $43.58 | $52,513.90 |
DisclosureSEC source: 0001659413-26-000010 · form4-04022026_080424.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,138 Underlying: Common Stock · 1,205 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantDeferred Stock Units · Derivative | 9,434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001659413-26-000006 · wk-form4_1773094496.xml · derivative · entry 4 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,434 Underlying: Common Stock · 9,434 shares Expires 2027-03-04 F2 · shares: Represents annual grant of restricted stock units in connection with the Reporting Person's service as a director, which will vest on the earlier of (a) the day immediately preceding the Issuer's next annual meeting (as long as the meeting is held at least 50 weeks from the grant date) and (b) the first anniversary of the grant date. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 22:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionDeferred Stock Units · Derivative | 22,322 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001659413-26-000006 · wk-form4_1773094496.xml · derivative · entry 3 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,322 shares Expires 2026-03-05 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 |
| March 05, 2026 Filed Mar 9, 2026 22:14 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 22,322 | $0.00 | $0.00 |
DisclosureSEC source: 0001659413-26-000006 · wk-form4_1773094496.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,649 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 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:12 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,378 | $38.11 | $52,515.58 |
DisclosureSEC source: 0001659413-26-000002 · form4-01052026_090126.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,933 Underlying: Common Stock · 1,378 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:29 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001659413-26-000004 · wk-form4_1767648540.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,327 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 22:57 UTC | AMERICOLD REALTY TRUST COLD · Entity 4019 | GrantOperating Partnership Profits Units · Derivative | 6,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-335573 · ownership.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,063 Underlying: Common Stock · 6,063 shares Expires not disclosed F1 · security: Represents OP Profits Units ("OP Profits Units") of Americold Realty Operating Partnership, L.P. ("Operating Partnership"), which vest on the earlier of the May 20, 2025 or the date of the next annual meeting of Americold Realty Trust, Inc. stockholders following the grant date. The OP Profits Units were issued to the reporting person pursuant to the Americold Realty Trust A&R 2017 Equity Incentive Plan. F2 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. F2 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. F2 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the OP Profits Units for federal income tax purposes, each vested OP Profits Unit may be converted, at the election of the holder, into a common unit of limited partnership interest in the Operating Partnership (a "Common Unit"). Each Common Unit acquired upon conversion of a vested OP Profits Unit may, at the election of the holder, be presented for redemption for cash equal to the then fair market value of a share of Americold Realty Trust, Inc. (the "Company") common stock (the "Common Stock"), except that the Company may, at its election, acquire each Common Unit so presented for one share of Common Stock. The rights to convert vested OP Profits Units into Common Units and redeem Common Units have no expiration dates. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:05 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,336 | $39.31 | $52,518.16 |
DisclosureSEC source: 0001659413-25-000004 · form4-10022025_081007.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,555 Underlying: Common Stock · 1,336 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 17:50 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 2,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000170 · wk-form4_1759427401.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,067 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:04 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000132 · wk-form4_1751403869.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,755 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:03 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000131 · wk-form4_1751403646.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,755 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:05 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,840 | $28.53 | $52,495.20 |
DisclosureSEC source: 0001415889-25-018997 · form4-07022025_080751.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,219 Underlying: Common Stock · 1,840 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting person's quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| June 30, 2025 Filed Jul 3, 2025 20:25 UTC Amendment | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 2,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000137 · wk-form4a_1751574307.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,755 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:19 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 7,121 | $25.98 | $185,003.58 |
DisclosureSEC source: 0001415889-25-014466 · form4-05232025_080543.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,602 F1 · shares: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program (the "Compensation Program"). The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on each vesting date. The reporting person elected to defer receipt of NCR Atleos common stock underlying the restricted stock units in accordance with the terms of the Compensation Program. The reporting person will receive NCR Atleos common stock following the termination of the reporting person's service as a director. F2 · balance_after: Includes 13,548 shares from compensation under the NCR Corp Director Compensation Plan, and the reported person elected to defer receipt of common stock until the termination of the reporting person's service as a director. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:06 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,991 | $26.38 | $52,522.58 |
DisclosureSEC source: 0001415889-25-009623 · form4-04022025_080436.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,379 Underlying: Common Stock · 1,991 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting persons quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 23:30 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 4,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000082 · wk-form4_1743636643.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,546 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| March 26, 2025 Filed Mar 27, 2025 20:16 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | PurchaseCommon Stock | 5,000 | $9.68 | $48,400.00 |
DisclosureSEC source: 0001227654-25-000068 · wk-form4_1743106564.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 21,000 F1 · price: Represents a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $9.66 to $9.68 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 06, 2025 Filed Mar 7, 2025 21:07 UTC | NCR Atleos Corp NATL · Entity 4147 | PurchaseCommon Stock | 4,000 | $25.59 | $102,360.00 |
DisclosureSEC source: 0001415889-25-007377 · form4-03072025_090351.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,481 F1 · price: This transaction was executed in multiple trades at prices ranging from $25.48 to $25.74. 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 |
| March 06, 2025 Filed Mar 7, 2025 22:39 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantDeferred Stock Units · Derivative | 22,322 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000060 · wk-form4_1741387188.xml · derivative · entry 4 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,322 Underlying: Common Stock · 22,322 shares Expires 2026-03-06 F2 · shares: Represents annual grant of deferred stock units in connection with the Reporting Person's service as a director, which will vest on the earlier of (a) the day immediately preceding the Issuer's next annual meeting (as long as the meeting is held at least 50 weeks from the grant date) and (b) the first anniversary of the grant date. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 22:39 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionDeferred Stock Units · Derivative | 10,659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000060 · wk-form4_1741387188.xml · derivative · entry 3 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,659 shares Expires 2025-03-05 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 |
| March 05, 2025 Filed Mar 7, 2025 22:39 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 10,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000060 · wk-form4_1741387188.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,769 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 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 16:32 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,548 | $33.92 | $52,508.16 |
DisclosureSEC source: 0001415889-25-000285 · form4-01032025_040102.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,388 Underlying: Common Stock · 1,548 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting persons quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:55 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 3,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-25-000015 · wk-form4_1735941349.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,110 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 22:21 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 3,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000180 · wk-form4_1727821259.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,165 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:03 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,840 | $28.53 | $52,495.20 |
DisclosureSEC source: 0001415889-24-024355 · form4-10022024_081032.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,840 Underlying: Common Stock · 1,840 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting persons quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 22:04 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 1,943 | $27.02 | $52,499.86 |
DisclosureSEC source: 0000950170-24-080881 · ownership.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,943 Underlying: Common Stock · 1,943 shares Expires not disclosed F1 · security: These are stocks acquired under the NCR Atleos Director Compensation Program (the "Compensation Program") as part of the reporting persons quarterly cash retainer. The reporting person elected to defer receipt of the quarterly cash retainer as NCR Atleos common stock to be received following the termination of the reporting person's service as a director. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 20:08 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 4,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000141 · wk-form4_1719864485.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,473 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| May 21, 2024 Filed May 24, 2024 01:19 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 5,686 | $28.14 | $160,004.04 |
DisclosureSEC source: 0000950170-24-064269 · ownership.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,481 F1 · shares: These restricted stock units represent the annual equity grant awarded to directors under the NCR Atleos Director Compensation Program (the "Compensation Program"). The restricted stock units vest 12 months after the grant date, subject to the reporting person's continued service as a director on each vesting date. The reporting person elected to defer receipt of NCR Atleos common stock underlying the restricted stock units in accordance with the terms of the Compensation Program. The reporting person will receive NCR Atleos common stock following the termination of the reporting person's service as a director. F2 · balance_after: Includes 6,427 shares from compensation under the NCR Corp Director Compensation Plan, and the reported person elected to defer receipt of common stock until the termination of the reporting person's service as a director. Read SEC document |
| March 31, 2024 Filed Apr 1, 2024 22:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 2,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000092 · wk-form4_1712010469.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,177 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 20:09 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 372 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000083 · wk-form4_1711138176.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,471 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. F2 · shares: Represents dividend equivalent rights granted in connection with the Issuer's quarterly dividend that accrued to deferred stock units held by the Reporting Person. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 22:27 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantDeferred Stock Units · Derivative | 10,659 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000068 · wk-form4_1709850411.xml · derivative · entry 3 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,659 Underlying: Common Stock · 10,659 shares Expires 2025-03-05 F2 · shares: Represents annual grant of deferred stock units in connection with the Reporting Person's service as a director, which will vest on the earlier of (a) the day immediately preceding the Issuer's next annual meeting (as long as the meeting is held at least 50 weeks from the grant date) and (b) the first anniversary of the grant date. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:03 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionDeferred Stock Units · Derivative | 5,603 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000047 · wk-form4_1708462981.xml · derivative · entry 3 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Deferred Stock Units · 5,603 shares Expires 2024-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:03 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionCommon Stock | 5,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000047 · wk-form4_1708462981.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,099 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 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 12:00 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | PurchaseCommon Stock | 5,000 | $21.24 | $106,200.00 |
DisclosureSEC source: 0001227654-24-000029 · wk-form4_1706097622.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 16,000 F1 · price: Represents a weighted average purchase price per share. These shares were purchased in multiple transactions at prices ranging from $21.10 to $21.31 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 21:28 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 1,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-24-000013 · wk-form4_1704317274.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,496 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 21:06 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000246 · wk-form4_1703192781.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,842 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. F2 · shares: Represents dividend equivalent rights granted in connection with the Issuer's quarterly dividend that accrued to deferred stock units held by the Reporting Person. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 22:31 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantPhantom Stock Units · Derivative | 5,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-053126 · doc4.xml · derivative · entry 2 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,504 Underlying: Common Stock · 5,504 shares Expires not disclosed F3 · security: These stock units were acquired under the Compensation Program as part of the reporting person's annual retainer as a director at NCR Voyix, which is paid quarterly. The reporting person elected to defer receipt of the annual retainer in accordance with the terms of the Compensation Program. F4 · derivative.exercise_price: The phantom stock units are converted into Issuer common stock on a one-for-one basis. F1 · kind: Represents equity awards originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into equity awards of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). These securities are subject to the same terms and conditions applicable to such NCR Voyix awards. F1 · price: Represents equity awards originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into equity awards of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). These securities are subject to the same terms and conditions applicable to such NCR Voyix awards. F5 · derivative.exercise_date: These phantom stock units become payable in Issuer common stock following the reporting person's service as a director. F5 · derivative.expiration_date: These phantom stock units become payable in Issuer common stock following the reporting person's service as a director. Read SEC document |
| October 16, 2023 Filed Oct 18, 2023 22:31 UTC | NCR Atleos Corp NATL · Entity 4147 | GrantCommon Stock | 20,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-053126 · doc4.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,368 F1 · kind: Represents equity awards originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into equity awards of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). These securities are subject to the same terms and conditions applicable to such NCR Voyix awards. F2 · shares: Reflects restricted stock units, of which 10,073 are unvested. The reporting person elected to defer receipt of the common stock underlying the restricted stock units in accordance with the terms of a deferred compensation program (the "Compensation Program"). The reporting person will receive Issuer common stock following the termination of the reporting person's service as a director. F1 · price: Represents equity awards originally granted by NCR Voyix Corporation (f/k/a NCR Corporation) ("NCR Voyix") that have been converted into equity awards of the Issuer in connection with the spin-off of the Issuer from NCR Voyix (the "Spin-off"). These securities are subject to the same terms and conditions applicable to such NCR Voyix awards. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:07 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 1,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000193 · wk-form4_1696370850.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,661 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 21:00 UTC | NCR Voyix Corp NCR · Entity 293 | GrantPhantom Stock Units · Derivative | 2,596 | $26.97 | $70,014.12 |
DisclosureSEC source: 0001209191-23-051585 · doc4.xml · derivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,596 Underlying: Common Stock · 2,596 shares Expires not disclosed F1 · security: These are stock units acquired under the NCR Director Compensation Program (the "Compensation Program") as part of the reporting person's annual retainer, which is paid quarterly. The reporting person elected to defer receipt of the annual retainer in accordance with the terms of the Compensation Program. F2 · derivative.exercise_price: The phantom stock units are converted into common stock on a one-for-one basis. F3 · derivative.exercise_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. F3 · derivative.expiration_date: The phantom stock units become payable in common stock following the reporting person's termination of service as a director. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 01:31 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | GrantCommon Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000182 · wk-form4_1695346308.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,118 F1 · security: Represents deferred stock units granted by the Issuer in connection with the Reporting Person's service as a director. F2 · shares: Represents dividend equivalent rights granted in connection with the Issuer's quarterly dividend that accrued to deferred stock units held by the Reporting Person. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 16:26 UTC | Quotient Technology Inc. QUOT · Entity 109917 | Disposition to issuerCommon Stock | 150,520 | $4.00 | $602,080.00 |
DisclosureSEC source: 0000905148-23-000871 · form4.xml · nonDerivative · entry 1 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: Pursuant to the Agreement and Plan of Merger, dated as of June 20, 2023 (the "Merger Agreement"), by and among the Issuer, CB Neptune Holdings, LLC, a Delaware limited liability company ("Parent"), and NRS Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub"), effective September 5, 2023, among other things, Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent (the "Merger"). F2 · shares: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding, non-dissenting share of the Issuer's common stock and each Issuer restricted stock unit ("RSU") outstanding as of immediately prior to the Effective Time automatically converted into the right to receive $4.00 in cash, without interest thereon and subject to applicable withholding taxes, with the exception of 40,095 of the 44,080 RSUs the Reporting Person was awarded on August 3, 2023, which were cancelled for no consideration in accordance with their terms, with such cancellation being exempt from Section 16 of the Securities Exchange Act of 1934, as amended, pursuant to Rules 16a-4(d) and 16b-6(d) thereunder. Read SEC document |
| August 24, 2023 Filed Sep 5, 2023 21:20 UTC | COMPASS MINERALS INTERNATIONAL INC CMP · Entity 4940 | Exercise / conversionDeferred Stock Units · Derivative | 569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001227654-23-000171 · wk-form4_1693948834.xml · derivative · entry 3 Reece Joseph E · CIK 0001659413 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Deferred Stock Units · 569 shares Expires 2023-08-24 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.