Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASEYS GENERAL STORES INCCASY · Entity 3156 | Chief Legal Officer | June 29, 2026 | June 30, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CASEYS GENERAL STORES INC
Report date June 29, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,164 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-29 · Sale · Disposed 2,000 · Balance 6,668 Row 2 · 2026-06-30 · Gift · Disposed 504 · Balance 6,164 |
| Common StockSEC Table I · non-derivative | IndirectVoting and tender rights under 401k plan | 190 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 190 F1: Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 245 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 245 F2: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3: Pursuant to the terms and conditions of the 2018 Stock Incentive Plan. The remainder of this award will vest on June 15, 2027. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2027, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 542 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 542 F2: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F4: Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on June 15, 2027 and June 15, 2028. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2028, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 503 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 503 F2: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F5: Pursuant to terms and conditions of the 2025 Stock Incentive Plan. This award will vest in equal installments on June 15, 2027, June 15, 2028, and June 15, 2029. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2029, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. |
Filing footnotes · ownership attribution and instrument terms
F1: Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date.
F2: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
F3: Pursuant to the terms and conditions of the 2018 Stock Incentive Plan. The remainder of this award will vest on June 15, 2027. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2027, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
F4: Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on June 15, 2027 and June 15, 2028. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2028, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
F5: Pursuant to terms and conditions of the 2025 Stock Incentive Plan. This award will vest in equal installments on June 15, 2027, June 15, 2028, and June 15, 2029. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2029, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures.
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 |
|---|---|---|---|---|---|---|
| May 31, 2023 Filed Jun 2, 2023 19:23 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 946 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-23-000029 · wf-form4_168573379487117.xml · derivative · entry 3 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 946 Underlying: Common Stock · 946 shares Expires not disclosed F1 · derivative.exercise_price: Allocated to 401k plan account as of April 30, 2023. Does not include any shares allocated by the plan trustee after that date. F2 · derivative.exercise_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2024, June 15, 2025 and June 15, 2026. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2026, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2024, June 15, 2025 and June 15, 2026. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2026, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 19:08 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-23-000012 · wf-form4_167812968630127.xml · derivative · entry 3 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204 Underlying: Common Stock · 101 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on March 2, 2024 and March 2, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2024, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on March 2, 2024 and March 2, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2024, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 19:08 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-23-000012 · wf-form4_167812968630127.xml · nonDerivative · entry 2 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 634 Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 19:08 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 101 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-23-000012 · wf-form4_167812968630127.xml · nonDerivative · entry 1 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:28 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-23-000003 · wf-form4_167287130768178.xml · derivative · entry 3 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432 Underlying: Common Stock · 715 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F3 · derivative.exercise_date: Pursuant to 2018 Stock Incentive Plan and in accordance with the terms and conditions of a "make-whole award" of January 3, 2022, granted in conjunction with commencement of employment as Casey's Chief Legal Officer. This remainder of this award will vest in equal installments on January 3, 2024 and January 3, 3025. F3 · derivative.expiration_date: Pursuant to 2018 Stock Incentive Plan and in accordance with the terms and conditions of a "make-whole award" of January 3, 2022, granted in conjunction with commencement of employment as Casey's Chief Legal Officer. This remainder of this award will vest in equal installments on January 3, 2024 and January 3, 3025. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:28 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 251 | $220.95 | $55,458.45 |
DisclosureSEC source: 0000726958-23-000003 · wf-form4_167287130768178.xml · nonDerivative · entry 2 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564 F1 · price: Closing price of Casey's General Stores, Inc. Common Stock on January 3, 2023. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 22:28 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 715 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-23-000003 · wf-form4_167287130768178.xml · nonDerivative · entry 1 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 815 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 |
| June 01, 2022 Filed Jun 3, 2022 20:16 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000038 · wf-form4_165428733736920.xml · derivative · entry 2 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856 Underlying: Common Stock · 856 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F2 · derivative.exercise_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2023, June 15, 2024 and June 15, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2025, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2023, June 15, 2024 and June 15, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2025, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:16 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000017 · wf-form4_164642859871214.xml · derivative · entry 2 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305 Underlying: Common Stock · 305 shares Expires not disclosed F1 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on March 2, 2023, March 2, 2024 and March 2, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2024, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F1 · derivative.exercise_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on March 2, 2023, March 2, 2024 and March 2, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2024, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. F1 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on March 2, 2023, March 2, 2024 and March 2, 2025. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2024, but which are subject to the satisfaction of certain performance criteria other than solely the price of Casey's Common Stock; the final amount of shares earned, if any, will be reported upon vest and satisfaction of those performance measures. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:07 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000006 · wf-form4_164141681339027.xml · derivative · entry 2 Lindsey Katrina S · CIK 0001901354 · Chief Legal Officer & Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,147 Underlying: Common Stock · 2,147 shares Expires not disclosed F1 · security: Pursuant to 2018 Stock Incentive Plan and in accordance with the terms and conditions of a "make-whole award" of January 3, 2022, granted in conjunction with commencement of employment as Casey's Chief Legal Officer and Secretary. This award will vest at a rate of 1/3 of the initial award on each of the first three anniversaries of the award date. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F1 · derivative.exercise_date: Pursuant to 2018 Stock Incentive Plan and in accordance with the terms and conditions of a "make-whole award" of January 3, 2022, granted in conjunction with commencement of employment as Casey's Chief Legal Officer and Secretary. This award will vest at a rate of 1/3 of the initial award on each of the first three anniversaries of the award date. F1 · derivative.expiration_date: Pursuant to 2018 Stock Incentive Plan and in accordance with the terms and conditions of a "make-whole award" of January 3, 2022, granted in conjunction with commencement of employment as Casey's Chief Legal Officer and Secretary. This award will vest at a rate of 1/3 of the initial award on each of the first three anniversaries of the award date. 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.