Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CASEYS GENERAL STORES INCCASY · Entity 3156 | Chief Merch. Officer | June 15, 2026 | June 17, 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 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,171 |
Ending reported balance
After 2026-06-15 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-06-15 · Exercise / conversion · Acquired 411 · Balance 8,745 Row 2 · 2026-06-15 · Exercise / conversion · Acquired 297 · Balance 9,042 Row 3 · 2026-06-15 · Exercise / conversion · Acquired 318 · Balance 9,360 Row 4 · 2026-06-15 · Grant · Acquired 9,246 · Balance 18,606 F1: Represents the number of shares of Common Stock earned upon the vesting of performance-based restricted stock units under Casey's 2024 fiscal year long-term incentive compensation program. Row 5 · 2026-06-15 · Tax withholding · Disposed 4,435 · Balance 14,171 F2: Closing price of Casey's General Stores, Inc. Common Stock on June 15, 2026. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-15 · Exercise / conversion · Disposed 411 · Balance 0 F4: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F5: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award vested on June 15, 2026. Not included in the reported award amount is a target amount of performance-based restricted stock units that vested 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 is reflected above. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 296 |
Reported balance
After 2026-06-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-06-15 · Exercise / conversion · Disposed 297 · Balance 296 F4: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F6: 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 | 638 |
Reported balance
After 2026-06-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-06-15 · Exercise / conversion · Disposed 318 · Balance 638 F4: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F7: Pursuant to the terms and conditions of the 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 | 737 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 737 F4: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock. F8: 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. |
| Common StockSEC Table I · non-derivative | IndirectVoting and tender rights under 401k plan | 402 |
Reported balance
Holding disclosure · report date 2026-06-15 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 402 F3: Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock earned upon the vesting of performance-based restricted stock units under Casey's 2024 fiscal year long-term incentive compensation program.
F2: Closing price of Casey's General Stores, Inc. Common Stock on June 15, 2026.
F3: Allocated to 401k plan account as of April 30, 2026. Does not include any shares allocated by the plan trustee after that date.
F4: Each restricted stock unit represents the right to receive, following vesting, one share of Common Stock.
F5: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award vested on June 15, 2026. Not included in the reported award amount is a target amount of performance-based restricted stock units that vested 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 is reflected above.
F6: 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.
F7: Pursuant to the terms and conditions of the 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.
F8: 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 |
|---|---|---|---|---|---|---|
| June 15, 2022 Filed Jun 17, 2022 18:52 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 396 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000061 · wf-form4_165549190881995.xml · nonDerivative · entry 4 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,815 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 15, 2022 Filed Jun 17, 2022 18:52 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000061 · wf-form4_165549190881995.xml · nonDerivative · entry 3 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419 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 15, 2022 Filed Jun 17, 2022 18:52 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantCommon Stock | 1,463 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000061 · wf-form4_165549190881995.xml · nonDerivative · entry 2 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 F1 · shares: Represents the number of shares of Common Stock earned upon the vesting of performance-based restricted stock units awarded to Mr. Brennan under Casey's 2020 fiscal year long-term incentive compensation program. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 18:52 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000061 · wf-form4_165549190881995.xml · nonDerivative · entry 1 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612 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 20:14 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-22-000034 · wf-form4_165428722210342.xml · derivative · entry 3 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 shares Expires not disclosed 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 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. F3 · 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 |
| June 15, 2021 Filed Jun 17, 2021 21:42 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionRestricted stock units · Derivative | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-21-000069 · wf-form4_162396610241750.xml · derivative · entry 4 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689 Underlying: Common Stock · 344 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. F3 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on June 15, 2022 and June 15, 2023. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2023, 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 · 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 terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on June 15, 2022 and June 15, 2023. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2023, 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. F3 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan. The remainder of this award will vest in equal installments on June 15, 2022 and June 15, 2023. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2023, 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 |
| June 15, 2021 Filed Jun 17, 2021 21:42 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Tax withholdingCommon Stock | 105 | $203.82 | $21,401.10 |
DisclosureSEC source: 0000726958-21-000069 · wf-form4_162396610241750.xml · nonDerivative · entry 2 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239 F1 · price: Closing price of Common Stock on June 15, 2021. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 21:42 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | Exercise / conversionCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-21-000069 · wf-form4_162396610241750.xml · nonDerivative · entry 1 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 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 02, 2021 Filed Jun 4, 2021 23:20 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 1,189 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-21-000041 · wf-form4_162284884037255.xml · derivative · entry 2 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 Underlying: Common Stock · 1,189 shares Expires not disclosed F2 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2022, June 15, 2023 and June 15, 2024. 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. F3 · 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, 2022, June 15, 2023 and June 15, 2024. 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. This award will vest in equal installments on June 15, 2022, June 15, 2023 and June 15, 2024. 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 |
| June 02, 2020 Filed Jun 4, 2020 23:32 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 1,033 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-20-000061 · wf-form4_159131350552018.xml · derivative · entry 1 Brennan Thomas P JR · CIK 0001791716 · Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033 Underlying: Common Stock · 1,033 shares Expires not disclosed F1 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in equal installments on June 15, 2021, June 15, 2022 and June 15, 2023. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2023, 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 June 15, 2021, June 15, 2022 and June 15, 2023. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2023, 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 June 15, 2021, June 15, 2022 and June 15, 2023. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2023, 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 |
| October 28, 2019 Filed Oct 30, 2019 21:46 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 3,163 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-19-000119 · wf-form4_157247196934620.xml · derivative · entry 2 Brennan Thomas P JR · CIK 0001791716 · SVP, Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,163 Underlying: Common Stock · 3,163 shares Expires not disclosed F3 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan and in accordance with the terms and conditions of Mr. Brennan's "make-whole award" of October 28, 2019, granted in conjunction with his commencement of employment as Casey's Senior Vice President - Chief Merchandising Officer. This award will vest in full on October 28, 2022. 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 terms and conditions of 2018 Stock Incentive Plan and in accordance with the terms and conditions of Mr. Brennan's "make-whole award" of October 28, 2019, granted in conjunction with his commencement of employment as Casey's Senior Vice President - Chief Merchandising Officer. This award will vest in full on October 28, 2022. F3 · derivative.expiration_date: Pursuant to terms and conditions of 2018 Stock Incentive Plan and in accordance with the terms and conditions of Mr. Brennan's "make-whole award" of October 28, 2019, granted in conjunction with his commencement of employment as Casey's Senior Vice President - Chief Merchandising Officer. This award will vest in full on October 28, 2022. Read SEC document |
| October 28, 2019 Filed Oct 30, 2019 21:46 UTC | CASEYS GENERAL STORES INC CASY · Entity 3156 | GrantRestricted stock units · Derivative | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0000726958-19-000119 · wf-form4_157247196934620.xml · derivative · entry 1 Brennan Thomas P JR · CIK 0001791716 · SVP, Chief Merch. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373 Underlying: Common Stock · 373 shares Expires not disclosed F1 · security: Pursuant to terms and conditions of 2018 Stock Incentive Plan. This award will vest in full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, 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 full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, 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 full on June 15, 2022. Not included in the reported award amount is a target amount of performance-based restricted stock units that will vest on June 15, 2022, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.