Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | Director | March 03, 2026 | March 05, 2026 |
| Murphy USA Inc.MUSA · Entity 1923 | Director | February 12, 2026 | February 17, 2026 |
| Wingstop Inc.WING · Entity 4231 | Director | May 21, 2026 | June 09, 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.
JACK IN THE BOX INC
Report date March 03, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 47,690 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 8,235 · Balance 47,690 F1: These securities are restricted stock units that vest 100% on March 3, 2027, and are issued on that date unless the reporting person has elected to defer receipt of the shares until termination of their Board service. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units that vest 100% on March 3, 2027, and are issued on that date unless the reporting person has elected to defer receipt of the shares until termination of their Board service.
Murphy USA Inc.
Report date February 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,796 |
Reported balance
After 2026-02-13 transaction · row 1
1 source rowRow 1 · 2026-02-13 · Exercise / conversion · Acquired 349 · Balance 1,796 F1: Represents Restricted Stock Units ("RSUs") and corresponding dividend equivalents accrued thereon granted to the Reporting Person that have vested and settled in shares of the Company's stock on a one-for-one basis, except for fractional dividend equivalents which have been settled in cash. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,385.753 |
Reported balance
After 2026-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-12 · Grant · Acquired 421 · Balance 1,385.753 F2: Award granted under the 2023 Omnibus Incentive Plan. F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F4: Includes dividend equivalent units accrued with respect to the underlying RSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,036.753 |
Reported balance
After 2026-02-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-13 · Exercise / conversion · Disposed 349 · Balance 1,036.753 F2: Award granted under the 2023 Omnibus Incentive Plan. F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date. F1: Represents Restricted Stock Units ("RSUs") and corresponding dividend equivalents accrued thereon granted to the Reporting Person that have vested and settled in shares of the Company's stock on a one-for-one basis, except for fractional dividend equivalents which have been settled in cash. F4: Includes dividend equivalent units accrued with respect to the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units ("RSUs") and corresponding dividend equivalents accrued thereon granted to the Reporting Person that have vested and settled in shares of the Company's stock on a one-for-one basis, except for fractional dividend equivalents which have been settled in cash.
F2: Award granted under the 2023 Omnibus Incentive Plan.
F3: These Securities generally do not carry a Conversion Price, Exercisable Date, or Expiration Date.
F4: Includes dividend equivalent units accrued with respect to the underlying RSUs.
Wingstop Inc.
Report date May 21, 2026 · Filed June 09, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 8,317 |
Reported balance
After 2026-05-21 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 1,131 · Balance 8,317 F1: On May 21, 2026, the Reporting Person was granted 1,131 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. This amendment is being filed to correct the number of shares of restricted stock reported as granted to and beneficially owned by the Reporting Person on May 21, 2026. F2: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 21, 2026, the Reporting Person was granted 1,131 shares of restricted stock pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The restricted stock will vest in full on the first anniversary of the date of grant. This amendment is being filed to correct the number of shares of restricted stock reported as granted to and beneficially owned by the Reporting Person on May 21, 2026.
F2: Includes unvested shares of restricted stock that would be forfeited upon the Reporting Person's termination of service on the Issuer's Board of Directors.
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 12, 2017 Filed Jun 13, 2017 23:01 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000057 · edgar.xml · nonDerivative · entry 2 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,047 F2 · shares: Represents dividend equivalents on vested Restricted Stock Units that were granted on 2/23/2015 and 2/22/2016 and were deferred by the reporting person until his or her termination of board service. Dividend equivalents are credited to the reporting person's account on the dividend record date for the quarterly dividend declared on 5/11/2017. Read SEC document |
| June 12, 2017 Filed Jun 13, 2017 23:01 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000057 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,038 F1 · shares: Represents dividend equivalents on the outstanding Common Stock Equivalents credited to the reporting person's account under the Jack in the Box Inc. Deferred Compensation Plan for Non-Management Directors on the dividend record date for the quarterly dividend declared on 5/11/2017. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 22:56 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000039 · edgar.xml · nonDerivative · entry 2 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,029 F2 · shares: Represents dividend equivalents on vested Restricted Stock Units that were granted on 2/23/2015 and 2/22/2016 and were deferred by the reporting person until his or her termination of board service. Dividend equivalents are credited to the reporting person's account on the dividend record date for the quarterly dividend declared on 2/21/2017. Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 22:56 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000039 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,019 F1 · shares: Represents dividend equivalents on the outstanding Common Stock Equivalents credited to the reporting person's account under the Jack in the Box Inc. Deferred Compensation Plan for Non-Management Directors on the dividend record date for the quarterly dividend declared on 2/21/2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 22:55 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 738 | $97.69 | $72,095.22 |
DisclosureSEC source: 0001238255-17-000037 · edgar.xml · nonDerivative · entry 2 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,010 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 22:55 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 800 | $97.69 | $78,152.00 |
DisclosureSEC source: 0001238255-17-000037 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,748 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:54 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000022 · edgar.xml · nonDerivative · entry 2 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,548 F3 · shares: Represents common stock equivalents (CSEs) credited to the reporting person's account under the Jack in the Box Inc. Deferred Compensation Plan for Non Management Directors. The reporting person elected to defer receipt of annual cash retainers for service as a director and was credited with CSEs (and fractions thereof). At the end of the reporting person's service as a director, the Company will issue to the reporting person the number of shares of common stock equal to the total number of CSEs credited to the reporting person's account at the time of distribution. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 22:54 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 957 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000022 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,622 F1 · security: These securities are restricted stock units. F2 · shares: These restricted stock units shall vest 100% on March 1, 2018. The awardee has elected to defer receipt of 100% of the shares until after termination of service. Read SEC document |
| January 05, 2017 Filed Jan 6, 2017 22:40 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,376 | $108.83 | $149,745.40 |
DisclosureSEC source: 0001238255-17-000018 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,665 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 01:15 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,344 | $111.98 | $150,501.12 |
DisclosureSEC source: 0001238255-17-000002 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,041 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. Read SEC document |
| December 16, 2016 Filed Dec 17, 2016 01:04 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000321 · edgar.xml · nonDerivative · entry 2 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,382 F2 · shares: Represents dividend equivalents on vested Restricted Stock Units that were granted on 2/23/2015 and were deferred by the reporting person until his or her termination of board service. Dividend equivalents are credited to the reporting person's account on the dividend record date for the quarterly dividend declared on 11/17/2016. Read SEC document |
| December 16, 2016 Filed Dec 17, 2016 01:04 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-16-000321 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,380 F1 · shares: Represents dividend equivalents on the outstanding Common Stock Equivalents credited to the reporting person's account under the Jack in the Box Inc. Deferred Compensation Plan for Non-Management Directors on the dividend record date for the quarterly dividend declared on 11/17/2016. Read SEC document |
| December 16, 2016 Filed Jan 5, 2017 01:20 UTC Amendment | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000004 · edgar.xml · nonDerivative · entry 2 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,385 F2 · shares: This corrects the number of dividend equivalents credited to the reporting person's account in connection with a quarterly dividend paid on vested Restricted Stock Units that were granted on 2/23/2015 and were deferred by the reporting person until his or her termination of board service. The dividend was declared on November 17, 2016, and paid on December 16, 2016. The amount of dividend equivalents was previously miscalculated due to an administrative error. Read SEC document |
| December 16, 2016 Filed Jan 5, 2017 01:20 UTC Amendment | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001238255-17-000004 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,382 F1 · shares: This corrects the number of dividend equivalents credited to the reporting person's account in connection with a quarterly dividend paid on compensation previously deferred by the director under the Jack in the Box Inc. Deferred Compensation Plan for Non-Management Directors. The dividend was declared on November 17, 2016, and paid on December 16, 2016. The amount of dividend equivalents was previously miscalculated due to an administrative error. Read SEC document |
| September 06, 2016 Filed Sep 7, 2016 21:55 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 1,480 | $101.46 | $150,160.80 |
DisclosureSEC source: 0001238255-16-000238 · edgar.xml · nonDerivative · entry 1 GOEBEL DAVID · CIK 0001137523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,377 F1 · kind: This transaction was executed pursuant to a Rule 10b5-1 Plan. 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.