Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CorEnergy Infrastructure Trust, Inc.CORR · Entity 92989 | Director | December 15, 2022 | January 05, 2023 |
| GARMIN LTDGRMN · Entity 3024 | Director | June 05, 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.
CorEnergy Infrastructure Trust, Inc.
Report date December 15, 2022 · Filed January 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,565.793 |
Reported balance
After 2022-12-15 transaction · row 1
1 source rowRow 1 · 2022-12-15 · Grant · Acquired 4,613 · Balance 25,565.793 F1: Grant of common stock pursuant to the terms of the Company's Omnibus Equity Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,000 |
Reported balance
Holding disclosure · report date 2022-12-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of common stock pursuant to the terms of the Company's Omnibus Equity Incentive Plan.
GARMIN LTD
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Registered SharesSEC Table I · non-derivative | Direct | 8,160 |
Reported balance
After 2026-06-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 753 · Balance 8,160 F1: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 5, 2027. F2: Includes the 753 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 858 shares acquired pursuant a previously granted restricted stock unit award. |
| Registered SharesSEC Table I · non-derivative | Direct | 7,945 |
Reported balance
After 2026-06-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-06 · Tax withholding · Disposed 215 · Balance 7,945 F3: 858 shares that were acquired pursuant to an award of restricted stock units on June 6, 2025 vested and were released to the reporting person. Of these 858 shares, 215 shares were withheld to pay a resulting tax liability. F4: Includes the 753 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 5, 2027.
F2: Includes the 753 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 858 shares acquired pursuant a previously granted restricted stock unit award.
F3: 858 shares that were acquired pursuant to an award of restricted stock units on June 6, 2025 vested and were released to the reporting person. Of these 858 shares, 215 shares were withheld to pay a resulting tax liability.
F4: Includes the 753 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1.
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 06, 2026 Filed Jun 9, 2026 17:49 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 215 | $236.57 | $50,862.55 |
DisclosureSEC source: 0001193125-26-263432 · ownership.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,945 F3 · shares: 858 shares that were acquired pursuant to an award of restricted stock units on June 6, 2025 vested and were released to the reporting person. Of these 858 shares, 215 shares were withheld to pay a resulting tax liability. F4 · balance_after: Includes the 753 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 17:49 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-263432 · ownership.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,160 F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 5, 2027. F2 · balance_after: Includes the 753 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 858 shares acquired pursuant a previously granted restricted stock unit award. Read SEC document |
| June 07, 2025 Filed Jun 9, 2025 21:30 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 273 | $207.45 | $56,633.85 |
DisclosureSEC source: 0000950170-25-083876 · ownership.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,407 F3 · shares: 1,090 shares that were acquired pursuant to an award of restricted stock units on June 7, 2024 vested and were released to the reporting person. Of these 1,090 shares, 273 shares were withheld to pay a resulting tax liability. F4 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 21:30 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 858 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083876 · ownership.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,680 F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 6, 2026. F2 · balance_after: Includes the 858 unvested shares acquired pursuant to the restricted stock unit award described in Footnote 1 and 1,090 shares acquired pursuant a previously granted restricted stock unit award. Read SEC document |
| June 09, 2024 Filed Jun 10, 2024 21:57 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 376 | $163.26 | $61,385.76 |
DisclosureSEC source: 0000950170-24-071451 · ownership.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,822 F3 · shares: 1,501 shares that were acquired pursuant to an award of restricted stock units on June 9, 2023 vested and were released to the reporting person. Of these 1,501 shares, 376 shares were withheld to pay a resulting tax liability. F4 · balance_after: Includes the 1,090 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 21:57 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071451 · ownership.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,198 F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 7, 2025. F2 · balance_after: Includes the 1,090 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1 and 1,501 unvested shares acquired pursuant to a previously granted restricted stock unit award. Read SEC document |
| June 10, 2023 Filed Jun 12, 2023 20:13 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 376 | $105.34 | $39,607.84 |
DisclosureSEC source: 0001127602-23-018532 · form4.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,108 F3 · shares: 1,502 shares that were acquired pursuant to an award of restricted stock units on June 10, 2022 vested and were released to the reporting person. Of these 1,502 shares, 376 were withheld to pay a resulting tax liability. F4 · balance_after: Includes the 1,501 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:13 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 1,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018532 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,484 F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 9, 2024. F2 · balance_after: Includes the 1,501 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1 and 1,502 unvested shares acquired pursuant to a previously granted restricted stock unit award. Read SEC document |
| December 15, 2022 Filed Jan 5, 2023 15:34 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 4,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-23-000008 · primary_doc.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,565.793 F1 · shares: Grant of common stock pursuant to the terms of the Company's Omnibus Equity Incentive Plan. Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 19:48 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 7,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-22-000146 · primary_doc.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,952.793 F1 · shares: Grant of common stock pursuant to the terms of the Company's Omnibus Equity Incentive Plan. Read SEC document |
| July 05, 2022 Filed Jul 7, 2022 14:30 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 4,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-025372 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,090.793 F1 · shares: Grant of common stock pursuant to the terms of the Company's Omnibus Equity Incentive Plan. F2 · balance_after: In the reporting person's prior Form 4 filed on June 15, 2022, the total number of shares reported in column 5 inadvertently reported 8,192.793 shares owned instead of 8,129.793 shares owned, transposing the 2 and 9 in the total. The total reported here does not include the additional 63 shares that had inadvertently been included in the last Form 4's column 5. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 15:40 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 4,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-023037 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,192.793 F1 · shares: Grant of common stock pursuant to the terms of the Company's Omnibus Equity Incentive Plan. Read SEC document |
| June 10, 2022 Filed Jun 13, 2022 15:29 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 1,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017272 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,983 F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 10, 2023. F2 · balance_after: Includes the 1,502 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1. Read SEC document |
| June 04, 2022 Filed Jun 6, 2022 18:22 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 262 | $104.81 | $27,460.22 |
DisclosureSEC source: 0001127602-22-016862 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,481 F1 · shares: On June 4, 2022, 1,045 shares that were acquired pursuant to an award of restricted stock units on June 4, 2021 vested and were released to the reporting person. Of these 1,045 shares, 262 were withheld to pay a resulting tax liability. Read SEC document |
| July 13, 2021 Filed Jul 16, 2021 14:46 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 1,132.9305 | $6.62 | $7,500.00 |
DisclosureSEC source: 0001140361-21-024571 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,482.793 F1 · balance_after: Grant of restricted common stock pursuant to the terms of the Company's Director Compensation Plan, as amended. Read SEC document |
| June 05, 2021 Filed Jun 7, 2021 16:17 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 399 | $143.64 | $57,312.36 |
DisclosureSEC source: 0001127602-21-019323 · form4.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,743 F3 · shares: On June 5, 2021, 1,594 shares that were acquired pursuant to an award of restricted stock units on June 5, 2020 vested and were released to the reporting person. Of these 1,594 shares, 399 were withheld to pay a resulting tax liability. F4 · balance_after: Includes 1,045 unvested shares that were acquired pursuant to a previously granted restricted stock unit award. Read SEC document |
| June 04, 2021 Filed Jun 7, 2021 16:17 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 1,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-019323 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,142 F1 · shares: Shares acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 4, 2022. F2 · balance_after: Includes (a) the 1,045 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1 and (b) a total of 1,594 additional unvested shares that were acquired pursuant to previously granted restricted stock unit awards. Read SEC document |
| June 07, 2020 Filed Jun 9, 2020 16:24 UTC | GARMIN LTD GRMN · Entity 3024 | Tax withholdingRegistered Shares | 501 | $96.53 | $48,361.53 |
DisclosureSEC source: 0001127602-20-019187 · form4.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,097 F3 · shares: On June 7, 2020, 2,004 shares that were acquired pursuant to an award of restricted stock units on June 7, 2019 vested and were released to the reporting person. Of these 2,004 shares, 501 were withheld to pay a resulting tax liability. F4 · balance_after: Includes 1,594 unvested shares as of this date that were acquired pursuant to a previously granted restricted stock unit award. Read SEC document |
| June 05, 2020 Filed Jun 9, 2020 16:24 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 1,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019187 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,598 F1 · shares: Shares were acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 5, 2021. F2 · balance_after: Includes (a) the 1,594 unvested shares acquired pursuant to the grant of the restricted stock unit award described in Footnote 1 and (b) a total of 2,004 additional unvested shares that were acquired pursuant to a previously granted restricted stock unit award. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 10:06 UTC | GARMIN LTD GRMN · Entity 3024 | GrantRegistered Shares | 2,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021275 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,004 F1 · shares: Shares were acquired pursuant to a grant of restricted stock units under the Garmin Ltd. 2011 Non-Employee Directors' Equity Incentive Plan. The award vests on June 7, 2020. F2 · balance_after: Constitutes the unvested shares that were acquired pursuant to the grant of the restricted stock unit award described in Footnote 1. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 17:15 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 200.0533 | $37.49 | $7,500.00 |
DisclosureSEC source: 0001140361-18-031679 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,349.8625 F1 · balance_after: Grant of restricted Common shares pursuant to the terms of the CorEnergy Infrastructure Trust, Inc. Director Compensation Plan, as amended. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 14:08 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 201.3423 | $37.25 | $7,500.00 |
DisclosureSEC source: 0001140361-18-016986 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,149.8092 F1 · balance_after: Grant of restricted Common shares pursuant to the terms of the CorEnergy Infrastructure Trust, Inc. Director Compensation Plan, as amended. Read SEC document |
| July 03, 2017 Filed Nov 1, 2017 16:32 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 219.555 | $34.16 | $7,500.00 |
DisclosureSEC source: 0001140361-17-040519 · form4.xml · nonDerivative · entry 2 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948.467 F1 · balance_after: Grant of restricted Common shares pursuant to the terms of the CorEnergy Infrastructure Trust, Inc. Director Compensation Plan, as amended. Read SEC document |
| April 03, 2017 Filed Nov 1, 2017 16:32 UTC | CorEnergy Infrastructure Trust, Inc. CORR · Entity 92989 | GrantCommon Stock | 220.329 | $34.04 | $7,500.00 |
DisclosureSEC source: 0001140361-17-040519 · form4.xml · nonDerivative · entry 1 LEWIS CATHERINE A. · CIK 0001582992 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728.9119 F1 · balance_after: Grant of restricted Common shares pursuant to the terms of the CorEnergy Infrastructure Trust, Inc. Director Compensation Plan, as amended. 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.