Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVR Refining, LPCVRR · Entity 12045 | EVP, CFO and Treasurer | December 29, 2017 | January 03, 2018 |
| GARMIN LTDGRMN · Entity 3024 | Director | June 05, 2026 | June 09, 2026 |
| TEAM INCTISI · Entity 6688 | Former EVP & CFO | November 15, 2021 | November 23, 2021 |
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.
CVR Refining, LP
Report date December 29, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Incentive UnitsSEC Table II · derivative / convertible security | Direct | 74,787 |
Reported balance
After 2017-12-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-12-29 · Grant · Acquired 74,787 · Balance 74,787 F1: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP. F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Refining, LP for the 10 business days preceding the vesting date. F3: The Incentive Units awarded to the reporting person vest in three annual installments beginning on December 15, 2018. F4: The Incentive Units expire immediately following their vesting in three annual installments beginning on December 15, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP.
F2: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Refining, LP for the 10 business days preceding the vesting date.
F3: The Incentive Units awarded to the reporting person vest in three annual installments beginning on December 15, 2018.
F4: The Incentive Units expire immediately following their vesting in three annual installments beginning on December 15, 2018.
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 | 2,603 |
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 2,603 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 | 2,388 |
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 2,388 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.
TEAM INC
Report date November 15, 2021 · Filed November 23, 2021 · 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 StockSEC Table I · non-derivative | Direct | 24,297 |
Last balance in matching sequence
After 2021-11-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-11-15 · Exercise / conversion · Acquired 2,718 · Balance 19,642 F1: Represents vesting of Restricted Stock Units and conversion to Team Common Stock. F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes. Row 2 · 2021-11-15 · Exercise / conversion · Acquired 4,655 · Balance 24,297 F1: Represents vesting of Restricted Stock Units and conversion to Team Common Stock. F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2030-11-15 | Direct | 13,425 |
Reported balance
After 2021-11-15 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2021-11-15 · Exercise / conversion · Disposed 4,655 · Balance 13,425 F3: Stock Units convert on a 1-for-1 basis into shares of Team Common Stock. F4: Stock Units vest one-third on 11/15/2021, 11/15/2022 and 11/15/2023, unless earlier terminated in accordance with the Plan. Stock Units will automatically be converted into shares of Common Stock in accordance with the respective vesting schedule. F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2030-11-15 | Direct | 12,308 |
Reported balance
After 2021-11-15 transaction · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 2021-11-15 · Tax withholding · Disposed 1,499 · Balance 12,308 F5: Represents the corrected number of Stock Units withheld for income taxes prior to settlement in Common Stock. F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-11-15 | Direct | 8,061 |
Reported balance
After 2021-11-15 transaction · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 2021-11-15 · Exercise / conversion · Disposed 2,718 · Balance 8,061 F3: Stock Units convert on a 1-for-1 basis into shares of Team Common Stock. F6: Stock Units vest 25% on 11/15/2020, 11/15/2021, 11/15/2022 and 11/15/2023, unless earlier terminated in accordance with the Plan. Stock Units will automatically be converted into shares of Common Stock in accordance with the respective vesting schedule. F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-11-15 | Direct | 7,186 |
Reported balance
After 2021-11-15 transaction · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · 2021-11-15 · Tax withholding · Disposed 875 · Balance 7,186 F5: Represents the corrected number of Stock Units withheld for income taxes prior to settlement in Common Stock. F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents vesting of Restricted Stock Units and conversion to Team Common Stock.
F2: This Form 4/A is filed to adjust the number of shares vested as a result of a correction in the number of Stock Units withheld for income taxes.
F3: Stock Units convert on a 1-for-1 basis into shares of Team Common Stock.
F4: Stock Units vest one-third on 11/15/2021, 11/15/2022 and 11/15/2023, unless earlier terminated in accordance with the Plan. Stock Units will automatically be converted into shares of Common Stock in accordance with the respective vesting schedule.
F5: Represents the corrected number of Stock Units withheld for income taxes prior to settlement in Common Stock.
F6: Stock Units vest 25% on 11/15/2020, 11/15/2021, 11/15/2022 and 11/15/2023, unless earlier terminated in accordance with the Plan. Stock Units will automatically be converted into shares of Common Stock in accordance with the respective vesting schedule.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
U.S. CONCRETE, INC.
Report date August 26, 2021 · Filed August 30, 2021
Section 16 reporting ended · disclosed 2021-08-30. 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 2021-08-26 transaction · row 1
1 source rowRow 1 · 2021-08-26 · Disposition to issuer · Disposed 9,885 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 6, 2021, by and among U.S. Concrete, Inc. (the "Issuer"), Vulcan Materials Company, and Grizzly Merger Sub I, Inc. (the "Merger Agreement"), on August 26, 2021, each share of the Issuer's common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $74.00 per share in cash (the "Merger Consideration"), without interest, as described in the Merger Agreement. F2: 2,010 of these securities represent shares of Common Stock underlying the Reporting Person's restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on August 26, 2021, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger, dated as of June 6, 2021, by and among U.S. Concrete, Inc. (the "Issuer"), Vulcan Materials Company, and Grizzly Merger Sub I, Inc. (the "Merger Agreement"), on August 26, 2021, each share of the Issuer's common stock ("Common Stock") issued and outstanding immediately prior to the Effective Time (as defined in the Merger Agreement) and not otherwise excluded pursuant to the terms of the Merger Agreement, was converted into the right to receive $74.00 per share in cash (the "Merger Consideration"), without interest, as described in the Merger Agreement.
F2: 2,010 of these securities represent shares of Common Stock underlying the Reporting Person's restricted stock unit ("RSU") awards subject to time-based vesting. Pursuant to the Merger Agreement, on August 26, 2021, unvested RSUs outstanding immediately prior to the Effective Time were canceled and converted into the right to receive the Merger Consideration.
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 |
|---|---|---|---|---|---|---|
| December 18, 2017 Filed Dec 19, 2017 18:53 UTC | CVR Refining, LP CVRR · Entity 12045 | Disposition to issuerCommon Units | 15,411 | $13.07 | $201,421.77 |
DisclosureSEC source: 0001558785-17-000062 · wf-form4_151372760607132.xml · nonDerivative · entry 4 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F2 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 18, 2015. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 18:53 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionCommon Units | 15,411 | $13.07 | $201,421.77 |
DisclosureSEC source: 0001558785-17-000062 · wf-form4_151372760607132.xml · nonDerivative · entry 3 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,411 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 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 18, 2015. Read SEC document |
| December 16, 2017 Filed Dec 19, 2017 18:53 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionIncentive Units · Derivative | 33,476 | $13.07 | $437,531.32 |
DisclosureSEC source: 0001558785-17-000062 · wf-form4_151372760607132.xml · derivative · entry 5 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,950 Underlying: Common Units · 33,476 shares Expires 2017-12-16 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: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP. F1 · derivative.exercise_price: This transaction represents the cash settlement of vested Incentive Units awarded on December 31, 2016. Read SEC document |
| December 16, 2017 Filed Dec 19, 2017 18:53 UTC | CVR Refining, LP CVRR · Entity 12045 | Disposition to issuerCommon Units | 33,476 | $13.07 | $437,531.32 |
DisclosureSEC source: 0001558785-17-000062 · wf-form4_151372760607132.xml · nonDerivative · entry 2 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 31, 2016. Read SEC document |
| December 16, 2017 Filed Dec 19, 2017 18:53 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionCommon Units | 33,476 | $13.07 | $437,531.32 |
DisclosureSEC source: 0001558785-17-000062 · wf-form4_151372760607132.xml · nonDerivative · entry 1 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,476 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 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 31, 2016. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 17:16 UTC | CVR Refining, LP CVRR · Entity 12045 | GrantIncentive Units · Derivative | 100,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001376139-17-000005 · wf-form4_148356817512328.xml · derivative · entry 1 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,426 Underlying: Common Units · 100,426 shares Expires not disclosed F1 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP. F2 · derivative.exercise_price: Each Incentive Unit reported herein represents the right to receive upon vesting, a cash payment equal to the average closing price of the common units of CVR Refining, LP for the 10 business days preceding the vesting date. F3 · derivative.exercise_date: The Incentive Units awarded to the reporting person vest in three annual installments beginning on December 16, 2017. F4 · derivative.expiration_date: The Incentive Units expire immediately following their vesting in three annual installments beginning on December 16, 2017. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 16:55 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionIncentive Units · Derivative | 13,216 | $9.26 | $122,380.16 |
DisclosureSEC source: 0001376139-16-000136 · wf-form4_148296212285396.xml · derivative · entry 6 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Units · 13,216 shares Expires 2016-12-27 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: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP. F2 · derivative.exercise_price: This transaction represents the cash settlement of vested Incentive Units awarded on December 31, 2013. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 16:55 UTC | CVR Refining, LP CVRR · Entity 12045 | Disposition to issuerCommon Units | 13,216 | $9.26 | $122,380.16 |
DisclosureSEC source: 0001376139-16-000136 · wf-form4_148296212285396.xml · nonDerivative · entry 4 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F2 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 31, 2013. Read SEC document |
| December 27, 2016 Filed Dec 28, 2016 16:55 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionCommon Units | 13,216 | $9.26 | $122,380.16 |
DisclosureSEC source: 0001376139-16-000136 · wf-form4_148296212285396.xml · nonDerivative · entry 3 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,216 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 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 31, 2013. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 16:55 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionIncentive Units · Derivative | 17,475 | $9.64 | $168,459.00 |
DisclosureSEC source: 0001376139-16-000136 · wf-form4_148296212285396.xml · derivative · entry 5 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,474 Underlying: Common Units · 17,475 shares Expires 2016-12-26 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: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP. F1 · derivative.exercise_price: This transaction represents the cash settlement of vested Incentive Units awarded on December 26, 2014. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 16:55 UTC | CVR Refining, LP CVRR · Entity 12045 | Disposition to issuerCommon Units | 17,475 | $9.64 | $168,459.00 |
DisclosureSEC source: 0001376139-16-000136 · wf-form4_148296212285396.xml · nonDerivative · entry 2 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 26, 2014. Read SEC document |
| December 26, 2016 Filed Dec 28, 2016 16:55 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionCommon Units | 17,475 | $9.64 | $168,459.00 |
DisclosureSEC source: 0001376139-16-000136 · wf-form4_148296212285396.xml · nonDerivative · entry 1 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,475 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 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 26, 2014. Read SEC document |
| December 18, 2016 Filed Dec 20, 2016 18:02 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionIncentive Units · Derivative | 15,411 | $9.50 | $146,404.50 |
DisclosureSEC source: 0001376139-16-000131 · wf-form4_148227495808741.xml · derivative · entry 3 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,822 Underlying: Common Units · 15,411 shares Expires 2016-12-18 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 · security: The Incentive Units were awarded to the reporting person by CVR Energy, Inc., an affiliate of CVR Refining, LP and the parent of the general partner of CVR Refining, LP. F1 · derivative.exercise_price: This transaction represents the cash settlement of vested Incentive Units awarded on December 18, 2015. Read SEC document |
| December 18, 2016 Filed Dec 20, 2016 18:02 UTC | CVR Refining, LP CVRR · Entity 12045 | Disposition to issuerCommon Units | 15,411 | $9.50 | $146,404.50 |
DisclosureSEC source: 0001376139-16-000131 · wf-form4_148227495808741.xml · nonDerivative · entry 2 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 F1 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 18, 2015. Read SEC document |
| December 18, 2016 Filed Dec 20, 2016 18:02 UTC | CVR Refining, LP CVRR · Entity 12045 | Exercise / conversionCommon Units | 15,411 | $9.50 | $146,404.50 |
DisclosureSEC source: 0001376139-16-000131 · wf-form4_148227495808741.xml · nonDerivative · entry 1 Ball Susan M. · CIK 0001554999 · CFO and Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,411 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 · date: This transaction represents the cash settlement of vested Incentive Units awarded on December 18, 2015. 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.