Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HomeTrust Bancshares, Inc.HTB · Entity 5153 | Director | June 01, 2026 | June 03, 2026 |
| INGLES MARKETS INCIMKTA · Entity 4675 | Director | May 20, 2026 | May 21, 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.
HomeTrust Bancshares, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,746 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 867 · Balance 3,746 F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2027.
INGLES MARKETS INC
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 500 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Purchase · Acquired 500 · Balance 500 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Duke Energy CORP
Report date May 16, 2021 · Filed May 17, 2021
Section 16 reporting ended · disclosed 2021-05-17. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 01, 2026 Filed Jun 3, 2026 16:08 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 867 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-26-000085 · wk-form4_1780502912.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,746 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2027. Read SEC document |
| May 20, 2026 Filed May 21, 2026 20:16 UTC | INGLES MARKETS INC IMKTA · Entity 4675 | PurchaseClass A Common Stock | 500 | $88.07 | $44,035.00 |
DisclosureSEC source: 0001437749-26-018083 · rdgdoc.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 19:16 UTC | HomeTrust Bancshares, Inc. HTB · Entity 5153 | GrantCommon Stock | 1,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-25-000080 · wk-form4_1748978182.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,879 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on June 2, 2026. Read SEC document |
| June 04, 2024 Filed Jun 4, 2024 17:44 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | PurchaseCommon Stock | 545 | $27.60 | $15,042.00 |
DisclosureSEC source: 0001538263-24-000049 · wk-form4_1717523038.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,763 Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 17:44 UTC | HomeTrust Bancshares, Inc. HTBI · Entity 5153 | GrantCommon Stock | 1,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001538263-24-000049 · wk-form4_1717523038.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218 F1 · shares: Represents restricted stock award under Issuer's 2022 Omnibus Incentive Plan with the following vesting schedule: 100% on May 31, 2025. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 93 | $85.59 | $7,959.87 |
DisclosureSEC source: 0001326160-21-000101 · wf-form4_161472071180659.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,858 Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 84 | $85.59 | $7,189.56 |
DisclosureSEC source: 0001326160-21-000101 · wf-form4_161472071180659.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,951 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:32 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-21-000083 · wf-form4_161437870345076.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,035 Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 22:32 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,155 | $87.34 | $100,877.70 |
DisclosureSEC source: 0001326160-21-000083 · wf-form4_161437870345076.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,147 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:18 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,802 | $89.35 | $161,010.50 |
DisclosureSEC source: 0001326160-21-000067 · wf-form4_161429145653542.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,992 Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 22:18 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-21-000067 · wf-form4_161429145653542.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,794 Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 21:22 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 97 | $88.43 | $8,577.71 |
DisclosureSEC source: 0001326160-21-000059 · wf-form4_161411533415942.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,926 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:02 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 2,480 | $0.00 Strike: $93.32 | $0.00 |
DisclosureSEC source: 0001326160-21-000037 · wf-form4_161308453415564.xml · derivative · entry 3 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,480 Underlying: Common Stock · 2,480 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.expiration_date: Expiration date not applicable. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:02 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 780 | $93.32 | $72,789.60 |
DisclosureSEC source: 0001326160-21-000037 · wf-form4_161308453415564.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,023 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 23:02 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 2,480 | $93.32 | $231,433.60 |
DisclosureSEC source: 0001326160-21-000037 · wf-form4_161308453415564.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,671 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 |
| May 26, 2020 Filed May 27, 2020 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,500 | $84.11 | $126,165.00 |
DisclosureSEC source: 0001326160-20-000166 · wf-form4_159061078667025.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,191 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000160 · wf-form4_158983321857441.xml · nonDerivative · entry 3 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,691 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000160 · wf-form4_158983321857441.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,753 Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000160 · wf-form4_158983321857441.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,877 Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 22:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 93 | $91.70 | $8,528.10 |
DisclosureSEC source: 0001326160-20-000093 · wf-form4_158318881024593.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,001 Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 22:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 84 | $94.99 | $7,979.16 |
DisclosureSEC source: 0001326160-20-000093 · wf-form4_158318881024593.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,094 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 21:14 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 84 | $102.43 | $8,604.12 |
DisclosureSEC source: 0001326160-20-000066 · wf-form4_158266523431965.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:49 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 975 | $101.42 | $98,884.50 |
DisclosureSEC source: 0001326160-20-000050 · wf-form4_158223532711550.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,262 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:21 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 2,535 | $0.00 Strike: $96.23 | $0.00 |
DisclosureSEC source: 0001326160-20-000019 · wf-form4_158154608692689.xml · derivative · entry 3 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,535 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.expiration_date: Expiration date not applicable. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:21 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 793 | $96.23 | $76,310.39 |
DisclosureSEC source: 0001326160-20-000019 · wf-form4_158154608692689.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,287 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:21 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 2,535 | $96.23 | $243,943.05 |
DisclosureSEC source: 0001326160-20-000019 · wf-form4_158154608692689.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,080 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 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| August 21, 2019 Filed Aug 22, 2019 20:32 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 500 | $90.50 | $45,250.00 |
DisclosureSEC source: 0001326160-19-000191 · wf-form4_156650593952696.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,391 Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 20:32 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,200 | $91.28 | $109,536.00 |
DisclosureSEC source: 0001326160-19-000191 · wf-form4_156650593952696.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,891 Read SEC document |
| May 16, 2019 Filed May 17, 2019 16:27 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,700 | $85.92 | $146,064.00 |
DisclosureSEC source: 0001326160-19-000154 · wf-form4_155811046109266.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,091 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:30 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 93 | $89.66 | $8,338.38 |
DisclosureSEC source: 0001326160-19-000094 · wf-form4_155173501937059.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,626 Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 21:53 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 841 | $89.28 | $75,084.48 |
DisclosureSEC source: 0001326160-19-000072 · wf-form4_155139077986021.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,884 Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:14 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 793 | $89.91 | $71,298.63 |
DisclosureSEC source: 0001326160-19-000051 · wf-form4_155121925957199.xml · nonDerivative · entry 3 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,043 Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:14 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 83 | $89.91 | $7,462.53 |
DisclosureSEC source: 0001326160-19-000051 · wf-form4_155121925957199.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,836 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:14 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 84 | $89.91 | $7,552.44 |
DisclosureSEC source: 0001326160-19-000051 · wf-form4_155121925957199.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,919 Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 21:21 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-19-000032 · wf-form4_155078407655206.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chief Acct Off,Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,838 Read SEC document |
| February 20, 2019 Filed Mar 4, 2019 21:34 UTC Amendment | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-19-000100 · wf-form4a_155173522593733.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chf Acct Off,Tax,Control 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,003 F1 · balance_after: The Form 4 filed on February 21, 2019, incorrectly subtracted an additional 1,165 shares of common stock from the total amount of securities beneficially owned. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:13 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 2,033 | $0.00 Strike: $89.59 | $0.00 |
DisclosureSEC source: 0001326160-19-000022 · wf-form4_155024722270533.xml · derivative · entry 3 Jacobs Dwight L. · CIK 0001742689 · SVP,Chief Acct Off,Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,033 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.expiration_date: Expiration date not applicable. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:13 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 646 | $89.59 | $57,875.14 |
DisclosureSEC source: 0001326160-19-000022 · wf-form4_155024722270533.xml · nonDerivative · entry 2 Jacobs Dwight L. · CIK 0001742689 · SVP,Chief Acct Off,Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,168 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:13 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 2,033 | $89.59 | $182,136.47 |
DisclosureSEC source: 0001326160-19-000022 · wf-form4_155024722270533.xml · nonDerivative · entry 1 Jacobs Dwight L. · CIK 0001742689 · SVP,Chief Acct Off,Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,814 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.