Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ITT INC.ITT · Entity 8806 | Director | May 21, 2026 | June 03, 2026 |
| NNN REIT, INC.NNN · Entity 3603 | Director | April 29, 2022 | May 03, 2022 |
| TEREX CORPTEX · Entity 3718 | Director | May 19, 2023 | May 23, 2023 |
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.
ITT INC.
Report date May 21, 2026 · Filed June 03, 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 StockSEC Table I · non-derivative | Direct | 23,782.678 |
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 935 · Balance 23,782.678 F1: The original Form 4 filed by the Reporting Person on May 26, 2026 inadvertantly underreported the number of restricted stock units that were awarded on May 21, 2026, as described in the original Form 4. The amount reported herein corrects the number of restricted stock units that were awarded on May 21, 2026 and the resulting total number of shares beneficially owned by the Reporting Person following such transaction. F2: Includes 725 shares under a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The original Form 4 filed by the Reporting Person on May 26, 2026 inadvertantly underreported the number of restricted stock units that were awarded on May 21, 2026, as described in the original Form 4. The amount reported herein corrects the number of restricted stock units that were awarded on May 21, 2026 and the resulting total number of shares beneficially owned by the Reporting Person following such transaction.
F2: Includes 725 shares under a dividend reinvestment plan.
NNN REIT, INC.
Report date April 29, 2022 · Filed May 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,627 |
Ending reported balance
After 2022-04-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-04-29 · Grant · Acquired 941 · Balance 69,229 F1: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Row 2 · 2022-04-29 · Grant · Acquired 398 · Balance 69,627 F2: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b.
F2: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services.
TEREX CORP
Report date May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 182,004 |
Reported balance
After 2023-05-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-19 · Grant · Acquired 4,958 · Balance 182,004 F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2: Ownership includes shares received as a dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer.
F2: Ownership includes shares received as a dividend.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
REGIONS FINANCIAL CORP
Report date April 20, 2022 · Filed April 22, 2022
Section 16 reporting ended · disclosed 2022-04-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 152,678.7403 |
Reported balance
After 2022-04-20 transaction · row 1
1 source rowRow 1 · 2022-04-20 · Exercise / conversion · Acquired 18,698 · Balance 152,678.7403 F1: Restricted stock units were settled in shares of common stock on a one-for-one basis on April 20, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-04-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-04-20 · Exercise / conversion · Disposed 18,698 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of common stock. F3: In accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan, the reporting person's restricted stock units were settled in shares of common stock on April 20, 2022, the date of the reporting person's termination of service as a director. F4: Includes quarterly cash dividends that were reinvested in restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units were settled in shares of common stock on a one-for-one basis on April 20, 2022.
F2: Each restricted stock unit represents a contingent right to receive one share of common stock.
F3: In accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan, the reporting person's restricted stock units were settled in shares of common stock on April 20, 2022, the date of the reporting person's termination of service as a director.
F4: Includes quarterly cash dividends that were reinvested in restricted stock units.
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 |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 20:24 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 909 | $0.00 | $0.00 |
DisclosureSEC source: 0001166569-26-000003 · ownership.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,756.678 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2027 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| May 21, 2026 Filed Jun 3, 2026 22:27 UTC Amendment | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 935 | $0.00 | $0.00 |
DisclosureSEC source: 0001166569-26-000006 · ownership.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,782.678 F1 · shares: The original Form 4 filed by the Reporting Person on May 26, 2026 inadvertantly underreported the number of restricted stock units that were awarded on May 21, 2026, as described in the original Form 4. The amount reported herein corrects the number of restricted stock units that were awarded on May 21, 2026 and the resulting total number of shares beneficially owned by the Reporting Person following such transaction. F1 · balance_after: The original Form 4 filed by the Reporting Person on May 26, 2026 inadvertantly underreported the number of restricted stock units that were awarded on May 21, 2026, as described in the original Form 4. The amount reported herein corrects the number of restricted stock units that were awarded on May 21, 2026 and the resulting total number of shares beneficially owned by the Reporting Person following such transaction. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:08 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-076915 · ownership.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,847.678 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2026 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:31 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061703 · ownership.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,807.678 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediatly prior to the ITT 2025 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 21:17 UTC | ITT INC. ITT · Entity 8806 | SaleCommon Stock | 9,996.322 | $101.25 | $1,012,150.59 |
DisclosureSEC source: 0001209191-23-054703 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,693.678 F1 · price: This price represents the approximate weighted average price per share of sales of common stock of ITT Inc. (the "Issuer"), which were executed at prices ranging from $101.1791 to $101.3891 per share. The reporting person undertakes to provide, upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each price. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| May 19, 2023 Filed May 23, 2023 13:04 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 4,958 | $48.41 | $240,016.78 |
DisclosureSEC source: 0000097216-23-000149 · wf-form4_168484707245042.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,004 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:19 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029132 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,690 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2024 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| May 20, 2022 Filed May 24, 2022 17:18 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 7,747 | $30.98 | $240,002.06 |
DisclosureSEC source: 0000097216-22-000115 · wf-form4_165341271303688.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,925 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 18, 2022 Filed May 19, 2022 21:11 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030624 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,986 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2023 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:12 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 398 | $45.80 | $18,228.40 |
DisclosureSEC source: 0001209191-22-026675 · doc4.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,627 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:12 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 941 | $45.80 | $43,097.80 |
DisclosureSEC source: 0001209191-22-026675 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,229 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 17:27 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionRestricted Stock Units · Derivative | 18,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006038 · doc4.xml · derivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,698 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.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: In accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan, the reporting person's restricted stock units were settled in shares of common stock on April 20, 2022, the date of the reporting person's termination of service as a director. F3 · derivative.expiration_date: In accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan, the reporting person's restricted stock units were settled in shares of common stock on April 20, 2022, the date of the reporting person's termination of service as a director. F4 · balance_after: Includes quarterly cash dividends that were reinvested in restricted stock units. Read SEC document |
| April 20, 2022 Filed Apr 22, 2022 17:27 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionCommon Stock | 18,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006038 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,678.7403 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 · price: Restricted stock units were settled in shares of common stock on a one-for-one basis on April 20, 2022. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 21:29 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 415 | $43.40 | $18,011.00 |
DisclosureSEC source: 0000751364-22-000016 · wf-form4_164383734416603.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,288 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 21:29 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 994 | $43.40 | $43,139.60 |
DisclosureSEC source: 0000751364-22-000016 · wf-form4_164383734416603.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,873 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 20:17 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 386 | $46.15 | $17,813.90 |
DisclosureSEC source: 0000751364-21-000104 · wf-form4_163579780804101.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,879 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 20:17 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 934 | $46.15 | $43,104.10 |
DisclosureSEC source: 0000751364-21-000104 · wf-form4_163579780804101.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,493 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 20:11 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 356 | $48.60 | $17,301.60 |
DisclosureSEC source: 0000751364-21-000086 · wf-form4_162793505733690.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,559 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 20:11 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 887 | $48.60 | $43,108.20 |
DisclosureSEC source: 0000751364-21-000086 · wf-form4_162793505733690.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,203 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| May 19, 2021 Filed May 21, 2021 01:16 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 1,359 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-020311 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,987 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2022 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. Read SEC document |
| May 07, 2021 Filed May 11, 2021 13:46 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 4,133 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-21-000198 · wf-form4_162074080519438.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,585 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| April 30, 2021 Filed May 3, 2021 20:16 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 367 | $46.59 | $17,098.53 |
DisclosureSEC source: 0000751364-21-000061 · wf-form4_162007299604614.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,316 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| April 30, 2021 Filed May 3, 2021 20:16 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 859 | $46.59 | $40,020.81 |
DisclosureSEC source: 0000751364-21-000061 · wf-form4_162007299604614.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,949 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| April 26, 2021 Filed Apr 27, 2021 22:13 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 6,158 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007068 · doc4.xml · derivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,931.13 Underlying: Common Stock · 6,158 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock, with notional dividends to be periodically reinvested in additional restricted stock units. F2 · derivative.exercise_date: The restricted stock units will vest on April 27, 2022, subject to a service requirement and subject to earlier vesting in certain situations and will be settled in shares of common stock on the date determined in accordance with reporting person's irrevocable deferral election. F2 · derivative.expiration_date: The restricted stock units will vest on April 27, 2022, subject to a service requirement and subject to earlier vesting in certain situations and will be settled in shares of common stock on the date determined in accordance with reporting person's irrevocable deferral election. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:14 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 421 | $40.12 | $16,890.52 |
DisclosureSEC source: 0000751364-21-000008 · wf-form4_161230046821909.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,090 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| January 29, 2021 Filed Feb 2, 2021 21:14 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 997 | $40.12 | $39,999.64 |
DisclosureSEC source: 0000751364-21-000008 · wf-form4_161230046821909.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,669 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 22:34 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherRestricted Stock Units · Derivative | 323.13 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002428 · doc5.xml · derivative · entry 4 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,773.13 Underlying: Common Stock · 323.13 shares Expires not disclosed F5 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock. F6 · kind: Restricted stock units acquired quarterly in 2020 pursuant to a dividend reinvestment feature of the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F6 · price: Restricted stock units acquired quarterly in 2020 pursuant to a dividend reinvestment feature of the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F5 · derivative.exercise_date: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock. F5 · derivative.expiration_date: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 22:34 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherPhantom Stock · Derivative | 733.9506 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-21-002428 · doc5.xml · derivative · entry 3 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,890 Underlying: Common Stock · 733.9506 shares Expires not disclosed F3 · derivative.exercise_price: The phantom stock was accrued under the Regions Financial Corporation Directors' Deferred Investment Plan. Each share of phantom stock is the economic equivalent of one share of Regions Financial Corporation common stock. The shares of phantom stock become payable in cash at the end of the deferral period elected by the reporting person in accordance with the Plan. F4 · kind: Shares of phantom stock acquired quarterly in 2020 pursuant to a dividend reinvestment feature of the Regions Financial Corporation Directors' Deferred Investment Plan. F4 · price: Shares of phantom stock acquired quarterly in 2020 pursuant to a dividend reinvestment feature of the Regions Financial Corporation Directors' Deferred Investment Plan. F3 · derivative.exercise_date: The phantom stock was accrued under the Regions Financial Corporation Directors' Deferred Investment Plan. Each share of phantom stock is the economic equivalent of one share of Regions Financial Corporation common stock. The shares of phantom stock become payable in cash at the end of the deferral period elected by the reporting person in accordance with the Plan. F3 · derivative.expiration_date: The phantom stock was accrued under the Regions Financial Corporation Directors' Deferred Investment Plan. Each share of phantom stock is the economic equivalent of one share of Regions Financial Corporation common stock. The shares of phantom stock become payable in cash at the end of the deferral period elected by the reporting person in accordance with the Plan. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 22:34 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 182.9 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002428 · doc5.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,858.6947 F2 · kind: Shares acquired quarterly in 2020 pursuant to a dividend reinvestment feature of the AmSouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. F2 · price: Shares acquired quarterly in 2020 pursuant to a dividend reinvestment feature of the AmSouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. Read SEC document |
| December 31, 2020 Filed Feb 12, 2021 22:34 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 6,170.4665 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002428 · doc5.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,675.7947 F1 · kind: Shares acquired quarterly in 2020 pursuant to the issuer's dividend reinvestment plan. F1 · price: Shares acquired quarterly in 2020 pursuant to the issuer's dividend reinvestment plan. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 21:18 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 510 | $32.57 | $16,610.70 |
DisclosureSEC source: 0000751364-20-000118 · wf-form4_160435184419513.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,672 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 21:18 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 1,228 | $32.57 | $39,995.96 |
DisclosureSEC source: 0000751364-20-000118 · wf-form4_160435184419513.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,162 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 20:48 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 458 | $35.39 | $16,208.62 |
DisclosureSEC source: 0000751364-20-000101 · wf-form4_159648770283303.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,934 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| July 31, 2020 Filed Aug 3, 2020 20:48 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 1,130 | $35.39 | $39,990.70 |
DisclosureSEC source: 0000751364-20-000101 · wf-form4_159648770283303.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,476 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:53 UTC | TEREX CORP TEX · Entity 3718 | GrantCommon Stock, par value $.01 | 12,867 | $0.00 | $0.00 |
DisclosureSEC source: 0000097216-20-000179 · wf-form4_158991438195818.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,119 F1 · shares: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2 · balance_after: Ownership includes shares received as a dividend. Read SEC document |
| May 15, 2020 Filed May 19, 2020 20:15 UTC | ITT INC. ITT · Entity 8806 | GrantCommon Stock | 2,062 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-013569 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,628 F1 · shares: Reflects an award of restricted stock units, all of which are scheduled to vest on the business day immediately prior to the ITT 2021 Annual Meeting of Shareholders. F2 · balance_after: Includes 725 shares under a dividend reinvestment plan. This amount does not include a fractional share of 0.348 that was disposed of when the reporting person transferred shares from one account to another because the transfer could only be completed for whole shares. Read SEC document |
| April 30, 2020 Filed May 4, 2020 16:18 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 1,231 | $32.49 | $39,995.19 |
DisclosureSEC source: 0000751364-20-000079 · wf-form4_158860909965730.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,346 F2 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| April 30, 2020 Filed May 4, 2020 16:18 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 492 | $32.49 | $15,985.08 |
DisclosureSEC source: 0000751364-20-000079 · wf-form4_158860909965730.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,115 F1 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| April 27, 2020 Filed Apr 28, 2020 21:35 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | GrantRestricted Stock Units · Derivative | 11,450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006837 · doc4.xml · derivative · entry 3 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,450 Underlying: Common Stock · 11,450 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock, with notional dividends to be periodically reinvested in additional restricted stock units. F2 · derivative.exercise_date: The restricted stock units will vest on April 21, 2021, subject to a service requirement and subject to earlier vesting in certain situations and will be settled in shares of common stock on the date determined in accordance with reporting person's irrevocable deferral election. F2 · derivative.expiration_date: The restricted stock units will vest on April 21, 2021, subject to a service requirement and subject to earlier vesting in certain situations and will be settled in shares of common stock on the date determined in accordance with reporting person's irrevocable deferral election. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:19 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionRestricted Stock Units · Derivative | 8,019 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006719 · doc4.xml · derivative · entry 5 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,019 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.exercise_price: The restricted stock units and accompanying dividend equivalents vested and were settled in shares of common stock on a 1-for-1 basis. F1 · price: The restricted stock units and accompanying dividend equivalents vested and were settled in shares of common stock on a 1-for-1 basis. F1 · derivative.exercise_date: The restricted stock units and accompanying dividend equivalents vested and were settled in shares of common stock on a 1-for-1 basis. F1 · derivative.expiration_date: The restricted stock units and accompanying dividend equivalents vested and were settled in shares of common stock on a 1-for-1 basis. Read SEC document |
| April 22, 2020 Filed Apr 24, 2020 20:19 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | Exercise / conversionCommon Stock | 8,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006719 · doc4.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,505.3282 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 · price: The restricted stock units and accompanying dividend equivalents vested and were settled in shares of common stock on a 1-for-1 basis. Read SEC document |
| April 01, 2020 Filed Apr 24, 2020 20:19 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherRestricted Stock Units · Derivative | 147.0156 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006719 · doc4.xml · derivative · entry 4 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,019 Underlying: Common Stock · 147.0156 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock, with notional dividends to be periodically reinvested in additional restricted stock units. F3 · kind: These restricted stock units were acquired through the periodic reinvestment of notional dividends on the common stock underlying previously granted restricted stock units. F3 · price: These restricted stock units were acquired through the periodic reinvestment of notional dividends on the common stock underlying previously granted restricted stock units. F4 · derivative.exercise_date: The restricted stock units will vest and be settled in shares of common stock on April 22, 2020, subject to a service requirement and subject to earlier vesting in certain situations. F4 · derivative.expiration_date: The restricted stock units will vest and be settled in shares of common stock on April 22, 2020, subject to a service requirement and subject to earlier vesting in certain situations. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 21:16 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 280 | $56.50 | $15,820.00 |
DisclosureSEC source: 0000751364-20-000011 · wf-form4_158076456390677.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,623 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. Read SEC document |
| January 31, 2020 Filed Feb 3, 2020 21:16 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 708 | $56.50 | $40,002.00 |
DisclosureSEC source: 0000751364-20-000011 · wf-form4_158076456390677.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,343 F1 · shares: Shares were acquired pursuant to a stock award under the National Retail Properties 2017 Performance Incentive Plan in a transaction 16-b. Read SEC document |
| January 02, 2020 Filed Apr 24, 2020 20:19 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherRestricted Stock Units · Derivative | 70.7584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-006719 · doc4.xml · derivative · entry 3 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,872.446 Underlying: Common Stock · 70.7584 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock, with notional dividends to be periodically reinvested in additional restricted stock units. F3 · kind: These restricted stock units were acquired through the periodic reinvestment of notional dividends on the common stock underlying previously granted restricted stock units. F3 · price: These restricted stock units were acquired through the periodic reinvestment of notional dividends on the common stock underlying previously granted restricted stock units. F4 · derivative.exercise_date: The restricted stock units will vest and be settled in shares of common stock on April 22, 2020, subject to a service requirement and subject to earlier vesting in certain situations. F4 · derivative.expiration_date: The restricted stock units will vest and be settled in shares of common stock on April 22, 2020, subject to a service requirement and subject to earlier vesting in certain situations. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 15:52 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherRestricted Stock Units · Derivative | 148.6876 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002287 · doc5.xml · derivative · entry 4 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,801.6876 Underlying: Common Stock · 148.6876 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit is the economic equivalent of one share of Regions Financial Corporation common stock, with notional dividends to be periodically reinvested in additional restricted stock units. F4 · kind: These restricted stock units were acquired through the periodic reinvestment of notional dividends on the common stock underlying previously granted restricted stock units. F4 · price: These restricted stock units were acquired through the periodic reinvestment of notional dividends on the common stock underlying previously granted restricted stock units. F5 · derivative.exercise_date: The restricted stock units will vest and be settled in shares of common stock on April 22, 2020, subject to a service requirement and subject to earlier vesting in certain situations. F5 · derivative.expiration_date: The restricted stock units will vest and be settled in shares of common stock on April 22, 2020, subject to a service requirement and subject to earlier vesting in certain situations. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 15:52 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock (phantom stock) | 249.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002287 · doc5.xml · nonDerivative · entry 3 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee Director's Def Stock Inv Plan Disclosed balance after: 13,156.0494 F1 · kind: These shares were acquired through regular dividend reinvestments. F1 · price: These shares were acquired through regular dividend reinvestments. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 15:52 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 62.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002287 · doc5.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,486.3282 F2 · kind: Acquisition resulting from the reinvestment of regular quarterly dividends in the Amsouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. F2 · price: Acquisition resulting from the reinvestment of regular quarterly dividends in the Amsouth Bancorporation Amended and Restated Deferred Compensation Plan for Directors. Read SEC document |
| December 31, 2019 Filed Feb 14, 2020 15:52 UTC | REGIONS FINANCIAL CORP RF · Entity 3186 | OtherCommon Stock | 2,027.0057 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002287 · doc5.xml · nonDerivative · entry 1 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,423.4782 F1 · kind: These shares were acquired through regular dividend reinvestments. F1 · price: These shares were acquired through regular dividend reinvestments. Read SEC document |
| October 31, 2019 Filed Nov 4, 2019 13:10 UTC | NNN REIT, INC. NNN · Entity 3603 | GrantCommon Stock | 268 | $58.33 | $15,632.44 |
DisclosureSEC source: 0000751364-19-000148 · wf-form4_157287301250437.xml · nonDerivative · entry 2 DEFOSSET DON · CIK 0001166569 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,635 F2 · shares: Reflects the deferral under the Plan and conversion into stock units of compensation otherwise payable for Board and Committee services. 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.