Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMERCE BANCSHARES INC /MO/CBSH · Entity 3630 | Director | May 29, 2026 | June 02, 2026 |
| Snap-on IncSNA · Entity 3268 | Director | February 12, 2026 | February 12, 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.
COMMERCE BANCSHARES INC /MO/
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,305 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 886 · Balance 20,305 |
Snap-on Inc
Report date February 12, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,550 |
Reported balance
After 2026-02-12 transaction · row 1
1 source rowRow 1 · 2026-02-12 · Grant · Acquired 520 · Balance 8,550 F1: Grant of restricted stock from the Company. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,607 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 9,607 F2: 1 for 1. F3: All restrictions lapse upon the earliest of retirement from the Board, death or a change in control; the reporting person will receive the underlying shares upon the earliest of the reporting person's 70th birthday if the reporting person leaves the Board before that time (in which case she will receive them in one lump sum or five equal annual installments depending on the applicable deferral election), death or a change in control. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock from the Company.
F2: 1 for 1.
F3: All restrictions lapse upon the earliest of retirement from the Board, death or a change in control; the reporting person will receive the underlying shares upon the earliest of the reporting person's 70th birthday if the reporting person leaves the Board before that time (in which case she will receive them in one lump sum or five equal annual installments depending on the applicable deferral election), death or a change in control.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Livongo Health, Inc.
Report date October 30, 2020 · Filed October 30, 2020
Section 16 reporting ended · disclosed 2020-10-30. 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 2020-10-30 transaction · row 1
1 source rowRow 1 · 2020-10-30 · Disposition to issuer · Disposed 64,142 · Balance 0 F1: Includes 40,607 restricted stock units ("RSUs"). F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 5, 2020, by and among the Issuer, Teladoc Health, Inc. ("Teladoc"), and Tempranillo Merger Sub, Inc., a wholly owned subsidiary of Teladoc, each share of the Issuer's common stock was converted into the right to receive 0.5920 of a share of Teladoc common stock and $4.24 in cash, without interest, together with cash in lieu of fractional shares (if any). F3: Pursuant to the Merger Agreement, each outstanding RSU award of the Issuer was converted into a number of RSUs with respect to a number of shares of Teladoc common stock equal to the product of (i) the number of shares of the Issuer's common stock subject to such RSU award immediately prior to the effective time of the merger and (ii) the Equity Award Adjustment Ratio (as defined below) (rounded down to the nearest whole share of Teladoc common stock on an award-by-award basis), subject to the same terms and conditions as were applicable to such Issuer RSU immediately prior to the effective time of the merger (including applicable vesting conditions). F4: The "Equity Award Adjustment Ratio" means the quotient determined by dividing (i) the volume weighted average closing price of the Issuer's common stock on the four trading days ending on October 29, 2020 by (ii) the volume weighted average closing price of Teladoc common stock on the four trading days beginning on October 29, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 40,607 restricted stock units ("RSUs").
F2: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 5, 2020, by and among the Issuer, Teladoc Health, Inc. ("Teladoc"), and Tempranillo Merger Sub, Inc., a wholly owned subsidiary of Teladoc, each share of the Issuer's common stock was converted into the right to receive 0.5920 of a share of Teladoc common stock and $4.24 in cash, without interest, together with cash in lieu of fractional shares (if any).
F3: Pursuant to the Merger Agreement, each outstanding RSU award of the Issuer was converted into a number of RSUs with respect to a number of shares of Teladoc common stock equal to the product of (i) the number of shares of the Issuer's common stock subject to such RSU award immediately prior to the effective time of the merger and (ii) the Equity Award Adjustment Ratio (as defined below) (rounded down to the nearest whole share of Teladoc common stock on an award-by-award basis), subject to the same terms and conditions as were applicable to such Issuer RSU immediately prior to the effective time of the merger (including applicable vesting conditions).
F4: The "Equity Award Adjustment Ratio" means the quotient determined by dividing (i) the volume weighted average closing price of the Issuer's common stock on the four trading days ending on October 29, 2020 by (ii) the volume weighted average closing price of Teladoc common stock on the four trading days beginning on October 29, 2020.
Teladoc Health, Inc.
Report date May 22, 2024 · Filed May 24, 2024
Section 16 reporting ended · disclosed 2024-05-24. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,995 |
Ending reported balance
After 2024-05-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-22 · Exercise / conversion · Acquired 9,834 · Balance 46,829 F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis. Row 2 · 2024-05-23 · Sale · Disposed 9,834 · Balance 36,995 F2: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on September 15, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-05-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-22 · Exercise / conversion · Disposed 9,834 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4: On May 25, 2023, the reporting person was granted 9,834 restricted stock units, vesting in full on May 22, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert to shares of TDOC common stock on a one-for-one basis.
F2: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on September 15, 2023.
F3: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock.
F4: On May 25, 2023, the reporting person was granted 9,834 restricted stock units, vesting in full on May 22, 2024.
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 29, 2026 Filed Jun 2, 2026 18:29 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 886 | $52.22 | $46,266.92 |
DisclosureSEC source: 0000022356-26-000153 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,305 Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 907 | $50.99 | $46,247.93 |
DisclosureSEC source: 0000022356-26-000071 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,419 Read SEC document |
| February 12, 2026 Filed Feb 12, 2026 22:48 UTC | Snap-on Inc SNA · Entity 3268 | GrantCommon Stock | 520 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000091440-26-000053 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,550 F1 · price: Grant of restricted stock from the Company. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 18:27 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 858 | $53.91 | $46,254.78 |
DisclosureSEC source: 0000022356-25-000113 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,631 Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 21:03 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 747 | $61.94 | $46,269.18 |
DisclosureSEC source: 0000022356-25-000073 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,773 Read SEC document |
| June 05, 2025 Filed Jun 5, 2025 22:30 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 1,090 | $319.92 | $348,716.18 |
DisclosureSEC source: 0001127602-25-016901 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,030 Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 17:37 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 734 | $63.01 | $46,249.34 |
DisclosureSEC source: 0001127602-25-016381 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,026 Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 20:36 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 576 | $65.05 | $37,468.80 |
DisclosureSEC source: 0001127602-25-007813 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,292 Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 02:00 UTC | Snap-on Inc SNA · Entity 3268 | GrantCommon Stock | 493 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-004774 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,120 F1 · price: Grant of restricted stock from the Company. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 20:09 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 1,206 | $62.31 | $75,145.86 |
DisclosureSEC source: 0001127602-25-000325 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,716 F1 · balance_after: All stock holding balances adjusted to include 5% stock dividend. Record date 12/3/24, payable 12/18/24. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 17:42 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 216 | $62.50 | $13,500.00 |
DisclosureSEC source: 0001127602-24-026285 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,867 Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 13:54 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 209 | $64.71 | $13,524.39 |
DisclosureSEC source: 0001127602-24-021442 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,651 Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 9,834 | $11.90 | $117,024.60 |
DisclosureSEC source: 0001477449-24-000124 · wk-form4_1716582359.xml · nonDerivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,995 F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on September 15, 2023. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 9,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-24-000124 · wk-form4_1716582359.xml · derivative · entry 3 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,834 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4 · derivative.exercise_date: On May 25, 2023, the reporting person was granted 9,834 restricted stock units, vesting in full on May 22, 2024. F4 · derivative.expiration_date: On May 25, 2023, the reporting person was granted 9,834 restricted stock units, vesting in full on May 22, 2024. Read SEC document |
| May 22, 2024 Filed May 24, 2024 20:26 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 9,834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-24-000124 · wk-form4_1716582359.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,829 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 convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| April 30, 2024 Filed May 2, 2024 19:14 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 247 | $54.68 | $13,505.96 |
DisclosureSEC source: 0001127602-24-013852 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,442 Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 22:25 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 259 | $52.04 | $13,478.36 |
DisclosureSEC source: 0001127602-24-008158 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,195 Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 22:51 UTC | Snap-on Inc SNA · Entity 3268 | GrantCommon Stock | 599 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-005205 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,627 F1 · price: Grant of restricted stock from the Company. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:51 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 1,406 | $53.41 | $75,094.46 |
DisclosureSEC source: 0001127602-24-000508 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,936 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 12/4/2023, payable 12/19/2023. Read SEC document |
| December 20, 2023 Filed Dec 21, 2023 21:05 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 14,073 | $21.41 | $301,302.93 |
DisclosureSEC source: 0001477449-23-000112 · wk-form4_1703192702.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,995 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on September 15, 2023. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 21:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001477449-23-000084 · wk-form4_1700514351.xml · derivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 436 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 TDOC common stock. F3 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning November 19, 2021. F3 · derivative.expiration_date: The restricted stock units vest in three substantially equal annual installments beginning November 19, 2021. Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 21:06 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 436 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001477449-23-000084 · wk-form4_1700514351.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,068 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 convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 21:04 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 307 | $43.86 | $13,465.02 |
DisclosureSEC source: 0001127602-23-026656 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,029 Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 20:49 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 254 | $53.18 | $13,507.72 |
DisclosureSEC source: 0001127602-23-021853 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,722 Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 20:08 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 21 | $47.95 | $1,006.95 |
DisclosureSEC source: 0001127602-23-017345 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,468 Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:19 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 9,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008841 · form4-05262023_080550.xml · derivative · entry 3 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,834 Underlying: Common Stock · 9,834 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F4 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 25, 2024 and (ii) the day immediately preceding the issuer's 2024 annual meeting of stockholders. F4 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 25, 2024 and (ii) the day immediately preceding the issuer's 2024 annual meeting of stockholders. Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:19 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 6,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008841 · form4-05262023_080550.xml · derivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,726 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 TDOC common stock. F3 · derivative.exercise_date: On May 26, 2022, the reporting person was granted 6,726 restricted stock units, vesting in full on May 24, 2023. F3 · derivative.expiration_date: On May 26, 2022, the reporting person was granted 6,726 restricted stock units, vesting in full on May 24, 2023. Read SEC document |
| May 24, 2023 Filed May 26, 2023 20:19 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 6,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-008841 · form4-05262023_080550.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,632 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 convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:08 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 224 | $55.85 | $12,510.40 |
DisclosureSEC source: 0001127602-23-014112 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,447 Read SEC document |
| March 08, 2023 Filed Mar 8, 2023 23:28 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 2,046 | $245.38 | $502,056.69 |
DisclosureSEC source: 0001127602-23-009474 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,028 F1 · price: This transaction was executed in multiple trades at prices ranging from $245.22 to $245.48. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 19:08 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 204 | $66.15 | $13,494.60 |
DisclosureSEC source: 0001127602-23-008228 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,223 Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 21:53 UTC | Snap-on Inc SNA · Entity 3268 | GrantCommon Stock | 640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-23-004496 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,074 F1 · price: Grant of restricted stock from the Company. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 20:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 737 | $68.07 | $50,167.59 |
DisclosureSEC source: 0001127602-23-000377 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,019 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 12/2/2022, payable 12/19/2022. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 21:11 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-011627 · form4-11212022_091157.xml · derivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 436 Underlying: Common Stock · 436 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 TDOC common stock. F3 · derivative.exercise_date: The restricted stock units vest in three substantially equal annual installments beginning November 19, 2021. F3 · derivative.expiration_date: The restricted stock units vest in three substantially equal annual installments beginning November 19, 2021. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 21:11 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 436 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-011627 · form4-11212022_091157.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,906 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 convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 17:54 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 190 | $70.84 | $13,459.60 |
DisclosureSEC source: 0001127602-22-024705 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,888 Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 18:35 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 182 | $68.77 | $12,516.14 |
DisclosureSEC source: 0001127602-22-021973 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,698 Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 19:00 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 14 | $69.18 | $968.52 |
DisclosureSEC source: 0001127602-22-016339 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,516 Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:24 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | GrantRestricted Stock Units · Derivative | 6,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005902 · form4-05312022_010527.xml · derivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,726 Underlying: Common Stock · 6,726 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of TDOC common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of (i) May 26, 2023 and (ii) the day immediately preceding the issuer's 2023 annual meeting of stockholders. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of (i) May 26, 2023 and (ii) the day immediately preceding the issuer's 2023 annual meeting of stockholders. Read SEC document |
| May 19, 2022 Filed May 20, 2022 20:10 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 410 | $31.18 | $12,783.80 |
DisclosureSEC source: 0001415889-22-005379 · form4-05202022_010506.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,470 F1 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on September 14, 2021. Read SEC document |
| May 17, 2022 Filed May 18, 2022 20:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionRestricted Stock Units · Derivative | 1,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005230 · form4-05182022_010503.xml · derivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,638 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 TDOC common stock. F3 · derivative.exercise_date: On May 17, 2021, the reporting person was granted 1,638 restricted stock units, vesting in full on May 17, 2022. F3 · derivative.expiration_date: On May 17, 2021, the reporting person was granted 1,638 restricted stock units, vesting in full on May 17, 2022. Read SEC document |
| May 17, 2022 Filed May 18, 2022 20:15 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | Exercise / conversionCommon Stock | 1,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-005230 · form4-05182022_010503.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,880 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 convert to shares of TDOC common stock on a one-for-one basis. Read SEC document |
| April 29, 2022 Filed May 3, 2022 20:52 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 183 | $68.37 | $12,511.71 |
DisclosureSEC source: 0001127602-22-013051 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,502 Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 18:56 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 188 | $71.78 | $13,494.64 |
DisclosureSEC source: 0001127602-22-007594 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,319 Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 21:45 UTC | Snap-on Inc SNA · Entity 3268 | GrantCommon Stock | 725 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-004584 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,434 F1 · price: Grant of restricted stock from the Company. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 20:17 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 731 | $68.74 | $50,248.94 |
DisclosureSEC source: 0001127602-22-000344 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,131 F1 · balance_after: All stock holding balances adjusted to include 5% stock dividend. Record date 12/02/21, payable 12/17/21 Read SEC document |
| December 09, 2021 Filed Dec 9, 2021 22:03 UTC | Snap-on Inc SNA · Entity 3268 | GiftCommon Stock | 1,410 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-030641 · form4.xml · nonDerivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,709 F2 · price: Bona fide gift. Read SEC document |
| December 09, 2021 Filed Dec 9, 2021 22:03 UTC | Snap-on Inc SNA · Entity 3268 | SaleCommon Stock | 2,259 | $213.56 | $482,439.95 |
DisclosureSEC source: 0001127602-21-030641 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,119 F1 · price: This transaction was executed in multiple trades at prices ranging from $213.38 to $214.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effectuated. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 15:41 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 179 | $69.80 | $12,494.20 |
DisclosureSEC source: 0001127602-21-029982 · form4.xml · nonDerivative · entry 1 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,096 Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 21:12 UTC | Teladoc Health, Inc. TDOC · Entity 1547 | SaleCommon Stock | 109 | $115.33 | $12,570.97 |
DisclosureSEC source: 0001415889-21-005437 · form4-11232021_011115.xml · nonDerivative · entry 2 Daniel Karen L · CIK 0001346985 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,242 F2 · kind: This sale was effected pursuant to a Rule 10b5-1 trading plan that was adopted by the reporting person on September 14, 2021. 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.