Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | Director | May 20, 2026 | May 22, 2026 |
| CARMAX INCKMX · Entity 3604 | Director | June 30, 2025 | July 02, 2025 |
| CBRE GROUP, INC.CBRE · Entity 3066 | Director | May 21, 2026 | May 26, 2026 |
| HENRY SCHEIN INCHSIC · Entity 3536 | Director | March 03, 2021 | March 05, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burlington Stores, Inc.
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,485 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 596 · Balance 1,485 F1: Restricted stock units granted on May 20, 2026, vesting 100% on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted on May 20, 2026, vesting 100% on the first anniversary of the grant date.
CARMAX INC
Report date June 30, 2025 · Filed July 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,325 |
Reported balance
After 2025-06-30 transaction · row 1
1 source rowRow 1 · 2025-06-30 · Grant · Acquired 2,753 · Balance 39,325 |
CBRE GROUP, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,907 |
Ending reported balance
After 2026-05-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-21 · Grant · Acquired 1,907 · Balance 3,975 F1: The restricted stock units reported herein were issued pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 21, 2027 or the Issuer's next annual meeting of stockholders. Row 2 · 2026-05-26 · Gift · Disposed 2,068 · Balance 1,907 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Shira D. Goodman 2014 Family Trust DTD 3/5/2014 | 22,198 |
Reported balance
After 2026-05-26 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-05-26 · Gift · Acquired 2,068 · Balance 22,198 |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units reported herein were issued pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 21, 2027 or the Issuer's next annual meeting of stockholders.
HENRY SCHEIN INC
Report date March 03, 2021 · Filed March 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 5,689 |
Reported balance
After 2021-03-03 transaction · row 1
1 source rowRow 1 · 2021-03-03 · Grant · Acquired 2,790 · Balance 5,689 F1: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy trust | 7,278 |
Reported balance
Holding disclosure · report date 2021-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,278 F2: Represents shares held in the Shira D. Goodman 2104 Family Trust where Ms. Goodman is the trustee for the benefit of herself and her spouse and includes Ms. Goodman's transfer of 2,967 shares to the trust on March 13, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer.
F2: Represents shares held in the Shira D. Goodman 2104 Family Trust where Ms. Goodman is the trustee for the benefit of herself and her spouse and includes Ms. Goodman's transfer of 2,967 shares to the trust on March 13, 2020.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STAPLES INC
Report date September 12, 2017 · Filed September 12, 2017
Section 16 reporting ended · disclosed 2017-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectShira D Goodman Trust | 0 |
Reported balance
After 2017-09-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-09-12 · Disposition to issuer · Disposed 275,217 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 28, 2017 among issuer, Arch Parent Inc. and Arch Merger Sub Inc. (the "Merger Agreement"), pursuant to which Arch Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 12, 2017. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2017-09-12 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2017-09-12 · Disposition to issuer · Disposed 6,938.014 · Balance 45,908 F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 28, 2017 among issuer, Arch Parent Inc. and Arch Merger Sub Inc. (the "Merger Agreement"), pursuant to which Arch Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 12, 2017. F2: ESPP - Adjusted to reflect additional shares acquired through reporting person's participation in Staples Employee Stock Purchase Plan. Row 3 · 2017-09-12 · Disposition to issuer · Disposed 45,908 · Balance 0 F3: Pursuant to the Merger Agreement, restricted stock units outstanding immediately prior to the effective time of the Merger were canceled and converted into the contingent right to receive an amount in cash equal to $10.25 per underlying share on the earlier of (i) the date on which the original vesting conditions applicable to the award (taking into account any accelerated vesting provisions to which the award is subject) are satisfied or (ii) 180 days following the closing date, subject, in each case, to the reporting person's continuous service to the issuer through the applicable vesting date. |
| Phantom Stock Unit 401(k)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-09-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-09-12 · Disposition to issuer · Disposed 877 · Balance 0 F4: Phantom Stock Units are held in a 401(k) and are payable in cash following the reporting person's termination of employment. Number of underlying shares of common stock is based on August 29, 2017 account statement and reflects acquisitions resulting from dividend reinvestment feature. F5: At the effective time of the Merger, the retirement plan investments represented by the phantom stock units were converted into cash equal to $10.25 per underlying share. F6: See Table II, Column 2. |
| Phantom Stock Unit SERPSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-09-12 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-09-12 · Disposition to issuer · Disposed 580 · Balance 0 F7: Phantom Stock Units are held in a SERP and are payable in cash following the reporting person's termination of employment. Number of underlying shares of common stock is based on August 29, 2017 account statement and reflects acquisitions resulting from dividend reinvestment feature. F5: At the effective time of the Merger, the retirement plan investments represented by the phantom stock units were converted into cash equal to $10.25 per underlying share. F6: See Table II, Column 2. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of June 28, 2017 among issuer, Arch Parent Inc. and Arch Merger Sub Inc. (the "Merger Agreement"), pursuant to which Arch Merger Sub Inc. merged with and into the issuer (the "Merger") effective as of September 12, 2017.
F2: ESPP - Adjusted to reflect additional shares acquired through reporting person's participation in Staples Employee Stock Purchase Plan.
F3: Pursuant to the Merger Agreement, restricted stock units outstanding immediately prior to the effective time of the Merger were canceled and converted into the contingent right to receive an amount in cash equal to $10.25 per underlying share on the earlier of (i) the date on which the original vesting conditions applicable to the award (taking into account any accelerated vesting provisions to which the award is subject) are satisfied or (ii) 180 days following the closing date, subject, in each case, to the reporting person's continuous service to the issuer through the applicable vesting date.
F4: Phantom Stock Units are held in a 401(k) and are payable in cash following the reporting person's termination of employment. Number of underlying shares of common stock is based on August 29, 2017 account statement and reflects acquisitions resulting from dividend reinvestment feature.
F5: At the effective time of the Merger, the retirement plan investments represented by the phantom stock units were converted into cash equal to $10.25 per underlying share.
F6: See Table II, Column 2.
F7: Phantom Stock Units are held in a SERP and are payable in cash following the reporting person's termination of employment. Number of underlying shares of common stock is based on August 29, 2017 account statement and reflects acquisitions resulting from dividend reinvestment feature.
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 26, 2026 Filed May 26, 2026 21:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005595 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 22,198 Read SEC document |
| May 26, 2026 Filed May 26, 2026 21:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005595 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,907 Read SEC document |
| May 21, 2026 Filed May 26, 2026 21:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 1,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005595 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,975 F1 · kind: The restricted stock units reported herein were issued pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 21, 2027 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 596 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-236916 · ownership.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,485 F1 · security: Restricted stock units granted on May 20, 2026, vesting 100% on the first anniversary of the grant date. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:21 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-25-000103 · wk-form4_1751487657.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,325 Read SEC document |
| May 23, 2025 Filed May 23, 2025 20:51 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005440 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 20,130 Read SEC document |
| May 23, 2025 Filed May 23, 2025 20:51 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005440 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,068 Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:51 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 2,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005440 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,523 F1 · kind: The restricted stock units reported herein were issued pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 21, 2026 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 658 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-076940 · ownership.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889 F1 · security: Restricted stock units granted on May 21, 2025, vesting 100% on the first anniversary of the grant date. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:30 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-002173 · ownership.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231 F1 · security: Restricted stock units granted on January 2, 2025, vesting 100% on May 23, 2025. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:25 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-24-000111 · wk-form4_1719951909.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,572 Read SEC document |
| May 23, 2024 Filed May 24, 2024 21:26 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006370 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 17,675 Read SEC document |
| May 23, 2024 Filed May 24, 2024 21:26 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006370 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,455 Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:26 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 2,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006370 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,374 F1 · kind: The restricted stock units reported hereunder were issued pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 22, 2025 or the Issuer's next annual meeting of stockholders. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:10 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-23-000094 · wk-form4_1688595010.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,974 Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:04 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006112 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 14,756 Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:04 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006112 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,919 Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:04 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 2,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006112 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,703 F1 · kind: The restricted stock units reported hereunder were issued pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 17, 2024 or the Issuer's next annual meeting of stockholders. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:26 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-22-000084 · wf-form4_165705274160277.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,764 Read SEC document |
| May 18, 2022 Filed May 20, 2022 23:37 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007252 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 11,972 Read SEC document |
| May 18, 2022 Filed May 20, 2022 23:37 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007252 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,784 Read SEC document |
| May 18, 2022 Filed May 20, 2022 23:37 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007252 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,139 F1 · kind: The restricted stock units reported hereunder was made pursuant to the Issuer's Director Compensation Policy. This award vests in full on the earlier of May 18, 2023 or the Issuer's next annual meeting of stockholders. Read SEC document |
| July 02, 2021 Filed Jul 7, 2021 21:42 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,308 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-21-000148 · wf-form4_162569416398747.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,768 Read SEC document |
| May 19, 2021 Filed May 21, 2021 23:27 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 2,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008430 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 F1 · kind: The restricted stock unit award reported hereunder was made pursuant to the Issuer's Outside Director Compensation Policy. This award vests in full on the earlier of May 19, 2022 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 14, 2021 Filed May 21, 2021 23:27 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008430 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 9,617 Read SEC document |
| May 14, 2021 Filed May 21, 2021 23:27 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 2,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008430 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:45 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018253 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,689 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| June 26, 2020 Filed Jun 30, 2020 20:36 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-20-000124 · wf-form4_159354931768844.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,460 Read SEC document |
| May 14, 2020 Filed May 18, 2020 23:10 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 4,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007988 · doc4.xml · nonDerivative · entry 3 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/5/2014 Disclosed balance after: 6,828 Read SEC document |
| May 14, 2020 Filed May 18, 2020 23:10 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GiftClass A Common Stock | 4,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007988 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,789 Read SEC document |
| May 14, 2020 Filed May 18, 2020 23:10 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 2,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007988 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,017 F1 · kind: The restricted stock unit award reported hereunder was made pursuant to the Issuer's Outside Director Compensation Policy. This award vests in full on the earlier of May 14, 2021 or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 12, 2020 Filed May 15, 2020 01:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | PurchaseClass A Common Stock | 200 | $38.72 | $7,744.00 |
DisclosureSEC source: 0001225208-20-007703 · doc4.xml · nonDerivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/05/2014 Disclosed balance after: 2,600 Read SEC document |
| May 12, 2020 Filed May 15, 2020 01:06 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | PurchaseClass A Common Stock | 2,400 | $38.73 | $92,947.20 |
DisclosureSEC source: 0001225208-20-007703 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Shira D. Goodman 2014 Family Trust DTD 3/05/2014 Disclosed balance after: 2,400 Read SEC document |
| April 17, 2020 Filed Apr 21, 2020 20:17 UTC | CARMAX INC KMX · Entity 3604 | PurchaseCommon Stock | 1,550 | $63.91 | $99,060.50 |
DisclosureSEC source: 0001170010-20-000035 · wf-form4_158750023652746.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,439 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 21:20 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-016608 · doc4.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,866 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:30 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,870 | $0.00 Strike: $46.65 | $0.00 |
DisclosureSEC source: 0001170010-20-000017 · wf-form4_158111102552989.xml · derivative · entry 2 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,870 shares Expires 2020-06-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock options vested on June 27, 2014 and are now fully exercisable. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 21:30 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 2,870 | $46.65 | $133,885.50 |
DisclosureSEC source: 0001170010-20-000017 · wf-form4_158111102552989.xml · nonDerivative · entry 1 Goodman Shira · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,889 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 |
| June 28, 2019 Filed Jul 1, 2019 20:42 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000124 · wf-form4_156201374619193.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,019 Read SEC document |
| May 17, 2019 Filed May 21, 2019 20:35 UTC | CBRE GROUP, INC. CBRE · Entity 3066 | GrantClass A Common Stock | 4,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008302 · doc4.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,228 F1 · kind: The restricted stock unit award reported hereunder was made pursuant to the Issuer's Outside Director Compensation Policy. The award vests in full on the earlier of May 17, 2020 or the Issuer's next annual meeting of stockholders. Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:10 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-017434 · doc4.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,218 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock/units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. F2 · balance_after: The number of restricted stock/units included in Column 5 of Table 1 was adjusted in connection with the spin-off and subsequent merger of the Issuer's animal health business on February 7, 2019 (the "Spin-Off"). The adjustment reflects the product of (i) the number of restricted stock/unit awards immediately prior to the Spin-Off and (ii) a ratio equal to a fraction, with the numerator equal to the average of the high and low pre-Spin-Off trading prices of the Issuer's common stock on February 6, 2019 (the "Issuer Pre-Spin-Off Price") and the denominator equal to the difference between (A) the Issuer Pre-Spin-Off Price and (B) the product of (x) 0.4 and (y) the average of the high and low trading prices of the common stock of Covetrus, Inc. (the combined company resulting from the Spin-Off) on February 8, 2019, the trading day immediately following the distribution date of the Spin-Off. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 21:23 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,897 | $0.00 Strike: $25.12 | $0.00 |
DisclosureSEC source: 0001170010-19-000011 · wf-form4_154957460583854.xml · derivative · entry 2 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,897 shares Expires 2019-06-28 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_date: The stock options vested on June 28, 2013 and are now fully exercisable. Read SEC document |
| February 06, 2019 Filed Feb 7, 2019 21:23 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 4,897 | $25.12 | $123,012.64 |
DisclosureSEC source: 0001170010-19-000011 · wf-form4_154957460583854.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,999 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 |
| June 29, 2018 Filed Jul 2, 2018 20:21 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000139 · wf-form4_153056285032116.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,102 Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 20:31 UTC | HENRY SCHEIN INC HSIC · Entity 3536 | GrantCommon Stock, par value $0.01 per share | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-037247 · doc4.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,570 F1 · shares: Acquired pursuant to the Issuer's 2015 Non-Employee Director Stock Incentive Plan. Subject to certain exceptions, such restricted stock units will vest subject to (i) the passage of a specified period of time and (ii) the reporting person's continued performance of services for the Issuer. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 20:39 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,621 | $0.00 Strike: $33.11 | $0.00 |
DisclosureSEC source: 0001170010-18-000046 · wf-form4_152365197895457.xml · derivative · entry 3 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,621 shares Expires 2018-06-30 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_date: The stock options vested in three equal installments on each of June 30, 2012, June 30, 2013 and June 30, 2014 and are now fully exercisable. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 20:39 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 3,621 | $60.14 | $217,766.94 |
DisclosureSEC source: 0001170010-18-000046 · wf-form4_152365197895457.xml · nonDerivative · entry 2 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,712 F1 · price: The shares with respect to this transaction were sold at prices ranging from $60.13 to $60.18. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| April 11, 2018 Filed Apr 13, 2018 20:39 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 3,621 | $33.11 | $119,891.31 |
DisclosureSEC source: 0001170010-18-000046 · wf-form4_152365197895457.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,333 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 |
| December 27, 2017 Filed Dec 29, 2017 21:32 UTC | CARMAX INC KMX · Entity 3604 | GiftCommon Stock | 3,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000202 · wf-form4_151458312790085.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,712 Read SEC document |
| September 12, 2017 Filed Sep 12, 2017 16:13 UTC | STAPLES INC SPLS · Entity 166343 | Disposition to issuerPhantom Stock Unit SERP · Derivative | 580 | $10.25 | $5,945.00 |
DisclosureSEC source: 0000791519-17-000123 · wf-form4_150524717134512.xml · derivative · entry 5 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 580 shares Expires not disclosed F7 · derivative.exercise_price: Phantom Stock Units are held in a SERP and are payable in cash following the reporting person's termination of employment. Number of underlying shares of common stock is based on August 29, 2017 account statement and reflects acquisitions resulting from dividend reinvestment feature. F5 · kind: At the effective time of the Merger, the retirement plan investments represented by the phantom stock units were converted into cash equal to $10.25 per underlying share. F6 · derivative.exercise_date: See Table II, Column 2. F6 · derivative.expiration_date: See Table II, Column 2. Read SEC document |
| September 12, 2017 Filed Sep 12, 2017 16:13 UTC | STAPLES INC SPLS · Entity 166343 | Disposition to issuerPhantom Stock Unit 401(k) · Derivative | 877 | $10.25 | $8,989.25 |
DisclosureSEC source: 0000791519-17-000123 · wf-form4_150524717134512.xml · derivative · entry 4 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 877 shares Expires not disclosed F4 · derivative.exercise_price: Phantom Stock Units are held in a 401(k) and are payable in cash following the reporting person's termination of employment. Number of underlying shares of common stock is based on August 29, 2017 account statement and reflects acquisitions resulting from dividend reinvestment feature. F5 · kind: At the effective time of the Merger, the retirement plan investments represented by the phantom stock units were converted into cash equal to $10.25 per underlying share. F6 · derivative.exercise_date: See Table II, Column 2. F6 · derivative.expiration_date: See Table II, Column 2. 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.