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 |
|---|---|---|---|---|---|---|
| September 12, 2017 Filed Sep 12, 2017 16:13 UTC | STAPLES INC SPLS · Entity 166343 | Disposition to issuerCommon Stock | 45,908 | $10.25 | $470,557.00 |
DisclosureSEC source: 0000791519-17-000123 · wf-form4_150524717134512.xml · nonDerivative · entry 3 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: 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. Read SEC document |
| September 12, 2017 Filed Sep 12, 2017 16:13 UTC | STAPLES INC SPLS · Entity 166343 | Disposition to issuerCommon Stock | 6,938.014 | $10.25 | $71,114.64 |
DisclosureSEC source: 0000791519-17-000123 · wf-form4_150524717134512.xml · nonDerivative · entry 2 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,908 F1 · kind: 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 · shares: ESPP - Adjusted to reflect additional shares acquired through reporting person's participation in Staples Employee Stock Purchase Plan. Read SEC document |
| September 12, 2017 Filed Sep 12, 2017 16:13 UTC | STAPLES INC SPLS · Entity 166343 | Disposition to issuerCommon Stock | 275,217 | $10.25 | $2,820,974.25 |
DisclosureSEC source: 0000791519-17-000123 · wf-form4_150524717134512.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shira D Goodman Trust Disclosed balance after: 0 F1 · kind: 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. Read SEC document |
| June 29, 2017 Filed Jun 30, 2017 20:36 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000111 · wf-form4_149885495511401.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,526 F1 · shares: These are restricted shares of common stock that will vest on the one-year anniversary of the grant date. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | OtherCommon Stock | 12,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000045 · wf-form4_149315259853943.xml · nonDerivative · entry 5 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shira D Goodman Trust Disclosed balance after: 275,217 F1 · kind: Transfer from a direct holding to an indirect holding. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | OtherCommon Stock | 12,153 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000045 · wf-form4_149315259853943.xml · nonDerivative · entry 4 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,605 F1 · kind: Transfer from a direct holding to an indirect holding. Read SEC document |
| April 22, 2017 Filed Apr 25, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | Tax withholdingCommon Stock | 10,800 | $9.72 | $104,976.00 |
DisclosureSEC source: 0000791519-17-000045 · wf-form4_149315259853943.xml · nonDerivative · entry 3 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,758 Read SEC document |
| April 18, 2017 Filed Apr 25, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | OtherCommon Stock | 30,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000045 · wf-form4_149315259853943.xml · nonDerivative · entry 2 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shira D Goodman Trust Disclosed balance after: 263,064 F1 · kind: Transfer from a direct holding to an indirect holding. Read SEC document |
| April 18, 2017 Filed Apr 25, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | OtherCommon Stock | 30,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000045 · wf-form4_149315259853943.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,558 F1 · kind: Transfer from a direct holding to an indirect holding. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | OtherCommon Stock | 58,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000032 · wf-form4_148909538479896.xml · nonDerivative · entry 4 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Shira D Goodman Trust Disclosed balance after: 232,541 F3 · kind: Transfer from a direct holding to an indirect holding. Read SEC document |
| March 09, 2017 Filed Mar 9, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | OtherCommon Stock | 58,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000032 · wf-form4_148909538479896.xml · nonDerivative · entry 3 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,558 F3 · kind: Transfer from a direct holding to an indirect holding. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | Tax withholdingCommon Stock | 28,327 | $8.78 | $248,711.06 |
DisclosureSEC source: 0000791519-17-000032 · wf-form4_148909538479896.xml · nonDerivative · entry 2 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,522 Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 16:36 UTC | STAPLES INC SPLS · Entity 166343 | GrantCommon Stock | 87,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000791519-17-000032 · wf-form4_148909538479896.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,849 F1 · shares: Shares acquired upon settlement of 2014-2016 performance share awards. F2 · balance_after: ESPP - Adjusted to reflect additional shares acquired through reporting person's participation in Staples Employee Stock Purchase Plan. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,787 | $0.00 Strike: $19.98 | $0.00 |
DisclosureSEC source: 0001170010-17-000004 · wf-form4_148365150891074.xml · derivative · entry 3 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,787 shares Expires 2017-07-01 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 July 1, 2011, July 1, 2012, and July 1, 2013 and are now fully exercisable. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 5,787 | $67.06 | $388,076.22 |
DisclosureSEC source: 0001170010-17-000004 · wf-form4_148365150891074.xml · nonDerivative · entry 2 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,120 F1 · price: The shares with respect to this transaction were purchased at prices ranging from $67.00 to $67.17. 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 purchased at each separate price. Read SEC document |
| January 04, 2017 Filed Jan 5, 2017 21:25 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 5,787 | $19.98 | $115,624.26 |
DisclosureSEC source: 0001170010-17-000004 · wf-form4_148365150891074.xml · nonDerivative · entry 1 GOODMAN SHIRA · CIK 0001199915 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,907 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.