Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APPLIED INDUSTRIAL TECHNOLOGIES INCAIT · Entity 3467 | Director | January 22, 2019 | January 23, 2019 |
| MID AMERICA APARTMENT COMMUNITIES INC.MAA · Entity 3347 | Director | September 22, 2026 | September 23, 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.
APPLIED INDUSTRIAL TECHNOLOGIES INC
Report date January 22, 2019 · Filed January 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,523 |
Reported balance
After 2019-01-22 transaction · row 1
1 source rowRow 1 · 2019-01-22 · Grant · Acquired 1,875 · Balance 21,523 F1: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant.
MID AMERICA APARTMENT COMMUNITIES INC.
Report date September 22, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 10,494.453 |
Reported balance
After 2026-09-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-22 · Grant · Acquired 223 · Balance 10,494.453 F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock are payable in two equal annual installments beginning within the 90 days following the calendar year in which the reporting person ceases to serve as a director, in cash or common stock, at the election of the reporting person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SANDERSON FARMS INC
Report date July 22, 2022 · Filed July 26, 2022
Section 16 reporting ended · disclosed 2022-07-26. 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 2022-07-22 transaction · row 1
1 source rowRow 1 · 2022-07-22 · Disposition to issuer · Disposed 3,280 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| January 20, 2019 Filed Jan 22, 2019 12:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 1,284 | $62.27 | $79,954.68 |
DisclosureSEC source: 0000109563-19-000011 · wf-form4_154816153732633.xml · nonDerivative · entry 2 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,648 Read SEC document |
| January 20, 2019 Filed Jan 22, 2019 12:52 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 4,792 | $16.68 | $79,930.56 |
DisclosureSEC source: 0000109563-19-000011 · wf-form4_154816153732633.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,932 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 |
| November 14, 2018 Filed Nov 15, 2018 18:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,100 | $65.82 | $204,042.00 |
DisclosureSEC source: 0000109563-18-000131 · wf-form4_154230526906528.xml · nonDerivative · entry 2 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,140 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.56 to $66.005, inclusive. Read SEC document |
| November 14, 2018 Filed Nov 15, 2018 18:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,990 | $65.27 | $260,427.30 |
DisclosureSEC source: 0000109563-18-000131 · wf-form4_154230526906528.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,240 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.54 to $65.53, inclusive. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 16:08 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000050 · wf-form4_151793330224583.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,230 Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 13:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 6,873 | $74.41 | $511,404.12 |
DisclosureSEC source: 0000109563-18-000046 · wf-form4_151783795120585.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,230 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions, with 3,268 shares sold at prices ranging from $73.50 to $74.40 and 3,605 shares sold at prices ranging from $74.65 to $75.05. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 18:15 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-18-000033 · wf-form4_151690413155754.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,103 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,596 | $24.24 Strike: $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-18-000017 · wf-form4_151681913553782.xml · derivative · entry 3 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,596 shares Expires 2018-01-22 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 |
| January 22, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 891 | $70.70 | $62,993.70 |
DisclosureSEC source: 0000109563-18-000017 · wf-form4_151681913553782.xml · nonDerivative · entry 2 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,563 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 18:39 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 2,596 | $24.24 | $62,927.04 |
DisclosureSEC source: 0000109563-18-000017 · wf-form4_151681913553782.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,454 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 |
| November 30, 2017 Filed Dec 1, 2017 21:19 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000166 · wf-form4_151216315350244.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,858 Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 13:57 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 4,825 | $62.18 | $300,018.50 |
DisclosureSEC source: 0000109563-17-000059 · wf-form4_148708066669091.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,858 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.15 to $62.25, inclusive. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 18:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-17-000034 · wf-form4_148536838802844.xml · nonDerivative · entry 3 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,683 F1 · shares: Shares of restricted stock granted under the 2015 Long-Term Performance Plan that vest one year from the date of grant. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,885 | $0.00 Strike: $23.78 | $0.00 |
DisclosureSEC source: 0000109563-17-000034 · wf-form4_148536838802844.xml · derivative · entry 4 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,885 shares Expires 2017-01-23 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 |
| January 23, 2017 Filed Jan 25, 2017 18:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Tax withholdingCommon Stock | 722 | $62.15 | $44,872.30 |
DisclosureSEC source: 0000109563-17-000034 · wf-form4_148536838802844.xml · nonDerivative · entry 2 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,970 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:20 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | Exercise / conversionCommon Stock | 1,885 | $23.78 | $44,815.88 |
DisclosureSEC source: 0000109563-17-000034 · wf-form4_148536838802844.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,692 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 |
| November 04, 2016 Filed Nov 7, 2016 15:42 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,867 | $49.13 | $91,725.71 |
DisclosureSEC source: 0000109563-16-000321 · wf-form4_147853333012293.xml · nonDerivative · entry 2 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,207 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. Read SEC document |
| November 04, 2016 Filed Nov 7, 2016 15:42 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | OtherCommon Stock | 1,867 | $49.13 | $91,725.71 |
DisclosureSEC source: 0000109563-16-000321 · wf-form4_147853333012293.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 0 F1 · kind: Represents distribution from Deferred Compensation Plan for Non-Employee Directors to reporting person. F2 · balance_after: Adjusted to reflect cash payment in lieu of distribution of fractional shares from the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 28, 2016 Filed Nov 18, 2016 14:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 1,500 | $50.40 | $75,600.00 |
DisclosureSEC source: 0000109563-16-000331 · wf-form4_147947821855692.xml · nonDerivative · entry 4 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,807 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 12:00 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GrantCommon Stock | 10.93 | $47.61 | $520.38 |
DisclosureSEC source: 0000109563-16-000299 · wf-form4_147558244091838.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Compensation Plan Disclosed balance after: 1,868.29 Read SEC document |
| August 19, 2016 Filed Nov 18, 2016 14:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 1,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-16-000331 · wf-form4_147947821855692.xml · nonDerivative · entry 3 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,307 Read SEC document |
| February 17, 2016 Filed Nov 18, 2016 14:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | SaleCommon Stock | 3,000 | $39.65 | $118,950.00 |
DisclosureSEC source: 0000109563-16-000331 · wf-form4_147947821855692.xml · nonDerivative · entry 2 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,957 Read SEC document |
| December 17, 2015 Filed Nov 18, 2016 14:10 UTC | APPLIED INDUSTRIAL TECHNOLOGIES INC AIT · Entity 3467 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000109563-16-000331 · wf-form4_147947821855692.xml · nonDerivative · entry 1 KELLY GREEN EDITH · CIK 0001211061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,957 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.