Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERC HOLDINGS INCHRI · Entity 3949 | Director | May 14, 2026 | May 18, 2026 |
| LEAR CORPLEA · Entity 3623 | VP & Treasurer | February 09, 2021 | February 11, 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.
HERC HOLDINGS INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,032 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,035 · Balance 7,032 F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock. F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2027 annual meeting of stockholders (or, if earlier following a change of control). F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of the Issuer's common stock.
F2: The value of the phantom stock credited to the Reporting Person's account shall be distributed in shares of common stock following the date the Reporting Person ceases to be a member of the Issuer's Board of Directors, provided that the event occurs on or after the date of the Issuer's 2027 annual meeting of stockholders (or, if earlier following a change of control).
F3: The phantom stock reported in this column includes previously reported phantom stock with different conditions for distribution.
LEAR CORP
Report date February 09, 2021 · Filed February 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,698 |
Ending reported balance
After 2021-02-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-02-09 · Grant · Acquired 444 · Balance 4,892 F1: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2020, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d). Row 2 · 2021-02-09 · Tax withholding · Disposed 194 · Balance 4,698 F2: Shares withheld by the Company to satisfy tax withholding requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of non-derivative performance shares for the three-year performance period ending December 31, 2020, granted under the 2009 Lear Corporation Long-Term Stock Incentive Plan and exempt from liability under Section 16(b) of the Securities Exchange Act pursuant to Rule 16b-3(d).
F2: Shares withheld by the Company to satisfy tax withholding requirements.
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 |
|---|---|---|---|---|---|---|
| February 09, 2017 Filed Feb 13, 2017 21:04 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009956 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908 Underlying: Common Stock · 908 shares Expires not disclosed F3 · derivative.exercise_price: Converts into common stock on a 1-for-1 basis. F4 · derivative.exercise_date: The Compensation Committee certified on February 9, 2017 that Company achieved the 2016 net income performance goal for the restricted stock unit awards granted in 2016 under the Lear Corporation 2009 Long-Term Stock Incentive Plan. These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock on January 4, 2019. F4 · derivative.expiration_date: The Compensation Committee certified on February 9, 2017 that Company achieved the 2016 net income performance goal for the restricted stock unit awards granted in 2016 under the Lear Corporation 2009 Long-Term Stock Incentive Plan. These restricted stock units remain subject to a time-vesting requirement and are scheduled to vest and settle in common stock on January 4, 2019. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:03 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionRestricted Stock Units · Derivative | 1,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008723 · doc4.xml · derivative · entry 3 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,487 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on February 6, 2017. F1 · derivative.exercise_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on February 6, 2017. F1 · derivative.expiration_date: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on February 6, 2017. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:03 UTC | LEAR CORP LEA · Entity 3623 | Tax withholdingCommon Stock | 489 | $141.40 | $69,144.60 |
DisclosureSEC source: 0001209191-17-008723 · doc4.xml · nonDerivative · entry 2 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,028 F2 · kind: Shares withheld by the Company to satisfy minimum tax withholding requirements. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:03 UTC | LEAR CORP LEA · Entity 3623 | Exercise / conversionCommon Stock | 1,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008723 · doc4.xml · nonDerivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,517 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: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. The restricted stock units vested and settled in common stock on February 6, 2017. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 18:31 UTC | LEAR CORP LEA · Entity 3623 | GrantRestricted Stock Units · Derivative | 673 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151111 · doc4.xml · derivative · entry 1 BURGESS SHARI L · CIK 0001193771 · VP Treas & Chief Diversity Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673 Underlying: Common Stock · 673 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit is convertible into a share of common stock on a 1-for-1 basis. F2 · derivative.exercise_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. F2 · derivative.expiration_date: These "Career Share" RSUs vest on the third anniversary of the grant date but are not converted into shares of common stock until or after age 62 or a qualifying retirement and remain subject to forfeiture for a voluntary termination prior to meeting retirement eligibility requirements. 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.