Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOZONE INCAZO · Entity 8831 | Director · Chairman | January 01, 2026 | January 05, 2026 |
| DOLLAR GENERAL CORPDG · Entity 2133 | Director | May 24, 2023 | May 26, 2023 |
| REGIONS FINANCIAL CORPRF · Entity 3186 | Director | May 11, 2026 | May 13, 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.
AUTOZONE INC
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,202.27 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 156.27 · Balance 10,202.27 |
| Common StockSEC Table I · non-derivative | IndirectAs Co-Trustee for Siblings' Trust #2 | 50 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 50 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee for Daughter's Trust | 177 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 177 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee for Descendants Trust | 1,936 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,936 |
| Common StockSEC Table I · non-derivative | IndirectAs Trustee for Son's trust | 176 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 176 |
DOLLAR GENERAL CORP
Report date May 24, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,358 |
Reported balance
After 2023-05-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-24 · Disposition to issuer · Disposed 0.0348 · Balance 34,358 F1: Represents the cashout of a fractional share resulting from the vesting and payout of certain restricted stock units. F2: Includes 1.9736 additional restricted stock units, which were acquired through an exempt transaction as a result of dividend equivalent rights on April 25, 2023, representing the right to receive shares of common stock upon vesting and/or payment. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 12,733 |
Reported balance
Holding disclosure · report date 2023-05-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,733 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the cashout of a fractional share resulting from the vesting and payout of certain restricted stock units.
F2: Includes 1.9736 additional restricted stock units, which were acquired through an exempt transaction as a result of dividend equivalent rights on April 25, 2023, representing the right to receive shares of common stock upon vesting and/or payment.
REGIONS FINANCIAL CORP
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,404 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 5,404 · Balance 5,404 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. F2: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
F2: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement.
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 30, 2016 Filed Oct 3, 2016 21:37 UTC | AUTOZONE INC AZO · Entity 8831 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039860 · doc4.xml · nonDerivative · entry 2 RHODES WILLIAM C III · CIK 0001080992 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,128.8854 F1 · security: Acquired pursuant to AutoZone, Inc. Fifth Amended and Restated Executive Stock Purchase Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:37 UTC | AUTOZONE INC AZO · Entity 8831 | GrantCommon Stock | 91 | $768.34 | $69,918.94 |
DisclosureSEC source: 0001225208-16-039860 · doc4.xml · nonDerivative · entry 1 RHODES WILLIAM C III · CIK 0001080992 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,112.8854 F1 · security: Acquired pursuant to AutoZone, Inc. Fifth Amended and Restated Executive Stock Purchase Plan. Read SEC document |
| September 23, 2016 Filed Sep 26, 2016 20:34 UTC | AUTOZONE INC AZO · Entity 8831 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,750 | $0.00 Strike: $744.85 | $0.00 |
DisclosureSEC source: 0001225208-16-039680 · doc4.xml · derivative · entry 1 RHODES WILLIAM C III · CIK 0001080992 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,750 Underlying: Common Stock · 6,750 shares Expires 2026-09-24 F1 · security: Granted in accordance with the Amended and Restated AutoZone, Inc. 2011 Equity Incentive Award Plan. F2 · derivative.exercise_date: Options exercisable in one-fourth increments on September 23, 2017, 2018, 2019 and 2020, respectively. 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.