Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GATX CORPGATX · Entity 2783 | Director · President and CEO | February 23, 2026 | February 26, 2026 |
| PACKAGING CORP OF AMERICAPKG · Entity 3254 | Director | May 12, 2026 | May 12, 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.
GATX CORP
Report date February 23, 2026 · Filed February 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2026 NQ Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $196.40 · Expires 2033-02-23 | Direct | 47,900 |
Reported balance
After 2026-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-23 · Grant · Acquired 47,900 · Balance 47,900 F2: 33.33% of Stock Option granted may be exercised commencing 1 year from the date of the grant, an additional 33.33% commencing 2 years from the date of the grant and the remaining 33.34% commencing 3 years from the date of the grant. |
| Common StockSEC Table I · non-derivative | Direct | 50,575 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 50,575 |
| Common Stock 401(k)SEC Table I · non-derivative | Indirect401(k) | 3,093 |
Reported balance
Holding disclosure · report date 2026-02-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,093 F1: GATX Corporation's 401(k) plan is a unitized stock fund made up of company stock plus short term investments. Because the fund includes more than company stock, participants hold units of the fund rather than company shares of stock. The number of units held by a participant may vary depending on the performance of the company stock, the overall stock market, and the amount of short term investments in the fund. Such a variance has caused the value of the units in the reporting person's 401(k) fund to be reduced without any actual disposition of shares. |
Filing footnotes · ownership attribution and instrument terms
F1: GATX Corporation's 401(k) plan is a unitized stock fund made up of company stock plus short term investments. Because the fund includes more than company stock, participants hold units of the fund rather than company shares of stock. The number of units held by a participant may vary depending on the performance of the company stock, the overall stock market, and the amount of short term investments in the fund. Such a variance has caused the value of the units in the reporting person's 401(k) fund to be reduced without any actual disposition of shares.
F2: 33.33% of Stock Option granted may be exercised commencing 1 year from the date of the grant, an additional 33.33% commencing 2 years from the date of the grant and the remaining 33.34% commencing 3 years from the date of the grant.
PACKAGING CORP OF AMERICA
Report date May 12, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,429 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 591 · Balance 13,429 F1: Share award for equity portion of directors fees. |
Filing footnotes · ownership attribution and instrument terms
F1: Share award for equity portion of directors fees.
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 24, 2019 Filed Jan 28, 2019 19:21 UTC | GATX CORP GATX · Entity 2783 | Grant2019 NQ Stock Option (Right to Buy) · Derivative | 18,500 | $0.00 Strike: $71.53 | $0.00 |
DisclosureSEC source: 0001246360-19-000358 · form.xml · derivative · entry 3 LYONS ROBERT C · CIK 0001204288 · EVP and President Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,500 Underlying: Common Stock · 18,500 shares Expires 2026-01-24 F2 · derivative.exercise_date: 33.33% of Stock Option granted may be exercised commencing 1 year from the date of the grant, an additional 33.33% commencing 2 years from the date of the grant and the remaining 33.34% commencing 3 years from the date of the grant. Read SEC document |
| August 27, 2018 Filed Aug 28, 2018 17:21 UTC | GATX CORP GATX · Entity 2783 | SaleCommon Stock | 4,960 | $86.59 | $429,504.75 |
DisclosureSEC source: 0001246360-18-002116 · form.xml · nonDerivative · entry 4 LYONS ROBERT C · CIK 0001204288 · EVP and President Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,763 F1 · shares: Represents the weighted average sale price. The highest price at which shares were sold was $86.93 and the lowest price at which shares were sold was $86.25 Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 17:21 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionStock-Settled Stock Appreciation Right · Derivative | 18,200 | $0.00 Strike: $44.02 | $0.00 |
DisclosureSEC source: 0001246360-18-002116 · form.xml · derivative · entry 5 LYONS ROBERT C · CIK 0001204288 · EVP and President Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,200 shares Expires 2019-01-26 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 |
| August 24, 2018 Filed Aug 28, 2018 17:21 UTC | GATX CORP GATX · Entity 2783 | Tax withholdingCommon Stock | 13,240 | $86.20 | $1,141,221.80 |
DisclosureSEC source: 0001246360-18-002116 · form.xml · nonDerivative · entry 3 LYONS ROBERT C · CIK 0001204288 · EVP and President Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,723 Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 17:21 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionCommon Stock | 18,200 | $44.02 | $801,073.00 |
DisclosureSEC source: 0001246360-18-002116 · form.xml · nonDerivative · entry 2 LYONS ROBERT C · CIK 0001204288 · EVP and President Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,963 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 |
| August 09, 2018 Filed Aug 13, 2018 20:56 UTC | GATX CORP GATX · Entity 2783 | GrantCommon Stock | 4,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-002018 · form.xml · nonDerivative · entry 2 LYONS ROBERT C · CIK 0001204288 · EVP and President Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,763 Read SEC document |
| May 15, 2018 Filed May 16, 2018 16:21 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-030411 · doc4.xml · nonDerivative · entry 1 LYONS ROBERT C · CIK 0001204288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,458 F1 · acquired: Share award for equity portion of directors fees. Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 21:09 UTC | GATX CORP GATX · Entity 2783 | SaleCommon Stock | 4,000 | $71.42 | $285,676.80 |
DisclosureSEC source: 0001246360-18-000389 · form.xml · nonDerivative · entry 2 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,053 F2 · shares: Represents the weighted average sale price. The highest price at which shares were sold was $71.4450 and the lowest price at which shares were sold was $71.4032 Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 19:35 UTC | GATX CORP GATX · Entity 2783 | Grant2018 NQ Stock Option (Right to Buy) · Derivative | 19,300 | $0.00 Strike: $69.74 | $0.00 |
DisclosureSEC source: 0001246360-18-000358 · form.xml · derivative · entry 3 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,300 Underlying: Common Stock · 19,300 shares Expires 2025-01-25 F1 · derivative.exercise_date: 33.33% of Stock Option granted may be exercised commencing 1 year from the date of the grant, an additional 33.33% commencing 2 years from the date of the grant and the remaining 33.34% commencing 3 years from the date of the grant. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:00 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionStock-Settled Stock Appreciation Right · Derivative | 18,500 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001246360-18-000285 · form.xml · derivative · entry 4 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,500 shares Expires 2018-01-27 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. Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:00 UTC | GATX CORP GATX · Entity 2783 | Tax withholdingCommon Stock | 11,853 | $69.46 | $823,309.38 |
DisclosureSEC source: 0001246360-18-000285 · form.xml · nonDerivative · entry 3 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,053 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 22:00 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionCommon Stock | 18,500 | $33.94 | $627,797.50 |
DisclosureSEC source: 0001246360-18-000285 · form.xml · nonDerivative · entry 2 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,906 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 |
| May 16, 2017 Filed May 17, 2017 15:47 UTC | PACKAGING CORP OF AMERICA PKG · Entity 3254 | GrantCommon Stock | 486 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032953 · doc4.xml · nonDerivative · entry 1 LYONS ROBERT C · CIK 0001204288 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,892 F1 · price: Share award for equity portion of directors fees. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 22:35 UTC | GATX CORP GATX · Entity 2783 | Grant2017 NQ Stock Option (Right to Buy) · Derivative | 21,000 | $0.00 Strike: $61.18 | $0.00 |
DisclosureSEC source: 0001246360-17-000384 · form.xml · derivative · entry 3 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common Stock · 21,000 shares Expires 2024-01-26 F1 · derivative.exercise_date: 33.33% of Stock Option granted may be exercised commencing 1 year from the date of the grant, an additional 33.33% commencing 2 years from the date of the grant and the remaining 33.34% commencing 3 years from the date of the grant. Read SEC document |
| October 26, 2016 Filed Oct 27, 2016 16:35 UTC | GATX CORP GATX · Entity 2783 | SaleCommon Stock | 4,072 | $45.32 | $184,533.27 |
DisclosureSEC source: 0001246360-16-007004 · form.xml · nonDerivative · entry 4 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,406 F1 · shares: Represents the weighted average sale price. The highest price at which shares were sold was $45.43 and the lowest price at which shares were sold was $45.17 Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 16:35 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionStock-Settled Stock Appreciation Right · Derivative | 17,600 | $0.00 Strike: $26.16 | $0.00 |
DisclosureSEC source: 0001246360-16-007004 · form.xml · derivative · entry 5 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,600 shares Expires 2017-01-28 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. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 16:35 UTC | GATX CORP GATX · Entity 2783 | Tax withholdingCommon Stock | 13,528 | $45.58 | $616,606.24 |
DisclosureSEC source: 0001246360-16-007004 · form.xml · nonDerivative · entry 3 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,478 Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 16:35 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionCommon Stock | 17,600 | $26.16 | $460,328.00 |
DisclosureSEC source: 0001246360-16-007004 · form.xml · nonDerivative · entry 2 LYONS ROBERT C · CIK 0001204288 · Exec. VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,006 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.