Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chatham Lodging TrustCLDT · Entity 5297 | Director | January 15, 2026 | January 16, 2026 |
| MARRIOTT INTERNATIONAL INC /MD/MAR · Entity 2933 | Group President, Americas | June 05, 2020 | June 09, 2020 |
| REGIS CORPRGS · Entity 8808 | Director | November 04, 2022 | November 07, 2022 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 07, 2026 | May 11, 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.
Chatham Lodging Trust
Report date January 15, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 46,987 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 15,515 · Balance 46,987 F1: Represents a grant of 15,515 common shares to the reporting person on January 15, 2026 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2025. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2025. Reporter elected to receive 50% of his cash election annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 15,515 common shares to the reporting person on January 15, 2026 as payment for serving on the board of trustees of Chatham Lodging Trust (the "Company") in 2025. The share grant comprises the share-based portion of the Company's previously disclosed annual compensation to its trustees for fiscal year 2025. Reporter elected to receive 50% of his cash election annual base fee in shares. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the last ten trading days of 2025.
MARRIOTT INTERNATIONAL INC /MD/
Report date June 05, 2020 · Filed June 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 64,093 |
Ending reported balance
After 2020-06-05 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-06-05 · Grant · Acquired 24,102 · Balance 88,195 Row 2 · 2020-06-05 · Grant · Acquired 13,839 · Balance 102,034 Row 3 · 2020-06-05 · Sale · Disposed 4,985 · Balance 97,049 F1: The price reported above reflects the weighted average sale price. This transaction was executed in multiple trades ranging from $110.86 to $111.08. The reporting person hereby undertakes to provide, upon request by the staff of the SEC, the issuer, or a security holder of the issuer, full information regarding the number of shares transacted at each price, with respect to all transactions reported on this Form 4. Row 4 · 2020-06-05 · Sale · Disposed 32,956 · Balance 64,093 F2: The price reported above reflects the weighted average sale price. This transaction was executed in multiple trades ranging from $109.80 to $110.79. The reporting person hereby undertakes to provide, upon request by the staff of the SEC, the issuer, or a security holder of the issuer, full information regarding the number of shares transacted at each price, with respect to all transactions reported on this Form 4. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $34.67 · Expires 2022-02-21 | Direct | 0 |
Reported balance
After 2020-06-05 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2020-06-05 · Exercise / conversion · Disposed 35,972 · Balance 0 F3: Stock Appreciation Rights, settled in Class A Common Stock and vesting in four equal annual installments beginning on the first anniversary of the February 21, 2012 grant date. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $39.27 · Expires 2023-02-22 | Direct | 0 |
Reported balance
After 2020-06-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2020-06-05 · Exercise / conversion · Disposed 66,796 · Balance 0 F4: Stock Appreciation Rights, settled in Class A Common Stock and vesting in four equal annual installments beginning on the first anniversary of the February 22, 2013 grant date. |
| Class A Common - Performance Share UnitsSEC Table I · non-derivative | Direct | 34,134 |
Reported balance
Holding disclosure · report date 2020-06-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 34,134 |
| Class A Common - Restricted Stock UnitsSEC Table I · non-derivative | Direct | 19,088 |
Reported balance
Holding disclosure · report date 2020-06-05 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 19,088 |
| Class A Common StockSEC Table I · non-derivative | Indirect401(k) account | 1,905 |
Reported balance
Holding disclosure · report date 2020-06-05 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,905 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported above reflects the weighted average sale price. This transaction was executed in multiple trades ranging from $110.86 to $111.08. The reporting person hereby undertakes to provide, upon request by the staff of the SEC, the issuer, or a security holder of the issuer, full information regarding the number of shares transacted at each price, with respect to all transactions reported on this Form 4.
F2: The price reported above reflects the weighted average sale price. This transaction was executed in multiple trades ranging from $109.80 to $110.79. The reporting person hereby undertakes to provide, upon request by the staff of the SEC, the issuer, or a security holder of the issuer, full information regarding the number of shares transacted at each price, with respect to all transactions reported on this Form 4.
F3: Stock Appreciation Rights, settled in Class A Common Stock and vesting in four equal annual installments beginning on the first anniversary of the February 21, 2012 grant date.
F4: Stock Appreciation Rights, settled in Class A Common Stock and vesting in four equal annual installments beginning on the first anniversary of the February 22, 2013 grant date.
REGIS CORP
Report date November 04, 2022 · Filed November 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2032-11-04 | Direct | 165,000 |
Reported balance
After 2022-11-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-11-04 · Grant · Acquired 165,000 · Balance 165,000 F1: The award vests as to 1/12 of the stock options on each monthly anniversary of the grant date, for the first 11 months, and as to any remaining unvested stock options on the date of the Company's 2023 annual shareholders meeting, subject to the Reporting Person's continued service with the Issuer through such anniversaries and the other terms and conditions of the grant agreement |
Filing footnotes · ownership attribution and instrument terms
F1: The award vests as to 1/12 of the stock options on each monthly anniversary of the grant date, for the first 11 months, and as to any remaining unvested stock options on the date of the Company's 2023 annual shareholders meeting, subject to the Reporting Person's continued service with the Issuer through such anniversaries and the other terms and conditions of the grant agreement
SOUTHWEST AIRLINES CO
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,537 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 4,108 · Balance 13,537 |
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 15, 2018 Filed Feb 20, 2018 17:51 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Restricted Stock Units | 4,618 | $142.90 | $659,912.20 |
DisclosureSEC source: 0001225208-18-003244 · doc4.xml · nonDerivative · entry 3 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,611 F3 · shares: Shares withheld to cover taxes associated with vesting of RSUs. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:51 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Performance Share Units | 4,158 | $142.90 | $594,178.20 |
DisclosureSEC source: 0001225208-18-003244 · doc4.xml · nonDerivative · entry 2 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,817 F2 · shares: Shares withheld to cover taxes associated with vesting of PSUs. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:51 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Performance Share Units | 11,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003244 · doc4.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,975 F1 · shares: Shares acquired upon vesting of PSUs. Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 16:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Disposition to issuerStock Appreciation Rights · Derivative | 5,000 | $0.00 Strike: $25.43 | $0.00 |
DisclosureSEC source: 0001225208-17-018393 · doc4.xml · derivative · entry 4 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,900 Underlying: Class A Common Stock · 5,000 shares Expires 2020-02-16 F2 · derivative.exercise_date: Stock Appreciation Rights, settled in Class A Common Stock and vesting in four equal annual installments beginning on the first anniversary of the February 16, 2010 grant date. Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 16:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 2,139 | $127.73 | $273,214.47 |
DisclosureSEC source: 0001225208-17-018393 · doc4.xml · nonDerivative · entry 2 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,201 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $127.75 and the lowest price at which shares were sold was $127.73. Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 16:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common Stock | 2,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018393 · doc4.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,340 Read SEC document |
| October 17, 2017 Filed Oct 18, 2017 21:57 UTC | REGIS CORP RGS · Entity 8808 | GrantCommon Stock | 5,948 | $0.00 | $0.00 |
DisclosureSEC source: 0000716643-17-000074 · wf-form4_150836385441339.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,807 F1 · shares: The Reporting Person was awarded a grant of 5,948 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of RGS common stock. Read SEC document |
| May 24, 2017 Filed May 25, 2017 15:10 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 2,589 | $105.66 | $273,543.64 |
DisclosureSEC source: 0001225208-17-010430 · doc4.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,201 F1 · price: Represents the weighted average sale price. The highest price at which shares were sold was $105.6562 and the lowest price at which shares were sold was $105.6550. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 20:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Disposition to issuerStock Appreciation Rights · Derivative | 28,912 | $0.00 Strike: $25.88 | $0.00 |
DisclosureSEC source: 0001225208-17-004271 · doc4.xml · derivative · entry 6 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 28,912 shares Expires 2018-08-07 F5 · derivative.exercise_date: The Stock Appreciation Rights, settled in Class A Common Stock and vesting in four equal installments beginning on the first anniversary of the August 7, 2008 grant date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 20:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantStock Appreciation Rights · Derivative | 28,341 | $0.00 Strike: $88.31 | $0.00 |
DisclosureSEC source: 0001225208-17-004271 · doc4.xml · derivative · entry 5 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,341 Underlying: Class A Common Stock · 28,341 shares Expires 2027-02-21 F4 · derivative.exercise_date: Stock Appreciation Rights settle in Class A Common Stock and vest in three equal installments beginning on February 21, 2018 and thereafter on the anniversary of that date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 20:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | SaleClass A Common Stock | 17,125 | $88.11 | $1,508,883.75 |
DisclosureSEC source: 0001225208-17-004271 · doc4.xml · nonDerivative · entry 3 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,790 F3 · price: Represents the weighted average sale price. The highest price at which shares were sold was $88.29 and the lowest price at which shares were sold was $88.07. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 20:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common Stock | 10,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004271 · doc4.xml · nonDerivative · entry 2 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,915 F2 · shares: Shares acquired pursuant to exercise of Stock Appreciation Rights. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 20:22 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Restricted Stock Units | 9,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004271 · doc4.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,153 F1 · price: The Restricted Stock Units vest in three equal installments beginning on February 21, 2018 and thereafter on the anniversary of that date Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:30 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Restricted Stock Units | 8,048 | $88.37 | $711,201.76 |
DisclosureSEC source: 0001225208-17-003672 · doc4.xml · nonDerivative · entry 3 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,469 F3 · shares: Shares withheld to cover taxes associated with vesting of RSUs. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:30 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | Tax withholdingClass A Common - Performance Share Units | 7,988 | $88.37 | $705,899.56 |
DisclosureSEC source: 0001225208-17-003672 · doc4.xml · nonDerivative · entry 2 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,159 F2 · shares: Shares withheld to cover taxes associated with vesting of PSUs. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 16:30 UTC | MARRIOTT INTERNATIONAL INC /MD/ MAR · Entity 2933 | GrantClass A Common - Performance Share Units | 17,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003672 · doc4.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,147 F1 · shares: Shares acquired upon vesting of PSUs. Read SEC document |
| October 18, 2016 Filed Oct 19, 2016 21:12 UTC | REGIS CORP RGS · Entity 8808 | GrantCommon Stock | 7,456 | $0.00 | $0.00 |
DisclosureSEC source: 0000716643-16-000110 · wf-form4_147691152864708.xml · nonDerivative · entry 1 Grissen David · CIK 0001545888 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,859 F1 · shares: The Reporting Person was awarded a grant of 7,456 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of RGS common stock. 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.