Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Churchill Downs IncCHDN · Entity 3785 | EVP, and CFO | March 19, 2026 | March 20, 2026 |
| Skyward Specialty Insurance Group, Inc.SKWD · Entity 4400 | Director | May 06, 2026 | May 08, 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.
Churchill Downs Inc
Report date March 19, 2026 · Filed March 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,701.128 |
Reported balance
After 2026-03-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-19 · Grant · Acquired 1,449 · Balance 33,701.128 F1: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2026, December 31, 2027 and December 31, 2028. F2: Restricted stock units vest over a multi-year period. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2026, December 31, 2027 and December 31, 2028.
F2: Restricted stock units vest over a multi-year period.
Skyward Specialty Insurance Group, Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2026 RSU AwardSEC Table II · derivative / convertible security | Direct | 3,334 |
Reported balance
After 2026-05-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-06 · Grant · Acquired 3,334 · Balance 3,334 F1: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer. F2: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders. |
| Common StockSEC Table I · non-derivative | Direct | 8,433 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,433 |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer.
F2: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders.
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 27, 2019 Filed Mar 1, 2019 21:16 UTC | Churchill Downs Inc CHDN · Entity 3785 | Tax withholdingCommon Stock | 10,120 | $96.51 | $976,681.20 |
DisclosureSEC source: 0001225208-19-004142 · doc4.xml · nonDerivative · entry 2 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,024 Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:16 UTC | Churchill Downs Inc CHDN · Entity 3785 | GrantCommon Stock | 21,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004142 · doc4.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,144 F1 · shares: Represents the settlement of performance share units with respect to the performance period January 1, 2016 to December 31, 2018. F2 · balance_after: On January 25, 2019, Churchill Downs Incorporated effected a 3-for-1 stock split. The number of securities reported in this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| February 13, 2019 Filed Feb 19, 2019 22:15 UTC | Churchill Downs Inc CHDN · Entity 3785 | GrantRestricted Stock Units · Derivative | 5,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002949 · doc4.xml · derivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,389 Underlying: Common Stock · 5,796 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2019, December 31, 2020 and December 31, 2021. F2 · derivative.exercise_date: Restricted stock vests over a multi-year period. F1 · derivative.expiration_date: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2019, December 31, 2020 and December 31, 2021. F3 · balance_after: On January 25, 2019, Churchill Downs Incorporated effected a 3-for-1 stock split. The number of derivative securities reported in this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:22 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionRestricted Stock Units · Derivative | 2,939 | $243.94 | $716,939.66 |
DisclosureSEC source: 0001225208-19-000397 · doc4.xml · derivative · entry 3 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531 Underlying: Common Stock · 2,939 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: Restricted stock units don't have a conversion price or expiration date. F2 · derivative.exercise_date: Restricted stock vests over a multi-year period. F1 · derivative.expiration_date: Restricted stock units don't have a conversion price or expiration date. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:22 UTC | Churchill Downs Inc CHDN · Entity 3785 | Tax withholdingCommon Stock | 1,370 | $243.94 | $334,197.80 |
DisclosureSEC source: 0001225208-19-000397 · doc4.xml · nonDerivative · entry 2 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,802 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:22 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionCommon Stock | 2,939 | $243.94 | $716,939.66 |
DisclosureSEC source: 0001225208-19-000397 · doc4.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,172 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 12, 2018 Filed Oct 16, 2018 20:15 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionRestricted Stock · Derivative | 1,834 | $280.06 | $513,630.04 |
DisclosureSEC source: 0001225208-18-014631 · doc4.xml · derivative · entry 3 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,834 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: Restricted stock does not have a conversion price or expiration date. F2 · derivative.exercise_date: Restricted stock vests over a multi-year period. F2 · derivative.expiration_date: Restricted stock vests over a multi-year period. Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 20:15 UTC | Churchill Downs Inc CHDN · Entity 3785 | Tax withholdingCommon Stock | 673 | $280.06 | $188,480.38 |
DisclosureSEC source: 0001225208-18-014631 · doc4.xml · nonDerivative · entry 2 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,233 Read SEC document |
| October 12, 2018 Filed Oct 16, 2018 20:15 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionCommon Stock | 1,834 | $280.06 | $513,630.04 |
DisclosureSEC source: 0001225208-18-014631 · doc4.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,906 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 |
| February 15, 2018 Filed Mar 1, 2018 22:09 UTC | Churchill Downs Inc CHDN · Entity 3785 | GrantRestricted Stock Units · Derivative | 2,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004957 · doc4.xml · derivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,470 Underlying: Common Stock · 2,103 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2018, December 31, 2019, and December 31, 2020. F1 · derivative.exercise_date: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2018, December 31, 2019, and December 31, 2020. F1 · derivative.expiration_date: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2018, December 31, 2019, and December 31, 2020. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:49 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionRestricted Stock Units · Derivative | 2,238 | $232.70 | $520,782.60 |
DisclosureSEC source: 0001225208-18-000485 · doc4.xml · derivative · entry 6 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,367 Underlying: Common Stock · 2,238 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. F3 · derivative.exercise_price: Restricted stock units don't have a conversion price or expiration date. F2 · derivative.exercise_date: Restricted stock vests over a multi-year period. F4 · derivative.expiration_date: Restricted Stock vests over a multi year period. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:49 UTC | Churchill Downs Inc CHDN · Entity 3785 | Tax withholdingCommon Stock | 989 | $232.70 | $230,140.30 |
DisclosureSEC source: 0001225208-18-000485 · doc4.xml · nonDerivative · entry 4 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,072 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 23:49 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionCommon Stock | 2,238 | $232.70 | $520,782.60 |
DisclosureSEC source: 0001225208-18-000485 · doc4.xml · nonDerivative · entry 3 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,061 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 12, 2017 Filed Jan 3, 2018 23:49 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionRestricted Stock · Derivative | 1,833 | $208.30 | $381,813.90 |
DisclosureSEC source: 0001225208-18-000485 · doc4.xml · derivative · entry 5 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,667 Underlying: Common Stock · 1,833 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: Restricted stock units do not have a conversion price or expiration date. F2 · derivative.exercise_date: Restricted stock vests over a multi-year period. F2 · derivative.expiration_date: Restricted stock vests over a multi-year period. Read SEC document |
| October 12, 2017 Filed Jan 3, 2018 23:49 UTC | Churchill Downs Inc CHDN · Entity 3785 | Tax withholdingCommon Stock | 920 | $208.30 | $191,636.00 |
DisclosureSEC source: 0001225208-18-000485 · doc4.xml · nonDerivative · entry 2 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,823 Read SEC document |
| October 12, 2017 Filed Jan 3, 2018 23:49 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionCommon Stock | 1,833 | $208.30 | $381,813.90 |
DisclosureSEC source: 0001225208-18-000485 · doc4.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,743 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 |
| February 17, 2017 Filed Feb 22, 2017 21:31 UTC | Churchill Downs Inc CHDN · Entity 3785 | GrantRestricted Stock Units · Derivative | 3,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004122 · doc4.xml · derivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,605 Underlying: Common Stock · 3,387 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2017, December 31, 2018 and December 31, 2019. F1 · derivative.exercise_date: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2017, December 31, 2018 and December 31, 2019. F1 · derivative.expiration_date: Restricted stock units do not have a conversion price or expiration date and will be settled in common stock vesting in one-third increments on each of December 31, 2017, December 31, 2018 and December 31, 2019. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:06 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionRestricted Stock Units · Derivative | 1,110 | $150.45 | $166,999.50 |
DisclosureSEC source: 0001225208-17-000507 · doc4.xml · derivative · entry 3 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 1,110 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: Restricted stock units do not have a conversion price or expiration date. F2 · derivative.exercise_date: Restricted stock units vest over a multi-year period. F2 · derivative.expiration_date: Restricted stock units vest over a multi-year period. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:06 UTC | Churchill Downs Inc CHDN · Entity 3785 | Tax withholdingCommon Stock | 395 | $150.45 | $59,427.75 |
DisclosureSEC source: 0001225208-17-000507 · doc4.xml · nonDerivative · entry 2 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,953 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 23:06 UTC | Churchill Downs Inc CHDN · Entity 3785 | Exercise / conversionCommon Stock | 1,110 | $150.45 | $166,999.50 |
DisclosureSEC source: 0001225208-17-000507 · doc4.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,348 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 12, 2016 Filed Oct 13, 2016 19:00 UTC | Churchill Downs Inc CHDN · Entity 3785 | GrantCommon Stock | 1,238 | $143.63 | $177,813.94 |
DisclosureSEC source: 0001225208-16-040456 · doc4.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,238 Read SEC document |
| October 12, 2016 Filed Apr 27, 2017 21:19 UTC Amendment | Churchill Downs Inc CHDN · Entity 3785 | GrantCommon Stock | 1,195 | $143.63 | $171,637.85 |
DisclosureSEC source: 0001225208-17-008551 · doc4a.xml · nonDerivative · entry 1 Dall Marcia A · CIK 0001460624 · EVP, and Chief Financial Offic 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,195 F1 · shares: The purpose of this amendment is to correctly report the amount of shares withheld for taxes from the October 12, 2016 vesting event. The withheld amount was originally reported as 595 shares, whereas the correct withholding amount was 638 shares. With 1,833 shares vesting, less 638 shares actually withheld for taxes, the correct number of shares acquired is 1,195 shares. F2 · balance_after: This amount reflects the correct number of shares as of October 12, 2016. The correct number of vested common stock held by Ms. Dall as of the date of the filing of this amendment on April 27, 2017 is 2,910 shares. 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.