Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAS CARMART INCCRMT · Entity 7678 | Director | May 01, 2026 | May 06, 2026 |
| ARCBEST CORP /TX/ARCB · Entity 904 | Director | May 05, 2026 | May 07, 2026 |
| Portillo's Inc.PTLO · Entity 5886 | Director | March 13, 2026 | March 17, 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.
AMERICAS CARMART INC
Report date May 01, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.71 · Expires 2036-05-01 | Direct | 40,805 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 40,805 · Balance 40,805 |
ARCBEST CORP /TX/
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,350 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 1,350 · Balance 1,350 |
Portillo's Inc.
Report date March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 76,216 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Conversion · Acquired 17,789 · Balance 76,216 F1: Represents shares of Class A common stock acquired in connection with the exchange by the Reporting Person of an equal number of LLC Units of PHD Group Holdings LLC in accordance with the terms of the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC, dated as of October 20, 2021 (the "LLC Agreement"). At the time of such exchange, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person were cancelled, for no additional consideration, in accordance with the LLC Agreement. |
| LLC Units of PHD Group Holdings LLCSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-13 · Conversion · Disposed 17,789 · Balance 0 F2: Pursuant to the LLC Agreement, LLC Units held by the Reporting Person are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. F1: Represents shares of Class A common stock acquired in connection with the exchange by the Reporting Person of an equal number of LLC Units of PHD Group Holdings LLC in accordance with the terms of the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC, dated as of October 20, 2021 (the "LLC Agreement"). At the time of such exchange, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person were cancelled, for no additional consideration, in accordance with the LLC Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A common stock acquired in connection with the exchange by the Reporting Person of an equal number of LLC Units of PHD Group Holdings LLC in accordance with the terms of the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC, dated as of October 20, 2021 (the "LLC Agreement"). At the time of such exchange, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person were cancelled, for no additional consideration, in accordance with the LLC Agreement.
F2: Pursuant to the LLC Agreement, LLC Units held by the Reporting Person are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date.
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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 7, 2026 22:05 UTC | ARCBEST CORP /TX/ ARCB · Entity 904 | GrantCommon Stock, par value $0.01 per share | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001761825-26-000007 · form4-05072026_100520.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,350 Read SEC document |
| May 01, 2026 Filed May 6, 2026 01:36 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantStock Option (right to buy) · Derivative | 40,805 | $0.00 Strike: $12.71 | $0.00 |
DisclosureSEC source: 0001683168-26-003504 · ownership.xml · derivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,805 Underlying: Common Stock · 40,805 shares Expires 2036-05-01 Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:34 UTC | Portillo's Inc. PTLO · Entity 5886 | ConversionLLC Units of PHD Group Holdings LLC · Derivative | 17,789 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001761825-26-000006 · wk-form4_1773783252.xml · derivative · entry 2 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A common stock · 17,789 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. F2 · derivative.exercise_price: Pursuant to the LLC Agreement, LLC Units held by the Reporting Person are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. F2 · price: Pursuant to the LLC Agreement, LLC Units held by the Reporting Person are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. F2 · derivative.exercise_date: Pursuant to the LLC Agreement, LLC Units held by the Reporting Person are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. F2 · derivative.expiration_date: Pursuant to the LLC Agreement, LLC Units held by the Reporting Person are exchangeable for shares of Class A common stock on a one-for-one basis, subject to certain exceptions, conditions and adjustments. The LLC Units have no expiration date. F1 · derivative.underlying_shares: Represents shares of Class A common stock acquired in connection with the exchange by the Reporting Person of an equal number of LLC Units of PHD Group Holdings LLC in accordance with the terms of the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC, dated as of October 20, 2021 (the "LLC Agreement"). At the time of such exchange, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person were cancelled, for no additional consideration, in accordance with the LLC Agreement. Read SEC document |
| March 13, 2026 Filed Mar 17, 2026 21:34 UTC | Portillo's Inc. PTLO · Entity 5886 | ConversionClass A common stock | 17,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001761825-26-000006 · wk-form4_1773783252.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,216 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 · shares: Represents shares of Class A common stock acquired in connection with the exchange by the Reporting Person of an equal number of LLC Units of PHD Group Holdings LLC in accordance with the terms of the Second Amended and Restated Limited Liability Company Agreement of PHD Group Holdings LLC, dated as of October 20, 2021 (the "LLC Agreement"). At the time of such exchange, an equal number of shares of Class B common stock of the Issuer held by the Reporting Person were cancelled, for no additional consideration, in accordance with the LLC Agreement. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:39 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 26,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001761825-26-000002 · wk-form4_1767649139.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,427 F1 · shares: Represents restricted stock units ("RSUs") granted on January 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Upon vesting of the RSUs, the settlement has been deferred by the Reporting Person, pursuant to the Reporting Person's election made on December 27, 2025 and maintained by the Issuer. Read SEC document |
| May 01, 2025 Filed May 6, 2025 01:29 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantCommon Stock | 3,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-25-003150 · ownership.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,138 F1 · shares: Represents an award of restricted stock which will vest in its entirety on May 1, 2026. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 20:32 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 9,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-25-000057 · wk-form4_1744921930.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,284 F1 · shares: Represents restricted stock units granted on April 15, 2025, which will vest in full on December 31, 2025, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| September 19, 2024 Filed Sep 21, 2024 00:43 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | PurchaseCommon Stock | 1,232 | $43.00 | $52,976.00 |
DisclosureSEC source: 0001683168-24-006582 · ownership.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,003 F1 · shares: Represents shares purchased by the reporting person at the public offering price of $43.00 per share in connection with the issuer's underwritten public offering of common stock. Read SEC document |
| May 09, 2024 Filed May 13, 2024 22:49 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantCommon Stock | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-24-003332 · ownership.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,771 F1 · shares: Represents an award of restricted stock which will vest in its entirety on May 9, 2025. Read SEC document |
| May 02, 2024 Filed May 6, 2024 20:52 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 10,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001871509-24-000064 · wk-form4_1715028715.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,351 F1 · shares: Represents restricted stock units granted on May 2, 2024, which will vest in full on December 31, 2024, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:40 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $79.35 | $0.00 |
DisclosureSEC source: 0001683168-23-002894 · ownership.xml · derivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2033-05-01 Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:33 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 5,769 | $20.80 | $119,995.20 |
DisclosureSEC source: 0001871509-23-000039 · wf-form4_168081317411275.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,301 F1 · shares: Represents restricted stock units granted on April 4, 2023, which will vest in full on December 31, 2023, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:26 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $80.85 | $0.00 |
DisclosureSEC source: 0001683168-22-003189 · ownership.xml · derivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2032-05-02 Read SEC document |
| January 18, 2022 Filed Jan 21, 2022 01:18 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 532 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002739 · doc4.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,532 F1 · shares: Represents restricted stock units granted on January 18, 2022, which will vest in full on December 31, 2022, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| May 03, 2021 Filed May 5, 2021 01:34 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $150.83 | $0.00 |
DisclosureSEC source: 0001683168-21-001757 · ownership.xml · derivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2031-05-03 Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:49 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $65.95 | $0.00 |
DisclosureSEC source: 0001683168-20-001400 · ownership.xml · derivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2030-05-01 Read SEC document |
| March 18, 2020 Filed Mar 19, 2020 21:13 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | PurchaseCommon Stock | 1,325 | $37.21 | $49,303.25 |
DisclosureSEC source: 0001683168-20-000874 · ownership.xml · nonDerivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 Read SEC document |
| May 01, 2019 Filed May 2, 2019 20:27 UTC | AMERICAS CARMART INC CRMT · Entity 7678 | GrantStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $99.05 | $0.00 |
DisclosureSEC source: 0001683168-19-001329 · ownership.xml · derivative · entry 1 Bordelon Ann G. · CIK 0001761825 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2029-05-01 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.