Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | EVP and CITO | May 01, 2026 | May 05, 2026 |
| UNITED NATURAL FOODS INCUNFI · Entity 4293 | Director | October 08, 2026 | October 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.
CARMAX INC
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,523 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Tax withholding · Disposed 1,015 · Balance 14,523 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 16,944 |
Reported balance
After 2026-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-01 · Grant · Acquired 16,944 · Balance 16,944 F1: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs. F2: The restricted stock units shall vest on May 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Company common stock will be issued to the Reporting Person following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), in accordance with the terms of the Form of Notice of Market Stock Unit Grant filed as Exhibit 10.22 to the Company's Annual Report on Form 10-K filed on April 15, 2024. The minimum number of shares of Company common stock that will be issued to the Reporting Person at payment is zero, and the maximum number of shares of Company common stock that will be issued at payment is two times the number of MSUs.
F2: The restricted stock units shall vest on May 1, 2029.
UNITED NATURAL FOODS INC
Report date October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,144 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Grant · Acquired 4,197 · Balance 34,144 F1: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This restricted stock unit ("RSU") award was granted pursuant to the Fifth Amended and Restated Equity Incentive Plan and will fully vest on October 8, 2027. Each RSU represents the right to receive one share of common stock upon vesting in accordance with the terms of the reporting person's RSU agreement.
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 01, 2017 Filed May 3, 2017 20:36 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 55,566 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-17-000079 · wf-form4_149384375284612.xml · derivative · entry 1 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,566 Underlying: Common Stock · 55,566 shares Expires 2024-05-01 F1 · security: The stock options were granted in tandem with stock appreciation rights (SARS). Accordingly, the exercise of one results in the surrender to the Company of the other. The SARS become exercisable only following a change in control of the Company as set forth in the Company's 2002 Stock Incentive Plan, as amended and restated. Once exercisable, the SARS would entitle the Reporting Person to receive the cash value of the options in lieu of exercising the options. F2 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021. Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 21:00 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000050 · wf-form4_149194443670807.xml · derivative · entry 3 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,993 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: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 1.4001 times the number of MSUs in shares of Company common stock. F2 · derivative.exercise_date: The restricted stock units vested on April 9, 2017 and were settled in Company common stock. F2 · derivative.expiration_date: The restricted stock units vested on April 9, 2017 and were settled in Company common stock. Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 21:00 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 991 | $56.47 | $55,961.77 |
DisclosureSEC source: 0001170010-17-000050 · wf-form4_149194443670807.xml · nonDerivative · entry 2 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,727 Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 21:00 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 2,993 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-17-000050 · wf-form4_149194443670807.xml · nonDerivative · entry 1 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,718 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 · price: Following vesting of the restricted stock units, which are referred to by the Company as market stock units (MSUs), the Reporting Person received 1.4001 times the number of MSUs in shares of Company common stock. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 9,250 | $0.00 Strike: $28.81 | $0.00 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · derivative · entry 9 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,250 shares Expires 2019-09-25 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. F5 · derivative.exercise_date: The stock options vested in four equal installments on each of on September 25, 2013, September 25, 2014, September 25, 2015 and September 25, 2016 and are now fully exercisable. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,940 | $0.00 Strike: $47.47 | $0.00 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · derivative · entry 8 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,940 Underlying: Common Stock · 8,940 shares Expires 2021-09-26 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. F4 · derivative.exercise_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of September 26, 2015 and September 26, 2016 and become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of on September 26, 2017 and September 26, 2018. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,723 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · derivative · entry 7 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,444 Underlying: Common Stock · 6,723 shares Expires 2021-04-09 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_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 9, 2015 and April 9, 2016 and become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 9, 2017 and April 9, 2018. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,491 | $0.00 Strike: $42.68 | $0.00 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · derivative · entry 6 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,491 Underlying: Common Stock · 5,491 shares Expires 2020-04-15 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_date: The stock options became exercisable with respect to one-fourth of the underlying shares of Common Stock on each of April 15, 2014, April 15, 2015 and April 15, 2016 and become exercisable with respect to one-fourth of the underlying shares of Common Stock on April 15, 2017. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 30,404 | $67.02 | $2,037,676.08 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · nonDerivative · entry 5 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 F1 · price: The shares with respect to this transaction were sold at prices ranging from $67.00 to $67.13. Upon request, the Reporting Person will provide the Securities and Exchange Commission staff, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 9,250 | $28.81 | $266,492.50 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · nonDerivative · entry 4 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,129 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 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 8,940 | $47.47 | $424,381.80 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · nonDerivative · entry 3 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,879 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 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 6,723 | $44.96 | $302,266.08 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · nonDerivative · entry 2 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,939 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 04, 2017 Filed Jan 6, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 5,491 | $42.68 | $234,355.88 |
DisclosureSEC source: 0001170010-17-000010 · wf-form4_148373879038545.xml · nonDerivative · entry 1 Shamim Mohammad · CIK 0001620490 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,216 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. 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.