Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARMAX INCKMX · Entity 3604 | EVP, CAF | May 01, 2026 | May 05, 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 | 1,957 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Tax withholding · Disposed 822 · Balance 1,957 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,655 |
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 14,655 · Balance 14,655 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.
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, 2026 Filed May 5, 2026 20:13 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 14,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-26-000036 · wk-form4_1778011977.xml · derivative · entry 2 Daniels Jon G · CIK 0001628337 · EVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,655 Underlying: Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: 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 · derivative.exercise_date: The restricted stock units shall vest on May 1, 2029. F1 · derivative.expiration_date: 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 · derivative.expiration_date: The restricted stock units shall vest on May 1, 2029. F1 · derivative.underlying_shares: 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. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:13 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 822 | $38.53 | $31,671.66 |
DisclosureSEC source: 0001170010-26-000036 · wk-form4_1778011977.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · EVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,957 Read SEC document |
| July 02, 2025 Filed Jul 3, 2025 20:11 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 1,540 | $70.64 | $108,785.60 |
DisclosureSEC source: 0001170010-25-000108 · wk-form4_1751573493.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · EVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,779 Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:13 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 655 | $66.71 | $43,695.05 |
DisclosureSEC source: 0001170010-25-000060 · wk-form4_1746476024.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · EVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,319 Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:13 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 30,499 | $0.00 Strike: $65.52 | $0.00 |
DisclosureSEC source: 0001170010-25-000060 · wk-form4_1746476024.xml · derivative · entry 2 Daniels Jon G · CIK 0001628337 · EVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,499 Underlying: Common Stock · 30,499 shares Expires 2032-05-01 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, 2026, May 1, 2027, May 1, 2028 and May 1, 2029. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 20:12 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 3,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-25-000037 · wk-form4_1744402356.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,974 F1 · shares: Reflects (i) 1,736 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 2, 2022; and (ii) 2,243 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 1, 2023. Read SEC document |
| December 26, 2024 Filed Dec 27, 2024 21:13 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001170010-24-000140 · wk-form4_1735334027.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2025-05-01 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 May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022 and are now fully exercisable. Read SEC document |
| December 26, 2024 Filed Dec 27, 2024 21:13 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 10,000 | $85.30 | $853,000.00 |
DisclosureSEC source: 0001170010-24-000140 · wk-form4_1735334027.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995 F1 · price: The shares with respect to this transaction were sold at prices ranging from $85.23 to $85.43. 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 |
| December 26, 2024 Filed Dec 27, 2024 21:13 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 10,000 | $63.04 | $630,400.00 |
DisclosureSEC source: 0001170010-24-000140 · wk-form4_1735334027.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,995 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 |
| December 24, 2024 Filed Dec 26, 2024 21:15 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 30,245 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001170010-24-000136 · wk-form4_1735247704.xml · derivative · entry 6 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 30,245 shares Expires 2025-05-01 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 May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022 and are now fully exercisable. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 21:15 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 30,245 | $84.34 | $2,550,863.30 |
DisclosureSEC source: 0001170010-24-000136 · wk-form4_1735247704.xml · nonDerivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995 F1 · price: The shares with respect to this transaction were sold at prices ranging from $84.10 to $85.00. 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 |
| December 24, 2024 Filed Dec 26, 2024 21:15 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 30,245 | $63.04 | $1,906,644.80 |
DisclosureSEC source: 0001170010-24-000136 · wk-form4_1735247704.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,240 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 |
| December 23, 2024 Filed Dec 26, 2024 21:15 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,600 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001170010-24-000136 · wk-form4_1735247704.xml · derivative · entry 5 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,245 Underlying: Common Stock · 7,600 shares Expires 2025-05-01 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 May 1, 2019, May 1, 2020, May 1, 2021 and May 1, 2022 and are now fully exercisable. Read SEC document |
| December 23, 2024 Filed Dec 26, 2024 21:15 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 7,600 | $84.00 | $638,400.00 |
DisclosureSEC source: 0001170010-24-000136 · wk-form4_1735247704.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995 Read SEC document |
| December 23, 2024 Filed Dec 26, 2024 21:15 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 7,600 | $63.04 | $479,104.00 |
DisclosureSEC source: 0001170010-24-000136 · wk-form4_1735247704.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,595 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 |
| June 26, 2024 Filed Jun 27, 2024 20:41 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 1,231 | $72.46 | $89,198.26 |
DisclosureSEC source: 0001170010-24-000090 · wk-form4_1719520855.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 995 Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:19 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 526 | $68.71 | $36,141.46 |
DisclosureSEC source: 0001170010-24-000065 · wk-form4_1715113144.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,226 Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:33 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 23,132 | $0.00 Strike: $67.21 | $0.00 |
DisclosureSEC source: 0001170010-24-000046 · wk-form4_1714768359.xml · derivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,132 Underlying: Common Stock · 23,132 shares Expires 2031-05-01 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, 2025, May 1, 2026, May 1, 2027 and May 1, 2028. Read SEC document |
| April 10, 2024 Filed Apr 12, 2024 20:12 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-24-000031 · wk-form4_1712952746.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,752 F1 · shares: Reflects (i) 276 shares of common stock earned as a result of the Compensation Committee's certification of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; (ii) 415 shares of common stock earned as a result of the Compensation Committee's certification of the year two performance goal under the terms of PSU awards granted on May 2, 2022; and (iii) 536 shares of common stock earned as a result of the Compensation Committee's certification of the year one performance goal under the terms of PSU awards granted on May 1, 2023. Read SEC document |
| December 27, 2023 Filed Dec 28, 2023 21:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-23-000124 · wk-form4_1703798892.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2024-05-01 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 May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021 and are now fully exercisable. Read SEC document |
| December 27, 2023 Filed Dec 28, 2023 21:28 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 10,000 | $77.56 | $775,600.00 |
DisclosureSEC source: 0001170010-23-000124 · wk-form4_1703798892.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,525 F1 · price: The shares with respect to this transaction were sold at prices ranging from $77.52 to $77.66. 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 |
| December 27, 2023 Filed Dec 28, 2023 21:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 10,000 | $58.38 | $583,800.00 |
DisclosureSEC source: 0001170010-23-000124 · wk-form4_1703798892.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,525 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 |
| July 20, 2023 Filed Jul 24, 2023 20:11 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,783 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-23-000108 · wk-form4_1690229510.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 7,783 shares Expires 2024-05-01 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_date: The stock options became 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 and are now fully exercisable. Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 20:11 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 7,783 | $85.25 | $663,500.75 |
DisclosureSEC source: 0001170010-23-000108 · wk-form4_1690229510.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,525 Read SEC document |
| July 20, 2023 Filed Jul 24, 2023 20:11 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 7,783 | $58.38 | $454,371.54 |
DisclosureSEC source: 0001170010-23-000108 · wk-form4_1690229510.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,308 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 |
| July 11, 2023 Filed Jul 12, 2023 20:10 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-23-000102 · wk-form4_1689192629.xml · derivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,783 Underlying: Common Stock · 10,000 shares Expires 2024-05-01 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 May 1, 2018, May 1, 2019, May 1, 2020 and May 1, 2021 and are now fully exercisable. Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 20:10 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 5,730 | $84.70 | $485,331.00 |
DisclosureSEC source: 0001170010-23-000102 · wk-form4_1689192629.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,525 Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 20:10 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 10,000 | $84.52 | $845,200.00 |
DisclosureSEC source: 0001170010-23-000102 · wk-form4_1689192629.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,255 F1 · price: The shares with respect to this transaction were sold at prices ranging from $84.50 to $84.59. 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 |
| July 11, 2023 Filed Jul 12, 2023 20:10 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 10,000 | $58.38 | $583,800.00 |
DisclosureSEC source: 0001170010-23-000102 · wk-form4_1689192629.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,255 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 |
| June 28, 2023 Filed Jun 30, 2023 20:20 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 27,783 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-23-000077 · wk-form4_1688156402.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,783 Underlying: Common Stock · 27,783 shares Expires 2024-05-01 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_date: The stock options became 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 and are now fully exercisable. Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 20:20 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 27,783 | $82.42 | $2,289,874.86 |
DisclosureSEC source: 0001170010-23-000077 · wk-form4_1688156402.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,255 Read SEC document |
| June 28, 2023 Filed Jun 30, 2023 20:20 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 27,783 | $58.38 | $1,621,971.54 |
DisclosureSEC source: 0001170010-23-000077 · wk-form4_1688156402.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,038 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 01, 2023 Filed May 3, 2023 20:31 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 30,762 | $0.00 Strike: $70.48 | $0.00 |
DisclosureSEC source: 0001170010-23-000040 · wf-form4_168314587152611.xml · derivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,762 Underlying: Common Stock · 30,762 shares Expires 2030-05-01 F3 · 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. F4 · 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, 2024, May 1, 2025, May 1, 2026 and May 1, 2027. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:31 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 3,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-23-000040 · wf-form4_168314587152611.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,910 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 0.91 times the number of MSUs in shares of Company common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 1, 2023 and were settled in Company common stock. F2 · derivative.expiration_date: The restricted stock units vested on May 1, 2023 and were settled in Company common stock. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:31 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 872 | $70.48 | $61,458.56 |
DisclosureSEC source: 0001170010-23-000040 · wf-form4_168314587152611.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,255 Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:31 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 2,910 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-23-000040 · wf-form4_168314587152611.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,127 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 0.91 times the number of MSUs in shares of Company common stock. Read SEC document |
| April 25, 2023 Filed Apr 26, 2023 20:10 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-23-000020 · wf-form4_168253979745230.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,217 F1 · shares: Reflects (i) 29 shares of common stock earned as a result of the Compensation Committee's certification to the achievement of the year two performance goal under the terms of performance stock unit ("PSU") awards granted on May 3, 2021; and (ii) 44 shares of common stock earned as a result of the Compensation Committee's certification to the achievement of the year one performance goal under the terms of PSU awards granted on May 2, 2022. The shares will vest at the end of the three-year terms of the awards. Read SEC document |
| May 02, 2022 Filed May 3, 2022 22:19 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 26,866 | $0.00 Strike: $91.14 | $0.00 |
DisclosureSEC source: 0001170010-22-000044 · wf-form4_165161629393369.xml · derivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,866 Underlying: Common Stock · 26,866 shares Expires 2029-05-02 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 2, 2023, May 2, 2024, May 2, 2025 and May 2, 2026. Read SEC document |
| May 01, 2022 Filed May 3, 2022 22:19 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 1,585 | $85.78 | $135,961.30 |
DisclosureSEC source: 0001170010-22-000044 · wf-form4_165161629393369.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,144 Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 21:11 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 3,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-22-000027 · wf-form4_165118016225538.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,729 F1 · shares: Reflects (i) 2,532 shares of common stock earned as a result of the Compensation Committee's certification to the achievement of the year three performance goal under the terms of performance stock unit ("PSU") awards granted on May 1, 2019; and (ii) 1,452 shares of common stock earned as a result of the Compensation Committee's certification to the achievement of the year one performance goal under the terms of PSU awards granted on May 3, 2021. The shares will vest at the end of the three-year terms of the awards. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:52 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 28,000 | $0.00 Strike: $51.63 | $0.00 |
DisclosureSEC source: 0001170010-21-000122 · wf-form4_162517268291472.xml · derivative · entry 5 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,000 shares Expires 2023-04-12 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 12, 2017, April 12, 2018, April 12, 2019 and April 12, 2020 and are now fully exercisable. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:52 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 4,002 | $130.69 | $523,021.38 |
DisclosureSEC source: 0001170010-21-000122 · wf-form4_162517268291472.xml · nonDerivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,745 Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 20:52 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 14,271 | $130.26 | $1,858,940.46 |
DisclosureSEC source: 0001170010-21-000122 · wf-form4_162517268291472.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,747 F2 · price: The shares with respect to this transaction were sold at prices ranging from $129.87 to $130.49. 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 |
| June 29, 2021 Filed Jul 1, 2021 20:52 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 13,729 | $130.74 | $1,794,929.46 |
DisclosureSEC source: 0001170010-21-000122 · wf-form4_162517268291472.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,018 F1 · price: The shares with respect to this transaction were sold at prices ranging from $130.50 to $131.08. 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 |
| June 29, 2021 Filed Jul 1, 2021 20:52 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 28,000 | $51.63 | $1,445,640.00 |
DisclosureSEC source: 0001170010-21-000122 · wf-form4_162517268291472.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,747 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 03, 2021 Filed May 4, 2021 22:08 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 21,148 | $0.00 Strike: $136.94 | $0.00 |
DisclosureSEC source: 0001170010-21-000087 · wf-form4_162016605181827.xml · derivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,148 Underlying: Common Stock · 21,148 shares Expires 2028-05-03 F3 · 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. F4 · derivative.exercise_date: The stock options become exercisable with respect to one-fourth of the underlying shares of Common Stock on each of May 3, 2022, May 3, 2023, May 3, 2024 and May 3, 2025. Read SEC document |
| May 01, 2021 Filed May 4, 2021 22:08 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 3,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-21-000087 · wf-form4_162016605181827.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,290 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 two times the number of MSUs in shares of Company common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 1, 2021 and were settled in Company common stock. F2 · derivative.expiration_date: The restricted stock units vested on May 1, 2021 and were settled in Company common stock. Read SEC document |
| May 01, 2021 Filed May 4, 2021 22:08 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 3,288 | $133.01 | $437,336.88 |
DisclosureSEC source: 0001170010-21-000087 · wf-form4_162016605181827.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,747 Read SEC document |
| May 01, 2021 Filed May 4, 2021 22:08 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 7,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-21-000087 · wf-form4_162016605181827.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,035 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 two times the number of MSUs in shares of Company common stock. Read SEC document |
| April 27, 2021 Filed Apr 29, 2021 20:44 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-21-000067 · wf-form4_161972906520638.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,745 F1 · shares: Reflects the number of shares of common stock earned as a result of the Compensation Committee's certification to the achievement of the year two performance goal under the terms of performance stock unit ("PSU") awards granted on May 1, 2019 ("2019 PSUs"). The shares will vest at the end of the three-year term of the awards. 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.