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 |
|---|---|---|---|---|---|---|
| February 08, 2021 Filed Feb 10, 2021 22:15 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,129 | $0.00 Strike: $51.63 | $0.00 |
DisclosureSEC source: 0001170010-21-000035 · wf-form4_161299530964084.xml · derivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 20,129 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 |
| February 08, 2021 Filed Feb 10, 2021 22:15 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 11,581 | $127.40 | $1,475,419.40 |
DisclosureSEC source: 0001170010-21-000035 · wf-form4_161299530964084.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 F2 · price: The shares with respect to this transaction were sold at prices ranging from $127.05 to $127.60. 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 |
| February 08, 2021 Filed Feb 10, 2021 22:15 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 8,548 | $127.74 | $1,091,921.52 |
DisclosureSEC source: 0001170010-21-000035 · wf-form4_161299530964084.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,061 F1 · price: The shares with respect to this transaction were sold at prices ranging from $127.62 to $128.07. 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 |
| February 08, 2021 Filed Feb 10, 2021 22:15 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 20,129 | $51.63 | $1,039,260.27 |
DisclosureSEC source: 0001170010-21-000035 · wf-form4_161299530964084.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,609 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 23, 2020 Filed Jul 27, 2020 20:20 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 21,717 | $0.00 Strike: $73.76 | $0.00 |
DisclosureSEC source: 0001170010-20-000153 · wf-form4_159588122659086.xml · derivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,717 shares Expires 2022-04-08 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 8, 2016, April 8, 2017, April 8, 2018 and April 8, 2019 and are now fully exercisable. Read SEC document |
| July 23, 2020 Filed Jul 27, 2020 20:20 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 7,296 | $98.76 | $720,552.96 |
DisclosureSEC source: 0001170010-20-000153 · wf-form4_159588122659086.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 F2 · price: The shares with respect to this transaction were sold at prices ranging from $98.56 to $98.94. 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 23, 2020 Filed Jul 27, 2020 20:20 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 14,421 | $99.50 | $1,434,889.50 |
DisclosureSEC source: 0001170010-20-000153 · wf-form4_159588122659086.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,776 F1 · price: The shares with respect to this transaction were sold at prices ranging from $99.04 to $99.61. 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 23, 2020 Filed Jul 27, 2020 20:20 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 21,717 | $73.76 | $1,601,845.92 |
DisclosureSEC source: 0001170010-20-000153 · wf-form4_159588122659086.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,197 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 15, 2020 Filed Jul 17, 2020 20:16 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 21,717 | $0.00 Strike: $73.76 | $0.00 |
DisclosureSEC source: 0001170010-20-000138 · wf-form4_159501696134621.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,717 Underlying: Common Stock · 21,717 shares Expires 2022-04-08 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 8, 2016, April 8, 2017, April 8, 2018 and April 8, 2019 and are now fully exercisable. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 20:16 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 25,968 | $94.02 | $2,441,511.36 |
DisclosureSEC source: 0001170010-20-000138 · wf-form4_159501696134621.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480 F1 · price: The shares with respect to this transaction were sold at prices ranging from $94.00 to $94.10. 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 15, 2020 Filed Jul 17, 2020 20:16 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 21,717 | $73.76 | $1,601,845.92 |
DisclosureSEC source: 0001170010-20-000138 · wf-form4_159501696134621.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,448 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, 2020 Filed May 5, 2020 21:32 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 39,592 | $0.00 Strike: $71.07 | $0.00 |
DisclosureSEC source: 0001170010-20-000073 · wf-form4_158871430370000.xml · derivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,592 Underlying: Common Stock · 39,592 shares Expires 2027-05-01 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, 2021, May 1, 2022, May 1, 2023 and May 1, 2024. Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:32 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 3,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-20-000073 · wf-form4_158871430370000.xml · derivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,205 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 10.55 to the Company's Annual Report on Form 10-K filed on April 21, 2020. 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, 2023. 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 10.55 to the Company's Annual Report on Form 10-K filed on April 21, 2020. 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, 2023. 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 10.55 to the Company's Annual Report on Form 10-K filed on April 21, 2020. 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, 2020 Filed May 5, 2020 21:32 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 1,831 | $71.07 | $130,129.17 |
DisclosureSEC source: 0001170010-20-000073 · wf-form4_158871430370000.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,731 Read SEC document |
| April 28, 2020 Filed Apr 30, 2020 21:33 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 7,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-20-000047 · wf-form4_158828238017149.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,562 F1 · shares: Reflects the number of shares of common stock earned as a result of the Compensation Committee's (the "Committee") certification to the achievement of performance under the terms of performance stock unit ("PSU") awards granted on May 1, 2017 ("2017 PSUs") and May 1, 2019 ("2019 PSUs"). 6,082 shares of common stock are attributable to the Committee's certification of the three-year performance goal of the 2017 PSUs. 1,480 shares of common stock are attributable to the Committee's certification of the year one performance goal of the 2019 PSUs. The shares will vest at the end of the three-year term of the awards. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $51.63 | $0.00 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.xml · derivative · entry 7 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,129 Underlying: Common Stock · 15,000 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. F4 · 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 and April 12, 2019 and become exercisable with respect to one-fourth of the underlying shares of Common Stock on April 12, 2020. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,870 | $0.00 Strike: $67.82 | $0.00 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.xml · derivative · entry 6 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,870 shares Expires 2021-12-24 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 December 24, 2015, December 24, 2016, December 24, 2017 and December 24, 2018 and are now fully exercisable. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 14,225 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.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 · 14,225 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. 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 9, 2015, April 9, 2016, April 9, 2017 and April 9, 2018 and are now fully exercisable. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 36,595 | $86.35 | $3,159,978.25 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.xml · nonDerivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The shares with respect to this transaction were sold at prices ranging from $86.20 to $86.50. 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 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 15,000 | $51.63 | $774,450.00 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,595 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 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 5,870 | $67.82 | $398,103.40 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,595 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 27, 2019 Filed Jun 28, 2019 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 14,225 | $44.96 | $639,556.00 |
DisclosureSEC source: 0001170010-19-000108 · wf-form4_156175366868791.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,725 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, 2019 Filed May 3, 2019 20:25 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 40,542 | $0.00 Strike: $78.61 | $0.00 |
DisclosureSEC source: 0001170010-19-000071 · wf-form4_155691511238427.xml · derivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,542 Underlying: Common Stock · 40,542 shares Expires 2026-05-01 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, 2020, May 1, 2021, May 1, 2022 and May 1, 2023. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:26 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 638 | $71.10 | $45,361.80 |
DisclosureSEC source: 0001170010-19-000055 · wf-form4_155622759964156.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 21:26 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-19-000055 · wf-form4_155622759964156.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $44.96 | $0.00 |
DisclosureSEC source: 0001170010-18-000183 · wf-form4_154093131432532.xml · derivative · entry 5 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,225 Underlying: Common Stock · 15,000 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, April 9, 2016, April 9, 2017 and April 9, 2018 and are now fully exercisable. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 20:28 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 1,325 | $71.73 | $95,042.25 |
DisclosureSEC source: 0001170010-18-000183 · wf-form4_154093131432532.xml · nonDerivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 20:28 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 7,486 | $70.46 | $527,463.56 |
DisclosureSEC source: 0001170010-18-000183 · wf-form4_154093131432532.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 F2 · price: The shares with respect to this transaction were sold at prices ranging from $69.78 to $70.78. 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 |
| October 29, 2018 Filed Oct 30, 2018 20:28 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 7,514 | $71.14 | $534,545.96 |
DisclosureSEC source: 0001170010-18-000183 · wf-form4_154093131432532.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,811 F1 · price: The shares with respect to this transaction were sold at prices ranging from $70.80 to $71.78. 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 |
| October 29, 2018 Filed Oct 30, 2018 20:28 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 15,000 | $44.96 | $674,400.00 |
DisclosureSEC source: 0001170010-18-000183 · wf-form4_154093131432532.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,325 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, 2018 Filed Jun 28, 2018 21:59 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $42.68 | $0.00 |
DisclosureSEC source: 0001170010-18-000114 · wf-form4_153022313567154.xml · derivative · entry 6 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 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. 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 15, 2014, April 15, 2015, April 15, 2016 and April 15, 2017 and are now fully exercisable. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 21:59 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 8,484 | $76.01 | $644,868.84 |
DisclosureSEC source: 0001170010-18-000114 · wf-form4_153022313567154.xml · nonDerivative · entry 5 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,325 Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 21:59 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 5,200 | $75.42 | $392,184.00 |
DisclosureSEC source: 0001170010-18-000114 · wf-form4_153022313567154.xml · nonDerivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,809 F2 · price: The shares with respect to this transaction were sold at prices ranging from $75.33 to $75.50. 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 26, 2018 Filed Jun 28, 2018 21:59 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 4,800 | $76.12 | $365,376.00 |
DisclosureSEC source: 0001170010-18-000114 · wf-form4_153022313567154.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,009 F1 · price: The shares with respect to this transaction were sold at prices ranging from $76.00 to $76.43. 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 |
| June 26, 2018 Filed Jun 28, 2018 21:59 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 5,200 | $42.68 | $221,936.00 |
DisclosureSEC source: 0001170010-18-000114 · wf-form4_153022313567154.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,809 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, 2018 Filed Jun 28, 2018 21:59 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 4,800 | $42.68 | $204,864.00 |
DisclosureSEC source: 0001170010-18-000114 · wf-form4_153022313567154.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,609 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, 2018 Filed May 3, 2018 20:52 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 47,845 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001170010-18-000085 · wf-form4_152538073344322.xml · derivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,845 Underlying: Common Stock · 47,845 shares Expires 2025-05-01 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, 2019, May 1, 2020, May 1, 2021 and May 1, 2022. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:52 UTC | CARMAX INC KMX · Entity 3604 | GrantRestricted Stock Units · Derivative | 3,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000085 · wf-form4_152538073344322.xml · derivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,645 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 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. 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, 2021. 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 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. 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, 2021. 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 10.2 to the Company's Current Report on Form 8-K filed on February 13, 2015. 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 |
| April 24, 2018 Filed Apr 26, 2018 20:34 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 566 | $61.66 | $34,899.56 |
DisclosureSEC source: 0001170010-18-000064 · wf-form4_152477488503769.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,809 Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 20:34 UTC | CARMAX INC KMX · Entity 3604 | GrantCommon Stock | 1,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000064 · wf-form4_152477488503769.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,375 Read SEC document |
| December 24, 2017 Filed Apr 10, 2018 21:12 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-18-000039 · wf-form4_152339473962632.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 · 526 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 1.0317 times the number of MSUs in shares of Company common stock. F2 · derivative.exercise_date: The restricted stock units vested on December 24, 2017 and were settled in Company common stock. F2 · derivative.expiration_date: The restricted stock units vested on December 24, 2017 and were settled in Company common stock. Read SEC document |
| December 24, 2017 Filed Apr 10, 2018 21:12 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 176 | $65.21 | $11,476.96 |
DisclosureSEC source: 0001170010-18-000039 · wf-form4_152339473962632.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,484 Read SEC document |
| December 24, 2017 Filed Apr 10, 2018 21:12 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 526 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-18-000039 · wf-form4_152339473962632.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,660 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 1.0317 times the number of MSUs in shares of Company common stock. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 13,151 | $0.00 Strike: $42.68 | $0.00 |
DisclosureSEC source: 0001170010-17-000150 · wf-form4_150663263309996.xml · derivative · entry 6 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 13,151 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. F4 · 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, April 15, 2016 and April 15, 2017 and are now fully exercisable. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 31,516 | $0.00 Strike: $31.76 | $0.00 |
DisclosureSEC source: 0001170010-17-000150 · wf-form4_150663263309996.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 · 31,516 shares Expires 2019-04-10 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 10, 2013, April 10, 2014, April 10, 2015 and April 10, 2016 and are now fully exercisable. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 5,821 | $73.62 | $428,542.02 |
DisclosureSEC source: 0001170010-17-000150 · wf-form4_150663263309996.xml · nonDerivative · entry 4 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,134 F2 · price: The shares with respect to this transaction were sold at prices ranging from $73.60 to $73.76. 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 |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 44,667 | $73.69 | $3,291,511.23 |
DisclosureSEC source: 0001170010-17-000150 · wf-form4_150663263309996.xml · nonDerivative · entry 3 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,955 F1 · price: The shares with respect to this transaction were sold at prices ranging from $73.50 to $74.45. 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 |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 13,151 | $42.68 | $561,284.68 |
DisclosureSEC source: 0001170010-17-000150 · wf-form4_150663263309996.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,622 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 |
| September 26, 2017 Filed Sep 28, 2017 21:04 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 31,516 | $31.76 | $1,000,948.16 |
DisclosureSEC source: 0001170010-17-000150 · wf-form4_150663263309996.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,471 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, 2017 Filed May 3, 2017 20:33 UTC | CARMAX INC KMX · Entity 3604 | GrantStock Options (Right to Buy) · Derivative | 55,566 | $0.00 Strike: $58.38 | $0.00 |
DisclosureSEC source: 0001170010-17-000072 · wf-form4_149384359429015.xml · derivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.