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 |
|---|---|---|---|---|---|---|
| April 09, 2017 Filed Apr 11, 2017 20:58 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionRestricted Stock Units · Derivative | 2,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001170010-17-000044 · wf-form4_149194431929652.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 · 3,253 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 20:58 UTC | CARMAX INC KMX · Entity 3604 | Tax withholdingCommon Stock | 1,085 | $56.47 | $61,269.95 |
DisclosureSEC source: 0001170010-17-000044 · wf-form4_149194431929652.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,955 Read SEC document |
| April 09, 2017 Filed Apr 11, 2017 20:58 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 3,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001170010-17-000044 · wf-form4_149194431929652.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,040 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 26, 2017 Filed Jan 30, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionStock Options (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $32.69 | $0.00 |
DisclosureSEC source: 0001170010-17-000023 · wf-form4_148581239849306.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 · 20,000 shares Expires 2018-04-05 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 vested in four equal installments on each of April 5, 2012, April 5, 2013, April 5, 2014 and April 5, 2015 and are now fully exercisable. Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | SaleCommon Stock | 20,000 | $68.72 | $1,374,400.00 |
DisclosureSEC source: 0001170010-17-000023 · wf-form4_148581239849306.xml · nonDerivative · entry 2 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,787 F1 · price: The shares with respect to this transaction were sold at prices ranging from $68.70 to $68.80. 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 26, 2017 Filed Jan 30, 2017 21:40 UTC | CARMAX INC KMX · Entity 3604 | Exercise / conversionCommon Stock | 20,000 | $32.69 | $653,800.00 |
DisclosureSEC source: 0001170010-17-000023 · wf-form4_148581239849306.xml · nonDerivative · entry 1 Daniels Jon G · CIK 0001628337 · SVP, CAF 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,787 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.