Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | Director | April 30, 2026 | May 04, 2026 |
| American Airlines Group Inc.AAL · Entity 3599 | EVP Chief Information Officer | February 24, 2022 | February 28, 2022 |
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.
ACUITY INC. (DE)
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 400 |
Reported balance
After 2026-04-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-30 · Purchase · Acquired 200 · Balance 400 F1: The shares reported are held by the CDP Trust U/A, for which the reporting person is a co-trustee. |
| Common StockSEC Table I · non-derivative | Direct | 1,057 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,057 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported are held by the CDP Trust U/A, for which the reporting person is a co-trustee.
American Airlines Group Inc.
Report date February 24, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 536,410 |
Reported balance
After 2022-02-24 transaction · row 1
1 source rowRow 1 · 2022-02-24 · Grant · Acquired 156,250 · Balance 536,410 F1: Restricted Stock Unit award that vests over three years, with 40 percent of the grant vesting based on continued service through the first anniversary of the grant date, 10 percent of the grant vesting based on continued service through the second anniversary of the grant date, and 50 percent of the grant vesting in the event certain three-year performance goals are achieved and there is continuous service through the third anniversary of the grant date. For the portion of the Restricted Stock Unit award that vests based on performance, the number of shares to be issued may vary between fifty percent and two hundred percent of the number of Restricted Stock Units depending on relative performance, and no such shares will be issued if threshold performance is not achieved. The number of shares shown in the table assumes the performance-based portion of the Restricted Stock Unit award vests at one hundred percent. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 838 |
Reported balance
Holding disclosure · report date 2022-02-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 838 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Unit award that vests over three years, with 40 percent of the grant vesting based on continued service through the first anniversary of the grant date, 10 percent of the grant vesting based on continued service through the second anniversary of the grant date, and 50 percent of the grant vesting in the event certain three-year performance goals are achieved and there is continuous service through the third anniversary of the grant date. For the portion of the Restricted Stock Unit award that vests based on performance, the number of shares to be issued may vary between fifty percent and two hundred percent of the number of Restricted Stock Units depending on relative performance, and no such shares will be issued if threshold performance is not achieved. The number of shares shown in the table assumes the performance-based portion of the Restricted Stock Unit award vests at one hundred percent.
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 |
|---|---|---|---|---|---|---|
| September 14, 2016 Filed Sep 15, 2016 21:59 UTC | American Airlines Group Inc. AAL · Entity 3599 | SaleCommon Stock | 10,000 | $36.34 | $363,432.00 |
DisclosureSEC source: 0001225208-16-039415 · doc4.xml · nonDerivative · entry 1 Leibman Maya · CIK 0001659564 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,907 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.34 to $36.35, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. 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.