Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROADWIND, INC.BWEN · Entity 6779 | Director | April 27, 2017 | April 28, 2017 |
| HUNT J B TRANSPORT SERVICES INCJBHT · Entity 3196 | Director | April 23, 2026 | April 27, 2026 |
| James Hardie Industries plcJHX · Entity 3321 | Director | March 17, 2026 | March 17, 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.
BROADWIND, INC.
Report date April 27, 2017 · Filed April 28, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,727 |
Reported balance
After 2017-04-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-27 · Grant · Acquired 3,727 · Balance 13,727 F1: Includes 3,727 restricted stock units that vest on 4/27/18. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,727 restricted stock units that vest on 4/27/18.
HUNT J B TRANSPORT SERVICES INC
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,203 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 1,241 · Balance 7,203 F1: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of common stock as annual retainer for outside directors. Stock is restricted and must be registered or sold pursuant to Rule 144.
James Hardie Industries plc
Report date March 17, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary sharesSEC Table I · non-derivative | Direct | 30,267 |
Reported balance
Holding disclosure · report date 2026-03-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 30,267 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NAVISTAR INTERNATIONAL CORP
Report date July 01, 2021 · Filed July 02, 2021
Section 16 reporting ended · disclosed 2021-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Disposition to issuer · Disposed 81,807 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger, dated as of November 7, 2020 (the "Merger Agreement"), by and among Navistar International Corporation, a Delaware Corporation (the "Issuer"), TRATON SE, a Societas Europaea ("TRATON") and Dusk Inc., a Delaware Corporation and a wholly owned indirect subsidiary of TRATON ("Merger Sub"), Merger Sub was merged with and into the Issuer (the "Merger") with the Issuer continuing as the surviving corporation and an indirect subsidiary of TRATON (the "Surviving Corporation"). As a result of the Merger, each share of Issuer Common Stock was automatically converted into the right to receive an amount in cash equal to $44.50 (the "Merger Consideration"). |
| Deferred Share UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-07-01 · Disposition to issuer · Disposed 2,365 · Balance 0 F2: The Deferred Share Units were acquired under Navistar's Executive Stock Ownership Program. Each Deferred Share Unit represents one share of Navistar Common Stock. F3: Pursuant to the Merger Agreement, each Deferred Share Unit was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) $44.50, by (b) the total number of shares of Issuer Common Stock underlying such award. |
| Premium Shares UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-07-01 · Disposition to issuer · Disposed 425 · Balance 0 F4: The Premium Share Units were acquired under Navistar's Executive Stock Ownership Program. Each Premium Share Unit represents one share of Navistar Common Stock. F5: Pursuant to the Merger Agreement, each Premium Share Unit was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) $44.50, by (b) the total number of shares of Issuer Common Stock underlying such award. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.08 · Expires 2029-02-13 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-01 · Disposition to issuer · Disposed 26,485 · Balance 0 F6: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.18 · Expires 2028-02-13 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-07-01 · Disposition to issuer · Disposed 17,232 · Balance 0 F6: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.61 · Expires 2027-03-01 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-07-01 · Disposition to issuer · Disposed 2,919 · Balance 0 F6: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.48 · Expires 2027-02-14 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-07-01 · Disposition to issuer · Disposed 21,228 · Balance 0 F6: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.67 · Expires 2022-02-11 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-07-01 · Disposition to issuer · Disposed 9,981 · Balance 0 F7: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for cliff vesting as to 100% of the eligible shares on the three year anniversary date of the grant if certain EBITDA Margin performance conditions were met. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.67 · Expires 2022-02-11 | Direct | 0 |
Reported balance
After 2021-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2021-07-01 · Disposition to issuer · Disposed 8,317 · Balance 0 F8: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for cliff vesting as to 100% of the eligible shares on the three year anniversary date of the grant if certain Revenue Growth performance conditions were met. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger, dated as of November 7, 2020 (the "Merger Agreement"), by and among Navistar International Corporation, a Delaware Corporation (the "Issuer"), TRATON SE, a Societas Europaea ("TRATON") and Dusk Inc., a Delaware Corporation and a wholly owned indirect subsidiary of TRATON ("Merger Sub"), Merger Sub was merged with and into the Issuer (the "Merger") with the Issuer continuing as the surviving corporation and an indirect subsidiary of TRATON (the "Surviving Corporation"). As a result of the Merger, each share of Issuer Common Stock was automatically converted into the right to receive an amount in cash equal to $44.50 (the "Merger Consideration").
F2: The Deferred Share Units were acquired under Navistar's Executive Stock Ownership Program. Each Deferred Share Unit represents one share of Navistar Common Stock.
F3: Pursuant to the Merger Agreement, each Deferred Share Unit was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) $44.50, by (b) the total number of shares of Issuer Common Stock underlying such award.
F4: The Premium Share Units were acquired under Navistar's Executive Stock Ownership Program. Each Premium Share Unit represents one share of Navistar Common Stock.
F5: Pursuant to the Merger Agreement, each Premium Share Unit was canceled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) $44.50, by (b) the total number of shares of Issuer Common Stock underlying such award.
F6: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for vesting in three annual installments with one-third of the option vesting on each anniversary date of the grant, so that in three years the option was fully vested.
F7: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for cliff vesting as to 100% of the eligible shares on the three year anniversary date of the grant if certain EBITDA Margin performance conditions were met.
F8: Pursuant to the Merger Agreement, each option to purchase shares of common stock of the Issuer, whether vested or unvested, was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (a) the amount by which $44.50 exceeds the per-share exercise price of such option, by (b) the total number of shares of Issuer Common Stock underlying such option. The original terms of the option provided for cliff vesting as to 100% of the eligible shares on the three year anniversary date of the grant if certain Revenue Growth performance conditions were met.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 3, 2017 16:11 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | GrantCommon Stock | 2,097 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000036 · wf-form4_148857544483013.xml · nonDerivative · entry 1 Lisboa Persio V · CIK 0001624583 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,485 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 18:52 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | GrantEmployee Stock Option (right to buy) · Derivative | 21,228 | $0.00 Strike: $27.48 | $0.00 |
DisclosureSEC source: 0000808450-17-000033 · wf-form4_148728913418566.xml · derivative · entry 4 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,228 Underlying: Common Stock · 21,228 shares Expires 2027-02-14 F3 · derivative.exercise_date: The option is exercisable in three annual installments as follows: 7,076 shares on 2/14/2018; 7,076 shares on 2/14/2019; and 7,076 shares on 2/14/2020. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 18:52 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | GrantCommon Stock | 15,283 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000033 · wf-form4_148728913418566.xml · nonDerivative · entry 1 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,388 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 18:37 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Tax withholdingCommon Stock | 5,184 | $27.42 | $142,145.28 |
DisclosureSEC source: 0000808450-17-000026 · wf-form4_148702903647900.xml · nonDerivative · entry 1 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,105 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 17:27 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Exercise / conversionRestricted Stock Units · Derivative | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000016 · wf-form4_148650642488514.xml · derivative · entry 5 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 555 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: Each restricted stock unit (RSU) represents the right to receive the cash equivalent of Navistar's common stock converted on a 1 to 1 basis. F4 · derivative.exercise_date: The RSUs disposed were from an award of 1,666 RSUs that became payable in cash in three annual installments as follows: 556 shares on 2/3/2015; 555 shares on 2/3/2016; and 555 shares on 2/3/2017. F4 · derivative.expiration_date: The RSUs disposed were from an award of 1,666 RSUs that became payable in cash in three annual installments as follows: 556 shares on 2/3/2015; 555 shares on 2/3/2016; and 555 shares on 2/3/2017. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 17:27 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Disposition to issuerCommon Stock | 555 | $27.77 | $15,412.35 |
DisclosureSEC source: 0000808450-17-000016 · wf-form4_148650642488514.xml · nonDerivative · entry 2 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,289 Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 17:27 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Exercise / conversionCommon Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000016 · wf-form4_148650642488514.xml · nonDerivative · entry 1 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,844 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: Each restricted stock unit (RSU) represents the right to receive the cash equivalent of Navistar's common stock converted on a 1 to 1 basis. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 17:27 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Exercise / conversionRestricted Stock Units · Derivative | 14,042 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000013 · wf-form4_148616084721247.xml · derivative · entry 5 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,362 Underlying: Common Stock · 14,042 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: Each restricted stock unit (RSU) represents the right to receive the cash equivalent of Navistar's common stock converted on a 1 to 1 basis, unless Navistar otherwise elects to settle the RSUs in Navistar common stock on a 1 to 1 basis. F4 · derivative.exercise_date: The RSUs became or will become payable in cash, unless Navistar elects to settle the RSUs in common stock, in three annual installments as follows: 14,042 shares on 2/1/2017; 7,021 shares on 2/1/2018; and 2,341 on 2/1/2019. F4 · derivative.expiration_date: The RSUs became or will become payable in cash, unless Navistar elects to settle the RSUs in common stock, in three annual installments as follows: 14,042 shares on 2/1/2017; 7,021 shares on 2/1/2018; and 2,341 on 2/1/2019. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 17:27 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Disposition to issuerCommon Stock | 14,042 | $27.94 | $392,333.48 |
DisclosureSEC source: 0000808450-17-000013 · wf-form4_148616084721247.xml · nonDerivative · entry 2 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,289 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 17:27 UTC | NAVISTAR INTERNATIONAL CORP NAV · Entity 11733 | Exercise / conversionCommon Stock | 14,042 | $0.00 | $0.00 |
DisclosureSEC source: 0000808450-17-000013 · wf-form4_148616084721247.xml · nonDerivative · entry 1 Lisboa Persio V · CIK 0001624583 · President, Operations - Op Sub 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,331 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: Each restricted stock unit (RSU) represents the right to receive the cash equivalent of Navistar's common stock converted on a 1 to 1 basis, unless Navistar otherwise elects to settle the RSUs in Navistar common stock on a 1 to 1 basis. 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.