Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chicago Atlantic BDC, Inc.LIEN · Entity 6189 | Director | October 01, 2024 | October 11, 2024 |
| Chicago Atlantic Real Estate Finance, Inc.REFI · Entity 6035 | Director | April 20, 2026 | April 22, 2026 |
| GXO Logistics, Inc.GXO · Entity 3871 | Director | May 13, 2025 | May 15, 2025 |
| UNITED RENTALS, INC.URI · Entity 2996 | Director | November 05, 2019 | November 07, 2019 |
| XPO, Inc.XPO · Entity 3242 | Director | February 17, 2021 | February 19, 2021 |
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.
Chicago Atlantic BDC, Inc.
Report date October 01, 2024 · Filed October 11, 2024
This filing explicitly reported no securities owned.
Chicago Atlantic Real Estate Finance, Inc.
Report date April 20, 2026 · Filed April 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,870 |
Reported balance
After 2026-04-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-20 · Grant · Acquired 6,324 · Balance 55,870 F1: On April 20, 2026, Dr. Papastavrou was awarded 6,324 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 6,324 restricted shares of common stock will vest over a one-year period. |
| Common StockSEC Table I · non-derivative | IndirectBy Self as Trustee for Michael Athans Trust | 5,000 |
Reported balance
Holding disclosure · report date 2026-04-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,000 F2: The Reporting Person disclaims beneficial ownership of shares held in trust for which he serves as trustee or co-trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Self as Custodian for Michael Athans | 3,000 |
Reported balance
Holding disclosure · report date 2026-04-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,000 F3: The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 20, 2026, Dr. Papastavrou was awarded 6,324 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 6,324 restricted shares of common stock will vest over a one-year period.
F2: The Reporting Person disclaims beneficial ownership of shares held in trust for which he serves as trustee or co-trustee.
F3: The Reporting Person disclaims beneficial ownership of these shares, except to the extent of his pecuniary interest therein.
GXO Logistics, Inc.
Report date May 13, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,697 |
Reported balance
After 2025-05-13 transaction · row 1
1 source rowRow 1 · 2025-05-13 · Exercise / conversion · Acquired 3,617 · Balance 62,697 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-13 · Exercise / conversion · Disposed 3,617 · Balance 0 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, either (i) one share of GXO Logistics, Inc. ("GXO") common stock, par value $0.01 per share ("GXO Common Stock"), or (ii) a cash payment equal to the fair market value of one share of GXO Common Stock. F3: The RSUs vested in full on May 13, 2025, the date of the 2025 annual meeting of stockholders. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,012 |
Reported balance
After 2025-05-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-05-13 · Grant · Acquired 5,012 · Balance 5,012 F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, either (i) one share of GXO Logistics, Inc. ("GXO") common stock, par value $0.01 per share ("GXO Common Stock"), or (ii) a cash payment equal to the fair market value of one share of GXO Common Stock. F4: The RSUs shall vest on the earlier of (i) May 13, 2026 and (ii) the date of the next annual meeting of stockholders (the "Vesting Date"), provided that the Reporting Person continues to serve as a member of the Board of Directors of GXO through and until the Vesting Date. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 180,208 |
Reported balance
Holding disclosure · report date 2025-05-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 180,208 F1: Springer Wealth Management LLC is the direct beneficial owner of these securities. Jason D. Papastavrou is the owner of 100% of the equity of Springer Wealth Management LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Springer Wealth Management LLC is the direct beneficial owner of these securities. Jason D. Papastavrou is the owner of 100% of the equity of Springer Wealth Management LLC.
F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, either (i) one share of GXO Logistics, Inc. ("GXO") common stock, par value $0.01 per share ("GXO Common Stock"), or (ii) a cash payment equal to the fair market value of one share of GXO Common Stock.
F3: The RSUs vested in full on May 13, 2025, the date of the 2025 annual meeting of stockholders.
F4: The RSUs shall vest on the earlier of (i) May 13, 2026 and (ii) the date of the next annual meeting of stockholders (the "Vesting Date"), provided that the Reporting Person continues to serve as a member of the Board of Directors of GXO through and until the Vesting Date.
UNITED RENTALS, INC.
Report date November 05, 2019 · Filed November 07, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,591 |
Reported balance
After 2019-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-11-05 · Sale · Disposed 3,036 · Balance 28,591 F1: Represents weighted average sale price for executed sale transactions on November 5, 2019. The range of prices for such transactions was from $150.00 to $150.1350. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range. F2: Following this transaction, reporting person retains a substantial ownership position in Company securities and his ownership currently satisfies the Company's stock ownership guidelines for non-management directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents weighted average sale price for executed sale transactions on November 5, 2019. The range of prices for such transactions was from $150.00 to $150.1350. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range.
F2: Following this transaction, reporting person retains a substantial ownership position in Company securities and his ownership currently satisfies the Company's stock ownership guidelines for non-management directors.
XPO, Inc.
Report date February 17, 2021 · Filed February 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2021-02-17 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-02-17 · Sale · Disposed 28,464 · Balance 9,300 F1: This transaction was executed in multiple trades at prices ranging from $117.68 to $118.64. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected. Row 2 · 2021-02-17 · Sale · Disposed 4,158 · Balance 5,142 F2: This transaction was executed in multiple trades at prices ranging from $118.64 to $118.82. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected. Row 3 · 2021-02-17 · Sale · Disposed 3,342 · Balance 1,800 F3: This transaction was executed in multiple trades at prices ranging from $117.64 to $118.61. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected. Row 4 · 2021-02-17 · Sale · Disposed 1,800 · Balance 0 F4: This transaction was executed in multiple trades at prices ranging from $118.73 to $119.05. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected. |
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | IndirectSee footnote | 180,208 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 180,208 F5: Springer Wealth Management LLC is the direct beneficial owner of these securities. Jason D. Papastavrou is the owner of 100% of the equity interests of Springer Wealth Management LLC. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 1,604 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,604 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F7: The RSUs shall vest in full on January 3, 2022, subject to the Reporting Person's continued service as a director of the Issuer. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,392 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 2,392 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F8: The RSUs vested in full on January 4, 2021 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,071 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 2,071 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F9: The RSUs vested in full on January 2, 2019 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 3,970 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,970 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F10: The RSUs vested in full on January 3, 2018 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 6,501 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 6,501 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F11: The RSUs vested in full on January 4, 2017 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,257 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 4,257 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F12: The RSUs vested in full on January 2, 2016 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2021-02-17 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 2,500 F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F13: The RSUs vested in full on December 11, 2013 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $117.68 to $118.64. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected.
F2: This transaction was executed in multiple trades at prices ranging from $118.64 to $118.82. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected.
F3: This transaction was executed in multiple trades at prices ranging from $117.64 to $118.61. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected.
F4: This transaction was executed in multiple trades at prices ranging from $118.73 to $119.05. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which each transaction was effected.
F5: Springer Wealth Management LLC is the direct beneficial owner of these securities. Jason D. Papastavrou is the owner of 100% of the equity interests of Springer Wealth Management LLC.
F6: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock.
F7: The RSUs shall vest in full on January 3, 2022, subject to the Reporting Person's continued service as a director of the Issuer.
F8: The RSUs vested in full on January 4, 2021 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F9: The RSUs vested in full on January 2, 2019 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F10: The RSUs vested in full on January 3, 2018 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F11: The RSUs vested in full on January 4, 2017 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F12: The RSUs vested in full on January 2, 2016 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
F13: The RSUs vested in full on December 11, 2013 and are subject to a deferral election. Shares of Common Stock will be delivered to the Reporting Person as per the terms of the deferral election.
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 |
|---|---|---|---|---|---|---|
| December 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionDirector Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $23.19 | $0.00 |
DisclosureSEC source: 0001166003-20-000072 · wf-form4_160938340070157.xml · derivative · entry 7 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 8,000 shares Expires 2023-12-12 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. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Tax withholdingCommon Stock, par value $0.001 per share | 3,360 | $117.22 | $393,859.20 |
DisclosureSEC source: 0001166003-20-000072 · wf-form4_160938340070157.xml · nonDerivative · entry 4 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,764 F1 · kind: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund the exercise price attributable to the exercise of the Director Stock Options reported on this Form 4. The Director Stock Options were fully vested and exercisable at the time of the exercise, and there were no related discretionary transactions or open market sales. F1 · acquired: No shares were sold by the Reporting Person. These shares were withheld by the Issuer to fund the exercise price attributable to the exercise of the Director Stock Options reported on this Form 4. The Director Stock Options were fully vested and exercisable at the time of the exercise, and there were no related discretionary transactions or open market sales. Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 8,000 | $23.19 | $185,520.00 |
DisclosureSEC source: 0001166003-20-000072 · wf-form4_160938340070157.xml · nonDerivative · entry 3 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,124 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 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 8,000 | $16.74 | $133,920.00 |
DisclosureSEC source: 0001166003-20-000072 · wf-form4_160938340070157.xml · nonDerivative · entry 2 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,124 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 29, 2020 Filed Dec 31, 2020 02:56 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 8,000 | $9.28 | $74,240.00 |
DisclosureSEC source: 0001166003-20-000072 · wf-form4_160938340070157.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,124 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 |
| January 02, 2020 Filed Jan 6, 2020 22:21 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-20-000014 · wf-form4_157834929519895.xml · derivative · entry 3 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 3,249 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 a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs vested in full on January 2, 2020. F3 · derivative.expiration_date: The RSUs vested in full on January 2, 2020. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:21 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-20-000014 · wf-form4_157834929519895.xml · derivative · entry 2 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392 Underlying: Common Stock, par value $0.001 per share · 2,392 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F2 · derivative.exercise_date: The RSUs shall vest on January 4, 2021, subject to the Reporting Person's continued service as a director of the Issuer. F2 · derivative.expiration_date: The RSUs shall vest on January 4, 2021, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 22:21 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-20-000014 · wf-form4_157834929519895.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,124 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 |
| November 05, 2019 Filed Nov 7, 2019 21:31 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 3,036 | $150.05 | $455,547.25 |
DisclosureSEC source: 0001209191-19-055673 · doc4.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,591 F1 · price: Represents weighted average sale price for executed sale transactions on November 5, 2019. The range of prices for such transactions was from $150.00 to $150.1350. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range. F2 · balance_after: Following this transaction, reporting person retains a substantial ownership position in Company securities and his ownership currently satisfies the Company's stock ownership guidelines for non-management directors. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 22:27 UTC | XPO, Inc. XPO · Entity 3242 | PurchaseCommon Stock, par value $0.001 per share | 1,375 | $75.42 | $103,702.50 |
DisclosureSEC source: 0001166003-19-000043 · wf-form4_156832724440315.xml · nonDerivative · entry 2 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,875 F1 · kind: Jason D. Papastavrou purchased the shares from the Brett A. Athans Declaration of Trust through a private transaction for $75.42 per share, representing the closing price of the Issuer's Common Stock on the New York Stock Exchange on September 10, 2019. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 22:27 UTC | XPO, Inc. XPO · Entity 3242 | SaleCommon Stock, par value $0.001 per share | 1,375 | $75.42 | $103,702.50 |
DisclosureSEC source: 0001166003-19-000043 · wf-form4_156832724440315.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Jason D. Papastavrou purchased the shares from the Brett A. Athans Declaration of Trust through a private transaction for $75.42 per share, representing the closing price of the Issuer's Common Stock on the New York Stock Exchange on September 10, 2019. F2 · ownership.nature: The Brett A. Athans Declaration of Trust was the direct beneficial owner of these securities. Dr. Papastavrou is the trustee of the Brett A. Athans Declaration of Trust. Read SEC document |
| May 08, 2019 Filed May 10, 2019 21:02 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 1,120 | $133.99 | $150,068.80 |
DisclosureSEC source: 0001209191-19-029006 · doc4.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,627 F1 · shares: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2 · shares: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 8, 2022. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 22:06 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 3,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-19-000011 · wf-form4_154663955236664.xml · derivative · entry 3 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,249 Underlying: Common Stock, par value $0.001 per share · 3,249 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs shall vest on January 2, 2020, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest on January 2, 2020, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| May 09, 2018 Filed May 10, 2018 21:20 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 925 | $162.32 | $150,146.00 |
DisclosureSEC source: 0001209191-18-029331 · doc4.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,507 F1 · shares: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2 · shares: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 10, 2021. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:14 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionRestricted Stock Unit · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000015 · wf-form4_151503207787693.xml · derivative · entry 4 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.001 per share · 2,500 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. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F4 · derivative.exercise_date: The RSUs vested in full on January 2, 2015 and were subject to a deferral election. Shares of Common Stock were delivered to the Reporting Person as per the terms of the deferral election. F4 · derivative.expiration_date: The RSUs vested in full on January 2, 2015 and were subject to a deferral election. Shares of Common Stock were delivered to the Reporting Person as per the terms of the deferral election. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:14 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 2,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000015 · wf-form4_151503207787693.xml · derivative · entry 3 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,071 Underlying: Common Stock, par value $0.001 per share · 2,071 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest on January 2, 2019, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 02:14 UTC | XPO, Inc. XPO · Entity 3242 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-18-000015 · wf-form4_151503207787693.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 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 04, 2017 Filed May 8, 2017 22:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 1,258 | $107.36 | $135,058.88 |
DisclosureSEC source: 0001104659-17-030765 · a4.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,582 F1 · shares: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2 · shares: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 4, 2020. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 00:01 UTC | XPO, Inc. XPO · Entity 3242 | GrantRestricted Stock Unit · Derivative | 3,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001166003-17-000011 · wf-form4_148357448938252.xml · derivative · entry 3 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,970 Underlying: Common Stock, par value $0.001 per share · 3,970 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive, upon settlement, either (i) one share of Common Stock or (ii) a cash payment equal to the fair market value of one share of Common Stock. F3 · derivative.exercise_date: The RSUs shall vest on January 3, 2018, subject to the Reporting Person's continued service as a director of the Issuer. F3 · derivative.expiration_date: The RSUs shall vest on January 3, 2018, subject to the Reporting Person's continued service as a director of the Issuer. Read SEC document |
| November 11, 2016 Filed Nov 14, 2016 23:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | SaleCommon Stock | 13,000 | $90.55 | $1,177,176.00 |
DisclosureSEC source: 0001104659-16-157035 · a4.xml · nonDerivative · entry 1 Papastavrou Jason D · CIK 0001329290 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By JP International Trust (Florida) Disclosed balance after: Not disclosed F1 · price: Represents weighted average sale price on this date. The range of prices for such transactions was from $90.00 to $91.22. The reporting person hereby undertakes, upon request by the Commission staff, the issuer, or a security holder of the issuer, to provide full information regarding the number of shares sold at each separate price within the range. F2 · ownership.nature: JP International Trust (Florida) is the direct beneficial owner of these securities. The Reporting Person is the trustee for such trust. 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.