Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENN Entertainment, Inc.PENN · Entity 4436 | EVP and CFO | February 26, 2026 | March 02, 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.
PENN Entertainment, Inc.
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 182,356 |
Ending reported balance
After 2026-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-26 · Grant · Acquired 24,627 · Balance 199,489 F1: Represents restricted units credited to the Reporting Person from a performance unit award granted in 2023 due to the achievement of the two-year performance goal. Row 2 · 2026-02-26 · Tax withholding · Disposed 17,133 · Balance 182,356 F2: Reflects Common Stock withheld by the Issuer to satisfy tax withholding obligations upon the vesting of performance units under the 2023 Performance Plan. This is not an open market sale of securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted units credited to the Reporting Person from a performance unit award granted in 2023 due to the achievement of the two-year performance goal.
F2: Reflects Common Stock withheld by the Issuer to satisfy tax withholding obligations upon the vesting of performance units under the 2023 Performance Plan. This is not an open market sale of securities.
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 26, 2026 Filed Mar 2, 2026 21:11 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Tax withholdingCommon Stock | 17,133 | $12.54 | $214,847.82 |
DisclosureSEC source: 0001193125-26-085419 · ownership.xml · nonDerivative · entry 2 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,356 F2 · shares: Reflects Common Stock withheld by the Issuer to satisfy tax withholding obligations upon the vesting of performance units under the 2023 Performance Plan. This is not an open market sale of securities. Read SEC document |
| February 26, 2026 Filed Mar 2, 2026 21:11 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 24,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085419 · ownership.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,489 F1 · shares: Represents restricted units credited to the Reporting Person from a performance unit award granted in 2023 due to the achievement of the two-year performance goal. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:27 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantStock Options (Right to Buy) · Derivative | 118,724 | $0.00 Strike: $14.85 | $0.00 |
DisclosureSEC source: 0001193125-26-004800 · ownership.xml · derivative · entry 3 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,724 Underlying: Common Stock · 118,724 shares Expires 2036-01-05 F3 · derivative.exercise_date: The stock options vest in three equal annual installments beginning on January 5, 2027. Read SEC document |
| January 05, 2026 Filed Jan 6, 2026 22:27 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 62,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004800 · ownership.xml · nonDerivative · entry 2 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,862 F2 · shares: Represents restricted stock units that vest in three equal annual installments beginning on January 5, 2027. Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 22:27 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Tax withholdingCommon Stock | 7,010 | $14.85 | $104,098.50 |
DisclosureSEC source: 0001193125-26-004800 · ownership.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,438 F1 · shares: Reflects Common Stock withheld by the Issuer to satisfy tax withholding obligations upon the vesting of restricted stock units. This is not an open market sale of securities. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 14:00 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | PurchaseCommon Stock | 7,315 | $13.79 | $100,873.85 |
DisclosureSEC source: 0001193125-25-292269 · ownership.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,448 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.68 to $13.86, inclusive. The reporting person undertakes to provide to PENN Entertainment, Inc., any security holder of PENN Entertainment, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:16 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Tax withholdingCommon Stock | 9,601 | $21.07 | $202,293.07 |
DisclosureSEC source: 0000950170-25-029237 · ownership.xml · nonDerivative · entry 2 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,133 F2 · shares: Reflects Common Stock withheld by the Issuer to satisfy tax withholding obligations upon the vesting of performance units under the 2022 Performance Plan. This is not an open market sale of securities. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 22:16 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 4,957 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029237 · ownership.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,734 F1 · shares: Represents restricted units credited to the Reporting Person from a performance unit award granted in 2022 due to the achievement of the third year's performance goal. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:23 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantStock Options (Right to Buy) · Derivative | 72,651 | $0.00 Strike: $19.24 | $0.00 |
DisclosureSEC source: 0000950170-25-003033 · ownership.xml · derivative · entry 2 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,651 Underlying: Common Stock · 72,651 shares Expires 2035-01-03 F2 · derivative.exercise_date: The stock options vest in three equal annual installments beginning on January 3, 2026. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:23 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 48,181 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-003033 · ownership.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,777 F1 · shares: Represents restricted stock units that vest in three equal annual installments beginning on January 3, 2026. Read SEC document |
| May 06, 2024 Filed May 8, 2024 20:44 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | PurchaseCommon Stock | 16,157 | $15.47 | $249,997.26 |
DisclosureSEC source: 0001140361-24-024957 · form4.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,596 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.465 to $15.48, inclusive. The reporting person undertakes to provide to PENN Entertainment, Inc., any security holder of PENN Entertainment, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:59 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 17,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-011173 · form4.xml · nonDerivative · entry 3 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,439 F3 · shares: Restricted units credited to the Reporting Person from a performance unit award granted in 2023 due to the achievement of the first year's performance goal. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:59 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 6,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-011173 · form4.xml · nonDerivative · entry 2 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,640 F2 · shares: Restricted units credited to the Reporting Person from a performance unit award granted in 2022 due to the achievement of the second year's performance goal. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 23:59 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-011173 · form4.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,176 F1 · shares: Reflects an incremental increase to the previously reported restricted stock underlying the 2021 performance share awards granted at target to the Reporting Person. This is for the third and final achievement adjustment under the 2021 Performance Plan. The total vested shares under this plan is 8,932. The Reporting Person elected to satisfy all applicable tax withholding obligations with a cash payment. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 21:47 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantStock Options (Right to Buy) · Derivative | 106,812 | $0.00 Strike: $25.95 | $0.00 |
DisclosureSEC source: 0001140361-24-001036 · form4.xml · derivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,812 Underlying: Common Stock · 106,812 shares Expires 2034-01-03 F1 · derivative.exercise_date: The stock options vest in four equal annual installments beginning on January 3, 2025. Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 21:13 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | PurchaseCommon Stock | 11,162 | $22.41 | $250,140.42 |
DisclosureSEC source: 0001140361-23-043217 · form4.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,975 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $22.38 to $22.41, inclusive. The reporting person undertakes to provide to PENN Entertainment, Inc., any security holder of PENN Entertainment, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares transacted at each separate price within the range set forth in this footnote. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 23:59 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 5,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-009826 · form4.xml · nonDerivative · entry 2 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,813 F2 · shares: Restricted stock credited to the Reporting Person from a performance unit award granted in 2022 due to the achievement of the first year's performance goal. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 23:59 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-009826 · form4.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 F1 · shares: Reflects an adjustment to the restricted stock credited to the Reporting Person underlying a performance shares award, granted in 2021 and initially reported at target, for actual achievement of the second year's performance goal. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 21:52 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantStock Options (Right to Buy) · Derivative | 79,271 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0001140361-23-000696 · form4.xml · derivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,271 Underlying: Common Stock · 79,271 shares Expires 2033-01-04 F1 · derivative.exercise_date: The stock options vest in four equal annual installments beginning on January 4, 2024. Read SEC document |
| February 15, 2022 Filed Feb 18, 2022 00:30 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-006048 · form4.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,862 F1 · shares: Restricted stock credited to the Reporting Person from a performance shares award granted in 2021 due to the achievement of the first year's performance goal. Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 23:03 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantStock Options (Right to Buy) · Derivative | 28,405 | $0.00 Strike: $50.64 | $0.00 |
DisclosureSEC source: 0001140361-22-000710 · form4.xml · derivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,405 Underlying: Common Stock · 28,405 shares Expires 2032-01-04 F1 · derivative.exercise_date: The stock options vest in four equal annual installments beginning on January 4, 2023. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 11:27 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 7,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-026403 · doc4.xml · nonDerivative · entry 1 Hendrix Felicia · CIK 0001843979 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,613 F1 · shares: This is the target amount of a performance-based restricted stock award issued to the Reporting Person for a three-year award period. The restricted stock remains subject to forfeiture for three years following the grant date. 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.