Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTONATION, INC.AN · Entity 3730 | EVP & CFO | July 31, 2023 | August 02, 2023 |
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.
AUTONATION, INC.
Report date July 31, 2023 · Filed August 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 16,075 |
Ending reported balance
After 2023-07-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-07-31 · Sale · Disposed 8,300 · Balance 17,775 F1: This transaction was executed in multiple trades at prices ranging from $157.25 to $158.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Row 2 · 2023-07-31 · Sale · Disposed 1,700 · Balance 16,075 F2: This transaction was executed in multiple trades at prices ranging from $158.25 to $158.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $157.25 to $158.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
F2: This transaction was executed in multiple trades at prices ranging from $158.25 to $158.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
B/E AEROSPACE INC
Report date April 13, 2017 · Filed April 13, 2017
Section 16 reporting ended · disclosed 2017-04-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 146,550 |
Reported balance
After 2017-04-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-04-13 · Grant · Acquired 49,337 · Balance 146,550 F1: This amount represents shares acquired as a result of performance-based restricted stock units becoming fully vested pursuant to the Merger Agreement (as defined below). F2: Due to an administrative error by the reporting person, the previous statement reported 270 less beneficially owned securities than were actually owned by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-04-13 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-04-13 · Disposition to issuer · Disposed 146,280 · Balance 0 F3: In connection with the acquisition of B/E Aerospace, Inc. ("B/E Aerospace") by Rockwell Collins, Inc. ("Rockwell Collins"), pursuant to the Agreement and Plan of Merger, dated as of October 23, 2016, by and among B/E Aerospace, Rockwell Collins, and Quarterback Merger Sub Corp., (the "Merger Agreement") on April 13, 2017, the reporting person received $34.10 in cash, 0.3101 of a share of Rockwell Collins common stock, and cash in lieu of any fractional shares (collectively, the "Merger Consideration") for each share of B/E Aerospace common stock, other than restricted stock awards, owned by the reporting person. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. Pursuant to the Merger Agreement: (i) each unvested restricted stock unit became fully vested immediately prior to the Effective Time, with each such restricted stock unit subject to performance conditions vesting at maximum level, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock unit; and (ii) each unvested restricted stock award granted became fully vested immediately prior to the Effective Time, with each such restricted stock award subject to performance conditions vesting at maximum level, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock award. This amount represented, as of immediately prior to the Effective Time, 31,090 shares of common stock held by the reporting person that were not subject to an equity award, 26,535 shares subject to outstanding restricted stock awards, and 88,655 shares subject to outstanding restricted stock unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: This amount represents shares acquired as a result of performance-based restricted stock units becoming fully vested pursuant to the Merger Agreement (as defined below).
F2: Due to an administrative error by the reporting person, the previous statement reported 270 less beneficially owned securities than were actually owned by the reporting person.
F3: In connection with the acquisition of B/E Aerospace, Inc. ("B/E Aerospace") by Rockwell Collins, Inc. ("Rockwell Collins"), pursuant to the Agreement and Plan of Merger, dated as of October 23, 2016, by and among B/E Aerospace, Rockwell Collins, and Quarterback Merger Sub Corp., (the "Merger Agreement") on April 13, 2017, the reporting person received $34.10 in cash, 0.3101 of a share of Rockwell Collins common stock, and cash in lieu of any fractional shares (collectively, the "Merger Consideration") for each share of B/E Aerospace common stock, other than restricted stock awards, owned by the reporting person. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. Pursuant to the Merger Agreement: (i) each unvested restricted stock unit became fully vested immediately prior to the Effective Time, with each such restricted stock unit subject to performance conditions vesting at maximum level, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock unit; and (ii) each unvested restricted stock award granted became fully vested immediately prior to the Effective Time, with each such restricted stock award subject to performance conditions vesting at maximum level, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock award. This amount represented, as of immediately prior to the Effective Time, 31,090 shares of common stock held by the reporting person that were not subject to an equity award, 26,535 shares subject to outstanding restricted stock awards, and 88,655 shares subject to outstanding restricted stock unit awards.
Hillenbrand, Inc.
Report date February 10, 2026 · Filed February 10, 2026
Section 16 reporting ended · disclosed 2026-02-10. 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 2026-02-10 transaction · row 1
1 source rowRow 1 · 2026-02-10 · Disposition to issuer · Disposed 79 · Balance 0 F1: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-10 · Disposition to issuer · Disposed 4,151 · Balance 0 F2: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 10, 2026, pursuant to the terms of that certain Agreement and Plan of Merger (the "Merger Agreement"), dated as of October 14, 2025, by and among Hillenbrand, Inc., an Indiana corporation (the "Issuer"), LSF12 Helix Parent, LLC, a Delaware limited liability company ("Parent"), and LSF12 Helix Merger Sub, Inc., an Indiana corporation and a wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), on the terms and subject to the conditions set forth in the Merger Agreement, each share of the Issuer's common stock, without par value ("Common Stock"), issued and outstanding immediately prior to such time, with certain exceptions, was converted into the right to receive $32.00 in cash (the "Merger Consideration"), without interest.
F2: Each restricted stock unit represents the contingent right to receive one share of the Common Stock. At the Effective Time, each time-vesting restricted stock unit and each vested deferred share granted or deemed purchased pursuant to an Issuer equity incentive or deferred compensation plan (each, a "Company Restricted Stock Unit") outstanding immediately prior to the Effective Time, whether vested or unvested, was cancelled in consideration for the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Company Restricted Stock Unit and (ii) the Merger Consideration, less any required withholding taxes.
ODP Corp
Report date January 08, 2020 · Filed January 10, 2020
Section 16 reporting ended · disclosed 2020-01-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 981,254 |
Reported balance
After 2020-01-08 transaction · row 1
1 source rowRow 1 · 2020-01-08 · Tax withholding · Disposed 49,920 · Balance 981,254 F1: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on January 8, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on January 8, 2018.
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 |
|---|---|---|---|---|---|---|
| January 08, 2020 Filed Jan 10, 2020 14:20 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 49,920 | $2.45 | $122,304.00 |
DisclosureSEC source: 0001225208-20-000697 · doc4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 981,254 F1 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on January 8, 2018. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 17:57 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 189,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-005560 · doc4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031,174 F1 · shares: The reporting person was granted Restricted Stock Units ("RSUs") on March 15, 2019 (the "Grant Date"), of which one-third of the RSUs will vest on the first anniversary of the Grant Date - March 15, 2020, one-half of the remaining unvested RSUs will vest on March 15, 2021, and all remaining unvested RSUs will vest on March 15, 2022. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 19:30 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 30,652 | $3.47 | $106,362.44 |
DisclosureSEC source: 0001225208-19-004926 · doc4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 841,900 F1 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on March 5, 2018. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 15:32 UTC | ODP Corp ODP · Entity 71942 | PurchaseCommon Stock | 20,000 | $2.39 | $47,798.00 |
DisclosureSEC source: 0001225208-18-010018 · doc4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872,552 Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 17:40 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 243,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005710 · doc4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832,137 F1 · shares: These restricted stock units will be settled in shares of the Company's common stock at the time of vesting, and will vest with respect to one-third of the underlying shares on March 5, 2019, March 5, 2020 and March 5, 2021. Read SEC document |
| March 05, 2018 Filed Mar 14, 2018 18:42 UTC Amendment | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 264,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006176 · doc4a.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852,552 F1 · kind: These restricted stock units will be settled in shares of the Company's common stock at the time of vesting, and will vest with respect to one-third of the underlying shares on March 5, 2019, March 5, 2020 and March 5, 2021. F2 · shares: Due to an administrative error, the number of restricted stock units granted was underreported in the original filing. Read SEC document |
| January 08, 2018 Filed Jan 9, 2018 18:03 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 588,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000883 · doc4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588,235 F1 · shares: These restricted stock units will be settled in shares of the Company's common stock at the time of vesting, and will vest with respect to one-third of the underlying shares on January 8, 2019, January 8, 2020 and January 8, 2021. Read SEC document |
| April 13, 2017 Filed Apr 13, 2017 15:41 UTC | B/E AEROSPACE INC BEAV · Entity 176947 | Disposition to issuerCommon Stock | 146,280 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-014704 · form4.xml · nonDerivative · entry 2 Lower Joseph T · CIK 0001625174 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: In connection with the acquisition of B/E Aerospace, Inc. ("B/E Aerospace") by Rockwell Collins, Inc. ("Rockwell Collins"), pursuant to the Agreement and Plan of Merger, dated as of October 23, 2016, by and among B/E Aerospace, Rockwell Collins, and Quarterback Merger Sub Corp., (the "Merger Agreement") on April 13, 2017, the reporting person received $34.10 in cash, 0.3101 of a share of Rockwell Collins common stock, and cash in lieu of any fractional shares (collectively, the "Merger Consideration") for each share of B/E Aerospace common stock, other than restricted stock awards, owned by the reporting person. All terms capitalized but not defined shall have the meaning given to them in the Merger Agreement. Pursuant to the Merger Agreement: (i) each unvested restricted stock unit became fully vested immediately prior to the Effective Time, with each such restricted stock unit subject to performance conditions vesting at maximum level, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock unit; and (ii) each unvested restricted stock award granted became fully vested immediately prior to the Effective Time, with each such restricted stock award subject to performance conditions vesting at maximum level, and was then immediately cancelled thereafter in exchange for the right to receive a cash payment equal to the Merger Consideration multiplied by the number of shares subject to each such restricted stock award. This amount represented, as of immediately prior to the Effective Time, 31,090 shares of common stock held by the reporting person that were not subject to an equity award, 26,535 shares subject to outstanding restricted stock awards, and 88,655 shares subject to outstanding restricted stock unit awards. Read SEC document |
| April 13, 2017 Filed Apr 13, 2017 15:41 UTC | B/E AEROSPACE INC BEAV · Entity 176947 | GrantCommon Stock | 49,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014704 · form4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,550 F1 · shares: This amount represents shares acquired as a result of performance-based restricted stock units becoming fully vested pursuant to the Merger Agreement (as defined below). F2 · balance_after: Due to an administrative error by the reporting person, the previous statement reported 270 less beneficially owned securities than were actually owned by the reporting person. Read SEC document |
| February 21, 2017 Filed Feb 21, 2017 18:09 UTC | B/E AEROSPACE INC BEAV · Entity 176947 | Tax withholdingCommon Stock | 91 | $62.83 | $5,717.53 |
DisclosureSEC source: 0001127602-17-007497 · form4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,943 F1 · balance_after: Amount includes shares Reporting Person acquired via the Employee Stock Purchase Plan, a tax-conditioned plan. Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 10:04 UTC | B/E AEROSPACE INC BEAV · Entity 176947 | GrantCommon Stock | 27,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067302 · form4.xml · nonDerivative · entry 2 Lower Joseph T · CIK 0001625174 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,827 Read SEC document |
| November 15, 2016 Filed Nov 16, 2016 10:04 UTC | B/E AEROSPACE INC BEAV · Entity 176947 | Tax withholdingCommon Stock | 2,443 | $59.20 | $144,625.60 |
DisclosureSEC source: 0001127602-16-067302 · form4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,380 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:03 UTC | B/E AEROSPACE INC BEAV · Entity 176947 | Tax withholdingCommon Stock | 7,438 | $59.52 | $442,709.76 |
DisclosureSEC source: 0001127602-16-065855 · form4.xml · nonDerivative · entry 1 Lower Joseph T · CIK 0001625174 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,093 F1 · balance_after: Amount includes shares Reporting Person acquired via the Employee Stock Purchase Plan, a Tax-conditioned Plan 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.