Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GREENBRIER COMPANIES INCGBX · Entity 4790 | Director | January 07, 2026 | January 09, 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.
GREENBRIER COMPANIES INC
Report date January 07, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-07 transaction · row 1
1 source rowRow 1 · 2026-01-07 · Exercise / conversion · Disposed 1,776 · Balance 0 F1: Upon the vesting of 1,776 Restricted Stock Units, the reporting person elected to defer the delivery of the shares of Common Stock otherwise deliverable to the reported person upon vesting and, instead, was credited with an equivalent number of phantom shares under the Company's deferred compensation plan for non-employee directors. Each phantom share is the economic equivalent of one share of Common Stock. The shares of phantom stock become payable in cash or Common Stock upon the reporting person's termination of service and may be transferred by the reporting person into an alternative investment account at any time. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 1,776 |
Reported balance
After 2026-01-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-07 · Exercise / conversion · Acquired 1,776 · Balance 1,776 F1: Upon the vesting of 1,776 Restricted Stock Units, the reporting person elected to defer the delivery of the shares of Common Stock otherwise deliverable to the reported person upon vesting and, instead, was credited with an equivalent number of phantom shares under the Company's deferred compensation plan for non-employee directors. Each phantom share is the economic equivalent of one share of Common Stock. The shares of phantom stock become payable in cash or Common Stock upon the reporting person's termination of service and may be transferred by the reporting person into an alternative investment account at any time. |
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 5,241 |
Reported balance
After 2026-01-07 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-07 · Grant · Acquired 3,465 · Balance 5,241 F2: The reported transaction represents the grant of 3,465 Restricted Stock Units that were fully vested at grant. Each Restricted Stock Unit represented a contingent right to receive one share of Common Stock. The reporting person elected to defer delivery of the shares of Common Stock otherwise deliverable to the reported person upon vesting and, instead, was credited with an equivalent number of phantom shares under the Company's deferred compensation plan for non-employee directors. Each phantom share is the economic equivalent of one share of Common Stock. The shares of phantom stock become payable in cash or Common Stock upon the reporting person's termination of service and may be transferred by the reporting person into an alternative investment account at any time. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon the vesting of 1,776 Restricted Stock Units, the reporting person elected to defer the delivery of the shares of Common Stock otherwise deliverable to the reported person upon vesting and, instead, was credited with an equivalent number of phantom shares under the Company's deferred compensation plan for non-employee directors. Each phantom share is the economic equivalent of one share of Common Stock. The shares of phantom stock become payable in cash or Common Stock upon the reporting person's termination of service and may be transferred by the reporting person into an alternative investment account at any time.
F2: The reported transaction represents the grant of 3,465 Restricted Stock Units that were fully vested at grant. Each Restricted Stock Unit represented a contingent right to receive one share of Common Stock. The reporting person elected to defer delivery of the shares of Common Stock otherwise deliverable to the reported person upon vesting and, instead, was credited with an equivalent number of phantom shares under the Company's deferred compensation plan for non-employee directors. Each phantom share is the economic equivalent of one share of Common Stock. The shares of phantom stock become payable in cash or Common Stock upon the reporting person's termination of service and may be transferred by the reporting person into an alternative investment account at any time.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KANSAS CITY SOUTHERN
Report date December 14, 2021 · Filed December 15, 2021
Section 16 reporting ended · disclosed 2021-12-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,894.3556 |
Reported balance
After 2021-12-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-12-08 · Gift · Disposed 75 · Balance 31,894.3556 F2: Includes 62 shares acquired under the KCS Employee Stock Purchase Plan on June 30, 2021. |
| Common StockSEC Table I · non-derivative | Direct | 28,792.3556 |
Reported balance
After 2021-12-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-12-14 · Tax withholding · Disposed 3,102 · Balance 28,792.3556 F3: These shares were withheld for taxes in connection with the vesting of restricted share awards. Pursuant to the Merger Agreement, each outstanding award of shares of Common Stock granted subject to any vesting, forfeiture or other lapse restrictions (each, a Restricted Share Award) granted prior to March 21, 2021 became fully vested and was converted into the right to receive (i) the Merger Consideration in respect of each share of Common Stock subject to such Restricted Share Award and (ii) the accrued but unpaid cash dividends corresponding to each share of Common Stock subject to such Restricted Share Award, less applicable tax withholding. All of the reporting persons Restricted Share Awards were granted before March 21, 2021. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-12-14 · Disposition to issuer · Disposed 28,792.3556 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of September 15, 2021 (as amended, supplemented or otherwise modified from time to time, the Merger Agreement), by and among Canadian Pacific Railway Limited, a Canadian corporation (CP), Cygnus Merger Sub 1 Corporation, a Delaware corporation and a direct wholly owned subsidiary of CP (Surviving Merger Sub), Cygnus Merger Sub 2 Corporation, a Delaware corporation and a direct wholly owned subsidiary of Surviving Merger Sub and Kansas City Southern, a Delaware corporation (KCS), each outstanding share of KCS common stock, par value $0.01 (Common Stock), was converted into the right to receive (a) 2.884 of newly issued shares of CP common stock, without par value (such consideration, the Share Consideration) and (b) $90.00 in cash (together with the Share Consideration, the Merger Consideration). Holders of record of Common Stock will receive cash in lieu of fractional shares. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $86.89 · Expires 2027-02-16 | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-12-14 · Disposition to issuer · Disposed 6,552 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding KCS stock option, whether vested or unvested, became fully vested and was converted into the right to receive an amount of cash equal to (i) the excess, if any of (A) the value of the Merger Consideration ($301.20) over (B) the per share exercise price of such option multiplied by (ii) the total number of shares of KCS common stock subject to such option, less applicable tax withholding. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $105.83 · Expires 2028-03-05 | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-12-14 · Disposition to issuer · Disposed 4,383 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding KCS stock option, whether vested or unvested, became fully vested and was converted into the right to receive an amount of cash equal to (i) the excess, if any of (A) the value of the Merger Consideration ($301.20) over (B) the per share exercise price of such option multiplied by (ii) the total number of shares of KCS common stock subject to such option, less applicable tax withholding. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $110.13 · Expires 2029-03-04 | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-12-14 · Disposition to issuer · Disposed 6,472 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding KCS stock option, whether vested or unvested, became fully vested and was converted into the right to receive an amount of cash equal to (i) the excess, if any of (A) the value of the Merger Consideration ($301.20) over (B) the per share exercise price of such option multiplied by (ii) the total number of shares of KCS common stock subject to such option, less applicable tax withholding. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $171.86 · Expires 2030-02-06 | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-12-14 · Disposition to issuer · Disposed 6,050 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding KCS stock option, whether vested or unvested, became fully vested and was converted into the right to receive an amount of cash equal to (i) the excess, if any of (A) the value of the Merger Consideration ($301.20) over (B) the per share exercise price of such option multiplied by (ii) the total number of shares of KCS common stock subject to such option, less applicable tax withholding. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.10 · Expires 2031-02-02 | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2021-12-14 · Disposition to issuer · Disposed 4,311 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding KCS stock option, whether vested or unvested, became fully vested and was converted into the right to receive an amount of cash equal to (i) the excess, if any of (A) the value of the Merger Consideration ($301.20) over (B) the per share exercise price of such option multiplied by (ii) the total number of shares of KCS common stock subject to such option, less applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of September 15, 2021 (as amended, supplemented or otherwise modified from time to time, the Merger Agreement), by and among Canadian Pacific Railway Limited, a Canadian corporation (CP), Cygnus Merger Sub 1 Corporation, a Delaware corporation and a direct wholly owned subsidiary of CP (Surviving Merger Sub), Cygnus Merger Sub 2 Corporation, a Delaware corporation and a direct wholly owned subsidiary of Surviving Merger Sub and Kansas City Southern, a Delaware corporation (KCS), each outstanding share of KCS common stock, par value $0.01 (Common Stock), was converted into the right to receive (a) 2.884 of newly issued shares of CP common stock, without par value (such consideration, the Share Consideration) and (b) $90.00 in cash (together with the Share Consideration, the Merger Consideration). Holders of record of Common Stock will receive cash in lieu of fractional shares.
F2: Includes 62 shares acquired under the KCS Employee Stock Purchase Plan on June 30, 2021.
F3: These shares were withheld for taxes in connection with the vesting of restricted share awards. Pursuant to the Merger Agreement, each outstanding award of shares of Common Stock granted subject to any vesting, forfeiture or other lapse restrictions (each, a Restricted Share Award) granted prior to March 21, 2021 became fully vested and was converted into the right to receive (i) the Merger Consideration in respect of each share of Common Stock subject to such Restricted Share Award and (ii) the accrued but unpaid cash dividends corresponding to each share of Common Stock subject to such Restricted Share Award, less applicable tax withholding. All of the reporting persons Restricted Share Awards were granted before March 21, 2021.
F4: Pursuant to the Merger Agreement, each outstanding KCS stock option, whether vested or unvested, became fully vested and was converted into the right to receive an amount of cash equal to (i) the excess, if any of (A) the value of the Merger Consideration ($301.20) over (B) the per share exercise price of such option multiplied by (ii) the total number of shares of KCS common stock subject to such option, less applicable tax withholding.
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 23, 2018 Filed Jan 24, 2018 18:52 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-18-000036 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,163.3556 F1 · shares: 49 of these shares represent performance shares that were earned on January 23, 2018 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 23, 2018 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. F1 · balance_after: 49 of these shares represent performance shares that were earned on January 23, 2018 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 23, 2018 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. Read SEC document |
| January 05, 2018 Filed Jan 8, 2018 18:07 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Tax withholdingCommon Stock | 838 | $107.00 | $89,666.00 |
DisclosureSEC source: 0000054480-18-000012 · edgar.xml · nonDerivative · entry 2 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,114.3556 F1 · balance_after: Includes 106 shares acquired on December 29, 2017 through the KCS Employee Stock Purchase Plan. Read SEC document |
| December 26, 2017 Filed Jan 8, 2018 18:07 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GiftCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-18-000012 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,846.3556 Read SEC document |
| December 07, 2017 Filed Dec 8, 2017 18:01 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | SaleCommon Stock | 3,000 | $111.80 | $335,402.70 |
DisclosureSEC source: 0000054480-17-000180 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,098.3556 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.67 to $111.95, inclusive. The reporting person undertakes to provide to Kansas City Southern, any security holder of Kansas City Southern, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · balance_after: Includes 171 shares acquired on June 30, 2017 through the KCS Employee Stock Purchase Plan. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 16:46 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Tax withholdingCommon Stock | 1,834 | $102.74 | $188,425.16 |
DisclosureSEC source: 0000054480-17-000160 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,927.3556 Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:14 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | OtherCommon Stock | 1.071 | $89.69 | $96.06 |
DisclosureSEC source: 0000054480-17-000081 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) & P/S Plan Disclosed balance after: 0 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 17:28 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Tax withholdingCommon Stock | 186 | $88.42 | $16,446.12 |
DisclosureSEC source: 0000054480-17-000059 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,761.3556 Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 17:31 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,552 | $0.00 Strike: $86.89 | $0.00 |
DisclosureSEC source: 0000054480-17-000033 · edgar.xml · derivative · entry 7 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,552 Underlying: Common Stock · 6,552 shares Expires 2027-02-16 F2 · derivative.exercise_date: These options become exercisable in three equal installments beginning on the first anniversary of the date of grant. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 17:31 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 3,095 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-17-000033 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,947.3556 F1 · shares: 334 of these shares represent performance shares that were earned on February 17, 2017 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 28, 2017 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. F1 · balance_after: 334 of these shares represent performance shares that were earned on February 17, 2017 when the KCS Compensation and Organization Committee determined that the performance goals were met. These performance shares will not vest until February 28, 2017 contingent upon continued employment by the reporting person through that date. Until these shares vest, the reporting person does not have the right to vote, receive, or be entitled to receive, cash or non-cash dividends or any other beneficial rights as a shareholder of the Company. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 17:49 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Tax withholdingCommon Stock | 99 | $85.96 | $8,510.04 |
DisclosureSEC source: 0000054480-17-000017 · edgar.xml · nonDerivative · entry 1 Songer Jeffrey M · CIK 0001615719 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,852.3556 F1 · balance_after: Includes 298 shares acquired on June 30, 2016 and 33 shares acquired on December 30, 2016 through the KCS Employee Stock Purchase 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.