Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENN Entertainment, Inc.PENN · Entity 4436 | Director | January 03, 2026 | January 06, 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 January 03, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,038 |
Ending reported balance
After 2026-01-05 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-01-03 · Exercise / conversion · Acquired 12,994 · Balance 39,197 F1: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Row 2 · 2026-01-03 · Disposition to issuer · Disposed 12,994 · Balance 26,203 F1: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Row 3 · 2026-01-05 · Grant · Acquired 16,835 · Balance 43,038 F2: The securities reported are shares of restricted stock that vest on January 5, 2027. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-01-03 | Direct | 0 |
Reported balance
After 2026-01-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-01-03 · Exercise / conversion · Disposed 12,994 · Balance 0 F1: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock.
F2: The securities reported are shares of restricted stock that vest on January 5, 2027.
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 05, 2026 Filed Jan 6, 2026 22:18 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 16,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-004768 · ownership.xml · nonDerivative · entry 3 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,038 F2 · shares: The securities reported are shares of restricted stock that vest on January 5, 2027. Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 22:18 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionPhantom Stock Units · Derivative | 12,994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-004768 · ownership.xml · derivative · entry 4 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,994 shares Expires 2026-01-03 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: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. F1 · price: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 22:18 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 12,994 | $14.85 | $192,960.90 |
DisclosureSEC source: 0001193125-26-004768 · ownership.xml · nonDerivative · entry 2 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,203 F1 · price: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Read SEC document |
| January 03, 2026 Filed Jan 6, 2026 22:18 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 12,994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-004768 · ownership.xml · nonDerivative · entry 1 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,197 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reporting person receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:24 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantPhantom Stock Units · Derivative | 12,994 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-003039 · ownership.xml · derivative · entry 1 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,994 Underlying: Common Stock · 12,994 shares Expires 2026-01-03 F1 · derivative.exercise_price: The reporting person will receive a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. The reporting person elected to receive the 2025 annual equity award for directors in phantom stock units. F1 · price: The reporting person will receive a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. The reporting person elected to receive the 2025 annual equity award for directors in phantom stock units. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 21:47 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 9,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-24-001038 · form4.xml · nonDerivative · entry 1 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,203 F1 · shares: The securities reported are shares of restricted stock that vest on January 3, 2025. The reporting person elected to receive the 2024 annual equity award for directors in sharesof restricted stock. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 21:52 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 8,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-23-000697 · form4.xml · nonDerivative · entry 1 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,569 F1 · shares: The securities reported are shares of restricted stock that vest on January 4, 2024. The reporting person elected to receive the 2023 annual equity award for directors in shares of restricted stock Read SEC document |
| January 04, 2022 Filed Jan 5, 2022 23:10 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 4,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-000716 · form4.xml · nonDerivative · entry 1 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,028 F1 · shares: The securities reported are shares of restricted stock that vest on January 4, 2023. The reporting person elected to receive the 2022 annual equity award for directors in shares of restricted stock. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 21:25 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantCommon Stock | 3,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002497 · doc4.xml · nonDerivative · entry 1 Kaplowitz Marla · CIK 0001833695 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,091 F1 · shares: The securities reported are shares of restricted stock that vest on January 5, 2022. The reporting person elected to receive the 2021 annual equity award for directors in shares of restricted stock. 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.