Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMERCE BANCSHARES INC /MO/CBSH · Entity 3630 | Director | February 28, 2025 | March 04, 2025 |
| SelectQuote, Inc.SLQT · Entity 6791 | Director | November 11, 2025 | November 13, 2025 |
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.
COMMERCE BANCSHARES INC /MO/
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,088 |
Reported balance
After 2025-02-28 transaction · row 1
1 source rowRow 1 · 2025-02-28 · Grant · Acquired 634 · Balance 32,088 |
SelectQuote, Inc.
Report date November 11, 2025 · Filed November 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 363,214 |
Reported balance
After 2025-11-11 transaction · row 1
1 source rowRow 1 · 2025-11-11 · Exercise / conversion · Acquired 52,631 · Balance 363,214 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-11-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-11 · Exercise / conversion · Disposed 52,631 · Balance 0 F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F3: The award vested in full on the transaction date shown in Column 3. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2035-11-11 | Direct | 106,250 |
Reported balance
After 2025-11-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-11 · Grant · Acquired 106,250 · Balance 106,250 F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share. F4: The award vests in full on the date of the Company's 2026 Annual Meeting of Stockholders (the "Vesting Date"), subject to the recipient's continued service on the Company's Board of Directors as of the Vesting Date. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Devanny LLC | 38,500 |
Reported balance
Holding disclosure · report date 2025-11-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 38,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of SelectQuote, Inc. (the "Company") granted to the recipient pursuant to the Company's 2020 Omnibus Incentive Plan.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock, par value $0.01 per share.
F3: The award vested in full on the transaction date shown in Column 3.
F4: The award vests in full on the date of the Company's 2026 Annual Meeting of Stockholders (the "Vesting Date"), subject to the recipient's continued service on the Company's Board of Directors as of the Vesting Date.
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 |
|---|---|---|---|---|---|---|
| April 30, 2020 Filed May 4, 2020 19:18 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 204 | $61.19 | $12,482.76 |
DisclosureSEC source: 0001127602-20-015165 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,665 Read SEC document |
| February 29, 2020 Filed Mar 3, 2020 20:34 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 385 | $61.04 | $23,500.40 |
DisclosureSEC source: 0001127602-20-008897 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,461 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 21:52 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 15 | $67.66 | $1,014.90 |
DisclosureSEC source: 0001127602-20-003528 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,076 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:02 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 738 | $67.94 | $50,139.72 |
DisclosureSEC source: 0001127602-20-000792 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,061 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 12/3/19, payable 12/18/19. Read SEC document |
| November 30, 2019 Filed Dec 3, 2019 20:37 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 186 | $67.03 | $12,467.58 |
DisclosureSEC source: 0001127602-19-034107 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,594 Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 20:09 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 219 | $57.07 | $12,498.33 |
DisclosureSEC source: 0001127602-19-027859 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,408 Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:32 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 207 | $60.43 | $12,509.01 |
DisclosureSEC source: 0001127602-19-016960 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,189 Read SEC document |
| January 31, 2019 Filed Feb 4, 2019 17:07 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 410 | $59.80 | $24,518.00 |
DisclosureSEC source: 0001127602-19-003636 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,982 Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 20:19 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 890 | $56.37 | $50,169.30 |
DisclosureSEC source: 0001127602-19-000592 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,572 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date 11/30/18, payable 12/17/18. Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 16:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 196 | $63.60 | $12,465.60 |
DisclosureSEC source: 0001127602-18-031760 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,079 Read SEC document |
| July 31, 2018 Filed Aug 1, 2018 19:24 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 202 | $66.80 | $13,493.60 |
DisclosureSEC source: 0001127602-18-024232 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,883 Read SEC document |
| April 30, 2018 Filed May 2, 2018 19:10 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 197 | $63.52 | $12,513.44 |
DisclosureSEC source: 0001127602-18-015929 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,681 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 20:14 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 866 | $57.77 | $50,028.82 |
DisclosureSEC source: 0001127602-18-009586 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,484 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:24 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 418 | $58.51 | $24,457.18 |
DisclosureSEC source: 0001127602-18-003556 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,618 Read SEC document |
| October 31, 2017 Filed Nov 2, 2017 15:12 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 215 | $58.16 | $12,504.40 |
DisclosureSEC source: 0001127602-17-030888 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,715 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 15:59 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 215 | $58.04 | $12,478.60 |
DisclosureSEC source: 0001127602-17-024667 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 Read SEC document |
| April 30, 2017 Filed May 2, 2017 19:28 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 228 | $54.95 | $12,528.60 |
DisclosureSEC source: 0001127602-17-016324 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,285 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:12 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 339 | $59.02 | $20,007.78 |
DisclosureSEC source: 0001127602-17-009681 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,057 Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 15:55 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 35 | $56.53 | $1,978.55 |
DisclosureSEC source: 0001127602-17-003451 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,718 F1 · balance_after: All stock holding balances adjusted to include a 5% stock dividend. Record date of 12/2/2016 and payable 12/19/2016. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 19:31 UTC | COMMERCE BANCSHARES INC /MO/ CBSH · Entity 3630 | GrantCommon Stock | 251 | $49.82 | $12,504.82 |
DisclosureSEC source: 0001127602-16-065844 · form4.xml · nonDerivative · entry 1 DEVANNY EARL H III · CIK 0001094680 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,270 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.