Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | EVP, General Counsel, Corp Sec | February 28, 2025 | March 04, 2025 |
| AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507 | Director | April 01, 2024 | April 01, 2024 |
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.
ADVANCE AUTO PARTS INC
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 | 24,157 |
Reported balance
After 2025-02-28 transaction · row 1
1 source rowRow 1 · 2025-02-28 · Tax withholding · Disposed 109 · Balance 24,157 F1: Represents shares withheld to satisfy taxes at vesting of certain time-based restricted stock units granted on February 28, 2022 and vesting in three equal annual installments beginning on the one year anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy taxes at vesting of certain time-based restricted stock units granted on February 28, 2022 and vesting in three equal annual installments beginning on the one year anniversary of the grant date.
AMERICAN NATIONAL BANKSHARES INC.
Report date April 01, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Disposition to issuer · Disposed 13,362.06 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.
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 |
|---|---|---|---|---|---|---|
| June 15, 2018 Filed Jan 23, 2019 12:04 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 4.9435 | $42.30 | $209.11 |
DisclosureSEC source: 0001595975-19-000001 · primary_doc.xml · nonDerivative · entry 2 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,082.39 F1 · kind: Received through DRP Read SEC document |
| May 22, 2018 Filed May 24, 2018 15:02 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 264 | $38.70 | $10,216.80 |
DisclosureSEC source: 0001510667-18-000015 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,432.8496 F1 · kind: Received in lieu of director fees Read SEC document |
| March 16, 2018 Filed Aug 22, 2018 14:16 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 3.5789 | $39.74 | $142.23 |
DisclosureSEC source: 0001510667-18-000019 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,436.4454 F1 · kind: Received through DRP Read SEC document |
| March 16, 2018 Filed Jan 23, 2019 12:04 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 3.5789 | $39.74 | $142.23 |
DisclosureSEC source: 0001595975-19-000001 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,077.4465 F1 · kind: Received through DRP Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 20:45 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionStock Appreciation Rights · Derivative | 1,296 | $0.00 Strike: $68.75 | $0.00 |
DisclosureSEC source: 0001158449-18-000057 · wf-form4_152028269911427.xml · derivative · entry 4 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,296 shares Expires 2018-12-01 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. F2 · derivative.exercise_date: These shares became exercisable in three approximately equal annual installments beginning on December 1, 2012. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 20:45 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | SaleCommon Stock | 342 | $116.35 | $39,791.70 |
DisclosureSEC source: 0001158449-18-000057 · wf-form4_152028269911427.xml · nonDerivative · entry 3 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,391 Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 20:45 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 954 | $116.26 | $110,912.04 |
DisclosureSEC source: 0001158449-18-000057 · wf-form4_152028269911427.xml · nonDerivative · entry 2 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,733 F1 · shares: Represents shares withheld to satisfy exercise price and tax withholding obligations upon the exercise of Stock Appreciation Rights. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 20:45 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 1,296 | $68.75 | $89,100.00 |
DisclosureSEC source: 0001158449-18-000057 · wf-form4_152028269911427.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,687 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. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:09 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1,532 | $117.51 | $180,025.32 |
DisclosureSEC source: 0001158449-18-000054 · wf-form4_152027334816139.xml · nonDerivative · entry 2 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,391 F2 · shares: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 30% and 70% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee. In addition, if the registrant's financial performance exceeds the target levels, the reporting person may receive additional performance-based RSUs up to a maximum of an additional 200% of the target level grant of performance-based RSUs. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:09 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 136 | $117.51 | $15,981.36 |
DisclosureSEC source: 0001158449-18-000054 · wf-form4_152027334816139.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,859 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 16:31 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 134 | $107.57 | $14,414.38 |
DisclosureSEC source: 0001158449-18-000034 · wf-form4_151914428786533.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,995 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 14:18 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 273 | $37.40 | $10,210.20 |
DisclosureSEC source: 0001368881-18-000004 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168.8496 F1 · kind: Received in lieu of director fees Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 11:03 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | PurchaseAmerican National Bankshares Inc. | 500 | $38.65 | $19,327.00 |
DisclosureSEC source: 0001595975-18-000001 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 895.8496 Read SEC document |
| December 15, 2017 Filed Jan 24, 2018 14:38 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 1.8496 | $39.74 | $73.50 |
DisclosureSEC source: 0001510667-18-000003 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395.8496 F1 · kind: Received through DRP Read SEC document |
| December 08, 2017 Filed Dec 22, 2017 19:16 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 219 | $100.31 | $21,967.89 |
DisclosureSEC source: 0001595975-17-000021 · wf-form4_151397020158483.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,129 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 01, 2017 Filed Dec 22, 2017 19:14 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 101 | $99.28 | $10,027.28 |
DisclosureSEC source: 0001595975-17-000019 · wf-form4_151397003070440.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,348 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 14:50 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 294 | $39.65 | $11,657.10 |
DisclosureSEC source: 0001595975-17-000003 · primary_doc.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394 F1 · kind: Received in lieu of director fees Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:02 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantStock Appreciation Rights · Derivative | 479 | $0.00 Strike: $107.93 | $0.00 |
DisclosureSEC source: 0001158449-17-000054 · wf-form4_148858576458049.xml · derivative · entry 2 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479 Underlying: Common Stock · 479 shares Expires 2020-12-12 F2 · shares: On December 12, 2013, the reporting person received an equity award, a portion of which was subject to the registrant achieving certain per-determined financial performance targets, subject to certification by the registrant's Compensation Committee. Effective March 1, 2017 it was determined that these performance conditions had been achieved for a payout of 17.5% of the performance award. The reported amount of stock appreciation rights (SARs) are fully vested and collectively represent the final vesting under this award. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:02 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1,149 | $156.68 | $180,025.32 |
DisclosureSEC source: 0001158449-17-000054 · wf-form4_148858576458049.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,449 F1 · shares: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 30% and 70% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee. In addition, if the registrant's financial performance exceeds the target levels, the reporting person may receive additional performance-based RSUs up to a maximum of an additional 200% of the target level grant of performance-based RSUs. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 13:21 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 145 | $161.58 | $23,429.10 |
DisclosureSEC source: 0001158449-17-000031 · wf-form4_148768327936181.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, General Counsel, Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 21:08 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 138 | $173.00 | $23,874.00 |
DisclosureSEC source: 0001158449-16-000529 · wf-form4_148166329524525.xml · nonDerivative · entry 2 Finley Tammy M · CIK 0001595975 · EVP, HR and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,445 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 21:08 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 219 | $175.58 | $38,452.02 |
DisclosureSEC source: 0001158449-16-000529 · wf-form4_148166329524525.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, HR and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,583 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:37 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 101 | $170.76 | $17,246.76 |
DisclosureSEC source: 0001158449-16-000521 · wf-form4_148071465121379.xml · nonDerivative · entry 1 Finley Tammy M · CIK 0001595975 · EVP, HR and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,802 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. 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.