Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STATE STREET CORPSTT · Entity 242 | Executive Vice President | February 15, 2025 | February 19, 2025 |
| VALMONT INDUSTRIES INCVMI · Entity 3580 | Director | April 30, 2019 | May 01, 2019 |
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.
STATE STREET CORP
Report date February 15, 2025 · Filed February 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,151 |
Ending reported balance
After 2025-02-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-02-15 · Grant · Acquired 10,452 · Balance 52,650 F1: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Row 2 · 2025-02-15 · Tax withholding · Disposed 6,019 · Balance 46,631 F2: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Row 3 · 2025-02-15 · Tax withholding · Disposed 3,480 · Balance 43,151 F3: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation.
F2: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 25, 2022 as part of 2021 compensation.
F3: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock.
VALMONT INDUSTRIES INC
Report date April 30, 2019 · Filed May 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,247 |
Reported balance
After 2019-04-30 transaction · row 1
1 source rowRow 1 · 2019-04-30 · Grant · Acquired 964 · Balance 1,247 F1: Restricted stock unit award which vests on the anniversary of the grant date, unless deferred by reporting person, and on vesting settled in an equal number of shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award which vests on the anniversary of the grant date, unless deferred by reporting person, and on vesting settled in an equal number of shares of common stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CABELAS INC
Report date September 25, 2017 · Filed September 25, 2017
Section 16 reporting ended · disclosed 2017-09-25. 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 2017-09-25 transaction · row 1
1 source rowRow 1 · 2017-09-25 · Disposition to issuer · Disposed 3,031 · Balance 0 F1: Disposed of pursuant to the terms of the Agreement and Plan of Merger, dated October 3, 2016, as amended by the Amendment to Agreement and Plan of Merger, dated April 17, 2017, and as otherwise amended from time to time (the "Merger Agreement"), by and among issuer, Bass Pro Group, LLC, and Prairie Merger Sub, Inc., in exchange for a cash payment of $61.50 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.35 · Expires 2023-06-04 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-09-25 · Disposition to issuer · Disposed 3,047 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.45 · Expires 2024-06-06 | Direct | 0 |
Reported balance
After 2017-09-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-09-25 · Disposition to issuer · Disposed 3,139 · Balance 0 F2: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the terms of the Agreement and Plan of Merger, dated October 3, 2016, as amended by the Amendment to Agreement and Plan of Merger, dated April 17, 2017, and as otherwise amended from time to time (the "Merger Agreement"), by and among issuer, Bass Pro Group, LLC, and Prairie Merger Sub, Inc., in exchange for a cash payment of $61.50 per share.
F2: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option.
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 |
|---|---|---|---|---|---|---|
| February 15, 2025 Filed Feb 19, 2025 23:28 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 3,480 | $99.16 | $345,076.80 |
DisclosureSEC source: 0000093751-25-000145 · wk-form4_1740007673.xml · nonDerivative · entry 3 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,151 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:28 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 6,019 | $99.16 | $596,844.04 |
DisclosureSEC source: 0000093751-25-000145 · wk-form4_1740007673.xml · nonDerivative · entry 2 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,631 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 23:28 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 10,452 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000145 · wk-form4_1740007673.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,650 F1 · shares: Settlement of a performance award granted on February 25, 2022 as part of 2021 compensation. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 21:23 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 101 | $95.36 | $9,631.36 |
DisclosureSEC source: 0000093751-24-000956 · wk-form4_1732051409.xml · nonDerivative · entry 2 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,198 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2024. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 21:23 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 893 | $95.48 | $85,263.64 |
DisclosureSEC source: 0000093751-24-000956 · wk-form4_1732051409.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,299 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| August 16, 2024 Filed Aug 19, 2024 20:32 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 102 | $80.65 | $8,226.30 |
DisclosureSEC source: 0000093751-24-000700 · wk-form4_1724099519.xml · nonDerivative · entry 2 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,192 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2024. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 20:32 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 714 | $80.55 | $57,512.70 |
DisclosureSEC source: 0000093751-24-000700 · wk-form4_1724099519.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,294 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:10 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 101 | $74.33 | $7,507.33 |
DisclosureSEC source: 0000093751-24-000643 · wk-form4_1717445446.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,008 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 29, 2024. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:03 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 713 | $77.57 | $55,307.41 |
DisclosureSEC source: 0000093751-24-000623 · wk-form4_1715976149.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,109 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:57 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 9,663 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000549 · wk-form4_1709071026.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,822 F1 · shares: Restricted stock units granted pursuant to State Street Corporation Amended and Restated 2017 Stock Incentive Plan. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:05 UTC | STATE STREET CORP STT · Entity 242 | SaleCommon Stock | 3,200 | $72.33 | $231,456.00 |
DisclosureSEC source: 0000093751-24-000532 · wk-form4_1708981485.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,159 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.33 through $72.34, inclusive. The reporting person undertakes to provide to State Street Corporation, any security holder of State Street Corporation, 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 ranges set forth in this Form 4. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:44 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 5,172 | $73.03 | $377,711.16 |
DisclosureSEC source: 0000093751-24-000525 · wk-form4_1708472675.xml · nonDerivative · entry 3 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,359 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of previously awarded deferred stock. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:44 UTC | STATE STREET CORP STT · Entity 242 | Tax withholdingCommon Stock | 4,562 | $73.03 | $333,162.86 |
DisclosureSEC source: 0000093751-24-000525 · wk-form4_1708472675.xml · nonDerivative · entry 2 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,531 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the settlement of a performance award granted on February 26, 2021 as part of 2020 compensation. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:44 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 11,183 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000525 · wk-form4_1708472675.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,093 F1 · shares: Settlement of a performance award granted on February 26, 2021 as part of 2020 compensation. Read SEC document |
| February 27, 2020 Filed Mar 2, 2020 21:18 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 11,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-20-000727 · wf-form4_158318389221378.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,609 F1 · shares: Restricted stock units granted pursuant to State Street Corporation 2017 Stock Incentive Plan. Read SEC document |
| April 30, 2019 Filed May 1, 2019 20:17 UTC | VALMONT INDUSTRIES INC VMI · Entity 3580 | GrantCommon Stock | 964 | $0.00 | $0.00 |
DisclosureSEC source: 0000900440-19-000049 · primary_doc.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247 F1 · price: Restricted stock unit award which vests on the anniversary of the grant date, unless deferred by reporting person, and on vesting settled in an equal number of shares of common stock. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 17:41 UTC | VALMONT INDUSTRIES INC VMI · Entity 3580 | GrantCommon Stock | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000900440-18-000040 · primary_doc.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283 F1 · price: Restricted stock unit award which vests on the anniversary of the grant date and on vesting settled in an equal number of shares of common stock. Read SEC document |
| September 25, 2017 Filed Sep 25, 2017 16:21 UTC | CABELAS INC CAB · Entity 172969 | Disposition to issuerStock Option (right to buy) · Derivative | 3,139 | Not disclosed Strike: $50.45 | Not disclosed |
DisclosureSEC source: 0000899243-17-022541 · doc4.xml · derivative · entry 3 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,139 shares Expires 2024-06-06 F2 · price: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option. F2 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option. Read SEC document |
| September 25, 2017 Filed Sep 25, 2017 16:21 UTC | CABELAS INC CAB · Entity 172969 | Disposition to issuerStock Option (right to buy) · Derivative | 3,047 | Not disclosed Strike: $51.35 | Not disclosed |
DisclosureSEC source: 0000899243-17-022541 · doc4.xml · derivative · entry 2 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,047 shares Expires 2023-06-04 F2 · price: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option. F2 · derivative.exercise_date: Pursuant to the terms of the Merger Agreement, upon consummation of the transactions contemplated thereby, these stock options were automatically cancelled and, in exchange therefor, the reporting person became entitled to the right to receive an amount in cash equal to the product of (i) the number of common shares subject to such stock option multiplied by (ii) the excess, if any, of (A) $61.50 over (B) the exercise price per common share of such stock option. Read SEC document |
| September 25, 2017 Filed Sep 25, 2017 16:21 UTC | CABELAS INC CAB · Entity 172969 | Disposition to issuerCommon Stock | 3,031 | $61.50 | $186,406.50 |
DisclosureSEC source: 0000899243-17-022541 · doc4.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the terms of the Agreement and Plan of Merger, dated October 3, 2016, as amended by the Amendment to Agreement and Plan of Merger, dated April 17, 2017, and as otherwise amended from time to time (the "Merger Agreement"), by and among issuer, Bass Pro Group, LLC, and Prairie Merger Sub, Inc., in exchange for a cash payment of $61.50 per share. Read SEC document |
| June 06, 2017 Filed Jun 6, 2017 17:38 UTC | CABELAS INC CAB · Entity 172969 | Exercise / conversionRestricted Stock Units · Derivative | 1,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001267130-17-000056 · edgar.xml · derivative · entry 2 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,239 shares Expires not disclosed 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: Each restricted stock unit represents the contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted stock units granted on June 6, 2016, that vested on June 6, 2017. F2 · derivative.expiration_date: Restricted stock units granted on June 6, 2016, that vested on June 6, 2017. Read SEC document |
| June 06, 2017 Filed Jun 6, 2017 17:38 UTC | CABELAS INC CAB · Entity 172969 | Exercise / conversionCommon Stock | 1,239 | $54.50 | $67,525.50 |
DisclosureSEC source: 0001267130-17-000056 · edgar.xml · nonDerivative · entry 1 Milrod Donna M · CIK 0001493239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,031 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.