Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LPARLP · Entity 4153 | Director | December 16, 2024 | December 18, 2024 |
| Alliance Holdings GP, L.P.AHGP · Entity 166097 | Director | May 18, 2018 | May 22, 2018 |
| EPR PROPERTIESEPR · Entity 3975 | Director | May 27, 2022 | May 31, 2022 |
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.
ALLIANCE RESOURCE PARTNERS LP
Report date December 16, 2024 · Filed December 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom unitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-12-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-12-16 · Disposition to issuer · Disposed 16,568 · Balance 0 F1: 1 for 1 F3: Not applicable F2: On December 16, 2024, the Alliance Resource Management GP, L.P. Amended & Restated Deferred Compensation Plan for Directors was terminated and the phantom units were settled in cash rather than common units as originally contemplated. |
| Common unitSEC Table I · non-derivative | Direct | 25,628 |
Reported balance
Holding disclosure · report date 2024-12-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,628 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: On December 16, 2024, the Alliance Resource Management GP, L.P. Amended & Restated Deferred Compensation Plan for Directors was terminated and the phantom units were settled in cash rather than common units as originally contemplated.
F3: Not applicable
Alliance Holdings GP, L.P.
Report date May 18, 2018 · Filed May 22, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom unitSEC Table II · derivative / convertible security | Direct | 7,211 |
Reported balance
After 2018-05-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-18 · Grant · Acquired 201 · Balance 7,211 F1: 1 for 1 F3: Not applicable F2: The Phantom units are to be settled in AHGP common units pursuant to the reporting person's election or upon their death or termination. |
| Common unitsSEC Table I · non-derivative | Direct | 18,246 |
Reported balance
Holding disclosure · report date 2018-05-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 18,246 |
Filing footnotes · ownership attribution and instrument terms
F1: 1 for 1
F2: The Phantom units are to be settled in AHGP common units pursuant to the reporting person's election or upon their death or termination.
F3: Not applicable
EPR PROPERTIES
Report date May 27, 2022 · Filed May 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 49,483 |
Reported balance
After 2022-05-27 transaction · row 1
1 source rowRow 1 · 2022-05-27 · Exercise / conversion · Acquired 10,268 · Balance 49,483 |
| Restricted Share UnitSEC Table II · derivative / convertible security · Expires 2022-05-27 | Direct | 8,191 |
Reported balance
After 2022-05-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-27 · Exercise / conversion · Disposed 10,268 · Balance 8,191 F1: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares.
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 | 0 |
Ending reported balance
After 2021-12-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-12-14 · Exercise / conversion · Acquired 341 · Balance 21,393 F2: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, less applicable tax withholding. Row 2 · 2021-12-14 · Disposition to issuer · Disposed 21,393 · 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. |
| Dividend Equivalent RightSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-12-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-12-14 · Exercise / conversion · Disposed 343.2537 · Balance 0 F2: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, 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: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, 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 |
|---|---|---|---|---|---|---|
| December 16, 2024 Filed Dec 18, 2024 15:19 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | Disposition to issuerPhantom unit · Derivative | 16,568 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-029699 · form4-12182024_031244.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common unit · 16,568 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: On December 16, 2024, the Alliance Resource Management GP, L.P. Amended & Restated Deferred Compensation Plan for Directors was terminated and the phantom units were settled in cash rather than common units as originally contemplated. F3 · derivative.expiration_date: Not applicable Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 14:44 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-027026 · form4-11182024_021147.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,568 Underlying: Common unit · 428 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the termination of the Directors' Deferred Compensation Plan, which is expected in December 2024, or the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 13:18 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-021422 · form4-08162024_010830.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,140 Underlying: Common unit · 470 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the termination of the Directors' Deferred Compensation Plan, which is expected in December 2024, or the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| May 15, 2024 Filed May 15, 2024 18:27 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 469 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013195 · form4-05152024_060545.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,670 Underlying: Common unit · 469 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the termination of the Directors' Deferred Compensation Plan, which is expected in December 2024, or the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 19:39 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 505 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-004068 · form4-02162024_070258.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,201 Underlying: Common unit · 505 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the termination of the Directors' Deferred Compensation Plan, which is expected in December 2024, or the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 15:01 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-015170 · form4-11162023_031141.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,696 Underlying: Common unit · 445 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 14:01 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 485 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-012287 · form4-08162023_020857.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,251 Underlying: Common unit · 485 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| May 15, 2023 Filed May 17, 2023 13:50 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 473 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-008150 · form4-05172023_010557.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,766 Underlying: Common unit · 473 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 15:13 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 416 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-002656 · form4-02162023_030235.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,293 Underlying: Common unit · 416 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| November 14, 2022 Filed Nov 16, 2022 16:04 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 271 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-011419 · form4-11162022_041120.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,877 Underlying: Common unit · 271 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| August 12, 2022 Filed Aug 15, 2022 13:27 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 222 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-22-008582 · form4-08152022_060845.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,606 Underlying: Common unit · 222 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| May 27, 2022 Filed May 31, 2022 19:28 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Unit · Derivative | 10,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000063 · primary_doc.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,191 Underlying: Common Shares · 10,268 shares Expires 2022-05-27 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 Share Unit represents a contingent right to receive one share of the Issuer's common shares. Read SEC document |
| May 27, 2022 Filed May 31, 2022 19:28 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 10,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-22-000063 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,483 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 |
| May 13, 2022 Filed May 17, 2022 14:11 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-003048 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,384 Underlying: Common unit · 232 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units pursuant to the reporting person's election or upon their death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 17:42 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 1,093 | $0.00 Strike: $44.62 | $0.00 |
DisclosureSEC source: 0001045450-22-000040 · primary_doc.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares of Beneficial Interest · 1,093 shares Expires 2022-05-08 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 02, 2022 Filed Mar 3, 2022 17:42 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 960 | $50.79 | $48,758.40 |
DisclosureSEC source: 0001045450-22-000040 · primary_doc.xml · nonDerivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,215 F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 17:42 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,093 | $44.62 | $48,769.66 |
DisclosureSEC source: 0001045450-22-000040 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,175 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 |
| February 14, 2022 Filed Feb 16, 2022 15:43 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 221 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-001304 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,152 Underlying: Common unit · 221 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units pursuant to the reporting person's election or upon their death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 16:53 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Exercise / conversionDividend Equivalent Right · Derivative | 343.2537 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012941 · form4.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 343.2537 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. F2 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, less applicable tax withholding. F2 · price: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, less applicable tax withholding. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, less applicable tax withholding. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, less applicable tax withholding. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 16:53 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Disposition to issuerCommon Stock | 21,393 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012941 · form4.xml · nonDerivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 16:53 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Exercise / conversionCommon Stock | 341 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-012941 · form4.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,393 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 · price: Settlement of dividend equivalent rights in connection with payment of 7,035 of the reporting person's deferred shares on December 14, 2021. The rights accrued when and as dividends were paid on Kansas City Southern (KCS) common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional shares were paid in cash. Pursuant to the Merger Agreement, each share of director deferred stock (each, a Director Deferred Share) was converted into the right to receive the Merger Consideration, less applicable tax withholding. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 14:47 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-010146 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,931 Underlying: Common unit · 205 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units pursuant to the reporting person's election or upon their death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| October 06, 2021 Filed Oct 7, 2021 17:07 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 14.0752 | $282.53 | $3,976.67 |
DisclosureSEC source: 0000054480-21-000213 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343.2537 Underlying: Common Stock · 14.0752 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| August 24, 2021 Filed Oct 7, 2021 17:07 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-21-000213 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,052 F1 · balance_after: 7,035 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 13:06 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-008215 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,726 Underlying: Common unit · 148 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units pursuant to the reporting person's election or upon their death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| July 07, 2021 Filed Jul 8, 2021 17:02 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 13.9145 | $285.25 | $3,969.11 |
DisclosureSEC source: 0000054480-21-000189 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329.1785 Underlying: Common Stock · 13.9145 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 18:01 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000036 · primary_doc.xml · derivative · entry 4 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,459 Underlying: Common Shares · 2,723 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 18:01 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 3,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000036 · primary_doc.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,736 Underlying: Common Shares · 3,770 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the date of grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by Reporting Person prior to the date of grant. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 18:01 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 6,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000036 · primary_doc.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,966 Underlying: Common Shares · 6,714 shares Expires 2021-05-28 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 Share Unit represents a contingent right to receive one share of the Issuer's common shares. Read SEC document |
| May 28, 2021 Filed Jun 1, 2021 18:01 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 6,714 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-21-000036 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,082 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 |
| May 20, 2021 Filed May 24, 2021 17:02 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 817 | $293.67 | $239,928.39 |
DisclosureSEC source: 0000054480-21-000130 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,052 F1 · shares: 817 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees of $240,000 in 2021. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. F1 · balance_after: 817 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees of $240,000 in 2021. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. F2 · balance_after: 7,035 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. Read SEC document |
| May 14, 2021 Filed May 18, 2021 12:59 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005454 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,578 Underlying: Common unit · 194 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units pursuant to the reporting person's election or upon their death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| May 07, 2021 Filed May 11, 2021 14:30 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOptions to Purchase Common Shares of Beneficial Interest · Derivative | 1,355 | $0.00 Strike: $47.77 | $0.00 |
DisclosureSEC source: 0001045450-21-000031 · primary_doc.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,093 Underlying: Common Shares of Beneficial Interest · 1,355 shares Expires 2021-05-11 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 |
| May 07, 2021 Filed May 11, 2021 14:30 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,308 | $49.50 | $64,746.00 |
DisclosureSEC source: 0001045450-21-000031 · primary_doc.xml · nonDerivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,368 F1 · shares: These shares were assigned to the Company in payment of exercise price and associated taxes. Read SEC document |
| May 07, 2021 Filed May 11, 2021 14:30 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 1,355 | $47.77 | $64,728.35 |
DisclosureSEC source: 0001045450-21-000031 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,676 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 |
| April 07, 2021 Filed Apr 9, 2021 17:01 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 13.3357 | $264.01 | $3,520.76 |
DisclosureSEC source: 0000054480-21-000099 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315.264 Underlying: Common Stock · 13.3357 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 17:08 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 13.2733 | $215.69 | $2,862.92 |
DisclosureSEC source: 0000054480-21-000006 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301.9283 Underlying: Common Stock · 13.2733 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| October 07, 2020 Filed Oct 8, 2020 17:08 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 14.1617 | $183.38 | $2,596.97 |
DisclosureSEC source: 0000054480-20-000213 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288.655 Underlying: Common Stock · 14.1617 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| July 08, 2020 Filed Jul 10, 2020 17:51 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 17.627 | $146.93 | $2,589.94 |
DisclosureSEC source: 0000054480-20-000171 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 274.4933 Underlying: Common Stock · 17.627 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 17:04 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | SaleCommon Stock | 3,500 | $153.23 | $536,314.10 |
DisclosureSEC source: 0000054480-20-000160 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,235 F1 · balance_after: 6,218 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 19:07 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 4,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000047 · primary_doc.xml · derivative · entry 4 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,680 Underlying: Common Shares · 4,860 shares Expires not disclosed F4 · derivative.exercise_price: Restricted Share Units were issued to the Reporting Person pursuant to Company's Equity Incentive Plan. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common shares. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 19:07 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 6,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000047 · primary_doc.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,820 Underlying: Common Shares · 6,729 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Share Units were issued to Reporting Person in lieu of the Reporting Person's Annual Trustee Retainer fee. Each Restricted Share Unit represents a contingent right to receive one share of the Issuer's common share. F3 · derivative.exercise_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. F3 · derivative.expiration_date: Subject to certain exceptions, the vesting date for the Restricted Share Units is the earlier of (a) the close of business on the day preceding the first annual meeting of shareholders after the grant, or (b) a Change of Control (as defined in the 2016 Equity Incentive Plan). Settlement and delivery of common shares subject to vested Restricted Share Units are made pursuant to instructions provided to the Company by the Reporting Person prior to the date of grant. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 19:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 4,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000047 · primary_doc.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,091 Underlying: Common Shares · 4,082 shares Expires 2020-05-29 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 Share Unit represents a contingent right to receive one share of the Issuer's common shares. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 19:07 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 4,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-20-000047 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,321 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 |
| May 21, 2020 Filed May 26, 2020 17:14 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Exercise / conversionDividend Equivalent Right · Derivative | 29.3794 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000054480-20-000130 · edgar.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256.8663 Underlying: Common Stock · 29.3794 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. F2 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with payment of 776 of the reporting person's deferred shares on May 21, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F2 · price: Settlement of dividend equivalent rights in connection with payment of 776 of the reporting person's deferred shares on May 21, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F2 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with payment of 776 of the reporting person's deferred shares on May 21, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F2 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with payment of 776 of the reporting person's deferred shares on May 21, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. Read SEC document |
| May 21, 2020 Filed May 26, 2020 17:14 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Exercise / conversionCommon Stock | 29 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000054480-20-000130 · edgar.xml · nonDerivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,735 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 · price: Settlement of dividend equivalent rights in connection with payment of 776 of the reporting person's deferred shares on May 21, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F1 · balance_after: 6,218 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. Read SEC document |
| May 21, 2020 Filed May 26, 2020 17:14 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-20-000130 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,706 F1 · balance_after: 6,218 of these shares represent Deferred Stock that was issued to the reporting person pursuant to the Kansas City Southern Non-Management Director Deferred Stock Award Program in lieu of retainer fees. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. Read SEC document |
| April 08, 2020 Filed Apr 9, 2020 17:04 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 20.7784 | $139.75 | $2,903.78 |
DisclosureSEC source: 0000054480-20-000105 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286.2457 Underlying: Common Stock · 20.7784 shares Expires not disclosed F2 · derivative.exercise_price: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.exercise_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. F2 · derivative.expiration_date: These dividend equivalent rights accrued on the reporting person's Deferred Stock and will be paid at the same time as the Deferred Stock to which they relate. Each dividend equivalent right is the economic equivalent of one share of Kansas City Southern common stock. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 14:39 UTC | ALLIANCE RESOURCE PARTNERS LP ARLP · Entity 4153 | GrantPhantom unit · Derivative | 509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-001714 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,384 Underlying: Common unit · 509 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F2 · derivative.exercise_date: The Phantom units are to be settled in ARLP common units pursuant to the reporting person's election or upon their death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| January 23, 2020 Filed Jan 23, 2020 18:43 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | Exercise / conversionDividend Equivalent Right · Derivative | 68.3056 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000054480-20-000013 · edgar.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265.4673 Underlying: Common Stock · 68.3056 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. F3 · derivative.exercise_price: Settlement of dividend equivalent rights in connection with payment of 1,353 of the reporting person's deferred shares on January 23, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F3 · price: Settlement of dividend equivalent rights in connection with payment of 1,353 of the reporting person's deferred shares on January 23, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F3 · derivative.exercise_date: Settlement of dividend equivalent rights in connection with payment of 1,353 of the reporting person's deferred shares on January 23, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. F3 · derivative.expiration_date: Settlement of dividend equivalent rights in connection with payment of 1,353 of the reporting person's deferred shares on January 23, 2020. The rights accrued when and as dividends were paid on Kansas City Southern ("KCS") common stock and became payable proportionately with the deferred shares to which they related. Each dividend equivalent is the economic equivalent of one share of KCS common stock. The fractional share was paid in cash. 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.