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 |
|---|---|---|---|---|---|---|
| February 20, 2018 Filed Feb 22, 2018 11:56 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | Exercise / conversionCommon units | 9,851 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-002563 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,246 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. F4 · price: The reporting person elected to have their Phantom units paid to them in ARLP common units pursuant to their election of their 2016 deferrals. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:28 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 20.5159 | $110.81 | $2,273.37 |
DisclosureSEC source: 0000054480-18-000021 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173.4641 Underlying: Common Stock · 173.4641 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 |
| November 17, 2017 Filed Nov 17, 2017 11:30 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-014288 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,429 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 AHGP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 10:01 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GiftCommon units | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013903 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,395 Read SEC document |
| October 04, 2017 Filed Oct 5, 2017 17:33 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 21.1714 | $107.02 | $2,265.76 |
DisclosureSEC source: 0000054480-17-000164 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152.9482 Underlying: Common Stock · 152.9482 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 18, 2017 Filed Aug 18, 2017 11:38 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 424 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-011652 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,984 Underlying: Common unit · 424 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 AHGP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 17:44 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 19.8543 | $104.28 | $2,070.41 |
DisclosureSEC source: 0000054480-17-000131 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131.7768 Underlying: Common Stock · 131.7768 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 31, 2017 Filed Jun 2, 2017 14:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 1,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000057 · primary_doc.xml · derivative · entry 4 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,718 Underlying: Common Shares · 1,394 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 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 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 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 the Reporting Person prior to the date of grant. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 14:57 UTC | EPR PROPERTIES EPR · Entity 3975 | GrantRestricted Share Units · Derivative | 2,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000057 · primary_doc.xml · derivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,324 Underlying: Common Shares · 2,301 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 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 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 the Reporting Person prior to the date of grant. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 14:57 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000057 · primary_doc.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,023 Underlying: Common Shares · 1,109 shares Expires 2017-05-31 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 31, 2017 Filed Jun 2, 2017 14:57 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000057 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,413 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 30, 2017 Filed May 31, 2017 17:36 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 416 | $96.02 | $39,944.32 |
DisclosureSEC source: 0000054480-17-000122 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,446 F1 · shares: 416 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 $40,000 in 2017. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. F1 · balance_after: 416 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 $40,000 in 2017. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. F2 · balance_after: 5,746 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 19, 2017 Filed May 19, 2017 14:02 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-007580 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,560 Underlying: Common unit · 291 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · price: Not applicable F3 · derivative.exercise_date: The Phantom units are to be settled in AHGP common units upon the reporting person's death or termination. F2 · derivative.expiration_date: Not applicable Read SEC document |
| May 10, 2017 Filed May 10, 2017 20:50 UTC | EPR PROPERTIES EPR · Entity 3975 | SaleCommon Shares of Beneficial Interest | 9,000 | $70.30 | $632,700.00 |
DisclosureSEC source: 0001045450-17-000049 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,304 Read SEC document |
| May 10, 2017 Filed May 12, 2017 17:51 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | SaleCommon Stock | 3,500 | $92.57 | $323,980.30 |
DisclosureSEC source: 0000054480-17-000101 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,030 F1 · balance_after: 5,746 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 05, 2017 Filed May 8, 2017 22:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 2,500 | $0.00 Strike: $52.72 | $0.00 |
DisclosureSEC source: 0001045450-17-000048 · primary_doc.xml · derivative · entry 6 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,557 Underlying: Common Shares of Beneficial Interest · 2,500 shares Expires 2018-05-07 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 05, 2017 Filed May 8, 2017 22:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionOption to Purchase Common Shares of Beneficial Interest · Derivative | 2,500 | $0.00 Strike: $61.53 | $0.00 |
DisclosureSEC source: 0001045450-17-000048 · primary_doc.xml · derivative · entry 5 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,057 Underlying: Common Shares of Beneficial Interest · 2,500 shares Expires 2017-05-09 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 05, 2017 Filed May 8, 2017 22:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 1,868 | $70.54 | $131,768.72 |
DisclosureSEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 4 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,304 F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| May 05, 2017 Filed May 8, 2017 22:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Tax withholdingCommon Shares of Beneficial Interest | 2,181 | $70.54 | $153,847.74 |
DisclosureSEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 3 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,172 F1 · shares: These shares were assigned to the Company in payment of exercise prices and associated taxes. Read SEC document |
| May 05, 2017 Filed May 8, 2017 22:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 2,500 | $52.72 | $131,800.00 |
DisclosureSEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,353 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 05, 2017 Filed May 8, 2017 22:33 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 2,500 | $61.53 | $153,825.00 |
DisclosureSEC source: 0001045450-17-000048 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,853 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 05, 2017 Filed May 9, 2017 17:52 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 1,910 | $91.62 | $174,994.20 |
DisclosureSEC source: 0000054480-17-000092 · edgar.xml · nonDerivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,530 F2 · shares: 1,910 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 $175,000 in 2017. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. F1 · balance_after: 3,836 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. F2 · balance_after: 1,910 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 $175,000 in 2017. The reporting person has no voting rights and is entitled to receive Dividend Equivalents with respect to this Deferred Stock. Read SEC document |
| May 05, 2017 Filed May 9, 2017 17:52 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0000054480-17-000092 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,620 F1 · balance_after: 3,836 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 05, 2017 Filed Apr 6, 2017 17:36 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 15.0163 | $86.43 | $1,297.86 |
DisclosureSEC source: 0000054480-17-000073 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111.9225 Underlying: Common Stock · 111.9225 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 23, 2017 Filed Feb 27, 2017 17:54 UTC Amendment | Alliance Holdings GP, L.P. AHGP · Entity 166097 | Exercise / conversionPhantom unit · Derivative | 4,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003300 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,269 Underlying: Common unit · 4,357 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: 1 for 1 F2 · price: Not applicable F3 · derivative.exercise_date: The reporting person elected to have their Phantom units paid to them in ARLP common units pursuant to their election of their 2015 deferrals. F2 · derivative.expiration_date: Not applicable Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 17:54 UTC Amendment | Alliance Holdings GP, L.P. AHGP · Entity 166097 | Exercise / conversionCommon units | 4,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003300 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,895 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 · price: The reporting person elected to have their Phantom units paid to them in ARLP common units pursuant to their election of their 2015 deferrals. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 10:56 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | Exercise / conversionPhantom unit · Derivative | 4,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003226 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,345 Underlying: Common unit · 4,357 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: 1 for 1 F2 · price: Not applicable F3 · derivative.exercise_date: The reporting person elected to have their Phantom units paid to them in ARLP common units pursuant to their election of their 2015 deferrals. F2 · derivative.expiration_date: Not applicable Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 10:56 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | Exercise / conversionCommon units | 4,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003226 · edgar.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,895 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 · price: The reporting person elected to have their Phantom units paid to them in ARLP common units pursuant to their election of their 2015 deferrals. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 11:34 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002862 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,702 Underlying: Common unit · 429 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F1 · derivative.exercise_date: The Phantom units are to be settled in AHGP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| February 17, 2017 Filed Feb 27, 2017 17:53 UTC Amendment | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003299 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,626 Underlying: Common unit · 353 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F1 · derivative.exercise_date: The Phantom units are to be settled in AHGP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 17:27 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 15.217 | $84.96 | $1,292.84 |
DisclosureSEC source: 0000054480-17-000002 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96.9062 Underlying: Common Stock · 96.9062 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 03, 2017 Filed Feb 7, 2017 19:35 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionRestricted Share Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001045450-17-000012 · primary_doc.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,132 Underlying: Common Shares of Beneficial Interest · 3,630 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: Restricted Share Units convert into Common Shares on a one-for-one basis. F2 · derivative.exercise_date: The Restricted Share Units include: (i) 2,217 vested Restricted Share Units, 1,109 of which settle in May 2017 and 1,108 of which settle in May 2018; and (ii) 2,915 unvested Restricted Share Units which vest in May 2017 and settle upon termination of service. F2 · derivative.expiration_date: The Restricted Share Units include: (i) 2,217 vested Restricted Share Units, 1,109 of which settle in May 2017 and 1,108 of which settle in May 2018; and (ii) 2,915 unvested Restricted Share Units which vest in May 2017 and settle upon termination of service. Read SEC document |
| January 03, 2017 Filed Feb 7, 2017 19:35 UTC | EPR PROPERTIES EPR · Entity 3975 | Exercise / conversionCommon Shares of Beneficial Interest | 3,630 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001045450-17-000012 · primary_doc.xml · nonDerivative · entry 1 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted Share Units convert into Common Shares on a one-for-one basis. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 09:31 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 365 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-031924 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,273 Underlying: Common unit · 365 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F1 · derivative.exercise_date: The Phantom units are to be settled in AHGP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable Read SEC document |
| October 05, 2016 Filed Oct 6, 2016 17:17 UTC | KANSAS CITY SOUTHERN KSU · Entity 132387 | GrantDividend Equivalent Right · Derivative | 13.7829 | $93.47 | $1,288.29 |
DisclosureSEC source: 0000054480-16-000268 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81.6892 Underlying: Common Stock · 81.6892 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 03, 2016 Filed Oct 5, 2016 09:46 UTC | Alliance Holdings GP, L.P. AHGP · Entity 166097 | GrantPhantom unit · Derivative | 1,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650549-16-000085 · edgar.xml · derivative · entry 2 DRUTEN ROBERT J · CIK 0001113486 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,908 Underlying: Common unit · 1,528 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · price: Not applicable F1 · derivative.exercise_date: The Phantom units are to be settled in AHGP common units upon the reporting person's death or termination. F3 · derivative.expiration_date: Not applicable 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.