Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Polaris Inc.PII · Entity 760 | Director · Chief Executive Officer | August 11, 2020 | August 13, 2020 |
| TEREX CORPTEX · Entity 3718 | Director | May 17, 2019 | May 21, 2019 |
| US BANCORP DEUSB · Entity 2923 | Director | December 16, 2024 | December 17, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Polaris Inc.
Report date August 11, 2020 · Filed August 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 374,355 |
Ending reported balance
After 2020-08-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2020-08-11 · Exercise / conversion · Acquired 90,000 · Balance 464,355 Row 2 · 2020-08-11 · Sale · Disposed 27,528 · Balance 436,827 F1: Reflects the weighted average price of 27,528 shares of Common Stock purchased by the reporting person in multiple transactions on August 11, 2020 with purchase prices ranging from $107.07 to $108.07 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price. Row 3 · 2020-08-11 · Sale · Disposed 62,472 · Balance 374,355 F2: Reflects the weighted average price of 62,472 shares of Common Stock sold by the reporting person in multiple transactions on August 11, 2020 with sale prices ranging from $108.08 to $108.91 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $65.57 · Expires 2022-02-01 | Direct | 0 |
Reported balance
After 2020-08-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-08-11 · Exercise / conversion · Disposed 90,000 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price of 27,528 shares of Common Stock purchased by the reporting person in multiple transactions on August 11, 2020 with purchase prices ranging from $107.07 to $108.07 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares purchased at each separate price.
F2: Reflects the weighted average price of 62,472 shares of Common Stock sold by the reporting person in multiple transactions on August 11, 2020 with sale prices ranging from $108.08 to $108.91 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
TEREX CORP
Report date May 17, 2019 · Filed May 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01SEC Table I · non-derivative | Direct | 92,544 |
Reported balance
After 2019-05-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-17 · Grant · Acquired 7,826 · Balance 92,544 F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer. F2: Ownership includes shares received as a dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to one of the Company's long-term incentive plans representing payment of annual director retainer.
F2: Ownership includes shares received as a dividend.
US BANCORP DE
Report date December 16, 2024 · Filed December 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Plan ParticipationSEC Table II · derivative / convertible security | Direct | 37,138 |
Reported balance
After 2024-12-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-12-16 · Grant · Acquired 88 · Balance 37,138 F1: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2: Includes amounts acquired pursuant to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors.
F2: Includes amounts acquired pursuant to dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| January 30, 2017 Filed Feb 1, 2017 21:48 UTC | Polaris Inc. PII · Entity 760 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-006753 · doc4.xml · derivative · entry 2 Wine Scott W. · CIK 0001442049 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,470 shares Expires 2017-03-15 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 performance restricted stock unit represents the right to receive, upon vesting, one share of the Issuer's common stock or, if a deferral election is made, one deferred stock unit under the Issuer's Supplemental/Retirement Savings Plan ("SERP"). F1 · price: Each performance restricted stock unit represents the right to receive, upon vesting, one share of the Issuer's common stock or, if a deferral election is made, one deferred stock unit under the Issuer's Supplemental/Retirement Savings Plan ("SERP"). F1 · derivative.exercise_date: Each performance restricted stock unit represents the right to receive, upon vesting, one share of the Issuer's common stock or, if a deferral election is made, one deferred stock unit under the Issuer's Supplemental/Retirement Savings Plan ("SERP"). Read SEC document |
| January 25, 2017 Filed Jan 27, 2017 22:59 UTC | Polaris Inc. PII · Entity 760 | GrantEmployee Stock Options (Right to Buy) · Derivative | 245,218 | $0.00 Strike: $89.39 | $0.00 |
DisclosureSEC source: 0001209191-17-005986 · doc4.xml · derivative · entry 2 Wine Scott W. · CIK 0001442049 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,218 Underlying: Common Stock · 245,218 shares Expires 2027-01-25 F1 · derivative.exercise_date: The option vests in two equal installments on January 25, 2019 and January 25, 2021. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 21:25 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,957 | $50.73 | $150,008.61 |
DisclosureSEC source: 0001225208-17-001465 · doc4.xml · derivative · entry 1 Wine Scott W. · CIK 0001442049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,957 Underlying: Common Stock, $0.01 par value · 2,957 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 21:26 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 1,896 | $51.43 | $97,511.28 |
DisclosureSEC source: 0001225208-17-001164 · doc4.xml · derivative · entry 1 Wine Scott W. · CIK 0001442049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,378 Underlying: Common Stock, $0.01 par value · 1,896 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 21:09 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 146 | $51.30 | $7,489.80 |
DisclosureSEC source: 0001225208-17-000070 · doc4.xml · derivative · entry 1 Wine Scott W. · CIK 0001442049 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482 Underlying: Common Stock, $0.01 par value · 146 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. 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.