Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PULTEGROUP INC/MI/PHM · Entity 3207 | Director | May 02, 2017 | May 04, 2017 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | See Remarks | August 27, 2024 | September 04, 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.
PULTEGROUP INC/MI/
Report date May 02, 2017 · Filed May 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitSEC Table II · derivative / convertible security | Direct | 6,264 |
Reported balance
After 2017-05-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-02 · Grant · Acquired 6,264 · Balance 6,264 F1: Granted under the PulteGroup, Inc. 2013 Stock Incentive Plan. F2: The units will convert into shares of the Company's common stock on a 1-for-1 basis. F3: The date exercisable and expiration date are both the date of the Director's termination of Board membership. |
| Common StockSEC Table I · non-derivative | Direct | 5,615 |
Reported balance
Holding disclosure · report date 2017-05-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,615 |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the PulteGroup, Inc. 2013 Stock Incentive Plan.
F2: The units will convert into shares of the Company's common stock on a 1-for-1 basis.
F3: The date exercisable and expiration date are both the date of the Director's termination of Board membership.
SOUTHWEST AIRLINES CO
Report date August 27, 2024 · Filed September 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $1.00 per share ("Common Stock")SEC Table I · non-derivative | Direct | 19,162 |
Reported balance
Holding disclosure · report date 2024-08-27 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,162 |
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 |
|---|---|---|---|---|---|---|
| May 02, 2017 Filed May 4, 2017 23:09 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantDeferred Share Unit · Derivative | 6,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-016932 · form4.xml · derivative · entry 2 Gotbaum Joshua · CIK 0001684207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,264 Underlying: Common Stock · 6,264 shares Expires not disclosed F1 · derivative.exercise_price: Granted under the PulteGroup, Inc. 2013 Stock Incentive Plan. F2 · derivative.exercise_price: The units will convert into shares of the Company's common stock on a 1-for-1 basis. F3 · derivative.exercise_date: The date exercisable and expiration date are both the date of the Director's termination of Board membership. F3 · derivative.expiration_date: The date exercisable and expiration date are both the date of the Director's termination of Board membership. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 23:25 UTC | PULTEGROUP INC/MI/ PHM · Entity 3207 | GrantCommon Stock | 5,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-063381 · form4.xml · nonDerivative · entry 1 Gotbaum Joshua · CIK 0001684207 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 F1 · shares: Granted under the PulteGroup, Inc. 2013 Stock Incentive Plan. 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.