Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVNET INCAVT · Entity 3687 | Director | September 20, 2018 | September 24, 2018 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 15, 2024 | May 16, 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.
AVNET INC
Report date September 20, 2018 · Filed September 24, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,369 |
Reported balance
After 2018-09-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-09-20 · Grant · Acquired 124 · Balance 29,369 F1: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer.
SOUTHWEST AIRLINES CO
Report date May 15, 2024 · Filed May 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,388 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 6,122 · Balance 66,388 |
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 15, 2024 Filed May 16, 2024 18:56 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 6,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-24-000069 · wk-form4_1715885771.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,388 Read SEC document |
| May 17, 2023 Filed May 18, 2023 20:45 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011657 · form4.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,266 Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:57 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 3,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013151 · form4.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,576 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:13 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000108 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,732 Read SEC document |
| May 21, 2020 Filed May 22, 2020 23:27 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 5,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-20-000094 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,082 Read SEC document |
| May 15, 2019 Filed May 16, 2019 22:05 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 3,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-19-000052 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,676 Read SEC document |
| September 20, 2018 Filed Sep 24, 2018 23:33 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 124 | $47.08 | $5,837.92 |
DisclosureSEC source: 0001127602-18-028291 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,369 Underlying: Common Stock · 124 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 23:31 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 131 | $42.07 | $5,511.17 |
DisclosureSEC source: 0001127602-18-021650 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,243 Underlying: Common Stock · 131 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:31 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-18-000077 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,599 Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 00:52 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012979 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,112 Underlying: Common Stock · 132 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:06 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 3,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001141 · form4.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,825 F1 · price: Director annual grant of stock. Read SEC document |
| December 19, 2017 Filed Dec 21, 2017 21:34 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035359 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,980 Underlying: Common Stock · 130 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| October 17, 2017 Filed Oct 30, 2017 21:06 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 32 | $58.94 | $1,886.08 |
DisclosureSEC source: 0000092380-17-000165 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Shares held by spouse Disclosed balance after: 0 Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 23:00 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 134 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027648 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,850 Underlying: Common Stock · 134 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| August 17, 2017 Filed Aug 17, 2017 20:41 UTC | AVNET INC AVT · Entity 3687 | SaleCommon Stock | 10,600 | $37.10 | $393,260.00 |
DisclosureSEC source: 0001127602-17-025934 · form4.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,191 F1 · price: The shares were sold in multiple transactions at prices ranging from $36.96 - $37.27. Read SEC document |
| June 19, 2017 Filed Jun 20, 2017 22:12 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021906 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,716 Underlying: Common Stock · 133 shares Expires not disclosed F1 · derivative.exercise_price: The reporting person has elected to receive the quarterly cash retainer in phantom stock units under the Avnet, Inc. Deferred Compensation Plan for Outside Directors. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon a change in control of the Issuer. F1 · derivative.exercise_date: The reporting person has elected to receive the quarterly cash retainer in phantom stock units under the Avnet, Inc. Deferred Compensation Plan for Outside Directors. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon a change in control of the Issuer. F1 · derivative.expiration_date: The reporting person has elected to receive the quarterly cash retainer in phantom stock units under the Avnet, Inc. Deferred Compensation Plan for Outside Directors. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon a change in control of the Issuer. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:48 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-17-000098 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,769 Read SEC document |
| March 28, 2017 Filed Mar 28, 2017 22:29 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013087 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,583 Underlying: Common Stock · 115 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:49 UTC | AVNET INC AVT · Entity 3687 | GrantCommon Stock | 3,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001102 · form4.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,864 F1 · price: Director annual grant of stock. Read SEC document |
| December 19, 2016 Filed Dec 20, 2016 21:56 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070587 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,468 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| September 16, 2016 Filed Sep 19, 2016 23:23 UTC | AVNET INC AVT · Entity 3687 | GrantPhantom Stock Units · Derivative | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062857 · form4.xml · derivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,368 Underlying: Common Stock · 122 shares Expires not disclosed F1 · derivative.exercise_price: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.exercise_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. F1 · derivative.expiration_date: Represents additional Phantom Stock Units acquired as a result of quarterly dividend. These units are to be settled 1 for 1 in the Issuer's Common Stock after cessation of membership on the Issuer's Board or upon change in control of the Issuer. Read SEC document |
| February 06, 2008 Filed Jul 28, 2017 20:35 UTC | AVNET INC AVT · Entity 3687 | GiftCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024330 · form5.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,791 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.