Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RUSH ENTERPRISES INC \TX\RUSHA · Entity 3648 | Senior Vice President | March 15, 2024 | March 19, 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.
RUSH ENTERPRISES INC \TX\
Report date March 15, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 159,273 |
Reported balance
After 2024-03-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-15 · Tax withholding · Disposed 2,636 · Balance 159,273 F1: Shares reported are shares not reported to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2021. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan. F3: On August 28, 2023, the Issuer effected a 3-for-2 stock split of its common stock. The amount of securities reported on this Form 4 have been adjusted to reflect the stock split. |
| Class B Common StockSEC Table I · non-derivative | Direct | 156,637 |
Reported balance
After 2024-03-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-15 · Tax withholding · Disposed 2,636 · Balance 156,637 F4: Shares reported are shares not reported to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2022. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan. |
| Class B Common StockSEC Table I · non-derivative | Direct | 153,608 |
Reported balance
After 2024-03-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2024-03-15 · Tax withholding · Disposed 3,029 · Balance 153,608 F5: Shares reported are shares not reported to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2023. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan. |
| Class B Common StockSEC Table I · non-derivative | Direct | 172,858 |
Reported balance
After 2024-03-15 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2024-03-15 · Grant · Acquired 19,250 · Balance 172,858 F6: Reflects the grant of restricted stock. The restricted stock vests in increments of 1/3 on each of the first, second and third anniversary of the grant date, which is March 15, 2024. F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan. |
| Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.24 · Expires 2034-03-15 | Direct | 12,500 |
Reported balance
After 2024-03-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-15 · Grant · Acquired 12,500 · Balance 12,500 F7: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares reported are shares not reported to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2021.
F2: Includes unvested restricted stock and certain shares included in the Company's deferred compensation plan.
F3: On August 28, 2023, the Issuer effected a 3-for-2 stock split of its common stock. The amount of securities reported on this Form 4 have been adjusted to reflect the stock split.
F4: Shares reported are shares not reported to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2022.
F5: Shares reported are shares not reported to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant of restricted stock that occurred on March 15, 2023.
F6: Reflects the grant of restricted stock. The restricted stock vests in increments of 1/3 on each of the first, second and third anniversary of the grant date, which is March 15, 2024.
F7: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date.
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 |
|---|---|---|---|---|---|---|
| July 28, 2017 Filed Aug 1, 2017 23:50 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 11,999 | $42.07 | $504,788.33 |
DisclosureSEC source: 0001179110-17-010920 · edgar.xml · nonDerivative · entry 4 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,744 F1 · price: This price is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.96 to $42.165. The reporting person undertakes to provide Rush Enterprises, Inc., any security holder of Rush Enterprises, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 23:50 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionClass A Common Stock | 11,999 | $18.74 | $224,861.26 |
DisclosureSEC source: 0001179110-17-010920 · edgar.xml · nonDerivative · entry 3 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,743 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 |
| July 28, 2017 Filed Aug 1, 2017 23:50 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | SaleClass A Common Stock | 5,999 | $42.18 | $253,048.62 |
DisclosureSEC source: 0001179110-17-010920 · edgar.xml · nonDerivative · entry 2 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,744 Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 23:50 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Exercise / conversionClass A Common Stock | 5,999 | $12.50 | $74,987.50 |
DisclosureSEC source: 0001179110-17-010920 · edgar.xml · nonDerivative · entry 1 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,743 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 15, 2017 Filed Mar 17, 2017 15:31 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantOption (right to buy) · Derivative | 10,000 | $0.00 Strike: $33.89 | $0.00 |
DisclosureSEC source: 0001179110-17-004778 · edgar.xml · derivative · entry 4 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2027-03-15 F4 · derivative.exercise_date: Options may be exercised in increments of 1/3 on each anniversary of the grant date beginning on the third anniversary of the grant date. The grant date is ten years prior to the expiration date. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 15:31 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | Tax withholdingClass B Common Stock | 948 | $31.37 | $29,738.76 |
DisclosureSEC source: 0001179110-17-004778 · edgar.xml · nonDerivative · entry 2 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,665 F3 · shares: Shares reported are shares not distributed to the reporting person in order to satisfy the reporting person's tax obligations with respect to vesting associated with the grant that occurred on March 15, 2016. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 15:31 UTC | RUSH ENTERPRISES INC \TX\ RUSH · Entity 3648 | GrantClass B Common Stock | 11,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004778 · edgar.xml · nonDerivative · entry 1 Anderson Scott T · CIK 0001327492 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,613 F1 · shares: Reflects the grant of restricted stock units (RSUs) that will entitle the reporting person to receive one share of the Company's Class B Common Stock for each RSU that vests. The RSUs vest in increments of 1/3 on each of the first, second, and third anniversary of the grant date, which is March 15, 2017. F2 · balance_after: Includes unvested restricted stock units. 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.