Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LKQ CORPLKQ · Entity 1128 | SVP -- CIO | March 01, 2024 | March 02, 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.
LKQ CORP
Report date March 01, 2024 · Filed March 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,638 |
Reported balance
After 2024-03-01 transaction · row 1
1 source rowRow 1 · 2024-03-01 · Tax withholding · Disposed 1,472 · Balance 30,638 F1: This transaction represents shares withheld by the issuer to pay the tax withholding amount required upon the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents shares withheld by the issuer to pay the tax withholding amount required upon the vesting of restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GATX CORP
Report date December 31, 2019 · Filed February 03, 2020
Section 16 reporting ended · disclosed 2020-02-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,919 |
Reported balance
Holding disclosure · report date 2019-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 9,919 F1: Includes 225 shares acquired through the reinvestment of dividends. |
| Common Stock 401(k)SEC Table I · non-derivative | Indirect401(k) Plan | 570 |
Reported balance
Holding disclosure · report date 2019-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 570 F2: Consists of shares held through the GATX 401(k) plan. F3: The price of the stock is based on the closing price on December 31, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 225 shares acquired through the reinvestment of dividends.
F2: Consists of shares held through the GATX 401(k) plan.
F3: The price of the stock is based on the closing price on December 31, 2019.
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 26, 2017 Filed Jan 30, 2017 21:07 UTC | GATX CORP GATX · Entity 2783 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-17-000377 · form.xml · nonDerivative · entry 2 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,334 Read SEC document |
| January 26, 2017 Filed Feb 1, 2017 21:14 UTC Amendment | GATX CORP GATX · Entity 2783 | Tax withholdingCommon Stock | 943 | $61.18 | $57,688.03 |
DisclosureSEC source: 0001246360-17-000405 · form.xml · nonDerivative · entry 1 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,391 Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | SaleCommon Stock | 3,653 | $59.45 | $217,159.53 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · nonDerivative · entry 6 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,600 F1 · shares: Represents the weighted average sale price. The highest price at which shares were sold was $59.78 and the lowest price at which shares were sold was $59.22 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionStock-Settled Stock Appreciation Right · Derivative | 5,000 | $0.00 Strike: $45.89 | $0.00 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · derivative · entry 9 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2020-01-24 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 |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionStock-Settled Stock Appreciation Right · Derivative | 5,000 | $0.00 Strike: $44.02 | $0.00 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · derivative · entry 8 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-01-26 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 |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionStock-Settled Stock Appreciation Right · Derivative | 6,700 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · derivative · entry 7 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,700 shares Expires 2018-01-27 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 |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Tax withholdingCommon Stock | 13,047 | $59.40 | $774,991.80 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · nonDerivative · entry 5 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,253 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionCommon Stock | 5,000 | $45.89 | $229,455.00 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · nonDerivative · entry 4 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,300 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 |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionCommon Stock | 5,000 | $44.02 | $220,075.00 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · nonDerivative · entry 3 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,300 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 |
| January 23, 2017 Filed Jan 25, 2017 18:07 UTC | GATX CORP GATX · Entity 2783 | Exercise / conversionCommon Stock | 6,700 | $33.94 | $227,364.50 |
DisclosureSEC source: 0001246360-17-000292 · form.xml · nonDerivative · entry 2 Brooks Michael T. · CIK 0001422898 · SVP & Chief Ops. Off. Rail NA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,300 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.