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Tepner Harvey L

Disclosed activity across 4 companies

Tapewire entity
95403
SEC CIK
0001343544

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Alpha Metallurgical Resources, Inc.CTRA · Entity 4251DirectorMay 01, 2019May 03, 2019
Casa Systems IncCASA · Entity 95402DirectorDecember 27, 2023January 05, 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.

Alpha Metallurgical Resources, Inc.

Report date May 01, 2019 · Filed May 03, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $0.01 par value per shareSEC Table I · non-derivativeDirect26,856 Reported balance After 2019-05-01 transaction · row 1
1 source row

Row 1 · 2019-05-01 · Grant · Acquired 1,774 · Balance 26,856

F1: Represents a grant of restricted stock units on May 1, 2019 that will vest on April 30, 2020.

Filing footnotes · ownership attribution and instrument terms

F1: Represents a grant of restricted stock units on May 1, 2019 that will vest on April 30, 2020.

Casa Systems Inc

Report date December 27, 2023 · Filed January 05, 2024

This filing explicitly reported no securities owned.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Clear Channel Outdoor Holdings, Inc.

Report date May 01, 2019 · Filed May 02, 2019

Section 16 reporting ended · disclosed 2019-05-02. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2019-05-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2019-05-01 · Disposition to issuer · Disposed 26,168 · Balance 0

F1: Disposed of pursuant to the merger agreement between Clear Channel Outdoor Holdings, Inc. and Clear Channel Holdings, Inc. (n/k/a Clear Channel Outdoor Holdings, Inc.) ("New CCOH") in exchange for 26,168 shares of common stock of New CCOH.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the merger agreement between Clear Channel Outdoor Holdings, Inc. and Clear Channel Holdings, Inc. (n/k/a Clear Channel Outdoor Holdings, Inc.) ("New CCOH") in exchange for 26,168 shares of common stock of New CCOH.

Core-Mark Holding Company, LLC

Report date September 01, 2021 · Filed September 01, 2021

Section 16 reporting ended · disclosed 2021-09-01. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Core-Mark Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2021-09-01 transaction · row 1
1 source row

Row 1 · 2021-09-01 · Disposition to issuer · Disposed 45,386 · Balance 0

F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

2021 RSU GrantSEC Table II · derivative / convertible securityDirect0 Reported balance After 2021-09-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2021-09-01 · Disposition to issuer · Disposed 3,261 · Balance 0

F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

Filing footnotes · ownership attribution and instrument terms

F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2021 Filed Sep 1, 2021 16:53 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Disposition to issuer2021 RSU Grant · Derivative 3,261 Not disclosed Not disclosed
Disclosure

SEC source: 0001214659-21-009248 · marketforms-53671.xml · derivative · entry 2

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Coremark Common Stock · 3,261 shares

Expires not disclosed

F1 · derivative.exercise_price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

F1 · price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

F1 · derivative.exercise_date: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

F1 · derivative.expiration_date: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

Read SEC document
September 01, 2021 Filed Sep 1, 2021 16:53 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Disposition to issuerCore-Mark Common Stock 45,386 Not disclosed Not disclosed
Disclosure

SEC source: 0001214659-21-009248 · marketforms-53671.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.

Read SEC document
August 31, 2021 Filed Aug 31, 2021 16:30 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 GiftCoremark Common Stock 1,100 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-009174 · marketforms-53696.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,386

F1 · kind: The reporting person gifted these shares to Schwab Charitable Fund.

Read SEC document
February 01, 2021 Filed Feb 3, 2021 18:42 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Grant2021 RSU Grant · Derivative 3,261 $0.00 Strike: $0.01 $0.00
Disclosure

SEC source: 0001214659-21-001226 · marketforms-51382.xml · derivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,261

Underlying: Coremark Common Stock · 3,261 shares

Expires not disclosed

F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on February 1, 2022 prior to their conversion to common stock.

F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on February 1, 2022 prior to their conversion to common stock.

Read SEC document
January 22, 2021 Filed Jan 26, 2021 16:30 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Exercise / conversion2020 RSU Grant · Derivative 3,975 $0.00 Strike: $0.01 $0.00
Disclosure

SEC source: 0001214659-21-000812 · marketforms-51270.xml · derivative · entry 2

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Coremark Common Stock · 3,975 shares

Expires not disclosed

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_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021.

F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021.

Read SEC document
January 22, 2021 Filed Jan 26, 2021 16:30 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Exercise / conversionCoremark Common Stock 3,975 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-000812 · marketforms-51270.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,486

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 · shares: This grant represents RSU's from the 2019 Long Term Incentive Plan that are fully vested as of January 22, 2021.

Read SEC document
January 22, 2020 Filed Jan 24, 2020 18:13 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Grant2020 RSU Grant · Derivative 3,975 $0.00 Strike: $0.01 $0.00
Disclosure

SEC source: 0001214659-20-000587 · marketforms-47546.xml · derivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,975

Underlying: Coremark Common Stock · 3,975 shares

Expires not disclosed

F1 · derivative.exercise_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on January 1, 2021 prior to their conversion to common stock.

F1 · derivative.expiration_date: This grant represents RSU's from the 2019 Long Term Incentive Plan that are subject to vesting on January 1, 2021 prior to their conversion to common stock.

Read SEC document
January 02, 2020 Filed Jan 6, 2020 17:07 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Exercise / conversion2019 RSU Grant · Derivative 2,742 $0.00 Strike: $0.01 $0.00
Disclosure

SEC source: 0001246360-20-000102 · form.xml · derivative · entry 2

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Coremark Common Stock · 2,742 shares

Expires not disclosed

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_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock.

F1 · derivative.expiration_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock.

Read SEC document
January 02, 2020 Filed Jan 6, 2020 17:07 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 Exercise / conversionCoremark Common Stock 2,742 $0.00 $0.00
Disclosure

SEC source: 0001246360-20-000102 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,511

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
May 09, 2019 Filed May 10, 2019 17:28 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 SaleCoremark Common Stock 2,351 $40.00 $94,040.00
Disclosure

SEC source: 0001246360-19-001397 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,769

Read SEC document
May 08, 2019 Filed May 10, 2019 17:21 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 SaleCoremark Common Stock 2,250 $39.50 $88,875.00
Disclosure

SEC source: 0001246360-19-001396 · form.xml · nonDerivative · entry 2

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,120

Read SEC document
May 08, 2019 Filed May 10, 2019 17:21 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 SaleCoremark Common Stock 4,000 $38.75 $155,000.00
Disclosure

SEC source: 0001246360-19-001396 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,370

Read SEC document
May 01, 2019 Filed May 2, 2019 22:13 UTC Clear Channel Outdoor Holdings, Inc. CCO · Entity 4830 Disposition to issuerCommon Stock 26,168 Not disclosed Not disclosed
Disclosure

SEC source: 0000899243-19-011873 · doc4.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · security: Disposed of pursuant to the merger agreement between Clear Channel Outdoor Holdings, Inc. and Clear Channel Holdings, Inc. (n/k/a Clear Channel Outdoor Holdings, Inc.) ("New CCOH") in exchange for 26,168 shares of common stock of New CCOH.

F1 · price: Disposed of pursuant to the merger agreement between Clear Channel Outdoor Holdings, Inc. and Clear Channel Holdings, Inc. (n/k/a Clear Channel Outdoor Holdings, Inc.) ("New CCOH") in exchange for 26,168 shares of common stock of New CCOH.

Read SEC document
May 01, 2019 Filed May 3, 2019 17:43 UTC Alpha Metallurgical Resources, Inc. CTRA · Entity 4251 GrantCommon Stock, $0.01 par value per share 1,774 $0.00 $0.00
Disclosure

SEC source: 0000950103-19-005982 · dp106305_4-tepner.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,856

F1 · shares: Represents a grant of restricted stock units on May 1, 2019 that will vest on April 30, 2020.

Read SEC document
April 10, 2019 Filed Apr 12, 2019 14:40 UTC Alpha Metallurgical Resources, Inc. CTRA · Entity 4251 SaleCommon Stock, $0.01 par value per share 750 $58.54 $43,905.00
Disclosure

SEC source: 0000950103-19-004764 · dp105156_4-tepner.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,082

F1 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2018.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $58.00 to $58.82, inclusive. The reporting person undertakes to provide to Contura Energy, Inc., any security holder of Contura Energy, 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 (2) to this Form 4.

Read SEC document
April 02, 2019 Filed Apr 4, 2019 09:42 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 SaleCoremark Common Stock 1,000 $38.25 $38,250.00
Disclosure

SEC source: 0001246360-19-001205 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,370

Read SEC document
March 11, 2019 Filed Mar 13, 2019 15:20 UTC Alpha Metallurgical Resources, Inc. CTRA · Entity 4251 SaleCommon Stock, $0.01 par value per share 750 $57.33 $42,997.50
Disclosure

SEC source: 0000950103-19-003363 · dp103723_4-tepner.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,832

F1 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2018.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.79 to $57.57, inclusive. The reporting person undertakes to provide to Contura Energy, Inc., any security holder of Contura Energy, 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 (2).

Read SEC document
February 12, 2019 Filed Feb 14, 2019 18:09 UTC Alpha Metallurgical Resources, Inc. CTRA · Entity 4251 SaleCommon Stock, $0.01 par value per share 500 $60.26 $30,130.00
Disclosure

SEC source: 0000950103-19-002020 · dp102359_4-tepner.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,582

F1 · kind: The sales reported were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2018.

F2 · price: These shares were sold in multiple transactions, each at a price of $60.26.

Read SEC document
January 23, 2019 Filed Jan 25, 2019 21:53 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 GrantCoremark Common Stock 2,742 $0.01 $27.42
Disclosure

SEC source: 0001246360-19-000337 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,112

F1 · shares: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock.

Read SEC document
January 23, 2019 Filed Apr 3, 2019 20:35 UTC Amendment Core-Mark Holding Company, LLC CORE · Entity 135829 Grant2019 RSU Grant · Derivative 2,742 $0.00 Strike: $0.01 $0.00
Disclosure

SEC source: 0001246360-19-001197 · form.xml · derivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,742

Underlying: Coremark Common Stock · 2,742 shares

Expires not disclosed

F1 · derivative.exercise_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock.

F1 · derivative.expiration_date: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2020 prior to their conversion to common stock.

Read SEC document
November 12, 2018 Filed Nov 14, 2018 16:59 UTC Alpha Metallurgical Resources, Inc. CTRA · Entity 4251 GrantCommon Stock, $0.01 par value per share 631 $0.00 $0.00
Disclosure

SEC source: 0000950103-18-013404 · dp98274_4-tepner.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,082

F1 · shares: Represents a grant of restricted stock units on November 12, 2018 that will settle on a deferred basis on May 2, 2020.

Read SEC document
September 12, 2018 Filed Sep 14, 2018 22:02 UTC Clear Channel Outdoor Holdings, Inc. CCO · Entity 4830 GrantClass A Common Stock 26,168 $0.00 $0.00
Disclosure

SEC source: 0001334978-18-000020 · wf-form4_153696253311102.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,168

Read SEC document
May 22, 2018 Filed May 23, 2018 15:42 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 PurchaseCoremark Common Stock 3,000 $18.32 $54,960.00
Disclosure

SEC source: 0001246360-18-001650 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Sep-IRA

Disclosed balance after: 3,000

Read SEC document
May 22, 2018 Filed May 29, 2018 15:35 UTC Amendment Core-Mark Holding Company, LLC CORE · Entity 135829 PurchaseCoremark Common Stock 3,000 $18.32 $54,960.00
Disclosure

SEC source: 0001246360-18-001672 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,370

Read SEC document
January 22, 2018 Filed Jan 24, 2018 21:49 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 GrantCoremark Common Stock 3,362 $0.01 $33.62
Disclosure

SEC source: 0001246360-18-000325 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,370

F1 · shares: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2019 prior to their conversion to common stock.

Read SEC document
January 23, 2017 Filed Jan 25, 2017 21:56 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 GrantCoremark Common Stock 1,525 $0.01 $15.25
Disclosure

SEC source: 0001246360-17-000318 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,008

F1 · shares: This grant represents RSU's from the 2010 Long Term Incentive Plan that are subject to vesting on January 1, 2018 prior to their conversion to common stock.

Read SEC document
September 16, 2016 Filed Sep 20, 2016 16:21 UTC Core-Mark Holding Company, LLC CORE · Entity 135829 GrantCoremark Common Stock 6,457 $0.01 $64.57
Disclosure

SEC source: 0001246360-16-006830 · form.xml · nonDerivative · entry 1

Tepner Harvey L · CIK 0001343544 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,483

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.