Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PENN Entertainment, Inc.PENN · Entity 4436 | Director | January 03, 2024 | January 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.
PENN Entertainment, Inc.
Report date January 03, 2024 · Filed January 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,842 |
Ending reported balance
After 2024-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-03 · Grant · Acquired 2,119 · Balance 111,208 F1: The securities reported are shares of restricted stock that vest on January 3, 2025. The reporting person elected to receive payment of fees for 2024 Board service in shares of restricted stock Row 2 · 2024-01-03 · Grant · Acquired 9,634 · Balance 120,842 F2: The securities reported are shares of restricted stock that vest on January 3, 2025. The reporting person elected to receive the 2024 annual equity award for directors in shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported are shares of restricted stock that vest on January 3, 2025. The reporting person elected to receive payment of fees for 2024 Board service in shares of restricted stock
F2: The securities reported are shares of restricted stock that vest on January 3, 2025. The reporting person elected to receive the 2024 annual equity award for directors in shares of restricted stock.
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 30, 2018 Filed Feb 1, 2018 22:02 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 4,552 | $32.26 | $146,847.52 |
DisclosureSEC source: 0001179110-18-001330 · edgar.xml · nonDerivative · entry 2 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,595 Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 22:02 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 4,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-001330 · edgar.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,147 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 · security: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2018. The remaining 4,552 phantom stock units will vest on January 30, 2019. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2018. The remaining 4,552 phantom stock units will vest on January 30, 2019. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 22:20 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionPhantom Stock Units · Derivative | 4,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-000692 · edgar.xml · derivative · entry 3 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,297 Underlying: Common Stock · 4,433 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_price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,433 units vested on January 4, 2018. The remaining phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,433 units vested on January 4, 2018. The remaining phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. F1 · derivative.exercise_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,433 units vested on January 4, 2018. The remaining phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. F1 · derivative.expiration_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,433 units vested on January 4, 2018. The remaining phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 22:20 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 4,433 | $30.33 | $134,452.89 |
DisclosureSEC source: 0001179110-18-000692 · edgar.xml · nonDerivative · entry 2 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,595 Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 22:20 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 4,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-000692 · edgar.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,028 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 · security: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,433 units vested on January 4, 2018. The remaining phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,433 units vested on January 4, 2018. The remaining phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. Read SEC document |
| January 03, 2018 Filed Jan 5, 2018 22:30 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantPhantom Stock Units · Derivative | 8,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000631 · edgar.xml · derivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,133 Underlying: Common Stock · 8,133 shares Expires not disclosed F1 · derivative.exercise_price: Upon vesting, the recipient is entitled to a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. F2 · derivative.exercise_date: The phantom stock units vest ratably over four years on the anniversary date of grant, beginning January 3, 2019. F2 · derivative.expiration_date: The phantom stock units vest ratably over four years on the anniversary date of grant, beginning January 3, 2019. Read SEC document |
| December 27, 2017 Filed Feb 11, 2021 02:53 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009502 · doc5.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,646 F1 · balance_after: This Form 5 is being filed to report a gift of 50,000 shares of common stock made by the reporting person on December 27, 2017, which gift was inadvertently not previously reported on a Form 5. Forms 4 filed by the reporting person subsequent to December 27, 2017 inadvertently reported that these shares of common stock were directly held by the reporting person. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:31 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionPhantom Stock Unit · Derivative | 4,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004645 · edgar.xml · derivative · entry 3 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,361 Underlying: Common Stock · 4,362 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_price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,362 units vested on March 13, 2017. The remaining 4,361 phantom stock units will vest on March 13, 2018. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,362 units vested on March 13, 2017. The remaining 4,361 phantom stock units will vest on March 13, 2018. F1 · derivative.exercise_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,362 units vested on March 13, 2017. The remaining 4,361 phantom stock units will vest on March 13, 2018. F1 · derivative.expiration_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,362 units vested on March 13, 2017. The remaining 4,361 phantom stock units will vest on March 13, 2018. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:31 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 4,362 | $14.94 | $65,168.28 |
DisclosureSEC source: 0001179110-17-004645 · edgar.xml · nonDerivative · entry 2 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,595 Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:31 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 4,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004645 · edgar.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,957 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 · security: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,362 units vested on March 13, 2017. The remaining 4,361 phantom stock units will vest on March 13, 2018. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,362 units vested on March 13, 2017. The remaining 4,361 phantom stock units will vest on March 13, 2018. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 22:16 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionPhantom Stock Unit · Derivative | 1,272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002917 · edgar.xml · derivative · entry 3 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,272 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_price: The recipient receives a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. F1 · price: The recipient receives a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. F1 · derivative.exercise_date: The recipient receives a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. F1 · derivative.expiration_date: The recipient receives a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 22:16 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 1,272 | $14.04 | $17,858.88 |
DisclosureSEC source: 0001179110-17-002917 · edgar.xml · nonDerivative · entry 2 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,595 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 22:16 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 1,272 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002917 · edgar.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,867 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 · security: The recipient receives a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. F1 · price: The recipient receives a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:02 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionPhantom Stock Unit · Derivative | 4,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002271 · edgar.xml · derivative · entry 3 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,568 Underlying: Common Stock · 4,857 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_price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,857 units vested on February 9, 2017. Of the remaining phantom stock units, 4,856 units will vest on each of February 9, 2018, February 9, 2019 and February 9, 2020. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,857 units vested on February 9, 2017. Of the remaining phantom stock units, 4,856 units will vest on each of February 9, 2018, February 9, 2019 and February 9, 2020. F1 · derivative.exercise_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,857 units vested on February 9, 2017. Of the remaining phantom stock units, 4,856 units will vest on each of February 9, 2018, February 9, 2019 and February 9, 2020. F1 · derivative.expiration_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,857 units vested on February 9, 2017. Of the remaining phantom stock units, 4,856 units will vest on each of February 9, 2018, February 9, 2019 and February 9, 2020. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:02 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 4,857 | $14.02 | $68,095.14 |
DisclosureSEC source: 0001179110-17-002271 · edgar.xml · nonDerivative · entry 2 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,595 Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:02 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 4,857 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002271 · edgar.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,452 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 · security: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,857 units vested on February 9, 2017. Of the remaining phantom stock units, 4,856 units will vest on each of February 9, 2018, February 9, 2019 and February 9, 2020. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,857 units vested on February 9, 2017. Of the remaining phantom stock units, 4,856 units will vest on each of February 9, 2018, February 9, 2019 and February 9, 2020. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 23:00 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionPhantom Stock Unit · Derivative | 4,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001447 · edgar.xml · derivative · entry 3 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,104 Underlying: Common Stock · 4,552 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_price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2017. Of the remaining phantom stock units, 4,552 units will vest on each of January 30, 2018 and January 30, 2019. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2017. Of the remaining phantom stock units, 4,552 units will vest on each of January 30, 2018 and January 30, 2019. F1 · derivative.exercise_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2017. Of the remaining phantom stock units, 4,552 units will vest on each of January 30, 2018 and January 30, 2019. F1 · derivative.expiration_date: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2017. Of the remaining phantom stock units, 4,552 units will vest on each of January 30, 2018 and January 30, 2019. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 23:00 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Disposition to issuerCommon Stock | 4,552 | $13.98 | $63,636.96 |
DisclosureSEC source: 0001179110-17-001447 · edgar.xml · nonDerivative · entry 2 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,595 Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 23:00 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | Exercise / conversionCommon Stock | 4,552 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-001447 · edgar.xml · nonDerivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,147 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 · security: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2017. Of the remaining phantom stock units, 4,552 units will vest on each of January 30, 2018 and January 30, 2019. F1 · price: The recipient receives a cash payment for each phantom stock unit equal to the fair market value on the vesting date of one share of the Company's common stock. Of the original award of phantom stock units, 4,552 units vested on January 30, 2017. Of the remaining phantom stock units, 4,552 units will vest on each of January 30, 2018 and January 30, 2019. Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 22:17 UTC | PENN Entertainment, Inc. PENN · Entity 4436 | GrantPhantom Stock Units · Derivative | 17,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000692 · edgar.xml · derivative · entry 1 JACQUEMIN JOHN M · CIK 0001218091 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,730 Underlying: Common Stock · 17,730 shares Expires not disclosed F1 · derivative.exercise_price: Upon vesting, the recipient is entitled to a cash payment for each unit equal to the fair market value on the vesting date of one share of the Company's common stock. F2 · derivative.exercise_date: The phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2018; 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. F2 · derivative.expiration_date: The phantom stock units are scheduled to vest as follows: 4,433 units on January 4, 2018; 4,433 units on January 4, 2019; 4,432 units on January 4, 2020; and 4,432 units on January 4, 2021. 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.