Kate S Lavelle
CIK 1539858 · last filed 2026-06-09
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
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Disclosed Exposure
$1.28M
Companies
3
Total Filings
29
Lifetime Open-Market Net
-$1.05M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Recent Filings · Page 3 of 3
29 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2015-01-23 | SONIC CORP (SONC) Delisted | Mixed | — | -$121.4K | EDGAR |
| 2015-01-20 | SONIC CORP (SONC) Delisted | Exer (M) | +4,149 | $0 | EDGAR |
| 2014-12-02 | JLL | Exer (M) | +654 | $0 | EDGAR |
| 2014-07-08 | SONIC CORP (SONC) Delisted | Mixed | — | -$181.7K | EDGAR |
| 2014-01-21 | SONIC CORP (SONC) Delisted | Mixed | +5,922 | $0 | EDGAR |
| 2013-11-25 | SONIC CORP (SONC) Delisted | Mixed | — | -$65.6K | EDGAR |
| 2013-06-07 | JLL | Grant (A) | — | $0 | EDGAR |
| 2013-01-22 | SONIC CORP (SONC) Delisted | Exer (M) | +2,083 | $0 | EDGAR |
| 2013-01-18 | SONIC CORP (SONC) Delisted | Grant (A) | — | $0 | EDGAR |
Showing 21–29 of 29
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Page 3 of 3
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.