Carl T Berquist

CIK 1238140 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 15, 2019 · Latest: Jan. 15, 2019

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 92 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

92 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Dec. 31, 2014 MAR S 10,560 $79.05 $834,768 126,489 Direct -7.71% Disposed 352.5% (price as of 2026-08-20)
Nov. 24, 2014 MAR S 22,599 $76.80 $1,735,603 126,489 Direct -15.16% Disposed 365.7% (price as of 2026-08-20)
March 7, 2014 MAR S 20,240 $55.00 $1,113,200 126,489 Direct -13.79% Disposed 550.3% (price as of 2026-08-20)
March 7, 2014 MAR S 20,000 $54.75 $1,095,000 146,729 Direct -12.00% Disposed 553.3% (price as of 2026-08-20)
Nov. 6, 2013 MAR S 35,980 $46.02 $1,655,800 111,510 Direct -24.39% Disposed 677.2% (price as of 2026-08-20)
Nov. 4, 2013 MAR S 23,340 $46.00 $1,073,640 111,510 Direct -17.31% Disposed 677.6% (price as of 2026-08-20)
Dec. 14, 2012 MAR S 75,400 $36.09 $2,721,186 96,217 Direct -43.94% Disposed 891.1% (price as of 2026-08-20)
Sept. 6, 2012 MAR S 75,000 $38.74 $2,905,500 96,217 Direct -43.80% Disposed 823.3% (price as of 2026-08-20)

Showing latest 100 of 130 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Nov. 18, 2016 HTZWW Phantom Stock Common Stock (1,263) 1,263 Acquired
Aug. 18, 2016 HTZWW Phantom Stock Common Stock (621) 621 Acquired
May 18, 2016 HRI Phantom Stock Common Stock (2,986) 2,986 Acquired
Feb. 16, 2016 HRI Phantom Stock Common Stock (3,421) 3,421 Acquired
Nov. 16, 2015 HRI Phantom Stock Common Stock (1,887) 1,887 Acquired
Aug. 14, 2015 HRI Phantom Stock Common Stock (1,651) 1,651 Acquired
May 14, 2015 HRI Phantom Stock Common Stock (1,533) 1,533 Acquired
Feb. 23, 2015 MAR Stock Appreciation Rights Class A Common Stock (25,683) $82.67 Feb. 23, 2025 25,683 Acquired
Feb. 14, 2015 HRI Phantom Stock Common Stock (1,304) 1,304 Acquired
Dec. 31, 2014 MAR Stock Appreciation Rights Class A Common Stock (30,000) $27.46 Feb. 15, 2020 30,000 Disposed
Nov. 21, 2014 MAR Stock Appreciation Rights Class A Common Stock (14,188) $34.11 March 3, 2018 14,188 Disposed
Nov. 21, 2014 MAR Stock Appreciation Rights Class A Common Stock (35,008) $35.54 Feb. 19, 2018 35,008 Disposed
Nov. 21, 2014 MAR Stock Appreciation Rights Class A Common Stock (18,112) $34.47 Feb. 13, 2016 18,112 Disposed
Nov. 21, 2014 MAR Stock Appreciation Rights Class A Common Stock (11,976) $49.03 Feb. 12, 2017 11,976 Disposed
Nov. 14, 2014 HRI Phantom Stock Common Stock (1,556) 1,556 Acquired
Aug. 15, 2014 HRI Phantom Stock Common Stock (1,119) 1,119 Acquired
May 14, 2014 HRI Phantom Stock Common Stock (1,174) 1,174 Acquired
March 7, 2014 MAR Stock Option (Right to buy) Class A Common Stock (20,240) $32.16 Feb. 10, 2015 20,240 Disposed
March 7, 2014 MAR Stock Option (Right to buy) Class A Common Stock (20,000) $32.16 Feb. 10, 2015 20,000 Disposed
Feb. 24, 2014 MAR Stock Appreciation Rights Class A Common Stock (35,526) $53.25 Feb. 24, 2024 35,526 Acquired
Nov. 15, 2013 HRI Phantom Stock Common Stock (1,425) 1,425 Acquired
Nov. 6, 2013 MAR Stock Option (Right to buy) Class A Common Stock (35,980) $22.81 Feb. 5, 2014 35,980 Disposed
Nov. 4, 2013 MAR Stock Option (Right to buy) Class A Common Stock (23,340) $22.81 Feb. 5, 2014 23,340 Disposed
Aug. 15, 2013 HRI Phantom Stock Common Stock (1,365) 1,365 Acquired
May 15, 2013 HRI Phantom Stock Common Stock (1,376) 1,376 Acquired
Feb. 26, 2013 HRI Phantom Stock Common Stock (1,835) 1,835 Acquired
Feb. 22, 2013 MAR Stock Appreciation Rights Class A Common Stock (66,796) $39.27 Feb. 22, 2023 66,796 Acquired
Feb. 17, 2013 HRI Phantom Stock Common Stock (1,313) 1,313 Acquired
Dec. 14, 2012 MAR Stock Option (Right to buy) Class A Common Stock (75,400) $15.10 Feb. 6, 2013 75,400 Disposed
Nov. 26, 2012 HRI Phantom Stock Common Stock (2,024) 2,024 Acquired
Sept. 6, 2012 MAR Stock Option (Right to buy) Class A Common Stock (75,000) $18.00 Dec. 2, 2012 75,000 Disposed
Aug. 24, 2012 HRI Phantom Stock Common Stock (2,281) 2,281 Acquired
May 24, 2012 HRI Phantom Stock Common Stock (2,290) 2,290 Acquired
Feb. 29, 2012 HRI Phantom Stock Common Stock (2,061) 2,061 Acquired
Feb. 21, 2012 MAR Stock Appreciation Rights Class A Common Stock (71,664) $34.67 71,664 Acquired
Nov. 28, 2011 HRI Phantom Stock Common Stock (2,325) 2,325 Acquired
Sept. 2, 2011 HRI Phantom Stock Common Stock (2,236) 2,236 Acquired
May 26, 2011 HRI Phantom Stock Common Stock (1,256) 1,256 Acquired
March 30, 2011 HRI Phantom Stock Common Stock (1,321) 1,321 Acquired
Feb. 17, 2011 MAR Stock Appreciation Rights Class A Common Stock (55,488) $40.84 Feb. 17, 2022 55,488 Acquired
Nov. 26, 2010 HRI Phantom Stock Common Stock (1,635) 1,635 Acquired
Aug. 27, 2010 HRI Phantom Stock Common Stock (2,262) 2,262 Acquired
May 27, 2010 HRI Phantom Stock Common Stock (1,765) 1,765 Acquired
Feb. 23, 2010 HRI Phantom Stock Common Stock (1,596) 1,596 Acquired
Feb. 16, 2010 MAR Stock Appreciation Rights Class A Common Stock (72,676) $26.99 Feb. 16, 2020 72,676 Acquired
Nov. 20, 2009 HRI Phantom Stock Common Stock (1,482) 1,482 Acquired
Aug. 26, 2009 HRI Phantom Stock Common Stock (1,341) 1,341 Acquired
May 21, 2009 HRI Phantom Stock Common Stock (2,588) 2,588 Acquired
Feb. 15, 2009 HRI Phantom Stock Common Stock (2,588) 2,588 Acquired
Feb. 15, 2009 HRI Phantom Stock Common Stock (3,438) 3,438 Acquired
Nov. 15, 2008 HRI Phantom Stock Common Stock (3,723) 3,723 Acquired
Aug. 15, 2008 HRI Phantom Stock Common Stock (1,968) 1,968 Acquired
Aug. 7, 2008 MAR Stock Appreciation Rights Class A Common Stock (60,232) $27.46 Feb. 15, 2020 60,232 Acquired
May 15, 2008 HRI Phantom Stock Common Stock (1,231) 1,231 Acquired
May 15, 2008 HRI Director Stock Options (Right to Purchase) Common Stock (19,068) $14.21 May 15, 2018 19,068 Acquired
March 3, 2008 MAR Stock Appreciation Rights Class A Common Stock (14,188) $34.11 March 3, 2018 14,188 Acquired
Feb. 19, 2008 MAR Stock Appreciation Rights Class A Common Stock (35,008) $35.41 Feb. 19, 2018 35,008 Acquired
Feb. 19, 2008 MAR Stock Appreciation Rights Class A Common Stock (35,008) Feb. 19, 2018 35,008 Acquired
Feb. 17, 2008 HRI Phantom Stock Common Stock (1,256) 1,256 Acquired
Nov. 17, 2007 HRI Phantom Stock Common Stock (1,021) 1,021 Acquired
Aug. 17, 2007 HRI Phantom Stock Common Stock (829) 829 Acquired
May 17, 2007 HRI Phantom Stock Common Stock (411) 411 Acquired
May 17, 2007 HRI Director Stock Options (Right to Purchase) Common Stock (3,237) $21.87 May 17, 2017 3,237 Acquired
April 3, 2007 HRI Phantom Stock Common Stock (741) 741 Acquired
Feb. 12, 2007 MAR Stock Appreciation Rights Class A Common Stock (11,976) $49.03 Feb. 12, 2017 11,976 Acquired
Jan. 2, 2007 HRI Phantom Stock Common Stock (452) 452 Acquired
Jan. 2, 2007 HRI Director Stock Options (Right to Purchase) Common Stock (1,045) $17.39 Jan. 2, 2017 1,045 Acquired
Feb. 13, 2006 MAR Stock Appreciation Rights Class A Common Stock (9,056) $68.93 Feb. 13, 2016 9,056 Acquired
Feb. 10, 2005 MAR Class A Employee Stock Option (Right to buy) Class A Common Stock (21,120) $64.32 Feb. 10, 2015 21,120 Acquired
Feb. 5, 2004 MAR Class A Employee Stock Option (Right to buy) Class A Common Stock (29,660) $45.62 Feb. 5, 2014 29,660 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 6 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Jan. 15, 2019 CBRL Common Stock 0 Direct
July 8, 2016 HTZWW Common Stock 33,564 Direct
July 8, 2016 HTZWW Stock Options [F2]→ Common Stock (263) 263 Direct
July 8, 2016 HTZWW Stock Options [F2]→ Common Stock (816) 816 Direct
July 8, 2016 HTZWW Stock Options [F2]→ Common Stock (4,811) 4,811 Direct
Nov. 27, 2006 HRI Common Stock 3,000 Direct