Carl T Berquist
CIK 1238140 · View on SEC EDGAR ↗
First SEC filing: Jan. 15, 2019 · Latest: Jan. 15, 2019
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| 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 |