Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | SVP, Gen Counsel & Secretary | November 15, 2023 | November 17, 2023 |
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.
Sally Beauty Holdings, Inc.
Report date November 15, 2023 · Filed November 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,349 |
Ending reported balance
After 2023-11-15 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-11-15 · Exercise / conversion · Acquired 5,446 · Balance 28,472 Row 2 · 2023-11-15 · Exercise / conversion · Acquired 2,141 · Balance 30,613 Row 3 · 2023-11-15 · Exercise / conversion · Acquired 1,247 · Balance 31,860 Row 4 · 2023-11-15 · Exercise / conversion · Acquired 4,789 · Balance 36,649 Row 5 · 2023-11-15 · Exercise / conversion · Acquired 7,959 · Balance 44,608 Row 6 · 2023-11-15 · Tax withholding · Disposed 5,259 · Balance 39,349 |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-11-15 · Exercise / conversion · Disposed 5,446 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-11-15 · Exercise / conversion · Disposed 2,141 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: Reflects earned performance stock units that vested on November 15, 2023. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-11-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-11-15 · Exercise / conversion · Disposed 1,247 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: Reflects earned performance stock units that vested on November 15, 2023. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 4,789 |
Reported balance
After 2023-11-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-11-15 · Exercise / conversion · Disposed 4,789 · Balance 4,789 F1: Restricted stock units convert into common stock on a one-for-one basis. F4: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 15,919 |
Reported balance
After 2023-11-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2023-11-15 · Exercise / conversion · Disposed 7,959 · Balance 15,919 F1: Restricted stock units convert into common stock on a one-for-one basis. F5: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The restricted stock units vest in three equal annual installments beginning on November 15, 2021.
F3: Reflects earned performance stock units that vested on November 15, 2023.
F4: The restricted stock units vest in three equal annual installments beginning on November 15, 2022.
F5: The restricted stock units vest in three equal annual installments beginning on November 15, 2023.
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 |
|---|---|---|---|---|---|---|
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 7,959 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · derivative · entry 11 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,919 Underlying: Common Stock · 7,959 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 4,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · derivative · entry 10 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,789 Underlying: Common Stock · 4,789 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · derivative · entry 9 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,247 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Reflects earned performance stock units that vested on November 15, 2023. F3 · derivative.expiration_date: Reflects earned performance stock units that vested on November 15, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · derivative · entry 8 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,141 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Reflects earned performance stock units that vested on November 15, 2023. F3 · derivative.expiration_date: Reflects earned performance stock units that vested on November 15, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 5,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · derivative · entry 7 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,446 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 5,259 | $9.11 | $47,909.49 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · nonDerivative · entry 6 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,349 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 7,959 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · nonDerivative · entry 5 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,608 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 |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 4,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · nonDerivative · entry 4 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,649 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 |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · nonDerivative · entry 3 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,860 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 |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · nonDerivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,613 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 |
| November 15, 2023 Filed Nov 17, 2023 23:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 5,446 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064931 · ownership.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,472 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 |
| November 01, 2023 Filed Nov 3, 2023 20:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 3,299 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058819 · ownership.xml · derivative · entry 4 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,299 Underlying: Common Stock · 3,299 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F6 · security: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023). F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023). F6 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023). Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 1,985 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058819 · ownership.xml · derivative · entry 3 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,985 Underlying: Common Stock · 1,985 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F5 · security: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023). F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023). F5 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023). Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 1,247 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058819 · ownership.xml · derivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,247 Underlying: Common Stock · 1,247 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F4 · security: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's (the "Committee") certification of the level of achievement of AOI goals for the third one-year performance period (October 1, 2022 and ending on September 30, 2023). F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's (the "Committee") certification of the level of achievement of AOI goals for the third one-year performance period (October 1, 2022 and ending on September 30, 2023). F4 · derivative.expiration_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's (the "Committee") certification of the level of achievement of AOI goals for the third one-year performance period (October 1, 2022 and ending on September 30, 2023). Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 33,863 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058819 · ownership.xml · derivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,863 Underlying: Common Stock · 33,863 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 4,789 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-036176 · doc4.xml · derivative · entry 4 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,578 Underlying: Common Stock · 4,789 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 5,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-036176 · doc4.xml · derivative · entry 3 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,446 Underlying: Common Stock · 5,445 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 3,217 | $12.53 | $40,309.01 |
DisclosureSEC source: 0000899243-22-036176 · doc4.xml · nonDerivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,026 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 10,234 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-036176 · doc4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,243 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 |
| November 02, 2022 Filed Nov 4, 2022 20:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 23,878 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035190 · doc4.xml · derivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,878 Underlying: Common Stock · 23,878 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three approximately equal annual installments beginning on November 15, 2023. F3 · derivative.expiration_date: The restricted stock units vest in three approximately equal annual installments beginning on November 15, 2023. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 00:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 5,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045140 · doc4.xml · derivative · entry 3 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,891 Underlying: Common Stock · 5,445 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 00:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 2,050 | $20.34 | $41,697.00 |
DisclosureSEC source: 0000899243-21-045140 · doc4.xml · nonDerivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,009 Read SEC document |
| November 15, 2021 Filed Nov 18, 2021 00:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 5,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045140 · doc4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,059 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 |
| November 03, 2021 Filed Nov 5, 2021 20:22 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043277 · doc4.xml · derivative · entry 2 Henrich John M · CIK 0001779562 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,141 Underlying: Common Stock · 2,141 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F4 · security: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's certification of the level of achievement of AOI goals for the first one-year performance period (October 1, 2020 and ending on September 30, 2021). F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's certification of the level of achievement of AOI goals for the first one-year performance period (October 1, 2020 and ending on September 30, 2021). F4 · derivative.expiration_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's certification of the level of achievement of AOI goals for the first one-year performance period (October 1, 2020 and ending on September 30, 2021). Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:22 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 14,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043277 · doc4.xml · derivative · entry 1 Henrich John M · CIK 0001779562 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,367 Underlying: Common Stock · 14,367 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:57 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 296 | $16.85 | $4,987.60 |
DisclosureSEC source: 0001127602-21-026466 · form4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,614 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:48 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 724 | $10.29 | $7,449.96 |
DisclosureSEC source: 0001127602-20-029279 · form4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,910 Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:15 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 16,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028362 · form4.xml · derivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,336 Underlying: Common Stock · 16,336 shares Expires not disclosed F1 · security: Grant of options and restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. F2 · derivative.expiration_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:15 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 39,888 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001127602-20-028362 · form4.xml · derivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,888 Underlying: Common Stock · 39,888 shares Expires 2030-11-04 F1 · security: Grant of options and restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 21:13 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 296 | $8.69 | $2,572.24 |
DisclosureSEC source: 0001127602-20-026327 · form4.xml · nonDerivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,634 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 21:13 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 270 | $8.69 | $2,346.30 |
DisclosureSEC source: 0001127602-20-026327 · form4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,930 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 00:16 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 27,010 | $0.00 Strike: $16.65 | $0.00 |
DisclosureSEC source: 0001127602-19-032242 · form4.xml · derivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,010 Underlying: Common Stock · 27,010 shares Expires 2029-11-05 F3 · security: Grant of options under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 15, 2020. Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 00:16 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 8,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032242 · form4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,200 F1 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · shares: The restrictions on the shares shall lapse annually in three equal installments beginning on November 15, 2020. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:41 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 296 | $14.89 | $4,407.44 |
DisclosureSEC source: 0001127602-19-029720 · form4.xml · nonDerivative · entry 2 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,282 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:41 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 270 | $14.89 | $4,020.30 |
DisclosureSEC source: 0001127602-19-029720 · form4.xml · nonDerivative · entry 1 Henrich John M · CIK 0001779562 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,578 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. 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.