Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walmart Inc.WMT · Entity 783 | Executive Vice President | April 13, 2026 | April 17, 2026 |
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.
Walmart Inc.
Report date April 13, 2026 · Filed April 17, 2026
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sally Beauty Holdings, Inc.
Report date April 21, 2026 · Filed April 22, 2026
Section 16 reporting ended · disclosed 2026-04-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,969 |
Reported balance
After 2026-04-21 transaction · row 1
1 source rowRow 1 · 2026-04-21 · Exercise / conversion · Acquired 50,505 · Balance 55,969 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-21 | Direct | 0 |
Reported balance
After 2026-04-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-21 · Exercise / conversion · Disposed 8,045 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-21 | Direct | 0 |
Reported balance
After 2026-04-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-21 · Exercise / conversion · Disposed 12,458 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-21 | Direct | 0 |
Reported balance
After 2026-04-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-21 · Exercise / conversion · Disposed 15,470 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-21 | Direct | 0 |
Reported balance
After 2026-04-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-04-21 · Exercise / conversion · Disposed 14,532 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| April 21, 2026 Filed Apr 22, 2026 21:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 14,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681367-26-000006 · form4-04222026_050406.xml · derivative · entry 5 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,532 shares Expires 2026-04-21 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 |
| April 21, 2026 Filed Apr 22, 2026 21:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 15,470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681367-26-000006 · form4-04222026_050406.xml · derivative · entry 4 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,470 shares Expires 2026-04-21 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 |
| April 21, 2026 Filed Apr 22, 2026 21:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 12,458 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681367-26-000006 · form4-04222026_050406.xml · derivative · entry 3 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,458 shares Expires 2026-04-21 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 |
| April 21, 2026 Filed Apr 22, 2026 21:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 8,045 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681367-26-000006 · form4-04222026_050406.xml · derivative · entry 2 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,045 shares Expires 2026-04-21 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 |
| April 21, 2026 Filed Apr 22, 2026 21:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 50,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001681367-26-000006 · form4-04222026_050406.xml · nonDerivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,969 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 |
| January 22, 2026 Filed Jan 27, 2026 01:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 9,975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001681367-26-000004 · form4-01262026_080112.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,975 Underlying: Common Stock · 9,975 shares Expires 2036-12-31 F1 · security: Restricted Stock Units ("RSUs") convert into SBH common stock on a one-for-one basis. F2 · derivative.exercise_date: 100% of the RSUs vest on the date the reporting person's service as a director of the issuer has terminated. Read SEC document |
| January 24, 2025 Filed Jan 27, 2025 21:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 14,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-009185 · ownership.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,532 Underlying: Common Stock · 14,532 shares Expires not disclosed F1 · security: Grant of restricted stock units ("RSUs") under the Sally Beauty Holdings, Inc. 2025 Omnibus Incentive Plan. F2 · derivative.exercise_price: RSUs convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs vest on the earlier of January 24, 2026 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The RSUs vest on the earlier of January 24, 2026 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 15,470 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008302 · ownership.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,470 Underlying: Common Stock · 15,470 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 on the earlier of January 25, 2025 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of January 25, 2025 or the issuer's next annual meeting of stockholders. 100% of vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 20:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 12,458 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035185 · doc4.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,458 Underlying: Common Stock · 12,458 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 on November 15, 2023. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on November 15, 2023. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 20:16 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043268 · doc4.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,045 Underlying: Common Stock · 8,045 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 on November 15, 2022. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on November 15, 2022. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:59 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 7,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031255 · form4.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,175 Underlying: Common Stock · 7,175 shares Expires not disclosed 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 on September 30, 2018. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. F2 · derivative.expiration_date: The restricted stock units vest on September 30, 2018. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:42 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 4,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066064 · form4.xml · derivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,896 Underlying: Common Stock · 4,896 shares Expires not disclosed 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 on September 30, 2017. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. F2 · derivative.expiration_date: The restricted stock units vest on September 30, 2017. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:16 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064124 · form4.xml · derivative · entry 2 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540 Underlying: Common Stock · 28 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents the conversion to common stock of 28 restricted stock units, on a one-for-one basis, granted to the reporting person on August 1, 2016 for service as a director. The remaining 540 restricted stock units granted to the reporting person on August 1, 2016 will convert to common stock on the date her service as a director terminates. F1 · derivative.expiration_date: Represents the conversion to common stock of 28 restricted stock units, on a one-for-one basis, granted to the reporting person on August 1, 2016 for service as a director. The remaining 540 restricted stock units granted to the reporting person on August 1, 2016 will convert to common stock on the date her service as a director terminates. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:16 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-064124 · form4.xml · nonDerivative · entry 1 Cox Erin Nealy · CIK 0001681367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28 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 · shares: Represents the conversion to common stock of 28 restricted stock units, on a one-for-one basis, granted to the reporting person on August 1, 2016 for service as a director. The remaining 540 restricted stock units granted to the reporting person on August 1, 2016 will convert to common stock on the date her service as a director terminates. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. 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.