Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chewy, Inc.CHWY · Entity 1885 | General Counsel | June 14, 2023 | June 16, 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.
Chewy, Inc.
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 55,759 |
Ending reported balance
After 2023-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-14 · Sale · Disposed 16,964 · Balance 72,656 F1: Represents "sell to cover" sales effected pursuant to a Rule 10b5-1 trading plan adopted by the filing person to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). Row 2 · 2023-06-15 · Sale · Disposed 16,897 · Balance 55,759 F1: Represents "sell to cover" sales effected pursuant to a Rule 10b5-1 trading plan adopted by the filing person to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents "sell to cover" sales effected pursuant to a Rule 10b5-1 trading plan adopted by the filing person to cover tax withholding obligations in connection with the vesting of restricted stock units ("RSUs").
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 |
|---|---|---|---|---|---|---|
| June 26, 2020 Filed Jul 1, 2020 01:04 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 10,611 | $48.38 | $513,360.18 |
DisclosureSEC source: 0000899243-20-018061 · doc4.xml · nonDerivative · entry 3 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 58,410 F1 · kind: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $47.92 to $48.89, inclusive. Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:04 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 10,979 | $47.37 | $520,075.23 |
DisclosureSEC source: 0000899243-20-018061 · doc4.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 69,021 F1 · kind: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $46.91 to $47.85, inclusive. The reporting person undertakes to provide to Chewy, Inc., any securityholder of Chewy, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 through 5 to this Form 4. Read SEC document |
| June 26, 2020 Filed Jul 1, 2020 01:04 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 17,062 | $49.38 | $842,521.56 |
DisclosureSEC source: 0000899243-20-018061 · doc4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,577 F1 · kind: Represents sales effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 22:57 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 18,309 | $48.15 | $881,651.59 |
DisclosureSEC source: 0001127602-20-020202 · form4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,639 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. Read SEC document |
| June 17, 2020 Filed Jun 18, 2020 20:31 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 18,085 | $48.75 | $881,679.92 |
DisclosureSEC source: 0001127602-20-020058 · form4.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,948 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. F3 · balance_after: Represents shares of Class A common stock previously beneficially owned by the reporting person and issued to the reporting person upon settlement of restricted stock units on June 17, 2020. Read SEC document |
| June 16, 2020 Filed Jun 18, 2020 20:31 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 18,912 | $46.62 | $881,696.35 |
DisclosureSEC source: 0001127602-20-020058 · form4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,477 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. F2 · balance_after: Represents shares of Class A common stock previously beneficially owned by the reporting person and issued to the reporting person upon settlement of restricted stock units on June 16, 2020. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:36 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 17,295 | $47.64 | $823,933.80 |
DisclosureSEC source: 0001127602-20-019959 · form4.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,833 F2 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 22:36 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 10,000 | $48.11 | $481,100.00 |
DisclosureSEC source: 0001127602-20-019959 · form4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,128 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 9, 2020 and amended on April 17, 2020. Read SEC document |
| January 13, 2020 Filed Feb 20, 2020 22:57 UTC | Chewy, Inc. CHWY · Entity 1885 | GiftClass A Common Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006746 · form5.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 80,000 F1 · kind: This transaction involved a gift of securities by the reporting person to her spouse, who shares reporting person's household. The reporting person disclaims beneficial ownership of the shares held by her spouse, and this report should not be deemed an admission that the reporting person is the beneficial owner of her spouse's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| January 13, 2020 Filed Feb 20, 2020 22:57 UTC | Chewy, Inc. CHWY · Entity 1885 | GiftClass A Common Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006746 · form5.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · kind: This transaction involved a gift of securities by the reporting person to her spouse, who shares reporting person's household. The reporting person disclaims beneficial ownership of the shares held by her spouse, and this report should not be deemed an admission that the reporting person is the beneficial owner of her spouse's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| December 20, 2019 Filed Dec 27, 2019 00:04 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 12,201 | $29.05 | $354,390.25 |
DisclosureSEC source: 0000899243-19-030081 · doc4.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $29.040 to $29.060, inclusive. Read SEC document |
| December 20, 2019 Filed Dec 27, 2019 00:04 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 12,202 | $29.35 | $358,177.51 |
DisclosureSEC source: 0000899243-19-030081 · doc4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,201 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $29.350 to $29.390, inclusive. The reporting person undertakes to provide to Chewy, Inc., any securityholder of Chewy, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 and 2 to this Form 4. Read SEC document |
| December 19, 2019 Filed Dec 21, 2019 00:28 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 24,160 | $28.18 | $680,852.96 |
DisclosureSEC source: 0000899243-19-029844 · doc4.xml · nonDerivative · entry 3 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,403 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions in prices ranging from $28.170 to $28.260, inclusive. The reporting person undertakes to provide to Chewy, Inc., any securityholder of Chewy, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 2 to this Form 4. Read SEC document |
| December 19, 2019 Filed Dec 21, 2019 00:28 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 15,428 | $28.48 | $439,389.44 |
DisclosureSEC source: 0000899243-19-029844 · doc4.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,563 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. Read SEC document |
| December 18, 2019 Filed Dec 21, 2019 00:28 UTC | Chewy, Inc. CHWY · Entity 1885 | SaleClass A Common Stock | 15,671 | $28.04 | $439,336.49 |
DisclosureSEC source: 0000899243-19-029844 · doc4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,991 F1 · shares: Represents shares sold to satisfy tax liability upon the vesting of restricted stock units. Read SEC document |
| June 18, 2019 Filed Jun 18, 2019 21:14 UTC | Chewy, Inc. CHWY · Entity 1885 | GrantClass A Common Stock | 716,960 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-017294 · doc4.xml · nonDerivative · entry 3 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 716,960 F3 · shares: Represents restricted stock units that will vest based on time vesting and share price conditions. Each restricted stock unit represents a contingent right to receive one share of Class A common stock of Chewy, Inc. The time-vesting condition will be satisfied with respect to 25% of these restricted stock units on June 13, 2020 and then with respect to 12.5% of these restricted stock units at the end of each six-month period thereafter, subject to the filing person's continued employment with Chewy, Inc. through the applicable vesting date. F4 · shares: (continued from footnote 3) The share price condition will be satisfied with respect to a percentage of these restricted stock units , as and when the price per share of Class A common stock specified in Chewy, Inc.'s Registration Statement on Form S-1 (File No. 333-231095), as amended, is achieved, on a weighted-average basis, on every trading day during a consecutive 45-day trading period completed prior to June 13, 2024, subject to the filing person's continued employment with Chewy, Inc. through the applicable vesting date. Read SEC document |
| June 18, 2019 Filed Jun 18, 2019 21:14 UTC | Chewy, Inc. CHWY · Entity 1885 | GrantClass A Common Stock | 79,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-017294 · doc4.xml · nonDerivative · entry 2 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,662 F2 · shares: Represents restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A common stock of Chewy, Inc. All of these restricted stock units vested as of June 18, 2019 upon consummation of the initial public offering of shares of Class A common stock of Chewy, Inc. Read SEC document |
| June 18, 2019 Filed Jun 18, 2019 21:14 UTC | Chewy, Inc. CHWY · Entity 1885 | PurchaseClass A Common Stock | 90,000 | $22.00 | $1,980,000.00 |
DisclosureSEC source: 0000899243-19-017294 · doc4.xml · nonDerivative · entry 1 Helfrick Susan · CIK 0001777084 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 F1 · shares: Represents shares purchased through a directed share program in connection with the initial public offering of Chewy, Inc.'s Class A common stock which closed on June 18, 2019. These shares of Class A common stock were purchased at the public offering price of $22.00 per share. 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.