Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | Chief Administrative Officer | May 01, 2023 | May 03, 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.
Burlington Stores, Inc.
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,113 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 1,457 · Balance 7,113 F1: Restricted stock units granted on May 1, 2023, vesting one-quarter on each of the first four anniversaries of the grant date. |
| Common StockSEC Table I · non-derivative | Direct | 7,030 |
Reported balance
After 2023-05-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-05-02 · Tax withholding · Disposed 83 · Balance 7,030 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 6,989 |
Reported balance
After 2023-05-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-05-03 · Tax withholding · Disposed 41 · Balance 6,989 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $186.61 · Expires 2033-05-01 | Direct | 3,920 |
Reported balance
After 2023-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-05-01 · Grant · Acquired 3,920 · Balance 3,920 F3: Options granted on May 1, 2023 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted on May 1, 2023, vesting one-quarter on each of the first four anniversaries of the grant date.
F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
F3: Options granted on May 1, 2023 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ODP Corp
Report date October 13, 2017 · Filed October 17, 2017
Section 16 reporting ended · disclosed 2017-10-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 337,474 |
Reported balance
After 2017-10-13 transaction · row 1
1 source rowRow 1 · 2017-10-13 · Sale · Disposed 360,000 · Balance 337,474 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.790 to $3.860, inclusive. The Reporting Person undertakes to provide to Office Depot, Inc., any security holder of Office Depot, 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 this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.790 to $3.860, inclusive. The Reporting Person undertakes to provide to Office Depot, Inc., any security holder of Office Depot, 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 this footnote.
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 |
|---|---|---|---|---|---|---|
| May 03, 2023 Filed May 3, 2023 17:47 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 41 | $184.73 | $7,573.93 |
DisclosureSEC source: 0001209191-23-027116 · doc4.xml · nonDerivative · entry 3 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,989 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2023 Filed May 3, 2023 17:47 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 83 | $186.32 | $15,464.56 |
DisclosureSEC source: 0001209191-23-027116 · doc4.xml · nonDerivative · entry 2 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,030 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 17:47 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 3,920 | $0.00 Strike: $186.61 | $0.00 |
DisclosureSEC source: 0001209191-23-027116 · doc4.xml · derivative · entry 4 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,920 Underlying: Common Stock · 3,920 shares Expires 2033-05-01 F3 · derivative.exercise_date: Options granted on May 1, 2023 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 17:47 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 1,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027116 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,113 F1 · security: Restricted stock units granted on May 1, 2023, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| May 03, 2022 Filed May 4, 2022 16:25 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 50 | $208.62 | $10,431.00 |
DisclosureSEC source: 0001209191-22-027086 · doc4.xml · nonDerivative · entry 3 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,656 F3 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:25 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 3,455 | $0.00 Strike: $211.68 | $0.00 |
DisclosureSEC source: 0001209191-22-027086 · doc4.xml · derivative · entry 4 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,455 Underlying: Common Stock · 3,455 shares Expires 2032-05-02 F4 · derivative.exercise_date: Options granted on May 2, 2022 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:25 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027086 · doc4.xml · nonDerivative · entry 2 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,706 F2 · security: Restricted stock units granted on May 2, 2022 that vest 100% on May 2, 2025. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:25 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 1,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027086 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,926 F1 · security: Restricted stock units granted on May 2, 2022, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| October 13, 2017 Filed Oct 17, 2017 17:09 UTC | ODP Corp ODP · Entity 71942 | SaleCommon Stock | 360,000 | $3.83 | $1,377,720.00 |
DisclosureSEC source: 0001225208-17-016347 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337,474 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.790 to $3.860, inclusive. The Reporting Person undertakes to provide to Office Depot, Inc., any security holder of Office Depot, 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 this footnote. Read SEC document |
| May 16, 2017 Filed May 17, 2017 16:55 UTC | ODP Corp ODP · Entity 71942 | Exercise / conversionOption (Right to Buy) · Derivative | 25,000 | $4.27 Strike: $4.27 | $106,750.00 |
DisclosureSEC source: 0001225208-17-009991 · doc4.xml · derivative · entry 3 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2018-05-03 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 |
| May 16, 2017 Filed May 17, 2017 16:55 UTC | ODP Corp ODP · Entity 71942 | SaleCommon Stock | 66,217 | $5.08 | $336,448.58 |
DisclosureSEC source: 0001225208-17-009991 · doc4.xml · nonDerivative · entry 2 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 697,474 F1 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $5.065 to $5.085, inclusive. The Reporting Person undertakes to provide to Office Depot, Inc., any security holder of Office Depot, 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 this footnote. Read SEC document |
| May 16, 2017 Filed May 17, 2017 16:55 UTC | ODP Corp ODP · Entity 71942 | Exercise / conversionCommon Stock | 25,000 | $4.27 | $106,750.00 |
DisclosureSEC source: 0001225208-17-009991 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763,691 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 |
| March 28, 2017 Filed Mar 30, 2017 16:56 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 63,105 | $4.53 | $285,865.65 |
DisclosureSEC source: 0001225208-17-007050 · doc4.xml · nonDerivative · entry 2 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,691 F2 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares underlying the payout of performance stock units. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 16:56 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 15,311 | $4.53 | $69,358.83 |
DisclosureSEC source: 0001225208-17-007050 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,796 F1 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on March 28, 2014. Read SEC document |
| March 21, 2017 Filed Mar 22, 2017 17:20 UTC | ODP Corp ODP · Entity 71942 | SaleCommon Stock | 35,000 | $4.61 | $161,315.00 |
DisclosureSEC source: 0001225208-17-006724 · doc4.xml · nonDerivative · entry 2 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 817,107 F2 · kind: Sales were effected pursuant to instructions from a 10b5-1 Trading Plan entered into on 8/24/2016 between Reporting Person and his financial advisor. F3 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.593 to $4.646, inclusive. The Reporting Person undertakes to provide to Office Depot, Inc., any security holder of Office Depot, 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 this footnote. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 17:20 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 19,370 | $4.71 | $91,232.70 |
DisclosureSEC source: 0001225208-17-006724 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852,107 F1 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on May 27, 2016. Read SEC document |
| March 06, 2017 Filed Mar 7, 2017 17:03 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 109,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005755 · doc4.xml · nonDerivative · entry 2 Allison Michael R · CIK 0001525996 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 871,477 F2 · shares: These restricted stock units will be settled in shares of the Company's common stock at the time of vesting, and will vest with respect to one-third of the underlying shares on March 6, 2018, March 6, 2019 and March 6, 2020. Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 17:03 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 5,216 | $4.57 | $23,837.12 |
DisclosureSEC source: 0001225208-17-005755 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,067 F1 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on March 4, 2015. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 18:44 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 164,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003450 · doc4.xml · nonDerivative · entry 1 Allison Michael R · CIK 0001525996 · EVP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 767,283 F1 · kind: The restricted stock units were earned by the Reporting Person after meeting certain performance objectives for the 3-year performance period ending 12/31/2016. 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.