Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zumiez IncZUMZ · Entity 5948 | President North America | April 17, 2023 | April 18, 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.
Zumiez Inc
Report date April 17, 2023 · Filed April 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,735 |
Reported balance
After 2023-04-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-04-17 · Sale · Disposed 40,000 · Balance 31,735 F1: Shares sold at a weighted average price. F2: The share total includes 3,822 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold at a weighted average price.
F2: The share total includes 3,822 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan.
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 |
|---|---|---|---|---|---|---|
| March 13, 2019 Filed Mar 14, 2019 21:50 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 1,173 | $25.33 | $29,712.09 |
DisclosureSEC source: 0001179110-19-003885 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,379 F1 · shares: Shares withheld by Zumiez Inc. to pay taxes on restricted stock. F2 · balance_after: The share total includes 2,028 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 20:26 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 23,255 | $25.80 | $599,979.00 |
DisclosureSEC source: 0001179110-18-008779 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,552 F1 · shares: The shares acquired represent a grant of restricted stock that will vest over 5 years with 20% vesting on the 3rd anniversarty of the date of grant, 40% vesting on the 4th anniversary of the date of grant and 40% vesting on the 5th anniversary of the date of grant. F2 · balance_after: The share total includes 2,028 shares acquired through Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 22:20 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantOptions (right to buy) · Derivative | 25,906 | $0.00 Strike: $23.40 | $0.00 |
DisclosureSEC source: 0001179110-18-004734 · edgar.xml · derivative · entry 2 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,906 Underlying: Common Stock · 25,906 shares Expires 2028-03-19 F3 · shares: Options subject to this grant vest over a 4-year period in equal installments. Read SEC document |
| March 19, 2018 Filed Mar 21, 2018 22:20 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 12,820 | $23.40 | $299,988.00 |
DisclosureSEC source: 0001179110-18-004734 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,931 F1 · shares: The shares acquired represent a grant of restricted stock that will vest over 3 years. F2 · balance_after: The share total includes 1,662 shares acquired through Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 16, 2018 Filed Mar 19, 2018 19:33 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 568 | $22.10 | $12,552.80 |
DisclosureSEC source: 0001179110-18-004573 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,111 F1 · shares: Shares withheld by Zumiez Inc. to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,662 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 14, 2018 Filed Mar 15, 2018 22:50 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 1,031 | $19.60 | $20,207.60 |
DisclosureSEC source: 0001179110-18-004408 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,679 F1 · shares: Shares withheld by Zumiez Inc. to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,662 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 17:46 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 1,153 | $20.00 | $23,060.00 |
DisclosureSEC source: 0001179110-18-004356 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · President North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,710 F1 · shares: Shares withheld by Zumiez Inc. to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,662 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 22:55 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 715 | $17.95 | $12,834.25 |
DisclosureSEC source: 0001179110-17-005020 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · EVP of Ecommerce & Omnichannel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,577 F1 · shares: Shares withheld by Zumiez to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,500 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 20:50 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 621 | $17.80 | $11,053.80 |
DisclosureSEC source: 0001179110-17-004921 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · EVP of Ecommerce & Omnichannel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,292 F1 · shares: Shares withheld by Zumiez to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,500 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 21:22 UTC | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 1,247 | $19.70 | $24,565.90 |
DisclosureSEC source: 0001179110-17-004735 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · EVP of Ecommerce & Omnichannel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,913 F1 · shares: Shares withheld by Zumiez to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,500 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 14, 2017 Filed Mar 17, 2017 22:21 UTC Amendment | Zumiez Inc ZUMZ · Entity 5948 | Tax withholdingCommon Stock | 1,247 | $17.65 | $22,009.55 |
DisclosureSEC source: 0001179110-17-004882 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · EVP of Ecommerce & Omnichannel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,913 F1 · shares: Shares withheld by Zumiez to pay taxes on restricted stock. F2 · balance_after: The share total includes 1,500 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. Read SEC document |
| March 13, 2017 Filed Mar 23, 2017 14:36 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantOptions (right to buy) · Derivative | 28,312 | $0.00 Strike: $17.70 | $0.00 |
DisclosureSEC source: 0001179110-17-005098 · edgar.xml · derivative · entry 2 Brown Troy R. · CIK 0001577519 · EVP of Ecommerce & Omnichannel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,312 Underlying: Common Stock · 28,312 shares Expires 2027-03-13 F3 · shares: Options subject to this grant vest over a 4-year period in equal installments. Read SEC document |
| March 13, 2017 Filed Mar 23, 2017 14:36 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 14,124 | $17.70 | $249,994.80 |
DisclosureSEC source: 0001179110-17-005098 · edgar.xml · nonDerivative · entry 1 Brown Troy R. · CIK 0001577519 · EVP of Ecommerce & Omnichannel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,701 F1 · shares: The shares acquired represent a grant of restricted stock that will vest over 3 years. F2 · balance_after: The share total includes 1,500 shares acquired through the Zumiez Inc. Employee Stock Purchase Plan. 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.