Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARTERS INCCRI · Entity 4857 | EVP Supply Chain | February 25, 2022 | February 28, 2022 |
| Party City Holdco Inc.PRTY · Entity 108808 | Chief Operations Officer | March 15, 2023 | March 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.
CARTERS INC
Report date February 25, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,376.325 |
Last balance in matching sequence
After 2022-02-25 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2022-02-25 · Disposition to issuer · Disposed 809 · Balance 32,471.325 F1: The transaction reported in this Form 4 reflects below-target vesting of performance shares issued in 2019. F2: Some of these shares are restricted shares that are subject to either time-vesting or performance-based restrictions. Row 2 · 2022-02-25 · Tax withholding · Disposed 1,095 · Balance 31,376.325 F2: Some of these shares are restricted shares that are subject to either time-vesting or performance-based restrictions. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 reflects below-target vesting of performance shares issued in 2019.
F2: Some of these shares are restricted shares that are subject to either time-vesting or performance-based restrictions.
Party City Holdco Inc.
Report date March 15, 2023 · Filed March 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per share ("Common Stock")SEC Table I · non-derivative | Direct | 171,347 |
Reported balance
After 2023-03-15 transaction · row 1
1 source rowRow 1 · 2023-03-15 · Tax withholding · Disposed 153,328 · Balance 171,347 F1: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of restricted stock units originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on October 5, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of restricted stock units originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on October 5, 2022.
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 11, 2016 Filed Nov 15, 2016 21:12 UTC | CARTERS INC CRI · Entity 4857 | Tax withholdingCommon Stock | 455 | $88.09 | $40,080.95 |
DisclosureSEC source: 0001593968-16-001206 · primary_01.xml · nonDerivative · entry 1 Smith Peter Royer · CIK 0001653023 · EVP Supply Chain 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 F1 · acquired: The transaction reported in this Form 4 reflects withholding of shares of common stock to satisfy tax withholding obligations resulting from the vesting of restricted stock. F2 · balance_after: Some of these shares are restricted shares that are subject to either time-vesting or performance-based restrictions. 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.