Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASBURY AUTOMOTIVE GROUP INCABG · Entity 4090 | SVP & CFO | May 11, 2021 | May 11, 2021 |
| CHICO'S FAS, INC.CHS · Entity 95349 | EVP - Chief Financial Officer | March 01, 2023 | March 03, 2023 |
| lululemon athletica inc.LULU · Entity 3399 | Chief Financial Officer | March 30, 2020 | April 01, 2020 |
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.
ASBURY AUTOMOTIVE GROUP INC
Report date May 11, 2021 · Filed May 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,720 |
Reported balance
After 2021-05-11 transaction · row 1
1 source rowRow 1 · 2021-05-11 · Tax withholding · Disposed 1,078 · Balance 9,720 F1: Represents the number of shares of the Issuer's common stock withheld for payment of taxes upon the vesting of restricted share units granted on May 11, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of the Issuer's common stock withheld for payment of taxes upon the vesting of restricted share units granted on May 11, 2020.
CHICO'S FAS, INC.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 183,390 |
Ending reported balance
After 2023-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Grant · Acquired 83,893 · Balance 193,382 F1: Restricted stock award which vests 1/3 each year beginning on 3/1/2024. Row 2 · 2023-03-01 · Tax withholding · Disposed 9,992 · Balance 183,390 F2: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award which vests 1/3 each year beginning on 3/1/2024.
F2: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock.
lululemon athletica inc.
Report date March 30, 2020 · Filed April 01, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,839 |
Reported balance
After 2020-03-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-30 · Tax withholding · Disposed 158 · Balance 3,839 F1: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for tax obligations in connection with vesting of restricted stock units.
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 01, 2023 Filed Mar 3, 2023 16:41 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 9,992 | $5.96 | $59,552.32 |
DisclosureSEC source: 0000897429-23-000010 · wf-form4_167787964204920.xml · nonDerivative · entry 2 Guido Patrick J. · CIK 0001740001 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,390 F2 · kind: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:41 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 83,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-23-000010 · wf-form4_167787964204920.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,382 F1 · kind: Restricted stock award which vests 1/3 each year beginning on 3/1/2024. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 17:33 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 3,383 | $4.84 | $16,373.72 |
DisclosureSEC source: 0000897429-22-000120 · wf-form4_166483269167091.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,489 F1 · kind: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:27 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 71,202 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-22-000030 · wf-form4_164634283345297.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,872 F1 · kind: Restricted stock award which vests 1/3 each year beginning on 3/1/2023. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:15 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 41,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-21-000118 · wf-form4_163337849457086.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,670 F1 · shares: Restricted stock award which vests 1/3 each year beginning on 10/1/2022. Read SEC document |
| May 11, 2021 Filed May 11, 2021 20:30 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | Tax withholdingCommon Stock | 1,078 | $205.49 | $221,518.22 |
DisclosureSEC source: 0001144980-21-000104 · wf-form4_162076500977916.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,720 F1 · shares: Represents the number of shares of the Issuer's common stock withheld for payment of taxes upon the vesting of restricted share units granted on May 11, 2020. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:36 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 1,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-21-000045 · wf-form4_161256097243347.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,798 F1 · shares: Represents grant of restricted share units. Each restricted share unit converts into one share of the Issuer's common stock upon vesting. Vesting will occur in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 11, 2020 Filed May 12, 2020 20:00 UTC | ASBURY AUTOMOTIVE GROUP INC ABG · Entity 4090 | GrantCommon Stock | 8,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001144980-20-000106 · wf-form4_158931361788711.xml · nonDerivative · entry 1 Guido Patrick J. · CIK 0001740001 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,985 F1 · shares: Represents grant of restricted stock units. Each restricted stock unit converts into one share of the Issuer's common stock upon vesting. Vesting will occur in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 17:23 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 158 | $193.94 | $30,642.52 |
DisclosureSEC source: 0001572426-20-000038 · edgar.xml · nonDerivative · entry 1 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,839 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 17:52 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 3,932 | $0.00 Strike: $188.84 | $0.00 |
DisclosureSEC source: 0001572426-20-000028 · edgar.xml · derivative · entry 2 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,932 Underlying: Common Stock · 3,932 shares Expires 2027-03-27 F2 · derivative.exercise_date: These options shall vest as to 25% on each of March 27, 2021, March 27, 2022, March 27, 2023, and March 27, 2024, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 17:52 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 794 | $188.84 | $149,938.96 |
DisclosureSEC source: 0001572426-20-000028 · edgar.xml · nonDerivative · entry 1 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,997 F1 · security: Restricted stock units convert into common stock on a one-for-one basis. The reporting person received a restricted stock unit award which vests as to 33% on March 27, 2021, 33% on March 27, 2022, and 34% on March 27, 2023, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 17:05 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 102 | $170.38 | $17,378.76 |
DisclosureSEC source: 0001572426-19-000012 · edgar.xml · nonDerivative · entry 2 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,203 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| June 06, 2019 Filed Jun 10, 2019 17:05 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 133 | $170.38 | $22,660.54 |
DisclosureSEC source: 0001572426-19-000012 · edgar.xml · nonDerivative · entry 1 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,305 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 18:47 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 10,492 | $0.00 Strike: $167.54 | $0.00 |
DisclosureSEC source: 0001397187-19-000014 · primary_doc.xml · derivative · entry 4 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,492 Underlying: Common Stock · 10,492 shares Expires 2026-03-28 F3 · derivative.exercise_date: These options shall vest as to 25% on each of March 28, 2020, March 28, 2021, March 28, 2022 and March 28, 2023, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 18:47 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 4,197 | $0.00 Strike: $167.54 | $0.00 |
DisclosureSEC source: 0001397187-19-000014 · primary_doc.xml · derivative · entry 3 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,197 Underlying: Common Stock · 4,197 shares Expires 2026-03-28 F3 · derivative.exercise_date: These options shall vest as to 25% on each of March 28, 2020, March 28, 2021, March 28, 2022 and March 28, 2023, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 18:47 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 1,119 | $167.54 | $187,477.26 |
DisclosureSEC source: 0001397187-19-000014 · primary_doc.xml · nonDerivative · entry 2 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,438 F2 · security: The restricted stock units vest as to 50% on March 28, 2021 and 50% on March 28, 2022, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 18:47 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 895 | $167.54 | $149,948.30 |
DisclosureSEC source: 0001397187-19-000014 · primary_doc.xml · nonDerivative · entry 1 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,319 F1 · security: The restricted stock units vest as to 33% on March 28, 2020, 33% on March 28, 2021, and 34% on March 28, 2022, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 17:44 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 2,978 | $0.00 Strike: $124.19 | $0.00 |
DisclosureSEC source: 0001572426-18-000050 · edgar.xml · derivative · entry 3 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,978 Underlying: Common Stock · 2,978 shares Expires 2025-06-06 F2 · derivative.exercise_date: These options shall vest as to 25% on each of June 6, 2019, June 6, 2020, June 6, 2021, and June 6, 2022, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 17:44 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 805 | $124.19 | $99,972.95 |
DisclosureSEC source: 0001572426-18-000050 · edgar.xml · nonDerivative · entry 2 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424 F1 · security: Restricted stock units convert into common stock on a one-for-one basis. The reporting person received a restricted stock unit award which vests as to 33% on June 6, 2019, 33% on June 6, 2020, and 34% on June 6, 2021, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 17:44 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 619 | $124.19 | $76,873.61 |
DisclosureSEC source: 0001572426-18-000050 · edgar.xml · nonDerivative · entry 1 GUIDO PATRICK J · CIK 0001740001 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619 F1 · security: Restricted stock units convert into common stock on a one-for-one basis. The reporting person received a restricted stock unit award which vests as to 33% on June 6, 2019, 33% on June 6, 2020, and 34% on June 6, 2021, subject to the reporting person's continued employment or association with the issuer through such date. 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.