Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| YETI Holdings, Inc.YETI · Entity 4252 | SVP of Sales | February 24, 2023 | March 01, 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.
YETI Holdings, Inc.
Report date February 24, 2023 · Filed March 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,745 |
Reported balance
After 2023-02-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-24 · Grant · Acquired 10,825 · Balance 35,745 F1: Represents shares of common stock underlying an award of restricted stock units previously granted by the Issuer on February 14, 2020, the vesting of which was subject to the Issuer's achievement of previously established performance criteria over a multi-year measurement period. The Compensation Committee of the Issuer's Board of Directors has certified achievement of the performance criteria, and the number of shares of common stock reported herein consists of the shares underlying the award that were earned based upon such achievement. |
| Common StockSEC Table I · non-derivative | Direct | 33,109 |
Reported balance
After 2023-02-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2023-02-24 · Tax withholding · Disposed 2,636 · Balance 33,109 F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units previously granted to the reporting person. F3: Includes 5,555 shares of restricted stock. Each share of restricted stock remains subject to forfeiture in accordance with the terms of the applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock underlying an award of restricted stock units previously granted by the Issuer on February 14, 2020, the vesting of which was subject to the Issuer's achievement of previously established performance criteria over a multi-year measurement period. The Compensation Committee of the Issuer's Board of Directors has certified achievement of the performance criteria, and the number of shares of common stock reported herein consists of the shares underlying the award that were earned based upon such achievement.
F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units previously granted to the reporting person.
F3: Includes 5,555 shares of restricted stock. Each share of restricted stock remains subject to forfeiture in accordance with the terms of the applicable award agreement.
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 27, 2020 Filed May 29, 2020 01:30 UTC | YETI Holdings, Inc. YETI · Entity 4252 | SaleCommon Stock | 6,807 | $32.88 | $223,814.16 |
DisclosureSEC source: 0001104659-20-067263 · a4.xml · nonDerivative · entry 2 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,157 F1 · kind: Shares sold pursuant to a predefined Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.49 to $33.48 per share. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 range set forth above. F3 · balance_after: Includes 8,209 restricted stock units and 12,629 shares of restricted stock. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock and each share of restricted stock remains subject to forfeiture, in each case in accordance with the terms of the applicable award agreement. Read SEC document |
| May 26, 2020 Filed May 29, 2020 01:30 UTC | YETI Holdings, Inc. YETI · Entity 4252 | SaleCommon Stock | 4,785 | $32.72 | $156,565.20 |
DisclosureSEC source: 0001104659-20-067263 · a4.xml · nonDerivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,964 F1 · kind: Shares sold pursuant to a predefined Rule 10b5-1 trading plan adopted by the reporting person on February 19, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.49 to $33.02 per share. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 range set forth above. F3 · balance_after: Includes 8,209 restricted stock units and 12,629 shares of restricted stock. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock and each share of restricted stock remains subject to forfeiture, in each case in accordance with the terms of the applicable award agreement. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 01:20 UTC | YETI Holdings, Inc. YETI · Entity 4252 | Tax withholdingCommon Stock | 1,000 | $32.13 | $32,130.00 |
DisclosureSEC source: 0001104659-20-024387 · a4.xml · nonDerivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,749 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units previously granted to the reporting person. F2 · balance_after: Includes 8,209 restricted stock units and 12,629 shares of restricted stock, as well as shares acquired upon the vesting of previously reported restricted stock units. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock and each share of restricted stock remains subject to forfeiture, in each case in accordance with the terms of the applicable award agreement. Read SEC document |
| February 14, 2020 Filed Feb 20, 2020 02:20 UTC | YETI Holdings, Inc. YETI · Entity 4252 | GrantCommon Stock | 12,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-023012 · a4.xml · nonDerivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,749 F1 · shares: Represents restricted stock. One-third of the restricted stock will vest on February 14, 2021 and one-sixth of the restricted stock will vest on each of the first four six-month anniversaries thereafter. F2 · balance_after: Includes 12,314 restricted stock units and 12,629 shares of restricted stock. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock and each share of restricted stock remains subject to forfeiture, in each case in accordance with the terms of the applicable award agreement. Read SEC document |
| January 06, 2020 Filed Jan 9, 2020 02:41 UTC | YETI Holdings, Inc. YETI · Entity 4252 | SaleCommon Stock | 500 | $33.26 | $16,630.00 |
DisclosureSEC source: 0001104659-20-002382 · a4.xml · nonDerivative · entry 3 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,120 F1 · kind: Shares sold pursuant to a predefined Rule 10b5-1 trading plan adopted by the Reporting Person on February 19, 2019. F3 · balance_after: Includes 12,314 restricted stock units. Read SEC document |
| January 06, 2020 Filed Jan 9, 2020 02:41 UTC | YETI Holdings, Inc. YETI · Entity 4252 | SaleCommon Stock | 11,230 | $32.40 | $363,852.00 |
DisclosureSEC source: 0001104659-20-002382 · a4.xml · nonDerivative · entry 2 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,620 F1 · kind: Shares sold pursuant to a predefined Rule 10b5-1 trading plan adopted by the Reporting Person on February 19, 2019. F4 · price: Price reflects the weighted average purchase price for multiple transactions that ranged from $32.050 to $33.000 per share. The Reporting Person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F3 · balance_after: Includes 12,314 restricted stock units. Read SEC document |
| January 06, 2020 Filed Jan 9, 2020 02:41 UTC | YETI Holdings, Inc. YETI · Entity 4252 | SaleCommon Stock | 20,270 | $31.60 | $640,552.27 |
DisclosureSEC source: 0001104659-20-002382 · a4.xml · nonDerivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,850 F1 · kind: Shares sold pursuant to a predefined Rule 10b5-1 trading plan adopted by the Reporting Person on February 19, 2019. F2 · price: Price reflects the weighted average purchase price for multiple transactions that ranged from $31.050 to $32.040 per share. The Reporting Person undertakes to provide, upon request by the Commission Staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price. F3 · balance_after: Includes 12,314 restricted stock units. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 00:43 UTC | YETI Holdings, Inc. YETI · Entity 4252 | Tax withholdingCommon Stock | 53,367 | $30.37 | $1,620,755.79 |
DisclosureSEC source: 0001104659-19-063492 · a4.xml · nonDerivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,120 F1 · balance_after: Includes 12,314 restricted stock units. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:47 UTC | YETI Holdings, Inc. YETI · Entity 4252 | GrantStock Option · Derivative | 38,370 | $0.00 Strike: $22.84 | $0.00 |
DisclosureSEC source: 0001104659-19-009574 · a4.xml · derivative · entry 2 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,370 Underlying: Common Stock · 38,370 shares Expires 2029-02-15 F2 · derivative.exercise_date: One-third of the stock option will vest and become exercisable on February 15, 2020 and one-sixth of the stock option will vest and become exercisable on each of the first four six-month anniversaries thereafter. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:47 UTC | YETI Holdings, Inc. YETI · Entity 4252 | GrantCommon Stock | 12,314 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-009574 · a4.xml · nonDerivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,487 F1 · shares: Represents restricted stock units. F1 · balance_after: Represents restricted stock units. Read SEC document |
| October 24, 2018 Filed Oct 25, 2018 22:31 UTC | YETI Holdings, Inc. YETI · Entity 4252 | GrantStock Option · Derivative | 55,147 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0001104659-18-063996 · a4.xml · derivative · entry 1 Zambetti Kirk A · CIK 0001755472 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,147 Underlying: Common Stock · 55,147 shares Expires 2028-10-24 F1 · derivative.exercise_date: The stock option will vest and become exercisable in equal installments on each of the first four anniversaries of October 24, 2018. 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.