Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BJ's Wholesale Club Holdings, Inc.BJ · Entity 638 | Director | June 15, 2022 | June 17, 2022 |
| FIVE BELOW, INCFIVE · Entity 3393 | Chief Experience Officer | January 30, 2023 | February 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.
BJ's Wholesale Club Holdings, Inc.
Report date June 15, 2022 · Filed June 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,745 |
Reported balance
After 2022-06-15 transaction · row 1
1 source rowRow 1 · 2022-06-15 · Exercise / conversion · Acquired 3,203 · Balance 16,745 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-15 · Exercise / conversion · Disposed 3,203 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F2: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 17, 2021, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3: Not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,559 |
Reported balance
After 2022-06-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-16 · Grant · Acquired 2,559 · Balance 2,559 F1: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F4: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 16, 2022, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock.
F2: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 17, 2021, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant.
F3: Not applicable.
F4: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 16, 2022, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant.
FIVE BELOW, INC
Report date January 30, 2023 · Filed February 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,930 |
Reported balance
After 2023-01-30 transaction · row 1
1 source rowRow 1 · 2023-01-30 · Grant · Acquired 6,277 · Balance 14,930 |
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 |
|---|---|---|---|---|---|---|
| January 30, 2023 Filed Feb 1, 2023 23:40 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 6,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-001870 · form4.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,930 Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 20:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantRestricted Stock Units · Derivative | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-22-000071 · wf-form4_165549753156757.xml · derivative · entry 3 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,559 Underlying: Common Stock · 2,559 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F4 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 16, 2022, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 20:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionRestricted Stock Units · Derivative | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-22-000071 · wf-form4_165549753156757.xml · derivative · entry 2 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,203 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F2 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 17, 2021, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 20:25 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-22-000071 · wf-form4_165549753156757.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,745 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 16, 2022 Filed Mar 19, 2022 00:37 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 1,401 | $159.01 | $222,773.01 |
DisclosureSEC source: 0001062993-22-008158 · form4.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653 Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:18 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 339 | $157.66 | $53,446.74 |
DisclosureSEC source: 0001062993-22-007463 · form4.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,054 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:28 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 1,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-007220 · form4.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,393 Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:28 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantRestricted Stock Units · Derivative | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-015291 · rdgdoc.xml · derivative · entry 3 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,203 Underlying: Common Stock · 3,203 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F4 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 17, 2021, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 20:28 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionRestricted Stock Units · Derivative | 4,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-015291 · rdgdoc.xml · derivative · entry 2 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,053 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F2 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 18, 2020, or (ii) immediately prior to the annual meeting of the Company's shareholders in 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 16, 2021 Filed Jun 21, 2021 20:28 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 4,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-015291 · rdgdoc.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,542 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 16, 2021 Filed Mar 18, 2021 21:53 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 976 | $193.46 | $188,816.96 |
DisclosureSEC source: 0001192482-21-000256 · edgar.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,016 Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 02:13 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-21-000236 · edgar.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · EVP & Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,992 Read SEC document |
| June 18, 2020 Filed Jun 19, 2020 20:19 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantRestricted Stock Units · Derivative | 4,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-20-000101 · wf-form4_159259797369972.xml · derivative · entry 3 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,053 Underlying: Common Stock · 4,053 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F4 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the grant date, which grant date is June 18, 2020; or (ii) immediately prior to the annual meeting of the Company's stockholders in 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 20:19 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionRestricted Stock Units · Derivative | 5,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-20-000101 · wf-form4_159259797369972.xml · derivative · entry 2 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,447 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F2 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the grant date, which grant date is June 20, 2019; or (ii) immediately prior to the annual meeting of the Company's stockholders in 2020. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 17, 2020 Filed Jun 19, 2020 20:19 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantCommon Stock | 5,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001531152-20-000101 · wf-form4_159259797369972.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,489 Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 21:05 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 1,305 | $57.17 | $74,606.85 |
DisclosureSEC source: 0001192482-20-000241 · edgar.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · EVP & Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,172 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 23:37 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 1,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-20-000210 · edgar.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · EVP & Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,477 Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 21:49 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantRestricted Stock Units · Derivative | 5,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038605 · doc4.xml · derivative · entry 3 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,447 Underlying: Common Stock · 5,447 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of the Issuer's common stock. F4 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which grant date is June 20, 2019; and (ii) the day immediately preceding the annual meeting of the Issuer's stockholders in 2020. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 21:49 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionRestricted Stock Units · Derivative | 4,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038605 · doc4.xml · derivative · entry 2 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,042 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of the Issuer's common stock. F2 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which grant date is November 1, 2018; and (ii) immediately prior to the annual meeting of the Issuer's stockholders in 2019. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 19, 2019 Filed Jun 21, 2019 21:49 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | Exercise / conversionCommon Stock | 4,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038605 · doc4.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,042 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 16, 2019 Filed Mar 19, 2019 21:15 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 8,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-19-000157 · edgar.xml · nonDerivative · entry 1 Werthauser Judith L. · CIK 0001757923 · EVP & Chief Experience Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,551 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 20:05 UTC | BJ's Wholesale Club Holdings, Inc. BJ · Entity 638 | GrantRestricted Stock Units · Derivative | 4,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-056917 · doc4.xml · derivative · entry 1 Werthauser Judith L. · CIK 0001757923 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,042 Underlying: Common Stock · 4,042 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F2 · derivative.exercise_date: The RSUs shall vest on the earlier of (i) the first anniversary of the grant date, which grant date is November 1, 2018; or (ii) immediately prior to the annual meeting of the Company's stockholders in 2019. F2 · derivative.expiration_date: The RSUs shall vest on the earlier of (i) the first anniversary of the grant date, which grant date is November 1, 2018; or (ii) immediately prior to the annual meeting of the Company's stockholders in 2019. 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.