Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Sally Beauty Holdings, Inc.
Report date January 26, 2023 · Filed January 27, 2023
Section 16 reporting ended · disclosed 2023-01-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 175,868 |
Reported balance
After 2023-01-26 transaction · row 1
1 source rowRow 1 · 2023-01-26 · Exercise / conversion · Acquired 103,797 · Balance 175,868 |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-01-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-26 · Exercise / conversion · Disposed 103,797 · Balance 0 F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F2: Reflects vested shares underlying RSUs that will be delivered to the reporting person on January 26, 2023, the date such reporting person's service as a director of the issuer terminated, or on the 6-month anniversary of such termination. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 10,000 |
Reported balance
Holding disclosure · report date 2023-01-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,000 F3: By Defined Benefit Trust, Marshall Eisenberg as Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis.
F2: Reflects vested shares underlying RSUs that will be delivered to the reporting person on January 26, 2023, the date such reporting person's service as a director of the issuer terminated, or on the 6-month anniversary of such termination.
F3: By Defined Benefit Trust, Marshall Eisenberg as Trustee.
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 26, 2023 Filed Jan 27, 2023 16:13 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 103,797 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-002852 · doc4.xml · derivative · entry 3 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 103,797 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: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Reflects vested shares underlying RSUs that will be delivered to the reporting person on January 26, 2023, the date such reporting person's service as a director of the issuer terminated, or on the 6-month anniversary of such termination. F2 · derivative.expiration_date: Reflects vested shares underlying RSUs that will be delivered to the reporting person on January 26, 2023, the date such reporting person's service as a director of the issuer terminated, or on the 6-month anniversary of such termination. Read SEC document |
| January 26, 2023 Filed Jan 27, 2023 16:13 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 103,797 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-002852 · doc4.xml · nonDerivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,868 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 |
| November 02, 2022 Filed Nov 4, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 12,458 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035183 · doc4.xml · derivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,458 Underlying: Common Stock · 12,458 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest on November 15, 2023. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on November 15, 2023. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:35 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043302 · doc4.xml · derivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,045 Underlying: Common Stock · 8,045 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest on November 15, 2022. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. F3 · derivative.expiration_date: The restricted stock units vest on November 15, 2022. Vested shares will be delivered to the reporting person on the date such reporting person's service as a director of the issuer has terminated. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 15,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028353 · form4.xml · derivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,401 Underlying: Common Stock · 15,401 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest on November 15, 2021. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. F2 · derivative.expiration_date: The restricted stock units vest on November 15, 2021. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 16:57 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 8,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032215 · form4.xml · derivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,408 Underlying: Common Stock · 8,408 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest on November 15, 2020. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. F2 · derivative.expiration_date: The restricted stock units vest on November 15, 2020. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. Read SEC document |
| August 20, 2019 Filed Aug 21, 2019 16:35 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 10,000 | $11.89 | $118,868.00 |
DisclosureSEC source: 0001127602-19-027172 · form4.xml · nonDerivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 10,000 F1 · price: Reflects the weighted average purchase price. The range of prices for these transactions was $11.87 to $11.90. The Defined Benefit Trust effected multiple same-way open market purchase transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares purchased at each separate price. Purchases by the reporting person's defined benefit trust, of which the reporting person is trustee. F2 · ownership.nature: Purchases by Defined Benefit Trust, Marshall Eisenberg as Trustee. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 18:34 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 7,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032128 · form4.xml · derivative · entry 2 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,717 Underlying: Common Stock · 7,717 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest on September 30, 2019. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. F2 · derivative.expiration_date: The restricted stock units vest on September 30, 2019. Vested shares will be delivered to the reporting person on the date such reporting person's service as a Director of the Issuer has terminated. Read SEC document |
| September 30, 2018 Filed Jan 3, 2019 16:43 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 7,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000746 · form4.xml · derivative · entry 2 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,175 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: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.expiration_date: On November 1, 2017, the reporting person was granted 7,175 restricted stock units ("RSUs") pursuant to the Sally Beauty Holdings, Inc. Amended and Restated Independent Director Compensation Policy. Such RSUs vested on September 30, 2018 and the reporting person elected to receive shares of common stock in settlement of the RSUs on such date. Read SEC document |
| September 30, 2018 Filed Jan 3, 2019 16:43 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 7,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-19-000746 · form4.xml · nonDerivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,071 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 17:35 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 7,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031231 · form4.xml · derivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,175 Underlying: Common Stock · 7,175 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest, and shares will be delivered to the reporting person, on September 30, 2018. F2 · derivative.expiration_date: The restricted stock units vest, and shares will be delivered to the reporting person, on September 30, 2018. Read SEC document |
| September 30, 2017 Filed Oct 4, 2017 16:44 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 4,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-029220 · form4.xml · derivative · entry 2 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,896 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: Restricted stock units convert into common stock on a one-for-one basis. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.expiration_date: On November 1, 2016, the reporting person was granted 4,896 restricted stock units ("RSUs") pursuant to the Sally Beauty Holdings, Inc. Amended and Restated Independent Director Compensation Policy. Such RSUs vested on September 30, 2017 and the reporting person elected to receive shares of common stock in settlement of the RSUs on such date. Read SEC document |
| September 30, 2017 Filed Oct 4, 2017 16:44 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 4,896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-029220 · form4.xml · nonDerivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,896 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 16:46 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 4,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066071 · form4.xml · derivative · entry 1 EISENBERG MARSHALL E · CIK 0001056938 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,896 Underlying: Common Stock · 4,896 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest, and shares will be delivered to the reporting person, on September 30, 2017. F2 · derivative.expiration_date: The restricted stock units vest, and shares will be delivered to the reporting person, on September 30, 2017. 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.