Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BEST BUY CO INCBBY · Entity 3305 | CHRO | March 20, 2017 | March 22, 2017 |
| Leslie's, Inc.LESL · Entity 8291 | Chief Revenue Officer | December 15, 2022 | December 19, 2022 |
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.
BEST BUY CO INC
Report date March 20, 2017 · Filed March 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,528 |
Reported balance
After 2017-03-20 transaction · row 1
1 source rowRow 1 · 2017-03-20 · Tax withholding · Disposed 246 · Balance 15,528 F1: Shares automatically withheld upon vesting of restricted shares to satisfy tax withholding obligation. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares automatically withheld upon vesting of restricted shares to satisfy tax withholding obligation.
Leslie's, Inc.
Report date December 15, 2022 · Filed December 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 84,216 |
Reported balance
After 2022-12-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-12-15 · Grant · Acquired 13,710 · Balance 84,216 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2: Represents grants of RSUs, of which 13,710 will vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025, and December 15, 2026, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock.
F2: Represents grants of RSUs, of which 13,710 will vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025, and December 15, 2026, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 19, 2022 16:32 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 13,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061878 · doc4.xml · derivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,216 Underlying: Common Stock · 13,710 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents grants of RSUs, of which 13,710 will vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025, and December 15, 2026, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents grants of RSUs, of which 13,710 will vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025, and December 15, 2026, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| November 21, 2022 Filed Nov 21, 2022 17:08 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 70,506 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058203 · doc4.xml · derivative · entry 3 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,506 Underlying: Common Stock · 70,506 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 the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which 70,506 RSUs vested on November 21, 2022 and of which the remaining 70,506 RSUs will vest on November 21, 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which 70,506 RSUs vested on November 21, 2022 and of which the remaining 70,506 RSUs will vest on November 21, 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| November 21, 2022 Filed Nov 21, 2022 17:08 UTC | Leslie's, Inc. LESL · Entity 8291 | Tax withholdingCommon Stock, par value $0.001 per share | 21,436 | $15.32 | $328,399.52 |
DisclosureSEC source: 0001209191-22-058203 · doc4.xml · nonDerivative · entry 2 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,590 Read SEC document |
| November 21, 2022 Filed Nov 21, 2022 17:08 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 70,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-058203 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,026 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 22, 2021 Filed Nov 23, 2021 16:28 UTC | Leslie's, Inc. LESL · Entity 8291 | SaleCommon Stock, par value $0.001 per share | 25,156 | $20.70 | $520,729.20 |
DisclosureSEC source: 0001209191-21-066432 · doc4.xml · nonDerivative · entry 2 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,520 F1 · kind: Represents shares of Common Stock automatically sold by a third party equity administrator to satisfy tax liability upon settlement of restricted stock units ("RSUs"). F1 · shares: Represents shares of Common Stock automatically sold by a third party equity administrator to satisfy tax liability upon settlement of restricted stock units ("RSUs"). F1 · acquired: Represents shares of Common Stock automatically sold by a third party equity administrator to satisfy tax liability upon settlement of restricted stock units ("RSUs"). Read SEC document |
| November 21, 2021 Filed Nov 23, 2021 16:28 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 70,505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066432 · doc4.xml · derivative · entry 3 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,012 Underlying: Common Stock · 70,505 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. F2 · derivative.exercise_price: Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F3 · derivative.exercise_date: Represents a grant of RSUs, of which 70,505 RSUs vested on November 21, 2021 and of which the remaining 141,012 RSUs will vest in two equal annual installments on November 21st of each of 2022 and 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F3 · derivative.expiration_date: Represents a grant of RSUs, of which 70,505 RSUs vested on November 21, 2021 and of which the remaining 141,012 RSUs will vest in two equal annual installments on November 21st of each of 2022 and 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| November 21, 2021 Filed Nov 23, 2021 16:28 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 70,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066432 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,676 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 |
| June 29, 2021 Filed Jun 30, 2021 16:05 UTC | Leslie's, Inc. LESL · Entity 8291 | SaleCommon Stock, par value $0.001 per share | 2,832 | $26.81 | $75,925.92 |
DisclosureSEC source: 0001209191-21-043966 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,171 F1 · kind: Represents shares of common stock sold by the Reporting Person pursuant to the underwriters' partial exercise of their overallotment option in connection with the previously announced secondary offering by certain selling stockholders of the Issuer. F1 · shares: Represents shares of common stock sold by the Reporting Person pursuant to the underwriters' partial exercise of their overallotment option in connection with the previously announced secondary offering by certain selling stockholders of the Issuer. Read SEC document |
| June 14, 2021 Filed Jun 15, 2021 16:05 UTC | Leslie's, Inc. LESL · Entity 8291 | SaleCommon Stock, par value $0.001 per share | 47,837 | $26.81 | $1,282,509.97 |
DisclosureSEC source: 0001209191-21-040553 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,003 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 16:07 UTC | Leslie's, Inc. LESL · Entity 8291 | SaleCommon Stock, par value $0.001 per share | 63,378 | $25.22 | $1,598,393.16 |
DisclosureSEC source: 0001209191-21-011796 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,840 Read SEC document |
| November 23, 2020 Filed Nov 24, 2020 20:23 UTC | Leslie's, Inc. LESL · Entity 8291 | SaleCommon Stock | 26,352 | $21.32 | $561,824.64 |
DisclosureSEC source: 0000899243-20-032092 · doc4.xml · nonDerivative · entry 2 Baker Paula · CIK 0001664854 · Chief Revenue Officer. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,153 F1 · kind: Represents shares of Common Stock sold to satisfy tax liability upon settlement of RSUs. F1 · shares: Represents shares of Common Stock sold to satisfy tax liability upon settlement of RSUs. F1 · acquired: Represents shares of Common Stock sold to satisfy tax liability upon settlement of RSUs. Read SEC document |
| November 21, 2020 Filed Nov 24, 2020 20:23 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units ("RSUs") · Derivative | 70,505 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-032092 · doc4.xml · derivative · entry 3 Baker Paula · CIK 0001664854 · Chief Revenue Officer. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,517 Underlying: Common Stock · 70,505 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. F2 · derivative.exercise_price: Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F3 · derivative.exercise_date: Represents a grant of RSUs, of which 70,505 RSUs vested on November 21, 2020 and of which the remaining 211,517 RSUs will vest in three equal annual installments on November 21st of each of 2021, 2022 and 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F3 · derivative.expiration_date: Represents a grant of RSUs, of which 70,505 RSUs vested on November 21, 2020 and of which the remaining 211,517 RSUs will vest in three equal annual installments on November 21st of each of 2021, 2022 and 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| November 21, 2020 Filed Nov 24, 2020 20:23 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share ("Common Stock") | 70,505 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-032092 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,505 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, 2020 Filed Nov 4, 2020 19:08 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units ("RSUs") · Derivative | 282,022 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-030405 · doc4.xml · derivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,022 Underlying: Common Stock, par value $0.001 per share ("Common Stock") · 282,022 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents RSUs that will vest in four equal annual installments on November 21st of each of 2020, 2021, 2022 and 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents RSUs that will vest in four equal annual installments on November 21st of each of 2020, 2021, 2022 and 2023, subject to Ms. Baker's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| October 28, 2020 Filed Oct 30, 2020 21:27 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantOptions to purchase shares · Derivative | 117,648 | Not disclosed Strike: $17.00 | Not disclosed |
DisclosureSEC source: 0000899243-20-030048 · doc4.xml · derivative · entry 1 Baker Paula · CIK 0001664854 · Chief Revenue Officer. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,648 Underlying: Common Stock, par value $0.001 per share · 117,648 shares Expires not disclosed F1 · derivative.exercise_price: Represents options to purchase shares ("Options") that will vest and become exercisable as follows, subject to the Reporting Person's continued employment through the applicable vesting date: (i) two-thirds of the Options will be subject to time vesting (the "Time Vesting Options") and will vest in equal 25% installments on each of the first four anniversaries of October 28, 2020, such that all of the Time Vesting Options will be fully vested on October 28, 2024; and (ii) one-third of the Options will be subject to performance vesting (the "Performance Vesting Options"), whereby (a) 50% of the Performance Vesting Options will vest if, and only if, the Issuer achieves the net income target established by the Issuer's board of directors for fiscal year 2021 and (b) the remaining 50% of the Performance Vesting Options will vest if, and only if, the Issuer achieves the net income target established by the Issuer's board of directors for fiscal year 2022. F1 · price: Represents options to purchase shares ("Options") that will vest and become exercisable as follows, subject to the Reporting Person's continued employment through the applicable vesting date: (i) two-thirds of the Options will be subject to time vesting (the "Time Vesting Options") and will vest in equal 25% installments on each of the first four anniversaries of October 28, 2020, such that all of the Time Vesting Options will be fully vested on October 28, 2024; and (ii) one-third of the Options will be subject to performance vesting (the "Performance Vesting Options"), whereby (a) 50% of the Performance Vesting Options will vest if, and only if, the Issuer achieves the net income target established by the Issuer's board of directors for fiscal year 2021 and (b) the remaining 50% of the Performance Vesting Options will vest if, and only if, the Issuer achieves the net income target established by the Issuer's board of directors for fiscal year 2022. F1 · derivative.exercise_date: Represents options to purchase shares ("Options") that will vest and become exercisable as follows, subject to the Reporting Person's continued employment through the applicable vesting date: (i) two-thirds of the Options will be subject to time vesting (the "Time Vesting Options") and will vest in equal 25% installments on each of the first four anniversaries of October 28, 2020, such that all of the Time Vesting Options will be fully vested on October 28, 2024; and (ii) one-third of the Options will be subject to performance vesting (the "Performance Vesting Options"), whereby (a) 50% of the Performance Vesting Options will vest if, and only if, the Issuer achieves the net income target established by the Issuer's board of directors for fiscal year 2021 and (b) the remaining 50% of the Performance Vesting Options will vest if, and only if, the Issuer achieves the net income target established by the Issuer's board of directors for fiscal year 2022. F2 · derivative.expiration_date: All of the Options will expire upon the earliest of: (i) October 28, 2030; (ii) twelve months after the Reporting Person's termination of employment or service due to death; (iii) immediately upon termination of the Reporting Person's employment or service for "cause"; or (iv) ninety days after the Reporting Person's termination of employment or service for any reason not specified in the foregoing (ii) or (iii). Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 20:14 UTC | BEST BUY CO INC BBY · Entity 3305 | Tax withholdingCommon Stock | 246 | $45.55 | $11,205.30 |
DisclosureSEC source: 0001225208-17-006714 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,528 F1 · shares: Shares automatically withheld upon vesting of restricted shares to satisfy tax withholding obligation. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 20:17 UTC | BEST BUY CO INC BBY · Entity 3305 | Tax withholdingCommon Stock | 927 | $44.37 | $41,130.99 |
DisclosureSEC source: 0001225208-17-006516 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,774 F1 · shares: Shares automatically withheld upon vesting of restricted shares to satisfy tax withholding obligation. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 22:08 UTC | BEST BUY CO INC BBY · Entity 3305 | Tax withholdingCommon Stock | 245 | $44.85 | $10,988.25 |
DisclosureSEC source: 0001225208-17-006307 · doc4.xml · nonDerivative · entry 2 Baker Paula · CIK 0001664854 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,701 F2 · shares: Shares automatically withheld upon vesting of restricted shares to satisfy tax withholding obligations. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 22:08 UTC | BEST BUY CO INC BBY · Entity 3305 | GrantCommon Stock | 8,279 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006307 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,946 F1 · shares: Represents restricted shares earned pursuant to an award approved by the Issuer on March 15, 2016, which was subject to achievement of positive adjusted net earnings as of the end of any fiscal year during the term of the award (the 'Performance Condition'). Satisfaction of the Performance Condition was approved by the Compensation & Human Resources Committee of the Board of Directors on March 13, 2017. The restricted shares will vest in three equal annual installments beginning March 14, 2017. Read SEC document |
| December 06, 2016 Filed Dec 7, 2016 21:19 UTC | BEST BUY CO INC BBY · Entity 3305 | SaleCommon Stock | 6,138 | $46.70 | $286,669.15 |
DisclosureSEC source: 0001225208-16-042854 · doc4.xml · nonDerivative · entry 1 Baker Paula · CIK 0001664854 · SVP, CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,667 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.702 to $46.71, inclusive. The reporting person undertakes to provide to BBY, any security holder of BBY, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. 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.