Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LA-Z-BOY INCLZB · Entity 4804 | Senior Vice President | June 27, 2022 | June 29, 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.
LA-Z-BOY INC
Report date June 27, 2022 · Filed June 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 54,314 |
Ending reported balance
After 2022-06-28 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2022-06-27 · Tax withholding · Disposed 769 · Balance 43,797 Row 2 · 2022-06-27 · Tax withholding · Disposed 496 · Balance 43,301 Row 3 · 2022-06-27 · Grant · Acquired 1,220 · Balance 44,521 Row 4 · 2022-06-27 · Tax withholding · Disposed 360 · Balance 44,161 Row 5 · 2022-06-27 · Grant · Acquired 914 · Balance 45,075 Row 6 · 2022-06-27 · Tax withholding · Disposed 270 · Balance 44,805 Row 7 · 2022-06-27 · Grant · Acquired 1,394 · Balance 46,199 Row 8 · 2022-06-27 · Grant · Acquired 1,012 · Balance 47,211 Row 9 · 2022-06-28 · Grant · Acquired 7,103 · Balance 54,314 |
| Employee Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.41 · Expires 2032-06-28 | Direct | 21,946 |
Reported balance
After 2022-06-28 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2022-06-28 · Grant · Acquired 21,946 · Balance 21,946 F1: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable Column. |
Filing footnotes · ownership attribution and instrument terms
F1: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable Column.
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 |
|---|---|---|---|---|---|---|
| June 17, 2019 Filed Jun 19, 2019 21:00 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 594 | $30.24 | $17,962.56 |
DisclosureSEC source: 0000057131-19-000017 · edgar.xml · nonDerivative · entry 1 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,741 Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 14,472 | $0.00 Strike: $26.69 | $0.00 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · derivative · entry 13 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,826 Underlying: Common Shares · 14,472 shares Expires 2025-06-15 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_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 17,225 | $0.00 Strike: $23.63 | $0.00 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · derivative · entry 12 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 17,225 shares Expires 2024-06-16 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_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 15,046 | $0.00 Strike: $19.06 | $0.00 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · derivative · entry 11 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,046 shares Expires 2023-06-17 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_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 19,848 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · derivative · entry 10 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 19,848 shares Expires 2022-07-11 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_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 12,226 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · derivative · entry 9 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 12,226 shares Expires 2021-07-13 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_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 9,989 | $0.00 Strike: $7.75 | $0.00 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · derivative · entry 8 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 9,989 shares Expires 2020-07-14 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_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 88,806 | $34.62 | $3,074,827.82 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 7 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,335 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.45 to $35.50, inclusive. The reporting person undertakes to provide to issuer, any security holder of 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 ranges set forth in this footnote. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 14,472 | $26.69 | $386,257.68 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 6 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,141 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 |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 17,225 | $23.63 | $407,026.75 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 5 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,669 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 |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 15,046 | $19.06 | $286,776.76 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 4 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,444 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 |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 19,848 | $11.97 | $237,580.56 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 3 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,398 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 |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 12,226 | $9.35 | $114,313.10 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 2 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,550 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 |
| August 23, 2018 Filed Aug 27, 2018 17:33 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 9,989 | $7.75 | $77,414.75 |
DisclosureSEC source: 0000057131-18-000030 · edgar.xml · nonDerivative · entry 1 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,324 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 19, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 335 | $33.25 | $11,138.75 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 8 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,335 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantStock Option (right to buy) · Derivative | 23,212 | $0.00 Strike: $33.15 | $0.00 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · derivative · entry 9 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,212 Underlying: Common Shares · 23,212 shares Expires 2028-06-18 F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,341 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 7 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,670 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 77 | $33.15 | $2,552.55 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 6 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,329 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 325 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 5 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,406 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 298 | $33.15 | $9,878.70 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 4 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,081 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 3 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,379 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 369 | $33.15 | $12,232.35 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 2 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,159 Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 710 | $33.15 | $23,536.50 |
DisclosureSEC source: 0000057131-18-000023 · edgar.xml · nonDerivative · entry 1 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,528 Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 18:35 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 12,000 | $31.51 | $378,136.80 |
DisclosureSEC source: 0000057131-18-000004 · edgar.xml · nonDerivative · entry 1 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,238 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $31.35 to $31.7750, inclusive. The reporting person undertakes to provide to issuer, any security holder of 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 ranges set forth in this footnote. Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantStock Option (right to buy) · Derivative | 30,377 | $0.00 Strike: $27.25 | $0.00 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · derivative · entry 8 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,377 Underlying: Common Shares · 30,377 shares Expires 2027-06-19 F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 7 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,238 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 2,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 6 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,738 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 5 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,039 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 350 | $27.25 | $9,537.50 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 4 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,366 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 3 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,716 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 192 | $27.25 | $5,232.00 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 2 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,497 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 527 | $27.25 | $14,360.75 |
DisclosureSEC source: 0001310524-17-000011 · edgar.xml · nonDerivative · entry 1 Sawyer Otis S · CIK 0001373406 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,689 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.