Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Academy Sports & Outdoors, Inc.ASO · Entity 4310 | Director | June 02, 2021 | June 02, 2021 |
| CHICO'S FAS, INC.CHS · Entity 95349 | Director | July 13, 2020 | January 06, 2021 |
| DARDEN RESTAURANTS INCDRI · Entity 3191 | Director | September 23, 2026 | September 25, 2026 |
| Equity Distribution Acquisition Corp.EQD · Entity 146647 | Director | September 15, 2020 | September 15, 2020 |
| GameStop Corp.GME · Entity 3621 | Director | June 12, 2020 | June 16, 2020 |
| PITNEY BOWES INC /DE/PBI · Entity 4392 | Director | February 01, 2024 | February 02, 2024 |
| Walmart Inc.WMT · Entity 783 | Executive Vice President | August 08, 2014 | August 12, 2014 |
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.
Academy Sports & Outdoors, Inc.
Report date June 02, 2021 · Filed June 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,976 |
Reported balance
After 2021-06-02 transaction · row 1
1 source rowRow 1 · 2021-06-02 · Grant · Acquired 3,194 · Balance 8,976 F1: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-06-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-06-02 · Exercise / conversion · Disposed 3,194 · Balance 0 F2: Granted under the Company's 2020 Omnibus Incentive Plan. F1: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock"). F3: On December 9, 2021, the Reporting Person was granted 3,194 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the vesting date, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").
F2: Granted under the Company's 2020 Omnibus Incentive Plan.
F3: On December 9, 2021, the Reporting Person was granted 3,194 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the vesting date, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).
CHICO'S FAS, INC.
Report date July 13, 2020 · Filed January 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,250 |
Reported balance
After 2020-07-13 transaction · row 1
1 source rowRow 1 · 2020-07-13 · Gift · Disposed 19,300 · Balance 36,250 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 63,610 |
Reported balance
After 2020-07-13 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-07-13 · Gift · Acquired 19,300 · Balance 63,610 F1: Consists of shares held by a revocable trust of which the reporting person and the reporting person's spouse are co-trustees. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares held by a revocable trust of which the reporting person and the reporting person's spouse are co-trustees.
DARDEN RESTAURANTS INC
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units (FY27 Director Annual Grants)SEC Table II · derivative / convertible security | Direct | 936 |
Reported balance
After 2026-09-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-23 · Grant · Acquired 936 · Balance 936 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. |
| Common StockSEC Table I · non-derivative | Direct | 7,167 |
Reported balance
Holding disclosure · report date 2026-09-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,167 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders.
Equity Distribution Acquisition Corp.
Report date September 15, 2020 · Filed September 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B common stockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-09-15 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the issuer's registration statement on Form S-1 (File No. 333-248463), the shares of Class B common stock, par value $0.0001 per share, will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-248463), the shares of Class B common stock, par value $0.0001 per share, will automatically convert into shares of Class A common stock, par value $0.0001 per share, of the issuer at the time of the issuer's initial business combination, or earlier at the option of the holder, on a one-for-one basis, subject to adjustment for stock splits, stock dividends, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
GameStop Corp.
Report date June 12, 2020 · Filed June 16, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,289 |
Ending reported balance
After 2020-06-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-06-12 · Grant · Acquired 8,000 · Balance 8,000 F1: Grant of restricted shares vesting on the date of the next Annual Meeting of Stockholders of the Issuer for service as director from March 9, 2020 through June 12, 2020. Row 2 · 2020-06-12 · Grant · Acquired 29,289 · Balance 37,289 F2: Grant of restricted shares vesting on the date of the next Annual Meeting of Stockholders of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted shares vesting on the date of the next Annual Meeting of Stockholders of the Issuer for service as director from March 9, 2020 through June 12, 2020.
F2: Grant of restricted shares vesting on the date of the next Annual Meeting of Stockholders of the Issuer.
PITNEY BOWES INC /DE/
Report date February 01, 2024 · Filed February 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,470 |
Reported balance
After 2024-02-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-02-01 · Grant · Acquired 6,470 · Balance 6,470 F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock. F2: The RSUs were granted on February 1, 2024 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Pitney Bowes stock.
F2: The RSUs were granted on February 1, 2024 and have a one year (as defined in the Amended and Restated Pitney Bowes Inc. 2018 Stock Plan) cliff vesting.
Walmart Inc.
Report date August 08, 2014 · Filed August 12, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 261,617 |
Reported balance
After 2014-08-08 transaction · row 1
1 source rowRow 1 · 2014-08-08 · Tax withholding · Disposed 27,799 · Balance 261,617 F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ANIXTER INTERNATIONAL INC
Report date June 22, 2020 · Filed June 23, 2020
Section 16 reporting ended · disclosed 2020-06-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-06-22 · Disposition to issuer · Disposed 2,481 · Balance 0 F1: On June 22, 2020, Anixter International, Inc. (the "Issuer") was acquired by WESCO International, Inc. ("WESCO") pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 10, 2020, by and among the Issuer, WESCO and Warrior Merger Sub, Inc., a wholly owned subsidiary of WESCO (the "Merger"). F2: Includes 2,481 restricted common stock units. F3: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive (i) $72.82 in cash, without interest, as adjusted pursuant to the Merger Agreement (the "Cash Consideration"), (ii) 0.2397 shares of common stock of WESCO (the "Common Stock Consideration") and (iii) 0.6356 depositary shares (the "Preferred Stock Consideration"), each representing a 1/1,000th interest in a share of newly issued fixed-rate reset cumulative perpetual WESCO preferred stock, Series A, $25,000 stated amount per whole preferred share (the "WESCO Series A Preferred Stock" and, collectively with the Cash Consideration and the Common Stock Consideration, the "Merger Consideration"). F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted common stock unit granted prior to January 10, 2020 became fully vested (in the case of any performance-based restricted stock units, with the level of achievement of performance-based vesting criteria measured in accordance with the terms of the applicable award agreement) and was cancelled in exchange for the right to receive, in consideration of and in full settlement thereof, in respect of each share of Issuer common stock underlying such award, a cash payment (without interest) equal to the value of the Merger Consideration. Each outstanding restricted common stock unit granted on or after January 10, 2020 was converted into a cash-settled WESCO phantom stock unit. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 22, 2020, Anixter International, Inc. (the "Issuer") was acquired by WESCO International, Inc. ("WESCO") pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 10, 2020, by and among the Issuer, WESCO and Warrior Merger Sub, Inc., a wholly owned subsidiary of WESCO (the "Merger").
F2: Includes 2,481 restricted common stock units.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each outstanding share of Issuer common stock (subject to limited exceptions) converted into the right to receive (i) $72.82 in cash, without interest, as adjusted pursuant to the Merger Agreement (the "Cash Consideration"), (ii) 0.2397 shares of common stock of WESCO (the "Common Stock Consideration") and (iii) 0.6356 depositary shares (the "Preferred Stock Consideration"), each representing a 1/1,000th interest in a share of newly issued fixed-rate reset cumulative perpetual WESCO preferred stock, Series A, $25,000 stated amount per whole preferred share (the "WESCO Series A Preferred Stock" and, collectively with the Cash Consideration and the Common Stock Consideration, the "Merger Consideration").
F4: Pursuant to the Merger Agreement, immediately prior to the Effective Time, each outstanding restricted common stock unit granted prior to January 10, 2020 became fully vested (in the case of any performance-based restricted stock units, with the level of achievement of performance-based vesting criteria measured in accordance with the terms of the applicable award agreement) and was cancelled in exchange for the right to receive, in consideration of and in full settlement thereof, in respect of each share of Issuer common stock underlying such award, a cash payment (without interest) equal to the value of the Merger Consideration. Each outstanding restricted common stock unit granted on or after January 10, 2020 was converted into a cash-settled WESCO phantom stock unit.
Hanesbrands Inc.
Report date December 01, 2025 · Filed December 01, 2025
Section 16 reporting ended · disclosed 2025-12-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-12-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-01 · Disposition to issuer · Disposed 59,773 · Balance 18,630 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of August 13, 2025 (the "Merger Agreement"), by and among the Issuer, Gildan Activewear Inc. ("Gildan"), Galaxy Merger Sub 2, Inc., a direct wholly owned subsidiary of Gildan ("Second Gildan Merger Sub"), Galaxy Merger Sub 1, Inc., a direct wholly owned subsidiary of Second Gildan Merger Sub ("First Gildan Merger Sub"), Helios Holdco, Inc., a direct wholly owned subsidiary of the Issuer ("Hanesbrands Holdco"), and Helios Merger Sub, Inc., a direct wholly owned subsidiary of Hanesbrands Holdco. Pursuant to the Merger Agreement, each share of the Issuer's common stock ("Hanesbrands Common Stock") reported on this Form 4 was ultimately converted into the right to receive (a) 0.102 common shares of Gildan ("Gildan Common Shares") and (b) $0.80 in cash, without interest. Row 2 · 2025-12-01 · Disposition to issuer · Disposed 18,630 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding restricted stock unit of the Issuer (each, a "Hanesbrands RSU"), whether vested or unvested, was ultimately converted into a Gildan restricted stock unit (each, a "Gildan RSU"). The number of Gildan Common Shares subject to each such Gildan RSU was determined by multiplying the number of shares of Hanesbrands Common Stock subject to such Hanesbrands RSU immediately prior to the First Gildan Merger Effective Time (as defined in the Merger Agreement) by the Equity Award Exchange Ratio, rounding down to the nearest whole number of Gildan Common Shares. F3: (Continued from Footnote 2) The "Equity Award Exchange Ratio" means the sum of (a) 0.102 and (b) the quotient, rounded to two decimal places, obtained by dividing (i) $0.80 by (ii) the average of the volume weighted averages of the trading prices of Gildan Common Shares on the New York Stock Exchange on each of the 20 consecutive trading days ending on (and including) the trading day that is two trading days prior to the date on which the closing of the transactions pursuant to the Merger Agreement occurs. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of August 13, 2025 (the "Merger Agreement"), by and among the Issuer, Gildan Activewear Inc. ("Gildan"), Galaxy Merger Sub 2, Inc., a direct wholly owned subsidiary of Gildan ("Second Gildan Merger Sub"), Galaxy Merger Sub 1, Inc., a direct wholly owned subsidiary of Second Gildan Merger Sub ("First Gildan Merger Sub"), Helios Holdco, Inc., a direct wholly owned subsidiary of the Issuer ("Hanesbrands Holdco"), and Helios Merger Sub, Inc., a direct wholly owned subsidiary of Hanesbrands Holdco. Pursuant to the Merger Agreement, each share of the Issuer's common stock ("Hanesbrands Common Stock") reported on this Form 4 was ultimately converted into the right to receive (a) 0.102 common shares of Gildan ("Gildan Common Shares") and (b) $0.80 in cash, without interest.
F2: Pursuant to the Merger Agreement, each outstanding restricted stock unit of the Issuer (each, a "Hanesbrands RSU"), whether vested or unvested, was ultimately converted into a Gildan restricted stock unit (each, a "Gildan RSU"). The number of Gildan Common Shares subject to each such Gildan RSU was determined by multiplying the number of shares of Hanesbrands Common Stock subject to such Hanesbrands RSU immediately prior to the First Gildan Merger Effective Time (as defined in the Merger Agreement) by the Equity Award Exchange Ratio, rounding down to the nearest whole number of Gildan Common Shares.
F3: (Continued from Footnote 2) The "Equity Award Exchange Ratio" means the sum of (a) 0.102 and (b) the quotient, rounded to two decimal places, obtained by dividing (i) $0.80 by (ii) the average of the volume weighted averages of the trading prices of Gildan Common Shares on the New York Stock Exchange on each of the 20 consecutive trading days ending on (and including) the trading day that is two trading days prior to the date on which the closing of the transactions pursuant to the Merger Agreement occurs.
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 |
|---|---|---|---|---|---|---|
| March 01, 2012 Filed Mar 5, 2012 23:28 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 20,089 | $58.82 | $1,181,634.98 |
DisclosureSEC source: 0001127602-12-009631 · form4.xml · nonDerivative · entry 2 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,005 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 01, 2012 Filed Mar 5, 2012 23:28 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 49,958 | $58.82 | $2,938,529.56 |
DisclosureSEC source: 0001127602-12-009631 · form4.xml · nonDerivative · entry 1 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,094 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2012, as certified by the Compensation, Nominating and Governance Committee on March 1, 2012. Read SEC document |
| January 30, 2012 Filed Feb 1, 2012 23:53 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 26,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-12-003443 · form4.xml · nonDerivative · entry 1 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,136 F1 · shares: Restricted Stock granted on January 30, 2012 and will vest on January 30, 2015. Read SEC document |
| April 27, 2011 Filed Apr 29, 2011 22:00 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 78 | $54.42 | $4,244.76 |
DisclosureSEC source: 0001127602-11-014175 · form4.xml · nonDerivative · entry 1 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,627 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| April 09, 2011 Filed Apr 12, 2011 22:47 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 259 | $52.54 | $13,607.86 |
DisclosureSEC source: 0001127602-11-012898 · form4.xml · nonDerivative · entry 1 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,705 F1 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of restricted stock. Read SEC document |
| March 02, 2011 Filed Mar 5, 2011 00:08 UTC | Walmart Inc. WMT · Entity 783 | Tax withholdingCommon Stock | 6,080 | $51.97 | $315,977.60 |
DisclosureSEC source: 0001127602-11-009076 · form4.xml · nonDerivative · entry 2 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,964 F2 · shares: Represents shares withheld to satisfy tax withholding obligations upon the vesting of performance shares. Read SEC document |
| March 02, 2011 Filed Mar 5, 2011 00:08 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 18,174 | $51.97 | $944,502.78 |
DisclosureSEC source: 0001127602-11-009076 · form4.xml · nonDerivative · entry 1 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,044 F1 · shares: Represents the vesting of performance shares for the three-year period ending January 31, 2011, as certified by the Compensation, Nominating and Governance Committee on March 2, 2011. Read SEC document |
| January 18, 2011 Filed Jan 20, 2011 23:33 UTC | Walmart Inc. WMT · Entity 783 | GrantCommon Stock | 20,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-11-002030 · form4.xml · nonDerivative · entry 1 Simon William S · CIK 0001349347 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,870 F1 · shares: Restricted Stock granted on January 18, 2011 and will vest on January 18, 2014. 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.