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 28, 2022 · Filed January 28, 2022
Section 16 reporting ended · disclosed 2022-01-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,034 |
Reported balance
After 2022-01-28 transaction · row 1
1 source rowRow 1 · 2022-01-28 · Exercise / conversion · Acquired 21,459 · Balance 23,034 F2: Reflects the settlement of previously-vested restricted stock units which the reporting person elected to have settled and delivered on the date such reporting person's service as a director of the issuer terminated. |
| Restricted stock unitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-01-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-28 · Exercise / conversion · Disposed 21,459 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: Reflects the settlement of previously-vested restricted stock units which the reporting person elected to have settled and delivered on the date such reporting person's service as a director of the issuer terminated. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: Reflects the settlement of previously-vested restricted stock units which the reporting person elected to have settled and delivered on the date such reporting person's service as a director of the issuer terminated.
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 28, 2022 Filed Jan 28, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 21,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003552 · doc4.xml · derivative · entry 2 Baer Timothy R · CIK 0001290220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,459 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. F2 · derivative.exercise_date: Reflects the settlement of previously-vested restricted stock units which the reporting person elected to have settled and delivered on the date such reporting person's service as a director of the issuer terminated. F2 · derivative.expiration_date: Reflects the settlement of previously-vested restricted stock units which the reporting person elected to have settled and delivered on the date such reporting person's service as a director of the issuer terminated. Read SEC document |
| January 28, 2022 Filed Jan 28, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 21,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003552 · doc4.xml · nonDerivative · entry 1 Baer Timothy R · CIK 0001290220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,034 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 · kind: Reflects the settlement of previously-vested restricted stock units which the reporting person elected to have settled and delivered on the date such reporting person's service as a director of the issuer terminated. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:30 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043296 · doc4.xml · derivative · entry 1 Baer Timothy R · CIK 0001290220 · 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 earlier of i) January 1, 2031, ii) the date such reporting person's service as a director of the issuer has terminated, or iii) upon change in control of ownership of the issuer. F3 · derivative.expiration_date: The restricted stock units vest on November 15, 2022. Vested shares will be delivered to the reporting person on the earlier of i) January 1, 2031, ii) the date such reporting person's service as a director of the issuer has terminated, or iii) upon change in control of ownership of the issuer. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 17:03 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029323 · form4.xml · derivative · entry 2 Baer Timothy R · CIK 0001290220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,058 Underlying: Common Stock · 75 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. F2 · derivative.expiration_date: On January 30, 2020, the reporting person was granted 6,133 restricted stock units ("RSUs") pursuant to the Sally Beauty Holdings, Inc. Amended and Restated Independent Director Compensation Policy. Such RSUs vested on November 15, 2020. 75 converted to common stock and the remaining 6,058 will be deferred until the earlier of (1) January 1, 2030, (ii) the date such reporting person's services as a Director of the Issuer has terminated, or (iii) upon change in control of ownership of the Issuer. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 17:03 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029323 · form4.xml · nonDerivative · entry 1 Baer Timothy R · CIK 0001290220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575 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 04, 2020 Filed Nov 6, 2020 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 15,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028348 · form4.xml · derivative · entry 1 Baer Timothy R · CIK 0001290220 · 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 earlier of i) January 1, 2030, ii) the date such reporting person's service as a Director of the Issuer has terminated or iii) upon change in control of ownership of the Issuer. F2 · derivative.expiration_date: The restricted stock units vest on November 15, 2021. Vested shares will be delivered to the reporting person on the earlier of i) January 1, 2030, ii) the date such reporting person's service as a Director of the Issuer has terminated or iii) upon change in control of ownership of the Issuer. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 16:04 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 1,500 | $11.57 | $17,350.80 |
DisclosureSEC source: 0001127602-20-022677 · form4.xml · nonDerivative · entry 1 Baer Timothy R · CIK 0001290220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 F1 · price: Reflects the weighted average purchase price. The range of prices for these transactions was $11.45 to $11.70. The reporting person 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. Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 16:12 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 6,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-002889 · form4.xml · derivative · entry 1 Baer Timothy R · CIK 0001290220 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,133 Underlying: Common Stock · 6,133 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.expiration_date: The restricted stock units vest on November 15, 2020. 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.