Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KOHLS CorpKSS · Entity 865 | Director | June 23, 2021 | June 25, 2021 |
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.
KOHLS Corp
Report date June 23, 2021 · Filed June 25, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,472 |
Reported balance
After 2021-06-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-06-23 · Grant · Acquired 10 · Balance 28,472 F1: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable June 23, 2021. These shares vest on the same schedule as the underlying restricted shares. F2: Includes 2,244 unvested shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable June 23, 2021. These shares vest on the same schedule as the underlying restricted shares.
F2: Includes 2,244 unvested shares of restricted stock.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BLACKHAWK NETWORK HOLDINGS, INC
Report date June 15, 2018 · Filed June 15, 2018
Section 16 reporting ended · disclosed 2018-06-15. 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 2018-06-15 transaction · row 1
1 source rowRow 1 · 2018-06-15 · Disposition to issuer · Disposed 68,981 · Balance 0 F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. BHN Holdings, Inc. and BHN Merger Sub, Inc. each issued and outstanding Share held by Mr. Burd was converted into the right to receive $45.25 in cash, without interest. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. BHN Holdings, Inc. and BHN Merger Sub, Inc. each issued and outstanding Share held by Mr. Burd was converted into the right to receive $45.25 in cash, without interest.
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 23, 2021 Filed Jun 25, 2021 20:35 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-020674 · form4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,472 F1 · price: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable June 23, 2021. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,244 unvested shares of restricted stock. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:18 UTC | KOHLS Corp KSS · Entity 865 | Exercise / conversionDirector Stock Options · Derivative | 2,843 | $0.00 Strike: $55.68 | $0.00 |
DisclosureSEC source: 0001127602-21-016836 · form4.xml · derivative · entry 4 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,843 shares Expires 2021-05-12 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 · kind: Represents shares acquired upon exercise of an option immediately prior to the expiration of the option pursuant to an automatic exercise feature. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:18 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 2,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-016836 · form4.xml · nonDerivative · entry 3 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,462 F3 · price: Award of restricted stock under the Company's Long-Term Compensation Plan. The restricted shares vest in full on the first anniversary of the Grant Date. F4 · balance_after: Includes 2,234 unvested shares of restricted stock. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:18 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 2,829 | $55.96 | $158,310.84 |
DisclosureSEC source: 0001127602-21-016836 · form4.xml · nonDerivative · entry 2 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,228 F2 · kind: Represents shares withheld in payment of the exercise price upon exercise of the option. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:18 UTC | KOHLS Corp KSS · Entity 865 | Exercise / conversionCommon Stock | 2,843 | $55.68 | $158,298.24 |
DisclosureSEC source: 0001127602-21-016836 · form4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,057 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 · kind: Represents shares acquired upon exercise of an option immediately prior to the expiration of the option pursuant to an automatic exercise feature. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 21:10 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 32 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-012732 · form4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,214 F1 · price: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable March 31, 2021. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 7,687 unvested shares of restricted stock. Read SEC document |
| May 13, 2020 Filed May 15, 2020 20:57 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 7,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016779 · form4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,182 F1 · price: Award of restricted stock under the Company's 2017 Long-Term Compensation Plan. The restricted shares vest in full on the first anniversary of the Grant Date. F2 · balance_after: Includes 7,655 unvested shares of restricted stock. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 22:11 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-013249 · form4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,527 F1 · price: Award of additional restricted stock in lieu of a $0.704 per share dividend issued by the Company on all Common Stock, which was payable April 1, 2020. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,137 unvested shares of restricted stock. Read SEC document |
| December 24, 2019 Filed Dec 27, 2019 21:39 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035895 · form4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,417 F1 · price: Award of additional restricted stock in lieu of a $0.67 per share dividend issued by the Company on all Common Stock, which was payable December 24, 2019. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,027 unvested shares of restricted stock. Read SEC document |
| September 25, 2019 Filed Sep 27, 2019 22:31 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000357 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,391 F1 · price: Award of additional restricted stock in lieu of a $0.67 per share dividend issued by the Company on all Common Stock, which was payable September 25, 2019. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,001 unvested shares of restricted stock. Read SEC document |
| June 26, 2019 Filed Jun 28, 2019 20:33 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000268 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,364 F1 · price: Award of additional restricted stock in lieu of a $0.67 per share dividend issued by the Company on all Common Stock, which was payable June 26, 2019. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 1,974 unvested shares of restricted stock. Read SEC document |
| May 15, 2019 Filed May 17, 2019 20:33 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 1,946 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000205 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,336 F1 · price: Award of restricted stock under the Company's 2017 Long-Term Compensation Plan. The restricted shares vest in full on the first anniversary of the Grant Date. F2 · balance_after: Includes 1,946 unvested shares of restricted stock. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 20:40 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 20 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-19-000152 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,390 F1 · price: Award of additional restricted stock in lieu of a $0.67 per share dividend issued by the Company on all Common Stock, which was payable April 3, 2019. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,090 unvested shares of restricted stock. Read SEC document |
| December 26, 2018 Filed Dec 28, 2018 21:53 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000524 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,370 F1 · price: Award of additional restricted stock in lieu of a $0.61 per share dividend issued by the Company on all Common Stock, which was payable December 26, 2018. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,070 unvested shares of restricted stock. Read SEC document |
| September 26, 2018 Filed Sep 28, 2018 21:11 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000418 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,351 F1 · price: Award of additional restricted stock in lieu of a $0.61 per share dividend issued by the Company on all Common Stock, which was payable September 26, 2018. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,051 unvested shares of restricted stock. Read SEC document |
| June 27, 2018 Filed Jun 29, 2018 20:21 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 17 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000310 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,335 F1 · price: Award of additional restricted stock in lieu of a $0.61 per share dividend issued by the Company on all Common Stock, which was payable June 27, 2018. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,035 unvested shares of restricted stock. Read SEC document |
| June 15, 2018 Filed Jun 15, 2018 15:51 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | Disposition to issuerCommon Stock | 68,981 | $45.25 | $3,121,390.25 |
DisclosureSEC source: 0001209191-18-038005 · doc4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. BHN Holdings, Inc. and BHN Merger Sub, Inc. each issued and outstanding Share held by Mr. Burd was converted into the right to receive $45.25 in cash, without interest. Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 20:17 UTC | KOHLS Corp KSS · Entity 865 | SaleCommon Stock | 4,945 | $76.67 | $379,133.15 |
DisclosureSEC source: 0000892712-18-000268 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,318 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.67 to $76.69, inclusive. F2 · balance_after: Includes 2,018 unvested shares of restricted stock. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:09 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 2,018 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000231 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,263 F1 · price: Award of restricted stock under the Company's 2017 Long-Term Compensation Plan. The restricted shares vest in full on the first anniversary of the Grant Date. F2 · balance_after: Includes 2,018 unvested shares of restricted stock. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 20:08 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-18-000154 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,245 F1 · price: Award of additional restricted stock in lieu of a $0.61 per share dividend issued by the Company on all Common Stock, which was payable March 28, 2018. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,861 unvested shares of restricted stock. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 21:40 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 29 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-17-000814 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,218 F1 · price: Award of additional restricted stock in lieu of a $0.55 per share dividend issued by the Company on all Common Stock, which was payable December 20, 2017. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,834 unvested shares of restricted stock. Read SEC document |
| September 20, 2017 Filed Sep 22, 2017 20:31 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 34 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-17-000699 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,189 F1 · price: Award of additional restricted stock in lieu of a $0.55 per share dividend issued by the Company on all Common Stock, which was payable September 20, 2017. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,805 unvested shares of restricted stock. Read SEC document |
| June 21, 2017 Filed Jun 23, 2017 21:16 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 42 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-17-000519 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,155 F1 · price: Award of additional restricted stock in lieu of a $0.55 per share dividend issued by the Company on all Common Stock, which was payable June 21, 2017. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,771 unvested shares of restricted stock. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 16:17 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | GrantCommon Stock | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-039444 · doc4.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,981 F1 · shares: Represents the annual director award of 3,288 restricted stock units (RSUs) granted on June 9, 2017 under the Blackhawk Network Holdings, Inc. 2013 Equity Incentive Award Plan pursuant to the Blackhawk Network Holdings, Inc. Non-Employee Director Compensation Program. The award is to vest in shares of common stock of the Registrant on the first to occur of the first anniversary of the date of grant and the date of the next annual meeting of stockholders of the Registrant, subject to continued service on the vesting date and subject to any deferral of settlement at the election of the reporting person. Read SEC document |
| May 10, 2017 Filed May 12, 2017 20:34 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 2,729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-17-000402 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,113 F1 · price: Award of restricted stock under the Company's 2017 Long-Term Compensation Plan. The restricted shares vest in full on the first anniversary of the Grant Date. F2 · balance_after: Includes 5,713 unvested shares of restricted stock. Read SEC document |
| March 22, 2017 Filed Mar 23, 2017 20:22 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 43 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-17-000215 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,384 F1 · price: Award of additional restricted stock in lieu of a $0.55 per share dividend issued by the Company on all Common Stock, which was payable March 22, 2017. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,984 unvested shares of restricted stock. Read SEC document |
| December 21, 2016 Filed Dec 22, 2016 23:23 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-16-002057 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,341 F1 · price: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable December 21, 2016. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,941 unvested shares of restricted stock. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 20:37 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 32 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000892712-16-001895 · edgar.xml · nonDerivative · entry 1 BURD STEVEN A · CIK 0001209830 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,313 F1 · price: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable September 21, 2016. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 2,913 unvested shares of restricted stock. 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.