Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Latham Group, Inc.SWIM · Entity 5107 | Chief Operating Officer | April 27, 2021 | April 28, 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.
Latham Group, Inc.
Report date April 27, 2021 · Filed April 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 270,975 |
Reported balance
After 2021-04-27 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2021-04-27 · Purchase · Acquired 1,000 · Balance 270,975 F1: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of common stock. |
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 559,682 |
Reported balance
Holding disclosure · report date 2021-04-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 559,682 F2: Represents shares of restricted stock. The shares of restricted stock vest ratably every six months starting December 2021 through December 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of common stock.
F2: Represents shares of restricted stock. The shares of restricted stock vest ratably every six months starting December 2021 through December 2023.
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 |
|---|---|---|---|---|---|---|
| April 27, 2021 Filed Apr 28, 2021 20:33 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon Stock, par value $0.0001 per share | 1,000 | $19.00 | $19,000.00 |
DisclosureSEC source: 0000950142-21-001476 · es210148092_4-leake.xml · nonDerivative · entry 1 Leake Jeff Arnold · CIK 0001834442 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,975 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of common stock. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 20:41 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantStock option (right to buy) · Derivative | 65,464 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001426 · es210146980_4-leake.xml · derivative · entry 1 Leake Jeff Arnold · CIK 0001834442 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,464 Underlying: Common stock · 65,464 shares Expires 2031-04-22 F1 · security: The stock options will vest in four equal installments (rounded to the nearest whole number) on each anniversary of April 22, 2021. F1 · derivative.exercise_date: The stock options will vest in four equal installments (rounded to the nearest whole number) on each anniversary of April 22, 2021. 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.