Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J.Jill, Inc.JILL · Entity 5997 | Director | March 16, 2021 | March 18, 2021 |
| New Vista Acquisition CorpNVSA · Entity 142588 | Director · Co-President, CFO · 10% owner | February 16, 2021 | February 16, 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.
J.Jill, Inc.
Report date March 16, 2021 · Filed March 18, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,740 |
Reported balance
After 2021-03-16 transaction · row 1
1 source rowRow 1 · 2021-03-16 · Exercise / conversion · Acquired 3,914 · Balance 29,740 F1: 3,914 restricted stock units held by Mr. Nelson vested on March 16, 2021 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-03-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-03-16 · Exercise / conversion · Disposed 3,914 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of Common Stock of J.Jill, Inc. F1: 3,914 restricted stock units held by Mr. Nelson vested on March 16, 2021 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 20,000 |
Reported balance
Holding disclosure · report date 2021-03-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,000 F2: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of Common Stock described above. |
Filing footnotes · ownership attribution and instrument terms
F1: 3,914 restricted stock units held by Mr. Nelson vested on March 16, 2021 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc.
F2: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of Common Stock described above.
F3: Each restricted stock unit represents a contingent right to receive one share of Common Stock of J.Jill, Inc.
New Vista Acquisition Corp
Report date February 16, 2021 · Filed February 16, 2021
Jointly reported with New Vista Acquisition Sponsor LLC, Muilenburg Dennis A, Bartok Touw Kirsten
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-02-16 · 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. 333-252622) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares of the issuer, par value $0.0001 per share, will automatically convert into Class A ordinary shares of the issuer, par value $0.0001 per share, 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 certain adjustments, and have no expiration date. F2: New Vista Acquisition Sponsor LLC ("Sponsor") is the record holder of the Class B ordinary shares reported herein, which include 750,000 Class B ordinary shares that are subject to forfeiture to the extent that the underwriter of the issuer's public offering does not exercise its over-allotment option. Dennis A. Muilenburg, Kirsten Bartok Touw and Travis S. Nelson are the managing members of Sponsor. As a result of the foregoing, each of Mr. Muilenburg, Ms. Bartok Touw and Mr. Nelson may be deemed to beneficially own shares held by Sponsor. Each of Mr. Muilenburg, Ms. Bartok Touw and Mr. Nelson disclaims beneficial ownership of the shares held by Sponsor, except to the extent of such person's pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the issuer's registration statement on Form S-1 (File No. 333-252622) under the heading "Description of Securities--Founder Shares," the Class B ordinary shares of the issuer, par value $0.0001 per share, will automatically convert into Class A ordinary shares of the issuer, par value $0.0001 per share, 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 certain adjustments, and have no expiration date.
F2: New Vista Acquisition Sponsor LLC ("Sponsor") is the record holder of the Class B ordinary shares reported herein, which include 750,000 Class B ordinary shares that are subject to forfeiture to the extent that the underwriter of the issuer's public offering does not exercise its over-allotment option. Dennis A. Muilenburg, Kirsten Bartok Touw and Travis S. Nelson are the managing members of Sponsor. As a result of the foregoing, each of Mr. Muilenburg, Ms. Bartok Touw and Mr. Nelson may be deemed to beneficially own shares held by Sponsor. Each of Mr. Muilenburg, Ms. Bartok Touw and Mr. Nelson disclaims beneficial ownership of the shares held by Sponsor, except to the extent of such person's pecuniary interest therein.
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 16, 2021 Filed Mar 18, 2021 20:08 UTC | J.Jill, Inc. JILL · Entity 5997 | Exercise / conversionRestricted Stock Units · Derivative | 3,914 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-001013 · es210138406_4-nelson.xml · derivative · entry 3 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,914 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of J.Jill, Inc. F1 · derivative.exercise_date: 3,914 restricted stock units held by Mr. Nelson vested on March 16, 2021 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. F1 · derivative.expiration_date: 3,914 restricted stock units held by Mr. Nelson vested on March 16, 2021 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:08 UTC | J.Jill, Inc. JILL · Entity 5997 | Exercise / conversionCommon Stock | 3,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-001013 · es210138406_4-nelson.xml · nonDerivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,740 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 · price: 3,914 restricted stock units held by Mr. Nelson vested on March 16, 2021 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. Read SEC document |
| March 22, 2020 Filed Mar 24, 2020 23:08 UTC | J.Jill, Inc. JILL · Entity 5997 | Exercise / conversionRestricted Stock Units · Derivative | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-20-000886 · es2000509_4-nelson.xml · derivative · entry 3 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,570 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of J.Jill, Inc. F1 · derivative.exercise_date: 19,570 restricted stock units held by Mr. Nelson vested on March 22, 2020 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. F1 · derivative.expiration_date: 19,570 restricted stock units held by Mr. Nelson vested on March 22, 2020 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. Read SEC document |
| March 22, 2020 Filed Mar 24, 2020 23:08 UTC | J.Jill, Inc. JILL · Entity 5997 | Exercise / conversionCommon Stock | 19,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-20-000886 · es2000509_4-nelson.xml · nonDerivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,132 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 · price: 19,570 restricted stock units held by Mr. Nelson vested on March 22, 2020 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. Read SEC document |
| March 16, 2020 Filed Mar 18, 2020 23:09 UTC | J.Jill, Inc. JILL · Entity 5997 | GrantRestricted Stock Units · Derivative | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-20-000837 · es2000486_4-nelson.xml · derivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,570 Underlying: Common Stock · 19,570 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of J.Jill, Inc., par value $0.01 per share. F2 · derivative.exercise_date: This grant of restricted stock units shall vest on the earlier of (x) March 16, 2021 or (y) the date of the consummation of a change in control of J.Jill, Inc. Each restricted stock unit shall be settled within 10 days following the vesting date. F2 · derivative.expiration_date: This grant of restricted stock units shall vest on the earlier of (x) March 16, 2021 or (y) the date of the consummation of a change in control of J.Jill, Inc. Each restricted stock unit shall be settled within 10 days following the vesting date. Read SEC document |
| March 22, 2019 Filed Mar 26, 2019 22:15 UTC | J.Jill, Inc. JILL · Entity 5997 | GrantRestricted Stock Units · Derivative | 19,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-000618 · es1900429_4-nelson.xml · derivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,570 Underlying: Common Stock · 19,570 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of J.Jill, Inc., par value $0.01 per share. F2 · derivative.exercise_date: This grant of restricted stock units shall vest on the earlier of (x) March 22, 2020 or (y) the date of the consummation of a change in control of J.Jill, Inc. Each restricted stock unit shall be settled within 10 days following the vesting date. F2 · derivative.expiration_date: This grant of restricted stock units shall vest on the earlier of (x) March 22, 2020 or (y) the date of the consummation of a change in control of J.Jill, Inc. Each restricted stock unit shall be settled within 10 days following the vesting date. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 21:01 UTC | J.Jill, Inc. JILL · Entity 5997 | Exercise / conversionRestricted Stock Units · Derivative | 9,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-19-000476 · es1800599_4-nelson.xml · derivative · entry 3 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,562 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock of J.Jill, Inc. F1 · derivative.exercise_date: 9,562 restricted stock units held by Mr. Nelson vested on March 2, 2019 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. F1 · derivative.expiration_date: 9,562 restricted stock units held by Mr. Nelson vested on March 2, 2019 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 21:01 UTC | J.Jill, Inc. JILL · Entity 5997 | Exercise / conversionCommon Stock | 9,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-19-000476 · es1800599_4-nelson.xml · nonDerivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,562 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 · price: 9,562 restricted stock units held by Mr. Nelson vested on March 2, 2019 and were settled in exchange for a like amount of shares of common stock, par value $0.01 per share ("Common Stock") of J.Jill, Inc. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:51 UTC | J.Jill, Inc. JILL · Entity 5997 | PurchaseCommon Stock | 49,900 | $4.91 | $245,009.00 |
DisclosureSEC source: 0000950142-18-000984 · es1800599_4-nelson.xml · nonDerivative · entry 5 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 100,000 F1 · ownership.nature: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of common stock, par value $0.01 per share, of J.Jill, Inc. described above. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:51 UTC | J.Jill, Inc. JILL · Entity 5997 | PurchaseCommon Stock | 100 | $4.90 | $490.00 |
DisclosureSEC source: 0000950142-18-000984 · es1800599_4-nelson.xml · nonDerivative · entry 4 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 50,100 F1 · ownership.nature: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of common stock, par value $0.01 per share, of J.Jill, Inc. described above. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:51 UTC | J.Jill, Inc. JILL · Entity 5997 | PurchaseCommon Stock | 20,000 | $5.10 | $102,000.00 |
DisclosureSEC source: 0000950142-18-000984 · es1800599_4-nelson.xml · nonDerivative · entry 3 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 50,000 F1 · ownership.nature: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of common stock, par value $0.01 per share, of J.Jill, Inc. described above. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:51 UTC | J.Jill, Inc. JILL · Entity 5997 | PurchaseCommon Stock | 20,000 | $5.05 | $101,000.00 |
DisclosureSEC source: 0000950142-18-000984 · es1800599_4-nelson.xml · nonDerivative · entry 2 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 30,000 F1 · ownership.nature: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of common stock, par value $0.01 per share, of J.Jill, Inc. described above. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 20:51 UTC | J.Jill, Inc. JILL · Entity 5997 | PurchaseCommon Stock | 10,000 | $5.13 | $51,300.00 |
DisclosureSEC source: 0000950142-18-000984 · es1800599_4-nelson.xml · nonDerivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 10,000 F1 · ownership.nature: Mr. Nelson is the sole member of Eclipse Investors LLC. Eclipse Investors LLC holds the shares of common stock, par value $0.01 per share, of J.Jill, Inc. described above. Read SEC document |
| March 02, 2018 Filed Apr 11, 2018 21:52 UTC | J.Jill, Inc. JILL · Entity 5997 | GrantRestricted Stock Units · Derivative | 9,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-000912 · es1800560_4-nelson.xml · derivative · entry 1 Nelson Travis · CIK 0001699730 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,562 Underlying: Common Stock · 9,562 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of J.Jill, Inc, par value $0.01. F2 · derivative.exercise_date: This grant of restricted stock units shall vest on the earlier of (x) March 2, 2019 or (y) the date of the consummation of a change in control of J.Jill, Inc. Each restricted stock unit shall be settled within 10 days following the vesting date. F2 · derivative.expiration_date: This grant of restricted stock units shall vest on the earlier of (x) March 2, 2019 or (y) the date of the consummation of a change in control of J.Jill, Inc. Each restricted stock unit shall be settled within 10 days following the vesting date. 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.