Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Michaels Companies, Inc.MIK · Entity 15760 | Chief Customer Officer | March 31, 2020 | April 02, 2020 |
| NEIGHBORHOOD INTELLIGENCE, INC.OSTK · Entity 5765 | SVP, Demand Fulfillment | May 08, 2018 | May 10, 2018 |
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.
Michaels Companies, Inc.
Report date March 31, 2020 · Filed April 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 98,765 |
Reported balance
After 2020-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-31 · Grant · Acquired 98,765 · Balance 98,765 F1: Each restricted stock unit represents a contingent right to receive one share of common stock without the payment of additional consideration. F2: The restricted stock units vest in four equal annual installments beginning on March 31, 2021, the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock without the payment of additional consideration.
F2: The restricted stock units vest in four equal annual installments beginning on March 31, 2021, the first anniversary of the grant date.
NEIGHBORHOOD INTELLIGENCE, INC.
Report date May 08, 2018 · Filed May 10, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 37,500 |
Reported balance
After 2018-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-08 · Grant · Acquired 2,500 · Balance 37,500 F1: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules.
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 31, 2020 Filed Apr 2, 2020 18:06 UTC | Michaels Companies, Inc. MIK · Entity 15760 | GrantRestricted Stock Units · Derivative | 98,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004571 · edgar.xml · derivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,765 Underlying: Common Stock · 98,765 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock without the payment of additional consideration. F2 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on March 31, 2021, the first anniversary of the grant date. F2 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on March 31, 2021, the first anniversary of the grant date. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 18:10 UTC | Michaels Companies, Inc. MIK · Entity 15760 | GrantRestricted Stock Units · Derivative | 303,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-011934 · edgar.xml · derivative · entry 2 Jwala Vidya Ranya · CIK 0001681473 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,652 Underlying: Common Stock · 303,652 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock without the payment of additional consideration. F3 · derivative.exercise_date: The restricted stock units vest in four equal annual installments beginning on November 18, 2020, the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in four equal annual installments beginning on November 18, 2020, the first anniversary of the grant date. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 18:10 UTC | Michaels Companies, Inc. MIK · Entity 15760 | GrantEmployee Stock Options (right to buy) · Derivative | 32,622 | $0.00 Strike: $8.43 | $0.00 |
DisclosureSEC source: 0001179110-19-011934 · edgar.xml · derivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · Chief Customer Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,622 Underlying: Common Stock · 32,622 shares Expires 2029-11-17 F1 · derivative.exercise_date: The options vest in four equal annual installments beginning on November 18, 2020, the first anniversary of the grant date. Read SEC document |
| May 08, 2018 Filed May 10, 2018 18:51 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006519 · edgar.xml · derivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on May 8, 2019, May 8, 2020, and May 8, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 19:10 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001617 · edgar.xml · derivative · entry 3 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 5,000 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: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on February 2, 2018, February 2, 2019, and February 2, 2020. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on February 2, 2018, February 2, 2019, and February 2, 2020. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on February 2, 2018, February 2, 2019, and February 2, 2020. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 19:10 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 1,549 | $56.00 | $86,744.00 |
DisclosureSEC source: 0001179110-18-001617 · edgar.xml · nonDerivative · entry 2 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,451 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 19:10 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.50 |
DisclosureSEC source: 0001179110-18-001617 · edgar.xml · nonDerivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 |
| January 26, 2018 Filed Jan 30, 2018 20:48 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001221 · edgar.xml · derivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on January 26, 2019, January 26, 2020, and January 26, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on January 26, 2019, January 26, 2020, and January 26, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on January 26, 2019, January 26, 2020, and January 26, 2021. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| November 13, 2017 Filed Nov 14, 2017 20:49 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | SaleCommon Stock | 3,382 | $55.96 | $189,270.25 |
DisclosureSEC source: 0001179110-17-014110 · edgar.xml · nonDerivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: $55.964 is the weighted average sale price for the 3,382 shares sold on November 13, 2017. The shares were sold in multiple transactions at prices ranging from $55.90 to $56.055 per share, inclusive. The reporting person will provide, upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 15:13 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013507 · edgar.xml · derivative · entry 3 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 5,000 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: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units have vested or vest in three equal installments at the close of business on October 26, 2017, October 26, 2018, and October 26, 2019. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units have vested or vest in three equal installments at the close of business on October 26, 2017, October 26, 2018, and October 26, 2019. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units have vested or vest in three equal installments at the close of business on October 26, 2017, October 26, 2018, and October 26, 2019. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 15:13 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 1,618 | $46.05 | $74,508.90 |
DisclosureSEC source: 0001179110-17-013507 · edgar.xml · nonDerivative · entry 2 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,382 Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 15:13 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 5,000 | $0.00 | $0.50 |
DisclosureSEC source: 0001179110-17-013507 · edgar.xml · nonDerivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 |
| February 02, 2017 Filed Feb 6, 2017 21:11 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001770 · edgar.xml · derivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 2, 2018, February 2, 2019, and February 2, 2020. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 2, 2018, February 2, 2019, and February 2, 2020. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 2, 2018, February 2, 2019, and February 2, 2020. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 17:51 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-030973 · edgar.xml · derivative · entry 1 Jwala Vidya Ranya · CIK 0001681473 · SVP, Demand Fulfillment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on October 26, 2017, October 26, 2018, and October 26, 2019. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on October 26, 2017, October 26, 2018, and October 26, 2019. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on October 26, 2017, October 26, 2018, and October 26, 2019. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. 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.