Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Casper Sleep Inc.CSPR · Entity 131068 | CFO & COO | March 05, 2020 | March 09, 2020 |
| H&R BLOCK INCHRB · Entity 533 | SVP, U.S. Retail Prods & Ops | December 09, 2016 | December 12, 2016 |
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.
Casper Sleep Inc.
Report date March 05, 2020 · Filed March 09, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,962 |
Reported balance
After 2020-03-05 transaction · row 1
1 source rowRow 1 · 2020-03-05 · Grant · Acquired 100,962 · Balance 100,962 F1: The Reporting Person received an award of 100,962 restricted stock units on March 5, 2020. The restricted stock units vest as to (i) 50% on March 5, 2021; (ii) 25% on March 5, 2022 and (iii) 25% on March 5, 2023. Each restricted stock unit represents a right to receive one share of Issuer common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received an award of 100,962 restricted stock units on March 5, 2020. The restricted stock units vest as to (i) 50% on March 5, 2021; (ii) 25% on March 5, 2022 and (iii) 25% on March 5, 2023. Each restricted stock unit represents a right to receive one share of Issuer common stock upon vesting.
H&R BLOCK INC
Report date December 09, 2016 · Filed December 12, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,259.606 |
Reported balance
After 2016-12-09 transaction · row 1
1 source rowRow 1 · 2016-12-09 · Tax withholding · Disposed 1,728 · Balance 120,259.606 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person under the H&R Block, Inc. 2013 Long Term Incentive Plan on December 10, 2015. The RSUs vested pursuant to the previously disclosed vesting schedule. Given the Reporting Person's resignation effective December 30, 2016 announced in a Form 8-K filed on December 7, 2016, remaining unvested RSUs will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person under the H&R Block, Inc. 2013 Long Term Incentive Plan on December 10, 2015. The RSUs vested pursuant to the previously disclosed vesting schedule. Given the Reporting Person's resignation effective December 30, 2016 announced in a Form 8-K filed on December 7, 2016, remaining unvested RSUs will be forfeited.
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 05, 2020 Filed Mar 9, 2020 17:37 UTC | Casper Sleep Inc. CSPR · Entity 131068 | GrantCommon Stock | 100,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-030857 · a4.xml · nonDerivative · entry 1 Macfarlane Gregory J · CIK 0001393959 · CFO & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,962 F1 · shares: The Reporting Person received an award of 100,962 restricted stock units on March 5, 2020. The restricted stock units vest as to (i) 50% on March 5, 2021; (ii) 25% on March 5, 2022 and (iii) 25% on March 5, 2023. Each restricted stock unit represents a right to receive one share of Issuer common stock upon vesting. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:33 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,728 | $22.95 | $39,657.60 |
DisclosureSEC source: 0001225208-16-042996 · doc4.xml · nonDerivative · entry 1 Macfarlane Gregory J · CIK 0001393959 · SVP, U.S. Retail Prods & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,259.606 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations related to the vesting of restricted share units ("RSUs") that were granted to the Reporting Person under the H&R Block, Inc. 2013 Long Term Incentive Plan on December 10, 2015. The RSUs vested pursuant to the previously disclosed vesting schedule. Given the Reporting Person's resignation effective December 30, 2016 announced in a Form 8-K filed on December 7, 2016, remaining unvested RSUs will be forfeited. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 20:36 UTC | H&R BLOCK INC HRB · Entity 533 | PurchaseCommon Stock | 4,618 | $21.65 | $99,999.10 |
DisclosureSEC source: 0001225208-16-038841 · doc4.xml · nonDerivative · entry 1 Macfarlane Gregory J · CIK 0001393959 · SVP, U.S. Retail Prods & Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,707.176 F1 · price: The price used is a weighted average of prices within the range of $21.654 to $21.658. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. 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.