Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | President-Sally Beauty Supply | September 30, 2018 | October 03, 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.
Sally Beauty Holdings, Inc.
Report date September 30, 2018 · Filed October 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,924 |
Reported balance
After 2018-09-30 transaction · row 1
1 source rowRow 1 · 2018-09-30 · Tax withholding · Disposed 1,230 · Balance 13,924 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2018 Filed Oct 3, 2018 20:36 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 1,230 | $18.39 | $22,619.70 |
DisclosureSEC source: 0001127602-18-029378 · form4.xml · nonDerivative · entry 1 McDermott Carrie S. · CIK 0001515967 · President-Sally Beauty Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,924 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:43 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 56,053 | $0.00 Strike: $17.42 | $0.00 |
DisclosureSEC source: 0001127602-17-031241 · form4.xml · derivative · entry 2 McDermott Carrie S. · CIK 0001515967 · President-Sally Beauty Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,053 Underlying: Common Stock · 56,053 shares Expires 2027-11-01 F3 · security: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on September 30, 2018. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 21:43 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 15,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031241 · form4.xml · nonDerivative · entry 1 McDermott Carrie S. · CIK 0001515967 · President-Sally Beauty Supply 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,154 F1 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F2 · shares: The restrictions on the shares shall lapse annually in three equal installments beginning on September 30, 2018. 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.