Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | July 01, 2025 | July 03, 2025 |
| Emerald Holding, Inc.EEX · Entity 30476 | Director | February 18, 2021 | February 22, 2021 |
| Petco Health & Wellness Company, Inc.WOOF · Entity 5186 | Director | August 01, 2026 | August 07, 2026 |
| Synchrony FinancialSYF · Entity 3184 | Director | September 30, 2026 | October 03, 2026 |
| Wayfair Inc.W · Entity 3426 | Director | March 05, 2026 | March 06, 2026 |
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.
DOLLAR TREE, INC.
Report date July 01, 2025 · Filed July 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 1,477.83 |
Reported balance
After 2025-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-07-01 · Grant · Acquired 1,477.83 · Balance 1,477.83 F2: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F3: Represents deferral of the annual director equity award under the Non-Employee Director Deferred Compensation Program. F4: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
| Common StockSEC Table I · non-derivative | Direct | 18,710 |
Reported balance
Holding disclosure · report date 2025-07-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 18,710 F1: Form 4 filed on April 2, 2025 inadvertently reported 1,898 excess shares beneficially owned by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Form 4 filed on April 2, 2025 inadvertently reported 1,898 excess shares beneficially owned by the reporting person.
F2: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F3: Represents deferral of the annual director equity award under the Non-Employee Director Deferred Compensation Program.
F4: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
Emerald Holding, Inc.
Report date February 18, 2021 · Filed February 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,307 |
Reported balance
After 2021-02-18 transaction · row 1
1 source rowRow 1 · 2021-02-18 · Grant · Acquired 16,375 · Balance 79,307 F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service on the board of directors of the issuer through the applicable vesting date, these restricted stock units will vest on February 18, 2022 and be settled, with respect to vested restricted stock units, in shares of common stock no later than 15 days after such vesting date. Notwithstanding the foregoing, upon a Change in Control (as defined in the 2017 Omnibus Equity Plan) prior to such vesting date and the reporting person's relief of service from the board of directors, all then-unvested restricted stock units shall become fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction is an award of restricted stock units in respect of the issuer's common stock. Subject to the reporting person's continued service on the board of directors of the issuer through the applicable vesting date, these restricted stock units will vest on February 18, 2022 and be settled, with respect to vested restricted stock units, in shares of common stock no later than 15 days after such vesting date. Notwithstanding the foregoing, upon a Change in Control (as defined in the 2017 Omnibus Equity Plan) prior to such vesting date and the reporting person's relief of service from the board of directors, all then-unvested restricted stock units shall become fully vested.
Petco Health & Wellness Company, Inc.
Report date August 01, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2026-08-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 25,000 |
Synchrony Financial
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,904 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,287 · Balance 66,904 F1: Represents restricted stock units that will vest in full on September 30, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that will vest in full on September 30, 2027. Each restricted stock unit represents a contingent right to receive one share of Synchrony Financial common stock.
Wayfair Inc.
Report date March 05, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 33,052 |
Reported balance
After 2026-03-05 transaction · row 1
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 3,176 · Balance 33,052 F1: Each share of Class A Common Stock is issuable upon the vesting of a restricted stock unit ("RSU"). The RSUs vest upon the satisfaction of a service condition. The service condition is satisfied as to 1/4th of the shares on May 1, 2026 and as to an additional 1/4th of the shares for each three-month period of continuous service thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Class A Common Stock is issuable upon the vesting of a restricted stock unit ("RSU"). The RSUs vest upon the satisfaction of a service condition. The service condition is satisfied as to 1/4th of the shares on May 1, 2026 and as to an additional 1/4th of the shares for each three-month period of continuous service thereafter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
TJX COMPANIES INC /DE/
Report date February 01, 2013 · Filed February 05, 2013
Section 16 reporting ended · disclosed 2013-02-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 132,076 |
Reported balance
After 2013-02-01 transaction · row 1
1 source rowRow 1 · 2013-02-01 · Grant · Acquired 22,076 · Balance 132,076 F1: Restricted stock award under the Company's Stock Incentive Plan with performance-based vesting criteria. Includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock award under the Company's Stock Incentive Plan with performance-based vesting criteria. Includes the right to have shares withheld to satisfy tax withholding obligations upon vesting.
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 05, 2007 Filed Apr 9, 2007 20:17 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherCommon Stock | 15,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-07-023044 · doc4.xml · nonDerivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,957 F1 · kind: Award pursuant to the Company's Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. F1 · price: Award pursuant to the Company's Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. Read SEC document |
| September 06, 2006 Filed Sep 8, 2006 17:46 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherOption · Derivative | 63,750 | $27.00 Strike: $27.00 | $1,721,250.00 |
DisclosureSEC source: 0001209191-06-049398 · doc4.xml · derivative · entry 2 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,750 Underlying: Common Stock · 63,750 shares Expires 2016-09-06 F2 · security: Right to buy. Includes right to have shares withheld to satisfy tax withholding obligations upon exercise. F3 · kind: Award pursuant to the Company's 1986 Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon exercise. F4 · derivative.exercise_date: Granted pursuant to the 1986 Stock Incentive Plan and exercisable in annual installments of 33.3% per year beginning on September 6, 2007. Read SEC document |
| September 06, 2006 Filed Sep 8, 2006 17:46 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherCommon Stock | 18,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-06-049398 · doc4.xml · nonDerivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,831 F1 · kind: Award pursuant to the Company's 1986 Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. F1 · price: Award pursuant to the Company's 1986 Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. Read SEC document |
| September 06, 2006 Filed Sep 11, 2006 17:51 UTC Amendment | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherOption · Derivative | 63,750 | $27.00 Strike: $27.00 | $1,721,250.00 |
DisclosureSEC source: 0001209191-06-049507 · doc4a.xml · derivative · entry 2 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,750 Underlying: Common Stock · 63,750 shares Expires 2016-09-06 F2 · security: Right to buy. Includes right to have shares withheld to satisfy tax withholding obligations upon exercise. F3 · kind: Award pursuant to the Company's Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon exercise. F4 · derivative.exercise_date: Granted pursuant to the Stock Incentive Plan and exercisable in annual installments of 33.3% per year beginning on September 6, 2007. Read SEC document |
| September 06, 2006 Filed Sep 11, 2006 17:51 UTC Amendment | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherCommon Stock | 15,938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-06-049507 · doc4a.xml · nonDerivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,019 F1 · kind: Award pursuant to the Company's Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. F1 · price: Award pursuant to the Company's Stock Incentive Plan which includes the right to have shares withheld to satisfy tax withholding obligations upon vesting. Read SEC document |
| April 15, 2006 Filed Apr 18, 2006 20:09 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Tax withholdingCommon Stock | 5,965 | $24.23 | $144,531.95 |
DisclosureSEC source: 0001209191-06-024481 · doc4.xml · nonDerivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,081 Read SEC document |
| September 07, 2005 Filed Sep 9, 2005 18:19 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherOption · Derivative | 75,000 | $21.43 Strike: $21.43 | $1,607,250.00 |
DisclosureSEC source: 0001209191-05-046588 · doc4.xml · derivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2015-09-07 F1 · security: Right to buy. Includes right to have shares withheld to satisfy tax withholding obligations upon exercise. F2 · kind: Granted pursuant to the 1986 Stock Incentive Plan and exercisable in annual installments of 33.3% per year beginning on September 7, 2006. Read SEC document |
| April 15, 2005 Filed Apr 19, 2005 20:21 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | Tax withholdingCommon Stock | 5,954 | $23.27 | $138,549.58 |
DisclosureSEC source: 0001209191-05-021187 · doc4.xml · nonDerivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,046 Read SEC document |
| September 08, 2004 Filed Sep 10, 2004 19:31 UTC | TJX COMPANIES INC /DE/ TJX · Entity 2870 | OtherOption · Derivative | 150,000 | $21.75 Strike: $21.75 | $3,262,500.00 |
DisclosureSEC source: 0001209191-04-043990 · doc4.xml · derivative · entry 1 NAYLOR JEFFREY G · CIK 0001191210 · Senior EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2014-09-08 F1 · security: Right to buy. Includes right to have shares withheld to satisfy tax withholding obligations upon exercise. F2 · kind: Granted pursuant to the 1986 Stock Incentive Plan and exercisable in annual installments of 33.3% per year beginning on September 8, 2005. 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.