Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | SVP, GC & Secretary | November 01, 2017 | November 03, 2017 |
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 November 01, 2017 · Filed November 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,578 |
Reported balance
After 2017-11-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-11-01 · Grant · Acquired 13,734 · Balance 19,578 F1: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F2: The restrictions on the shares shall lapse annually in three equal installments beginning on September 30, 2018. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.42 · Expires 2027-11-01 | Direct | 50,798 |
Reported balance
After 2017-11-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-11-01 · Grant · Acquired 50,798 · Balance 50,798 F3: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F4: The options vest in three equal annual installments beginning on September 30, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan.
F2: The restrictions on the shares shall lapse annually in three equal installments beginning on September 30, 2018.
F3: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan.
F4: The options vest in three equal annual installments beginning on September 30, 2018.
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 |
|---|---|---|---|---|---|---|
| November 01, 2017 Filed Nov 3, 2017 21:41 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 50,798 | $0.00 Strike: $17.42 | $0.00 |
DisclosureSEC source: 0001127602-17-031240 · form4.xml · derivative · entry 2 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,798 Underlying: Common Stock · 50,798 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 21:41 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 13,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031240 · form4.xml · nonDerivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,578 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 |
| October 29, 2017 Filed Nov 1, 2017 21:01 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 392 | $17.39 | $6,816.88 |
DisclosureSEC source: 0001127602-17-030799 · form4.xml · nonDerivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,844 Read SEC document |
| September 30, 2017 Filed Oct 4, 2017 20:40 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 763 | $19.58 | $14,939.54 |
DisclosureSEC source: 0001127602-17-029216 · form4.xml · nonDerivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,236 Read SEC document |
| May 09, 2017 Filed May 9, 2017 20:15 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | SaleCommon Stock | 3,060 | $20.00 | $61,200.00 |
DisclosureSEC source: 0001127602-17-017379 · form4.xml · nonDerivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,999 F1 · security: Consist of 4,000 shares of restricted stock granted pursuant to the Sally Beauty Holding, Inc. 2007 Omnibus Incentive Plan and 10,155 shares of restricted stock granted pursuant to the Sally Beauty Holdings, Inc. 2010 Omnibus Incentive Plan. F2 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. Read SEC document |
| November 01, 2016 Filed Nov 3, 2016 20:34 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 71,131 | $0.00 Strike: $25.53 | $0.00 |
DisclosureSEC source: 0001127602-16-066053 · form4.xml · derivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,131 Underlying: Common Stock · 71,131 shares Expires 2026-11-01 F1 · security: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on September 30, 2017. Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 20:43 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 392 | $25.60 | $10,035.20 |
DisclosureSEC source: 0001127602-16-065680 · form4.xml · nonDerivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,059 Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 763 | $25.68 | $19,593.84 |
DisclosureSEC source: 0001127602-16-064107 · form4.xml · nonDerivative · entry 1 Haltom Matthew Olen · CIK 0001561616 · SVP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,451 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.