Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LA-Z-BOY INCLZB · Entity 4804 | Chief Accounting Officer | June 19, 2017 | June 21, 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.
LA-Z-BOY INC
Report date June 19, 2017 · Filed June 21, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 18,558 |
Ending reported balance
After 2017-06-19 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2017-06-19 · Tax withholding · Disposed 253 · Balance 15,907 Row 2 · 2017-06-19 · Tax withholding · Disposed 92 · Balance 15,815 Row 3 · 2017-06-19 · Grant · Acquired 477 · Balance 16,292 Row 4 · 2017-06-19 · Tax withholding · Disposed 147 · Balance 16,145 Row 5 · 2017-06-19 · Grant · Acquired 966 · Balance 17,111 Row 6 · 2017-06-19 · Grant · Acquired 1,447 · Balance 18,558 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.25 · Expires 2027-06-19 | Direct | 16,000 |
Reported balance
After 2017-06-19 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-06-19 · Grant · Acquired 16,000 · Balance 16,000 F1: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. |
| Common SharesSEC Table I · non-derivative | Indirectby 401(k) | 292 |
Reported balance
Holding disclosure · report date 2017-06-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 292 |
Filing footnotes · ownership attribution and instrument terms
F1: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column.
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 |
|---|---|---|---|---|---|---|
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantStock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $27.25 | $0.00 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · derivative · entry 8 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Shares · 16,000 shares Expires 2027-06-19 F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · nonDerivative · entry 6 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,558 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 966 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · nonDerivative · entry 5 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,111 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 147 | $27.25 | $4,005.75 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · nonDerivative · entry 4 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,145 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 477 | $0.00 | $0.00 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · nonDerivative · entry 3 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,292 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 92 | $27.25 | $2,507.00 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · nonDerivative · entry 2 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,815 Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 21:49 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 253 | $27.25 | $6,894.25 |
DisclosureSEC source: 0001310524-17-000008 · edgar.xml · nonDerivative · entry 1 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,907 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Appreciation Right · Derivative | 2,772 | $0.00 Strike: $19.06 | $0.00 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · derivative · entry 14 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388 Underlying: Common Shares · 2,772 shares Expires 2023-06-17 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. F3 · derivative.exercise_date: These stock appreciation rights were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Appreciation Right · Derivative | 3,575 | $0.00 Strike: $11.97 | $0.00 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · derivative · entry 13 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 3,575 shares Expires 2022-07-11 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. F3 · derivative.exercise_date: These stock appreciation rights were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 2,786 | $0.00 Strike: $26.69 | $0.00 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · derivative · entry 12 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,360 Underlying: Common Shares · 2,786 shares Expires 2025-06-15 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. F2 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 3,372 | $0.00 Strike: $23.63 | $0.00 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · derivative · entry 11 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,374 Underlying: Common Shares · 3,372 shares Expires 2024-06-16 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. F2 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionStock Option (right to buy) · Derivative | 2,196 | $0.00 Strike: $9.35 | $0.00 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · derivative · entry 10 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,196 shares Expires 2021-07-13 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. F2 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2010 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable column. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Disposition to issuerCommon Shares | 2,772 | $32.35 | $89,674.20 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 8 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,160 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 2,772 | $19.06 | $52,834.32 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 7 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,932 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 |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Disposition to issuerCommon Shares | 3,575 | $32.35 | $115,651.25 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 6 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,160 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 3,575 | $11.97 | $42,792.75 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 5 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,735 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 |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | SaleCommon Shares | 8,354 | $32.42 | $270,854.22 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 4 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,160 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.35 to $32.55, inclusive. The reporting person undertakes to provide to issuer, any security holder of issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 2,786 | $26.69 | $74,358.34 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 3 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,514 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 |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 3,372 | $23.63 | $79,680.36 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 2 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,728 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 |
| December 12, 2016 Filed Dec 14, 2016 21:16 UTC | LA-Z-BOY INC LZB · Entity 4804 | Exercise / conversionCommon Shares | 2,196 | $9.35 | $20,532.60 |
DisclosureSEC source: 0001310524-16-000084 · edgar.xml · nonDerivative · entry 1 Mueller Margaret L · CIK 0001434331 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,356 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.