Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARDINAL HEALTH INCCAH · Entity 3014 | Chief Financial Officer | August 18, 2026 | August 20, 2026 |
| Keurig Dr Pepper Inc.KDP · Entity 3055 | Director | September 16, 2026 | September 18, 2026 |
| SYSCO CORPSYY · Entity 2003 | EVP and CFO | January 01, 2023 | January 03, 2023 |
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | SVP, CFO & President-SBS | November 15, 2020 | November 17, 2020 |
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.
CARDINAL HEALTH INC
Report date August 18, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 20,495 |
Ending reported balance
After 2026-08-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-08-18 · Sale · Disposed 3,115 · Balance 59,380 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $234.07 to $234.99, inclusive. The reporting person undertakes to provide to Cardinal Health, Inc., any security holder of Cardinal Health, Inc., 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 range set forth in footnotes 1, 2, 3, and 4 to this Form 4. Row 2 · 2026-08-18 · Sale · Disposed 12,228 · Balance 47,152 F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.08 to $236.07, inclusive. Row 3 · 2026-08-18 · Sale · Disposed 13,685 · Balance 33,467 F3: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.095 to $237.08, inclusive. Row 4 · 2026-08-18 · Sale · Disposed 12,972 · Balance 20,495 F4: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.095 to $237.67, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $234.07 to $234.99, inclusive. The reporting person undertakes to provide to Cardinal Health, Inc., any security holder of Cardinal Health, Inc., 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 range set forth in footnotes 1, 2, 3, and 4 to this Form 4.
F2: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.08 to $236.07, inclusive.
F3: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.095 to $237.08, inclusive.
F4: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.095 to $237.67, inclusive.
Keurig Dr Pepper Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 2,752 |
Reported balance
After 2026-09-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 2,752 · Balance 2,752 F1: Subject to certain vesting conditions and exceptions, these restricted stock units vest on September 16, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Subject to certain vesting conditions and exceptions, these restricted stock units vest on September 16, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting.
SYSCO CORP
Report date January 01, 2023 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,166.262 |
Reported balance
After 2023-01-01 transaction · row 1
1 source rowRow 1 · 2023-01-01 · Tax withholding · Disposed 672 · Balance 37,166.262 F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations.
Sally Beauty Holdings, Inc.
Report date November 15, 2020 · Filed November 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,853 |
Reported balance
After 2020-11-15 transaction · row 1
1 source rowRow 1 · 2020-11-15 · Tax withholding · Disposed 1,609 · Balance 98,853 F1: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities.
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 16, 2026 Filed Sep 18, 2026 22:04 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | GrantRestricted Stock Unit · Derivative | 2,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001741576-26-000010 · wk-form4_1789769039.xml · derivative · entry 1 Alt Aaron E · CIK 0001741576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,752 Underlying: Common Stock · 2,752 shares Expires not disclosed F1 · derivative.exercise_price: Subject to certain vesting conditions and exceptions, these restricted stock units vest on September 16, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. F1 · derivative.exercise_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest on September 16, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. F1 · derivative.expiration_date: Subject to certain vesting conditions and exceptions, these restricted stock units vest on September 16, 2031. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock upon vesting. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 22:00 UTC | Keurig Dr Pepper Inc. KDP · Entity 3055 | PurchaseCommon Stock | 7,862 | $31.83 | $250,247.46 |
DisclosureSEC source: 0001741576-26-000008 · wk-form4_1787868046.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,862 F1 · price: The price represents the weighted average purchase price of the shares that were purchased in multiple transactions at prices ranging from $31.83 to $31.84. The reporting person undertakes to provide to the Company, any security holder of the Company or the SEC, upon request, full information regarding the number of shares purchased at each separate price. Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 11:29 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 12,972 | $237.26 | $3,077,736.72 |
DisclosureSEC source: 0001741576-26-000006 · wk-form4_1787225382.xml · nonDerivative · entry 4 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,495 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.095 to $237.67, inclusive. Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 11:29 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 13,685 | $236.58 | $3,237,597.30 |
DisclosureSEC source: 0001741576-26-000006 · wk-form4_1787225382.xml · nonDerivative · entry 3 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,467 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.095 to $237.08, inclusive. Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 11:29 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 12,228 | $235.54 | $2,880,183.12 |
DisclosureSEC source: 0001741576-26-000006 · wk-form4_1787225382.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,152 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.08 to $236.07, inclusive. Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 11:29 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 3,115 | $234.55 | $730,623.25 |
DisclosureSEC source: 0001741576-26-000006 · wk-form4_1787225382.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,380 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $234.07 to $234.99, inclusive. The reporting person undertakes to provide to Cardinal Health, Inc., any security holder of Cardinal Health, Inc., 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 range set forth in footnotes 1, 2, 3, and 4 to this Form 4. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 20:11 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | Tax withholdingCommon Shares | 30,730 | $235.17 | $7,226,774.10 |
DisclosureSEC source: 0001741576-26-000005 · wk-form4_1787083893.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,495 F2 · kind: Represents withholding of shares to satisfy tax withholding obligations of the reporting person in connection with the vesting of 14,075 RSUs and 58,738 performance share units. F3 · price: Reflects closing price on prior business day. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 20:11 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 8,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001741576-26-000005 · wk-form4_1787083893.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,225 F1 · kind: Grant of restricted share units ("RSUs") that vest in three equal annual installments beginning on August 15, 2027. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 10:03 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 58,738 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-26-000029 · wk-form4_1786010609.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,146 F1 · kind: Reflects performance share units that will settle on August 15, 2026. Read SEC document |
| February 18, 2026 Filed Feb 18, 2026 21:25 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 2,328 | $225.50 | $524,964.00 |
DisclosureSEC source: 0001741576-26-000002 · wk-form4_1771449933.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,408 Read SEC document |
| February 15, 2026 Filed Feb 18, 2026 21:25 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | Tax withholdingCommon Shares | 1,914 | $220.79 | $422,592.06 |
DisclosureSEC source: 0001741576-26-000002 · wk-form4_1771449933.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,736 F1 · kind: Represents withholding of shares to satisfy tax withholding obligations of the reporting person in connection with the vesting of 4,242 restricted share units. F2 · price: Reflects closing price on prior business day. Read SEC document |
| August 19, 2025 Filed Aug 19, 2025 23:18 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 13,788 | $149.19 | $2,057,031.72 |
DisclosureSEC source: 0000721371-25-000093 · wk-form4_1755645497.xml · nonDerivative · entry 4 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,650 F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.00 to $149.58, inclusive. Read SEC document |
| August 19, 2025 Filed Aug 19, 2025 23:18 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 34,455 | $148.61 | $5,120,357.55 |
DisclosureSEC source: 0000721371-25-000093 · wk-form4_1755645497.xml · nonDerivative · entry 3 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,438 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.00 to $148.99, inclusive. The reporting person undertakes to provide to Cardinal Health, Inc., any security holder of Cardinal Health, Inc., 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 footnotes 4 and 5 to this Form 4. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 23:18 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | Tax withholdingCommon Shares | 34,866 | $150.22 | $5,237,570.52 |
DisclosureSEC source: 0000721371-25-000093 · wk-form4_1755645497.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,893 F2 · kind: Represents withholding of shares to satisfy tax withholding obligations of the reporting person in connection with the vesting of 10,288 RSUs and 67,448 performance share units. F3 · price: Reflects closing price on prior business day. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 23:18 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 11,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-25-000093 · wk-form4_1755645497.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,759 F1 · kind: Grant of restricted share units ("RSUs") that vest in three equal annual installments beginning on August 15, 2026. Read SEC document |
| August 12, 2025 Filed Aug 12, 2025 20:11 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 67,448 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-25-000080 · wk-form4_1755029486.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,396 F1 · kind: Reflects performance share units that will settle on August 15, 2025. Read SEC document |
| February 15, 2025 Filed Feb 18, 2025 21:14 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | Tax withholdingCommon Shares | 1,919 | $126.21 | $242,196.99 |
DisclosureSEC source: 0000721371-25-000017 · wk-form4_1739913276.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,948 F1 · kind: Represents withholding of shares to satisfy tax withholding obligations of the reporting person in connection with the vesting of 4,242 restricted share units. F2 · price: Reflects closing price on prior business day. Read SEC document |
| August 19, 2024 Filed Aug 20, 2024 00:28 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | SaleCommon Shares | 2,323 | $108.91 | $252,997.93 |
DisclosureSEC source: 0000721371-24-000085 · wk-form4_1724113680.xml · nonDerivative · entry 3 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,867 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.82 to $108.99, inclusive. The reporting person undertakes to provide to Cardinal Health, Inc., any security holder of Cardinal Health, Inc., 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 range set forth in footnote 4 to this Form 4. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 00:28 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | Tax withholdingCommon Shares | 2,481 | $107.91 | $267,724.71 |
DisclosureSEC source: 0000721371-24-000085 · wk-form4_1724113680.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,190 F2 · kind: Represents withholding of shares to satisfy tax withholding obligations of the reporting person in connection with the vesting of 5,531 RSUs. F3 · price: Reflects closing price on prior business day. Read SEC document |
| August 15, 2024 Filed Aug 20, 2024 00:28 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 14,271 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-24-000085 · wk-form4_1724113680.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,671 F1 · kind: Grant of restricted share units ("RSUs") that vest in three equal annual installments beginning on August 15, 2025. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 13:55 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | Tax withholdingCommon Shares | 1,919 | $103.55 | $198,712.45 |
DisclosureSEC source: 0000721371-24-000009 · wk-form4_1708091710.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,400 F1 · kind: Represents withholding of shares to satisfy tax withholding obligations of the reporting person in connection with the vesting of 4,242 restricted share units. F2 · price: Reflects closing price on prior business day. Read SEC document |
| August 16, 2023 Filed Aug 17, 2023 23:45 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 16,593 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-23-000064 · wf-form4_169231592137861.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,319 F1 · kind: Grant of restricted share units that vest in three equal annual installments beginning on August 15, 2024. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 21:16 UTC | CARDINAL HEALTH INC CAH · Entity 3014 | GrantCommon Shares | 12,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000721371-23-000011 · wf-form4_167658218904919.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,726 F1 · kind: Grant of restricted share units that vest in three equal annual installments beginning on February 15, 2024. Read SEC document |
| January 01, 2023 Filed Jan 3, 2023 22:44 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 672 | $76.45 | $51,374.40 |
DisclosureSEC source: 0000096021-23-000016 · wf-form4_167278584524256.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,166.262 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 20:44 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 880 | $82.22 | $72,353.60 |
DisclosureSEC source: 0000096021-22-000153 · wf-form4_166215146643269.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,838.262 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 21:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock · Derivative | 32,964 | $0.00 Strike: $85.57 | $0.00 |
DisclosureSEC source: 0000096021-22-000125 · wf-form4_166094375432458.xml · derivative · entry 2 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,964 Underlying: Common Stock · 32,964 shares Expires 2032-08-17 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/18/2023, 08/18/2024 and 08/18/2025, respectively. No options may be exercised prior to 08/18/2023. Options will expire on 08/17/2032. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 21:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 6,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-22-000125 · wf-form4_166094375432458.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,718.262 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2023, 09/01/2024 and 09/01/2025, respectively. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:06 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 9,471 | $87.28 | $826,628.88 |
DisclosureSEC source: 0000096021-22-000105 · wf-form4_165947437750800.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,442.262 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 21:06 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 27,624.395 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-22-000105 · wf-form4_165947437750800.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,913.262 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2018 Omnibus Incentive Plan. These performance share units were granted by the Committee in August 2020. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2021 to fiscal 2022. Read SEC document |
| June 21, 2022 Filed Jun 22, 2022 22:39 UTC | SYSCO CORP SYY · Entity 2003 | PurchaseCommon Stock | 1,000 | $80.09 | $80,090.00 |
DisclosureSEC source: 0000096021-22-000086 · wf-form4_165593757869949.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,219.645 F1 · kind: The purchases were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:15 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 658 | $78.55 | $51,685.90 |
DisclosureSEC source: 0000096021-22-000016 · wf-form4_164133450845281.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,974 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:14 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 46,798 | $0.00 Strike: $76.94 | $0.00 |
DisclosureSEC source: 0000096021-21-000067 · wf-form4_162975324169015.xml · derivative · entry 2 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,798 Underlying: Common Stock · 46,798 shares Expires 2031-08-18 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/19/2022, 08/19/2023 and 08/19/2024, respectively. No options may be exercised prior to 08/19/2022. Options will expire on 08/18/2031. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:14 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 6,702 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-21-000067 · wf-form4_162975324169015.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,632 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2022, 09/01/2023 and 09/01/2024, respectively. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 22:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 38,434 | $0.00 Strike: $78.12 | $0.00 |
DisclosureSEC source: 0000096021-20-000151 · wf-form4_160746583038819.xml · derivative · entry 2 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,434 Underlying: Common Stock · 38,434 shares Expires 2030-12-06 F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 12/7/2021, 12/7/2022 and 12/7/2023, respectively. No options may be exercised prior to 12/7/2021. Options will expire on 12/6/2030. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 22:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 6,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000151 · wf-form4_160746583038819.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,930 F1 · price: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. This award of restricted stock units was made in connection with the reporting person's hiring as the Company's Executive Vice President and Chief Financial Officer, effective December 7, 2020. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:56 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 1,609 | $10.29 | $16,556.61 |
DisclosureSEC source: 0001127602-20-029309 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,853 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:02 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 36,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028350 · form4.xml · derivative · entry 2 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,303 Underlying: Common Stock · 36,303 shares Expires not disclosed F1 · security: Grant of options and restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. F2 · derivative.expiration_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:02 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 88,640 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001127602-20-028350 · form4.xml · derivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,640 Underlying: Common Stock · 88,640 shares Expires 2030-11-04 F1 · security: Grant of options and restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 21:10 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 1,329 | $8.69 | $11,549.01 |
DisclosureSEC source: 0001127602-20-026325 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,462 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| May 22, 2020 Filed May 27, 2020 00:12 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 5,042 | $11.49 | $57,932.58 |
DisclosureSEC source: 0001127602-20-017933 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,791 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 12:41 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 2,000 | $11.87 | $23,748.40 |
DisclosureSEC source: 0001127602-20-009897 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,833 Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 00:19 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 60,022 | $0.00 Strike: $16.65 | $0.00 |
DisclosureSEC source: 0001127602-19-032247 · form4.xml · derivative · entry 2 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,022 Underlying: Common Stock · 60,022 shares Expires 2029-11-05 F3 · security: Grant of options under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 15, 2020. Read SEC document |
| November 05, 2019 Filed Nov 8, 2019 00:19 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 19,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032247 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,833 F1 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · shares: The restrictions on the shares shall lapse annually in three equal installments beginning on November 15, 2020. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 21:08 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 1,329 | $14.89 | $19,788.81 |
DisclosureSEC source: 0001127602-19-029752 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,014 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| August 21, 2019 Filed Aug 21, 2019 20:39 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 1,000 | $12.27 | $12,267.80 |
DisclosureSEC source: 0001127602-19-027178 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,343 Read SEC document |
| May 31, 2019 Filed May 31, 2019 19:02 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 1,500 | $14.93 | $22,390.35 |
DisclosureSEC source: 0001127602-19-020283 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,343 Read SEC document |
| May 22, 2019 Filed May 24, 2019 20:30 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 7,248 | $16.42 | $119,012.16 |
DisclosureSEC source: 0001127602-19-019901 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,843 Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:03 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 2,700 | $18.66 | $50,382.00 |
DisclosureSEC source: 0001127602-19-006277 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,091 F1 · price: Reflects the weighted average purchase price. The range of prices for these transactions was $18.655 to $18.66. The reporting person effected multiple same-way open market purchase transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares purchased at each separate price. Read SEC document |
| November 13, 2018 Filed Nov 13, 2018 19:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 2,400 | $20.75 | $49,790.16 |
DisclosureSEC source: 0001127602-18-032780 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,391 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 23:25 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 52,218 | $0.00 Strike: $18.14 | $0.00 |
DisclosureSEC source: 0001127602-18-032120 · form4.xml · derivative · entry 2 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,218 Underlying: Common Stock · 52,218 shares Expires 2029-09-30 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, 2019. 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.