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 |
|---|---|---|---|---|---|---|
| November 01, 2018 Filed Nov 5, 2018 23:25 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 16,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032120 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & President-SBS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,991 Read SEC document |
| November 01, 2018 Filed Nov 6, 2018 21:37 UTC Amendment | 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: 0001127602-18-032290 · form4a.xml · derivative · entry 1 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 2028-11-01 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, 2019. F3 · derivative.expiration_date: The expiration date of the employee stock option was reported incorrectly on the reporting person's original Form 4. Read SEC document |
| August 06, 2018 Filed Aug 6, 2018 20:36 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 4,000 | $14.07 | $56,280.00 |
DisclosureSEC source: 0001127602-18-024757 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,619 Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:35 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 98,087 | $0.00 Strike: $15.10 | $0.00 |
DisclosureSEC source: 0001127602-18-018781 · form4.xml · derivative · entry 3 Alt Aaron E · CIK 0001741576 · SVP, CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,087 Underlying: Common Stock · 98,087 shares Expires 2028-05-22 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 May 22, 2019. Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:35 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 62,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018781 · form4.xml · nonDerivative · entry 2 Alt Aaron E · CIK 0001741576 · SVP, CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,619 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 May 22, 2019. Read SEC document |
| May 22, 2018 Filed May 24, 2018 20:35 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | PurchaseCommon Stock | 3,500 | $15.10 | $52,850.00 |
DisclosureSEC source: 0001127602-18-018781 · form4.xml · nonDerivative · entry 1 Alt Aaron E · CIK 0001741576 · SVP, CFO & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 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.