Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAIN CELESTIAL GROUP INCHAIN · Entity 7055 | Director | November 04, 2018 | November 06, 2018 |
| Stagwell IncSTGW · Entity 4480 | Director | June 11, 2026 | June 12, 2026 |
| Tilray Brands, Inc.TLRY · Entity 5319 | Director · President and CEO | August 26, 2026 | August 28, 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.
HAIN CELESTIAL GROUP INC
Report date November 04, 2018 · Filed November 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,544,176 |
Reported balance
After 2018-11-04 transaction · row 1
1 source rowRow 1 · 2018-11-04 · Tax withholding · Disposed 46,947 · Balance 1,544,176 F1: On November 4, 2018, 88,213 shares of The Hain Celestial Group, Inc. (the "Company") restricted stock vested pursuant to the Succession Agreement between the Company and Mr. Simon (the "Agreement"). The Company retained 46,947 shares to satisfy the tax withholding obligations of Mr. Simon in connection with the vesting as required by the terms of the applicable restricted stock agreement between the Company and Mr. Simon and consistent with the Company's practice for satisfying such U.S. tax withholding obligations. |
| Common StockSEC Table I · non-derivative | IndirectBy trusts | 146,782 |
Reported balance
Holding disclosure · report date 2018-11-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 146,782 F2: Reflects shares of common stock held by a number of trusts, for the benefit of Mr. Simon's family, for which the Reporting Person or his spouse, Daryl Simon, is the trustee or custodian. Mr. Simon disclaims beneficial ownership of the common stock held by such trusts, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 21,812 |
Reported balance
Holding disclosure · report date 2018-11-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 21,812 F3: Mr. Simon disclaims beneficial ownership of the common stock held by his spouse, Daryl Simon. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 4, 2018, 88,213 shares of The Hain Celestial Group, Inc. (the "Company") restricted stock vested pursuant to the Succession Agreement between the Company and Mr. Simon (the "Agreement"). The Company retained 46,947 shares to satisfy the tax withholding obligations of Mr. Simon in connection with the vesting as required by the terms of the applicable restricted stock agreement between the Company and Mr. Simon and consistent with the Company's practice for satisfying such U.S. tax withholding obligations.
F2: Reflects shares of common stock held by a number of trusts, for the benefit of Mr. Simon's family, for which the Reporting Person or his spouse, Daryl Simon, is the trustee or custodian. Mr. Simon disclaims beneficial ownership of the common stock held by such trusts, except to the extent of his pecuniary interest therein.
F3: Mr. Simon disclaims beneficial ownership of the common stock held by his spouse, Daryl Simon.
Stagwell Inc
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 228,891 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 22,970 · Balance 228,891 F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was awarded restricted stock units as a component of non-employee director compensation. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock. The restricted stock units will vest in full on the first anniversary of the date of grant.
Tilray Brands, Inc.
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,309,031 |
Last balance in matching sequence
After 2026-08-26 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2026-08-26 · Exercise / conversion · Acquired 408,605 · Balance 1,147,918 F1: Each performance based restricted stock unit (the "2023 EBITDA PSU") represents the right to receive one (1) share of Tilray Common Stock. F2: Amount includes shares of common stock beneficially owned by the reporting person but excludes other unvested restricted stock units ("RSUs"). Row 2 · 2026-08-26 · Tax withholding · Disposed 216,561 · Balance 931,357 F3: The shares disposed were withheld by the Company to satisfy the applicable tax withholding obligation on vesting of the PSU Awards. F2: Amount includes shares of common stock beneficially owned by the reporting person but excludes other unvested restricted stock units ("RSUs"). Row 3 · 2026-08-26 · Exercise / conversion · Acquired 803,563 · Balance 1,734,920 F1: Each performance based restricted stock unit (the "2023 EBITDA PSU") represents the right to receive one (1) share of Tilray Common Stock. F2: Amount includes shares of common stock beneficially owned by the reporting person but excludes other unvested restricted stock units ("RSUs"). Row 4 · 2026-08-26 · Tax withholding · Disposed 425,889 · Balance 1,309,031 F3: The shares disposed were withheld by the Company to satisfy the applicable tax withholding obligation on vesting of the PSU Awards. F2: Amount includes shares of common stock beneficially owned by the reporting person but excludes other unvested restricted stock units ("RSUs"). |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-08-26 · Exercise / conversion · Disposed 408,605 · Balance 0 F1: Each performance based restricted stock unit (the "2023 EBITDA PSU") represents the right to receive one (1) share of Tilray Common Stock. F4: The reporting person was granted 440,307 2023 EBITDA PSUs on July 26, 2023. The Compensation Committee has certified the achievement at 96.4% of the cumulative performance target for the 3-year performance period beginning June 1, 2023, and ending May 31, 2026, resulting in 92.8% payout of each 2023 EBITDA PSU award. |
| Performance Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-08-26 · Exercise / conversion · Disposed 803,563 · Balance 0 F1: Each performance based restricted stock unit (the "2023 EBITDA PSU") represents the right to receive one (1) share of Tilray Common Stock. F5: The reporting person was granted 2023 EBITDA PSUs on July 26, 2023. The Compensation Committee has certified the achievement at 96.4% of the cumulative performance target for the 3-year performance period beginning June 1, 2023, and ending May 31, 2026, resulting in 92.8% payout of each 2023 EBITDA PSU award. Each PSU converts into one share of Issuer's common stock and the reporting person received the remainder cash value thereof in lieu of the delivery of stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance based restricted stock unit (the "2023 EBITDA PSU") represents the right to receive one (1) share of Tilray Common Stock.
F2: Amount includes shares of common stock beneficially owned by the reporting person but excludes other unvested restricted stock units ("RSUs").
F3: The shares disposed were withheld by the Company to satisfy the applicable tax withholding obligation on vesting of the PSU Awards.
F4: The reporting person was granted 440,307 2023 EBITDA PSUs on July 26, 2023. The Compensation Committee has certified the achievement at 96.4% of the cumulative performance target for the 3-year performance period beginning June 1, 2023, and ending May 31, 2026, resulting in 92.8% payout of each 2023 EBITDA PSU award.
F5: The reporting person was granted 2023 EBITDA PSUs on July 26, 2023. The Compensation Committee has certified the achievement at 96.4% of the cumulative performance target for the 3-year performance period beginning June 1, 2023, and ending May 31, 2026, resulting in 92.8% payout of each 2023 EBITDA PSU award. Each PSU converts into one share of Issuer's common stock and the reporting person received the remainder cash value thereof in lieu of the delivery of stock.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BARNES & NOBLE INC
Report date August 07, 2019 · Filed August 07, 2019
Section 16 reporting ended · disclosed 2019-08-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-08-07 transaction · row 1
1 source rowRow 1 · 2019-08-07 · Disposition to issuer · Disposed 19,531 · Balance 0 F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 24, 2019, by and among Chapters Holdco Inc. ("Parent"), the Chapters Merger Sub Inc. ("Merger Sub") and the Issuer, Merger Sub has merged with and into the Issuer, with the Issuer continuing as the surviving corporation in the merger as a wholly owned subsidiary of Parent. At the effective time of the merger, each outstanding restricted share issued pursuant to the Issuer's Amended and Restated 2009 Incentive Plan has fully vested and was converted into the right to receive $6.50 in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of June 24, 2019, by and among Chapters Holdco Inc. ("Parent"), the Chapters Merger Sub Inc. ("Merger Sub") and the Issuer, Merger Sub has merged with and into the Issuer, with the Issuer continuing as the surviving corporation in the merger as a wholly owned subsidiary of Parent. At the effective time of the merger, each outstanding restricted share issued pursuant to the Issuer's Amended and Restated 2009 Incentive Plan has fully vested and was converted into the right to receive $6.50 in cash.
Whole Earth Brands, Inc.
Report date August 05, 2024 · Filed August 05, 2024
Section 16 reporting ended · disclosed 2024-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-08-05 transaction · row 1
1 source rowRow 1 · 2024-08-05 · Disposition to issuer · Disposed 1,262,970 · Balance 0 F1: On August 5, 2024, the parties to the agreement of merger, dated February 12, 2024 (the "Merger Agreement"), by and among Whole Earth Brands, Inc. (the "Company"), Ozark Holdings, LLC ("Parent") and Sweek Oak Merger Sub, LLC ("Merger Sub"), completed the transactions contemplated thereby, pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly-owned subsidiary of Parent. F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Company's common stock ("Common Stock") outstanding immediately prior to the Effective Time was cancelled and automatically converted into the right to receive cash in an amount equal to $4.875 per share, without interest, and subject to any applicable withholding taxes. F3: Includes 61,425 shares of Common Stock subject to a restricted stock award. Pursuant to the Merger Agreement, at the Effective Time, each share of Common Stock subject to a restricted stock award became immediately fully vested (and subject to any applicable tax withholding on such acceleration) and treated as a share of Common Stock issued and outstanding immediately prior to the Effective Time. |
Filing footnotes · ownership attribution and instrument terms
F1: On August 5, 2024, the parties to the agreement of merger, dated February 12, 2024 (the "Merger Agreement"), by and among Whole Earth Brands, Inc. (the "Company"), Ozark Holdings, LLC ("Parent") and Sweek Oak Merger Sub, LLC ("Merger Sub"), completed the transactions contemplated thereby, pursuant to which Merger Sub merged with and into the Company (the "Merger"), with the Company surviving the Merger as a wholly-owned subsidiary of Parent.
F2: Pursuant to the Merger Agreement, at the effective time of the Merger (the "Effective Time"), each share of the Company's common stock ("Common Stock") outstanding immediately prior to the Effective Time was cancelled and automatically converted into the right to receive cash in an amount equal to $4.875 per share, without interest, and subject to any applicable withholding taxes.
F3: Includes 61,425 shares of Common Stock subject to a restricted stock award. Pursuant to the Merger Agreement, at the Effective Time, each share of Common Stock subject to a restricted stock award became immediately fully vested (and subject to any applicable tax withholding on such acceleration) and treated as a share of Common Stock issued and outstanding immediately prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| January 30, 2017 Filed Jan 31, 2017 22:01 UTC | Stagwell Inc MDCA · Entity 4480 | GrantClass A Shares | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-005126 · v457693_4.xml · nonDerivative · entry 2 SIMON IRWIN D · CIK 0000922748 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,570 F1 · balance_after: Includes shares of unvested Restricted Stock (Class A Shares) of the Issuer. F2 · balance_after: These restricted shares granted January 30, 2017 will vest on the third anniversary of the grant date. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 22:51 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Tax withholdingCommon Stock | 22,328 | $39.40 | $879,723.20 |
DisclosureSEC source: 0000910406-16-000155 · wf-form4_148184229952692.xml · nonDerivative · entry 1 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,717,351 F1 · kind: On December 13, 2016, 40,000 shares of The Hain Celestial Group, Inc. (the "Company") restricted stock vested pursuant to the Restricted Stock Agreement dated July 3, 2012 between the Company and Mr. Simon (the "Agreement"). The Company retained 22,328 shares to satisfy the tax withholding obligations of Mr. Simon in connection with the vesting as required by the terms of the Agreement and consistent with the Company's practice for satisfying such U.S. tax withholding obligations. Read SEC document |
| December 13, 2016 Filed Aug 14, 2017 23:20 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | GiftCommon Stock | 17,672 | $0.00 | $0.00 |
DisclosureSEC source: 0000910406-17-000061 · wf-form5_150275284489128.xml · nonDerivative · entry 2 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 21,812 F1 · shares: Represents a gift of shares to Mr. Simon's spouse, Daryl Simon. F2 · ownership.nature: Mr. Simon disclaims beneficial ownership of the common stock held by his spouse, Daryl Simon. Read SEC document |
| December 13, 2016 Filed Aug 14, 2017 23:20 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | GiftCommon Stock | 17,672 | $0.00 | $0.00 |
DisclosureSEC source: 0000910406-17-000061 · wf-form5_150275284489128.xml · nonDerivative · entry 1 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699,679 F1 · shares: Represents a gift of shares to Mr. Simon's spouse, Daryl Simon. Read SEC document |
| November 20, 2016 Filed Nov 23, 2016 00:22 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Tax withholdingCommon Stock | 11,350 | $39.45 | $447,757.50 |
DisclosureSEC source: 0000910406-16-000149 · wf-form4_147986054770758.xml · nonDerivative · entry 3 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,739,679 F2 · security: On November 20, 2016, 20,334 shares of The Hain Celestial Group, Inc. (the "Company") restricted stock vested pursuant to the Restricted Stock Agreement between the Company and Mr. Simon (the "Agreement"). The Company retained 11,350 shares to satisfy the tax withholding obligations of Mr. Simon in connection with the vesting as required by the terms of the Agreement and consistent with the Company's practice for satisfying such U.S. tax withholding obligation. Read SEC document |
| November 18, 2016 Filed Nov 23, 2016 00:22 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Exercise / conversionStock Option (Right to Buy) · Derivative | 219,666 | $0.00 Strike: $9.10 | $0.00 |
DisclosureSEC source: 0000910406-16-000149 · wf-form4_147986054770758.xml · derivative · entry 6 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 219,666 shares Expires 2016-11-19 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. F4 · derivative.exercise_date: The option, representing a right to purchase a total of 219,666 shares became exercisable in four equal annual installments beginning on November 19, 2010, which was the first anniversary of the date on which the option was granted. The option expired on November 19, 2016. Read SEC document |
| November 18, 2016 Filed Nov 23, 2016 00:22 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Tax withholdingCommon Stock | 145,426 | $38.72 | $5,630,894.72 |
DisclosureSEC source: 0000910406-16-000149 · wf-form4_147986054770758.xml · nonDerivative · entry 2 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751,029 F1 · acquired: In connection with Mr. Simon's stock option exercise of 219,666 shares, the Company retained 145,426 shares to satisfy the exercise price and tax withholding obligations of Mr. Simon. Read SEC document |
| November 18, 2016 Filed Nov 23, 2016 00:22 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Exercise / conversionCommon Stock | 219,666 | $9.10 | $1,998,960.60 |
DisclosureSEC source: 0000910406-16-000149 · wf-form4_147986054770758.xml · nonDerivative · entry 1 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,896,455 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 |
| October 22, 2016 Filed Oct 25, 2016 23:34 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Tax withholdingCommon Stock | 22,328 | $36.01 | $804,031.28 |
DisclosureSEC source: 0000910406-16-000137 · wf-form4_147743843513438.xml · nonDerivative · entry 1 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,676,789 F1 · kind: On October 22, 2016, 40,000 shares of The Hain Celestial Group, Inc. (the "Company") restricted stock vested pursuant to the Restricted Stock Agreement dated July 3, 2012 between the Company and Mr. Simon (the "Agreement"). The Company retained 22,328 shares to satisfy the tax withholding obligations of Mr. Simon in connection with the vesting as required by the terms of the Agreement and consistent with the Company's practice for satisfying such U.S. tax withholding obligations. Read SEC document |
| September 28, 2016 Filed Sep 30, 2016 22:00 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | Tax withholdingCommon Stock | 22,328 | $34.57 | $771,878.96 |
DisclosureSEC source: 0000910406-16-000135 · wf-form4_147527280820457.xml · nonDerivative · entry 1 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699,117 F1 · kind: On September 28, 2016, 40,000 shares of The Hain Celestial Group, Inc. (the "Company") restricted stock vested pursuant to the Restricted Stock Agreement dated July 3, 2012 between the Company and Mr. Simon (the "Agreement"). The Company retained 22,328 shares to satisfy the tax withholding obligations of Mr. Simon in connection with the vesting as required by the terms of the Agreement and consistent with the Company's practice for satisfying such U.S. tax withholding obligations. Read SEC document |
| May 08, 2015 Filed Nov 22, 2017 21:03 UTC | HAIN CELESTIAL GROUP INC HAIN · Entity 7055 | PurchaseCommon Stock | 1,500 | $61.49 | $92,241.00 |
DisclosureSEC source: 0000910406-17-000120 · wf-form4_151138458015951.xml · nonDerivative · entry 3 SIMON IRWIN D · CIK 0000922748 · Director · Pres., CEO & Chairman of Bd 10b5-1 filing: Not disclosed Ownership: Indirect · By trusts Disclosed balance after: 137,282 F2 · price: Represents the weighted average purchase price of the common stock purchased by a trust for the benefit of Mr. Simon's family on May 8, 2015. The range of stock prices was $61.49 to $61.50. Upon request, Mr. Simon will provide the Commission staff, the Issuer or a security holder of the Issuer with information regarding the number of shares purchased at each separate price. F3 · balance_after: Reflects the number of shares of common stock beneficially owned as of the date of this filing. The number of shares of common stock includes shares held by a trust prior to Mr. Simon's spouse, Daryl Simon, becoming trustee. F4 · ownership.nature: Reflects shares of common stock held by a number of trusts, for the benefit of Mr. Simon's family, for which the Reporting Person or his spouse, Daryl Simon, is the trustee or custodian. Mr. Simon disclaims beneficial ownership of the common stock held by such trusts, except to the extent of his pecuniary interest therein. This Form 4 is being filed to reflect transactions by certain trusts that were inadvertently not reported timely due to administrative error. 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.