Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stitch Fix, Inc.SFIX · Entity 5637 | Chief Legal Officer & Secr. | September 14, 2022 | September 15, 2022 |
| Upstart Holdings, Inc.UPST · Entity 4306 | Chief Legal Officer | August 20, 2026 | August 21, 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.
Stitch Fix, Inc.
Report date September 14, 2022 · Filed September 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 286,694 |
Reported balance
After 2022-09-14 transaction · row 1
1 source rowRow 1 · 2022-09-14 · Tax withholding · Disposed 23,574 · Balance 286,694 F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units.
Upstart Holdings, Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,306 |
Reported balance
After 2026-08-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-20 · Sale · Disposed 7,696 · Balance 73,306 F1: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs). F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.975 to $28.56. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 46,610 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 46,610 F4: The shares are held by the Darling Family Trust. F5: The number of shares held reflects the deposit of 6,184 shares of Common Stock from the Reporting Person to the Darling Family Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to cover tax withholding obligations in connection with the vesting of restricted stock units (RSUs).
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.975 to $28.56. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
F3: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
F4: The shares are held by the Darling Family Trust.
F5: The number of shares held reflects the deposit of 6,184 shares of Common Stock from the Reporting Person to the Darling Family Trust.
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 21:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-001184 · form.xml · derivative · entry 4 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Class B Common Stock · 2,000 shares Expires 2026-10-28 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: The stock option vests over four years, with 25% of the securities vesting on October 28, 2017 and the balance vesting in equal monthly installments over the remaining three years, subject to the individual's continued service through each vesting date. F4 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Class B Common Stock will convert automatically into Class A Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock; (ii) ten years following the effective date of the Issuer's initial public offering; or (iii) the date specified by vote of the holders of a majority of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.underlying: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the Issuer) of the reporting person, shares of Class B Common Stock held by the reporting person or the reporting person's permitted estate planning entities will convert into Class A Common Stock. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 2,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-001184 · form.xml · derivative · entry 3 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Class A Common Stock · 2,000 shares Expires not disclosed 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. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 2,000 | $28.48 | $56,960.00 |
DisclosureSEC source: 0001246360-19-001184 · form.xml · nonDerivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,157 F6 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001184 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,157 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 6,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001091 · form.xml · derivative · entry 5 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 6,441 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-001091 · form.xml · derivative · entry 4 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,000 Underlying: Class B Common Stock · 3,000 shares Expires 2026-10-28 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: The stock option vests over four years, with 25% of the securities vesting on October 28, 2017 and the balance vesting in equal monthly installments over the remaining three years, subject to the individual's continued service through each vesting date. F4 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Class B Common Stock will convert automatically into Class A Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock; (ii) ten years following the effective date of the Issuer's initial public offering; or (iii) the date specified by vote of the holders of a majority of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.underlying: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the Issuer) of the reporting person, shares of Class B Common Stock held by the reporting person or the reporting person's permitted estate planning entities will convert into Class A Common Stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 3,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-001091 · form.xml · derivative · entry 3 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,441 Underlying: Class A Common Stock · 3,000 shares Expires not disclosed 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. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 6,441 | $31.73 | $204,372.93 |
DisclosureSEC source: 0001246360-19-001091 · form.xml · nonDerivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,157 F6 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F7 · shares: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $31.54 to $32.05 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the 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 range set forth in this footnote. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 23:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 6,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001091 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,598 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 10,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · derivative · entry 7 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,441 Underlying: Class A Common Stock · 10,259 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · derivative · entry 6 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Class B Common Stock · 9,000 shares Expires 2026-10-28 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: The stock option vests over four years, with 25% of the securities vesting on October 28, 2017 and the balance vesting in equal monthly installments over the remaining three years, subject to the individual's continued service through each vesting date. F4 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Class B Common Stock will convert automatically into Class A Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock; (ii) ten years following the effective date of the Issuer's initial public offering; or (iii) the date specified by vote of the holders of a majority of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.underlying: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the Issuer) of the reporting person, shares of Class B Common Stock held by the reporting person or the reporting person's permitted estate planning entities will convert into Class A Common Stock. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 9,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · derivative · entry 5 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,700 Underlying: Class A Common Stock · 9,000 shares Expires not disclosed 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. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 3,000 | $37.50 | $112,500.00 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · nonDerivative · entry 4 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,157 F6 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 900 | $35.87 | $32,286.24 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · nonDerivative · entry 3 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,157 F6 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F8 · shares: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $35.12 to $36.0889 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the 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 range set forth in this footnote. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 6,359 | $34.58 | $219,920.93 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · nonDerivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,057 F6 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F7 · shares: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $34.11 to $35.10 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the 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 range set forth in this footnote. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 23:49 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 10,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-001049 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,416 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 23:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 36,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000113 · form.xml · derivative · entry 4 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 Underlying: Class A Common Stock · 36,000 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 23:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-000113 · form.xml · derivative · entry 3 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,000 Underlying: Class B Common Stock · 36,000 shares Expires 2026-10-28 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: The stock option vests over four years, with 25% of the securities vesting on October 28, 2017 and the balance vesting in equal monthly installments over the remaining three years, subject to the individual's continued service through each vesting date. F4 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Class B Common Stock will convert automatically into Class A Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock; (ii) ten years following the effective date of the Issuer's initial public offering; or (iii) the date specified by vote of the holders of a majority of the outstanding shares of Class B Common Stock, voting as a single class. F5 · derivative.underlying: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the Issuer) of the reporting person, shares of Class B Common Stock held by the reporting person or the reporting person's permitted estate planning entities will convert into Class A Common Stock. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 23:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 36,000 | $0.00 Strike: $4.94 | $0.00 |
DisclosureSEC source: 0001246360-19-000113 · form.xml · derivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,700 Underlying: Class A Common Stock · 36,000 shares Expires not disclosed 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. F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| January 04, 2019 Filed Jan 4, 2019 23:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 36,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-19-000113 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,157 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F1 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| December 12, 2018 Filed Dec 15, 2018 00:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantEmployee Stock Option (Right to Buy) · Derivative | 57,643 | $0.00 Strike: $22.32 | $0.00 |
DisclosureSEC source: 0001246360-18-002655 · form.xml · derivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,643 Underlying: Class A Common Stock · 57,643 shares Expires 2028-12-11 F2 · derivative.exercise_date: The option grant will vest in a series of 24 equal monthly installments starting on 11/28/2020. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| December 12, 2018 Filed Dec 15, 2018 00:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 23,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-002655 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,157 F1 · shares: The restricted stock units will vest in a series of 8 equal quarterly installments starting on 12/16/2020. All vesting is subject to the Reporting Person's continuous service through the applicable vesting date. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:14 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001790 · form.xml · derivative · entry 3 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,700 Underlying: Class A Common Stock · 1,800 shares Expires not disclosed 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_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:14 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GiftClass A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001790 · form.xml · nonDerivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · shares: On June 28, 2018, the Reporting Person made a charitable gift of 1,800 shares of Common Stock. Read SEC document |
| June 28, 2018 Filed Jul 2, 2018 20:14 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001790 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 46,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · derivative · entry 7 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Class A Common Stock · 46,000 shares Expires not disclosed 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_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 46,000 | $27.54 | $1,266,987.20 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · nonDerivative · entry 5 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F5 · shares: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $27.50 to $27.99 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the 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 range set forth in this footnote. Read SEC document |
| June 18, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 46,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · nonDerivative · entry 4 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,000 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · derivative · entry 6 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,500 Underlying: Class A Common Stock · 2,500 shares Expires not disclosed 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_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 25 | $26.83 | $670.75 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · nonDerivative · entry 3 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 2,475 | $26.24 | $64,949.20 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · nonDerivative · entry 2 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F4 · shares: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $25.83 to $26.81 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the 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 range set forth in this footnote. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001246360-18-001769 · form.xml · nonDerivative · entry 1 Darling Scott · CIK 0001558259 · Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. 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.