Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HP INCHPQ · Entity 642 | Director | April 16, 2026 | April 20, 2026 |
| LEVI STRAUSS & COLEVI · Entity 3651 | Director · Executive Vice Chair | March 26, 2024 | March 27, 2024 |
| PINTEREST, INC.PINS · Entity 1079 | Director | May 22, 2026 | May 27, 2026 |
| e.l.f. Beauty, Inc.ELF · Entity 2379 | Director | August 20, 2026 | August 21, 2026 |
| lululemon athletica inc.LULU · Entity 3399 | Director | June 25, 2026 | June 29, 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.
HP INC
Report date April 16, 2026 · Filed April 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,176 |
Reported balance
After 2026-04-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-16 · Grant · Acquired 12,176 · Balance 12,176 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F2: On 04/16/2026, the reporting person was granted 12,176 RSUs, all of which vested on the grant date. F3: The reporting person elected to defer the receipt of common stock until 04/01/2033. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,088 |
Reported balance
After 2026-04-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-16 · Grant · Acquired 6,088 · Balance 6,088 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F4: On 04/16/2026, the reporting person was granted 6,088 RSUs, all of which vested on the grant date. These RSUs were issued to the reporting person in lieu of the annual director cash retainer. F3: The reporting person elected to defer the receipt of common stock until 04/01/2033. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock.
F2: On 04/16/2026, the reporting person was granted 12,176 RSUs, all of which vested on the grant date.
F3: The reporting person elected to defer the receipt of common stock until 04/01/2033.
F4: On 04/16/2026, the reporting person was granted 6,088 RSUs, all of which vested on the grant date. These RSUs were issued to the reporting person in lieu of the annual director cash retainer.
LEVI STRAUSS & CO
Report date March 26, 2024 · Filed March 27, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 2,540,055 |
Reported balance
After 2024-03-26 transaction · row 1
1 source rowRow 1 · 2024-03-26 · Conversion · Acquired 562,229 · Balance 2,540,055 F1: Represents the conversion of Class B Common Stock reported on Table II into Class A Common Stock. |
| Class B Common StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-03-26 · Conversion · Disposed 562,229 · Balance 0 F6: 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: Represents the conversion of Class B Common Stock reported on Table II into Class A Common Stock. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 631,500 |
Reported balance
Holding disclosure · report date 2024-03-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 631,500 F2: The shares are held in a family trust formed in 2019 of which Mr. Bergh is trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 658,201 |
Reported balance
Holding disclosure · report date 2024-03-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 658,201 F3: The shares are held in a family trust formed in 2022 of which Mr. Bergh is trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,057,235 |
Reported balance
Holding disclosure · report date 2024-03-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,057,235 F4: The shares are held in an irrevocable trust to which Mr. Bergh is the Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 930,000 |
Reported balance
Holding disclosure · report date 2024-03-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 930,000 F5: The shares are held in a family trust formed in 2023 of which Mr. Bergh is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of Class B Common Stock reported on Table II into Class A Common Stock.
F2: The shares are held in a family trust formed in 2019 of which Mr. Bergh is trustee.
F3: The shares are held in a family trust formed in 2022 of which Mr. Bergh is trustee.
F4: The shares are held in an irrevocable trust to which Mr. Bergh is the Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries.
F5: The shares are held in a family trust formed in 2023 of which Mr. Bergh is trustee.
F6: 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.
PINTEREST, INC.
Report date May 22, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,062 |
Reported balance
After 2026-05-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-22 · Grant · Acquired 13,996 · Balance 38,062 F1: Restricted Stock Units (RSUs) scheduled to vest in full on the earlier of (i) May 22, 2027 or (ii) the date immediately prior to the Company's next regular annual stockholders meeting (subject to continued service), with immediate vesting in full upon the consummation of a change in control. Each RSU represents the Reporting Person's right to receive one share of Class A common stock, par value $0.00001, subject to vesting. F2: Includes RSUs subject to vesting conditions. |
| Class A Common StockSEC Table I · non-derivative | IndirectCharles and Juliet Bergh Revocable Trust | 487 |
Reported balance
Holding disclosure · report date 2026-05-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 487 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units (RSUs) scheduled to vest in full on the earlier of (i) May 22, 2027 or (ii) the date immediately prior to the Company's next regular annual stockholders meeting (subject to continued service), with immediate vesting in full upon the consummation of a change in control. Each RSU represents the Reporting Person's right to receive one share of Class A common stock, par value $0.00001, subject to vesting.
F2: Includes RSUs subject to vesting conditions.
e.l.f. Beauty, Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 3,934 |
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 · Grant · Acquired 1,878 · Balance 3,934 F1: Grant of Restricted Stock Units ("RSUs"). The reporting person is entitled to receive one (1) share of common stock for each one (1) RSU upon the vesting thereof. F2: Includes 1,878 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units ("RSUs"). The reporting person is entitled to receive one (1) share of common stock for each one (1) RSU upon the vesting thereof.
F2: Includes 1,878 RSUs.
lululemon athletica inc.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,878 |
Reported balance
After 2026-06-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 1,606 · Balance 1,878 F1: The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock and vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 annual meeting of stockholders. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 10,365 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,365 F2: The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock and vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 annual meeting of stockholders.
F2: The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013.
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 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass B Common Stock · Derivative | 733,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · derivative · entry 7 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 733,065 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. F8 · 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. F8 · 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. F8 · 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. F2 · ownership.nature: The shares are held in a family trust formed in 2019 of which Mr. Bergh is trustee. Read SEC document |
| April 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 185,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · nonDerivative · entry 6 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 934,738 F4 · kind: Shares transferred to satisfy annuity payments. Read SEC document |
| April 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 185,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · nonDerivative · entry 5 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 720,000 F4 · kind: Shares transferred to satisfy annuity payments. F7 · ownership.nature: The shares are held in a family trust formed in 2020 of which Mr. Bergh is trustee. Read SEC document |
| April 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 269,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · nonDerivative · entry 4 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 269,000 F5 · kind: Shares transferred as payment to the beneficiary pursuant to the trust terms. F6 · ownership.nature: The shares are held in another family trust formed in 2019 of which Mr. Bergh is trustee. Read SEC document |
| April 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 470,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 749,213 F4 · kind: Shares transferred to satisfy annuity payments. Read SEC document |
| April 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 739,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · kind: Shares transferred to satisfy annuity payment and as payment to the beneficiary pursuant to the trust terms. F2 · ownership.nature: The shares are held in a family trust formed in 2019 of which Mr. Bergh is trustee. Read SEC document |
| April 23, 2021 Filed Apr 28, 2021 00:26 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 733,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028740 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 739,572 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 · ownership.nature: The shares are held in a family trust formed in 2019 of which Mr. Bergh is trustee. Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 23:06 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Disposition to issuerClass B Common Stock · Derivative | 2,061,325 | $28.27 | $58,273,657.75 |
DisclosureSEC source: 0001209191-21-027870 · doc4.xml · derivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,221,685 Underlying: Class A Common Stock · 2,061,325 shares Expires not disclosed 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. 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 |
| April 19, 2021 Filed Apr 21, 2021 23:06 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Exercise / conversionClass B Common Stock · Derivative | 3,283,010 | $7.43 | $24,376,349.25 |
DisclosureSEC source: 0001209191-21-027870 · doc4.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,283,010 Underlying: Class A Common Stock · 3,283,010 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. 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 |
| April 19, 2021 Filed Apr 21, 2021 23:06 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Exercise / conversionStock Appreciation Rights · Derivative | 3,283,010 | $0.00 Strike: $7.43 | $0.00 |
DisclosureSEC source: 0001209191-21-027870 · doc4.xml · derivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 3,283,010 shares Expires 2022-02-04 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: Fully vested. F2 · derivative.underlying: 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 13, 2021 Filed Apr 15, 2021 21:06 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 3,178 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-002827 · primarydocument.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,178 Underlying: Common Stock · 3,178 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU') represents a contingent right to receive one share of HP common stock. F4 · shares: On April 13, 2021, the reporting person was granted 3,178 restricted stock units ("RSUs"), all of which vested on the grant date. F4 · price: On April 13, 2021, the reporting person was granted 3,178 restricted stock units ("RSUs"), all of which vested on the grant date. F3 · derivative.exercise_date: The Reporting Person elected to defer the receipt of common stock until April 1, 2028. F4 · derivative.exercise_date: On April 13, 2021, the reporting person was granted 3,178 restricted stock units ("RSUs"), all of which vested on the grant date. F4 · derivative.expiration_date: On April 13, 2021, the reporting person was granted 3,178 restricted stock units ("RSUs"), all of which vested on the grant date. Read SEC document |
| April 13, 2021 Filed Apr 15, 2021 21:06 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 6,659 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-002827 · primarydocument.xml · derivative · entry 1 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,659 Underlying: Common Stock · 6,659 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU') represents a contingent right to receive one share of HP common stock. F2 · price: On April 13, 2021, the reporting person was granted 6,659 restricted stock units ("RSUs"), all of which vested on the grant date. F2 · derivative.exercise_date: On April 13, 2021, the reporting person was granted 6,659 restricted stock units ("RSUs"), all of which vested on the grant date. F3 · derivative.exercise_date: The Reporting Person elected to defer the receipt of common stock until April 1, 2028. F2 · derivative.expiration_date: On April 13, 2021, the reporting person was granted 6,659 restricted stock units ("RSUs"), all of which vested on the grant date. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 00:14 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 92,781 | $24.66 | $2,287,979.46 |
DisclosureSEC source: 0001209191-21-022458 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.16 to $25.06 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 00:14 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 264,145 | $25.04 | $6,614,190.80 |
DisclosureSEC source: 0001209191-21-022458 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 92,781 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.66 to $25.22 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 18, 2021 Filed Mar 18, 2021 23:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 205,548 | $25.04 | $5,146,921.92 |
DisclosureSEC source: 0001209191-21-021925 · doc4.xml · nonDerivative · entry 6 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 356,926 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F7 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.82 to $25.27 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 18, 2021 Filed Mar 18, 2021 23:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 198,584 | $25.04 | $4,972,543.36 |
DisclosureSEC source: 0001209191-21-021925 · doc4.xml · nonDerivative · entry 5 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,641 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F6 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.83 to $25.27 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 23:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 149,443 | $24.86 | $3,715,152.98 |
DisclosureSEC source: 0001209191-21-021925 · doc4.xml · nonDerivative · entry 4 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 562,474 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F5 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.58 to $25.09 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 23:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 150,679 | $24.86 | $3,745,879.94 |
DisclosureSEC source: 0001209191-21-021925 · doc4.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477,225 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.59 to $25.09 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 23:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 140,291 | $25.03 | $3,511,483.73 |
DisclosureSEC source: 0001209191-21-021925 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 711,917 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.75 to $25.48 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 23:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 140,165 | $25.03 | $3,508,329.95 |
DisclosureSEC source: 0001209191-21-021925 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,904 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.75 to $25.48 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 00:10 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 96,124 | $25.58 | $2,458,851.92 |
DisclosureSEC source: 0001209191-21-020600 · doc4.xml · nonDerivative · entry 4 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 852,208 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F5 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $25.14 to $25.78 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 00:10 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 96,025 | $25.58 | $2,456,319.50 |
DisclosureSEC source: 0001209191-21-020600 · doc4.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 768,069 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F4 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $25.16 to $25.77 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 00:10 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 83,358 | $25.03 | $2,086,450.74 |
DisclosureSEC source: 0001209191-21-020600 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 948,332 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.51 to $25.22 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. F3 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| March 12, 2021 Filed Mar 16, 2021 00:10 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | SaleClass A Common Stock | 84,142 | $25.04 | $2,106,915.68 |
DisclosureSEC source: 0001209191-21-020600 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864,094 F1 · kind: The transaction being reported was effected pursuant to a previously established Rule 10b5-1 trading plan. F2 · price: Price represents the weighted average sale price of the shares sold. The sale price ranged from $24.51 to $25.22 per share. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 00:43 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass B Common Stock · Derivative | 22,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013483 · doc4.xml · derivative · entry 7 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 22,090 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. F6 · 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. F6 · 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. F6 · 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 |
| February 22, 2021 Filed Feb 24, 2021 00:43 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 635,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013483 · doc4.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 948,236 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: The Reporting Person converted Class B Common Stock represented by vested restriced stock units reported on Table I into Class A Common Stock pursuant to the terms of the Class B Common Stock. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 00:43 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 635,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013483 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,288 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: The Reporting Person converted Class B Common Stock represented by vested restriced stock units reported on Table I into Class A Common Stock pursuant to the terms of the Class B Common Stock. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 00:43 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 22,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013483 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 948,236 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. Read SEC document |
| January 30, 2021 Filed Feb 3, 2021 00:37 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 34,744 | $19.71 | $684,804.24 |
DisclosureSEC source: 0001209191-21-006966 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926,146 F1 · kind: Shares withheld to cover tax obligation from settlement of vested restricted stock units. Read SEC document |
| January 28, 2021 Filed Jan 29, 2021 23:59 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 11,365 | $20.74 | $235,710.10 |
DisclosureSEC source: 0001209191-21-006231 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960,890 F1 · kind: Shares withheld to cover tax obligation from settlement of vested restricted stock units. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 01:25 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantStock Appreciation Rights · Derivative | 227,732 | $0.00 Strike: $21.35 | $0.00 |
DisclosureSEC source: 0001209191-21-005970 · doc4.xml · derivative · entry 5 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,732 Underlying: Class A Common Stock · 227,732 shares Expires 2031-01-26 F5 · derivative.exercise_date: Vests in four equal installments of 25% on each of January 28, 2022, January 27, 2023, January 26, 2024, and January 24, 2025, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 01:25 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 105,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005970 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 972,255 F1 · shares: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 28, 2022, January 27, 2023, January 26, 2024, and January 24, 2025, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 25, 2021 Filed Jan 28, 2021 01:54 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 160,728 | $21.24 | $3,413,862.72 |
DisclosureSEC source: 0001209191-21-005790 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866,869 F2 · kind: Shares withheld to cover tax obligation from settlement of vested restricted stock units. Read SEC document |
| January 25, 2021 Filed Jan 28, 2021 01:54 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 338,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-005790 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027,597 F1 · kind: On January 30, 2018, the reporting person was granted performance-based restricted stock units (PSRUs). Each PRSU represents a contingent right to receive shares of the Issuer's Class B common stock upon settlement. 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. The PRSUs vest at the end of a three-year period following the grant on the date that the Board of Directors certifies attainment, based on the Issuer's satisfaction of certain performance criteria. The performance criteria were met on January 25, 2021, resulting in the issuance of 338,351 vested PRSUs. Read SEC document |
| January 25, 2021 Filed Apr 21, 2023 22:36 UTC Amendment | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass B Common Stock · Derivative | 160,728 | $21.24 | $3,413,862.72 |
DisclosureSEC source: 0001209191-23-025258 · doc4a.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 797,272 Underlying: Class A Common Stock · 160,728 shares Expires not disclosed F3 · 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. F5 · kind: Shares withheld to cover tax obligation from settlement of vested PRSUs and RSUs. F3 · 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. F3 · 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 25, 2021 Filed Apr 21, 2023 22:36 UTC Amendment | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass B Common Stock · Derivative | 338,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025258 · doc4a.xml · derivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 958,000 Underlying: Class A Common Stock · 338,351 shares Expires not disclosed F1 · security: Represents shares of Class B common stock issued upon the settlement of restricted stock units with performance-based vesting criteria (PRSUs). The performance criteria were met on January 25, 2021. F2 · security: This Form 4/A is being filed to correct the disclosure relating to the issuance of shares of Class B common stock upon settlement of PRSUs set forth in the Form 4 filed on January 27, 2021 (the "Original Form 4"), which were inadvertently disclosed in Table I instead of Table II in the Original Form 4. F3 · 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. F3 · 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. F3 · 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. F4 · balance_after: Includes 174,564 shares of Class B common stock subject to restricted stock units, (i) 87,560 of which were awarded in 2018, which vest on two equal installments beginning on January 30, 2021 and (ii) 87,004 of which were awarded in 2019, of which 26,294 vest on January 30, 2021, and the remainder of which vest in two equal installments beginning January 30, 2022. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 23:31 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 1,031,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064500 · doc4.xml · nonDerivative · entry 4 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,031,690 F2 · ownership.nature: The shares are held in an irrevocable trust to which Mr. Bergh is Investment Direction Adviser and of which Mr. Bergh's family members are beneficiaries. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 23:31 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 1,031,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064500 · doc4.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 689,246 Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 23:31 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 44,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064500 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720,936 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: The Reporting Person converted Class B Common Stock represented by vested restriced stock units reported on Table I into Class A Common Stock pursuant to the terms of the Class B Common Stock. Read SEC document |
| December 17, 2020 Filed Dec 18, 2020 23:31 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 44,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064500 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,676,589 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: The Reporting Person converted Class B Common Stock represented by vested restriced stock units reported on Table I into Class A Common Stock pursuant to the terms of the Class B Common Stock. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 21:54 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 4,056 | $20.25 | $82,134.00 |
DisclosureSEC source: 0001209191-20-062977 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720,936 F1 · kind: Represents shares withheld by Levi Strauss & Co. for certain payroll taxes. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:00 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 6,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034107 · doc4.xml · nonDerivative · entry 4 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,507 F2 · ownership.nature: The shares are held by the Charles V Bergh Tr Ua 02/25/2019 Charles Bergh 2019 Trust. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:00 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 6,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034107 · doc4.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,724,992 Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:00 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 6,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034107 · doc4.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,731,499 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: The Reporting Person converted Class B Common Stock represented by vested restriced stock units reported on Table I into Class A Common Stock pursuant to the terms of the Class B Common Stock. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:00 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass A Common Stock | 6,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-034107 · doc4.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,724,992 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: The Reporting Person converted Class B Common Stock represented by vested restriced stock units reported on Table I into Class A Common Stock pursuant to the terms of the Class B Common Stock. Read SEC document |
| May 12, 2020 Filed May 14, 2020 20:32 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 5,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-003624 · primarydocument.xml · derivative · entry 4 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,862 shares Expires 2020-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: On May 12, 2020, the Reporting Person was granted 5,862 RSUs, all of which vested on the grant date. Read SEC document |
| May 12, 2020 Filed May 14, 2020 20:32 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 5,862 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-003624 · primarydocument.xml · derivative · entry 3 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,862 Underlying: Common Stock · 5,862 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU') represents a contingent right to receive one share of HP common stock. F4 · shares: On May 12, 2020, the Reporting Person was granted 5,862 RSUs, all of which vested on the grant date. F4 · price: On May 12, 2020, the Reporting Person was granted 5,862 RSUs, all of which vested on the grant date. F4 · derivative.exercise_date: On May 12, 2020, the Reporting Person was granted 5,862 RSUs, all of which vested on the grant date. F4 · derivative.expiration_date: On May 12, 2020, the Reporting Person was granted 5,862 RSUs, all of which vested on the grant date. Read SEC document |
| May 12, 2020 Filed May 14, 2020 20:32 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 14,459 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-003624 · primarydocument.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,459 Underlying: Common Stock · 14,459 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU') represents a contingent right to receive one share of HP common stock. F2 · shares: On May 12, 2020, the Reporting Person was granted 14,459 RSUs, all of which vested on the grant date. F2 · price: On May 12, 2020, the Reporting Person was granted 14,459 RSUs, all of which vested on the grant date. F2 · derivative.exercise_date: On May 12, 2020, the Reporting Person was granted 14,459 RSUs, all of which vested on the grant date. F3 · derivative.exercise_date: The reporting person elected to defer the receipt of common stock until April 1, 2027. F2 · derivative.expiration_date: On May 12, 2020, the Reporting Person was granted 14,459 RSUs, all of which vested on the grant date. Read SEC document |
| May 12, 2020 Filed May 14, 2020 20:32 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units | 5,862 | $14.87 | $87,167.94 |
DisclosureSEC source: 0001562180-20-003624 · primarydocument.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,096 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 |
| April 15, 2020 Filed Apr 16, 2020 21:33 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | ConversionClass B Common Stock · Derivative | 905,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-024673 · doc4.xml · derivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 733,065 Underlying: Class A Common Stock · 905,525 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. F3 · 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. F3 · 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. F3 · 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. F2 · ownership.nature: The shares are held by the Charles V Bergh Tr Ua 02/25/2019 Charles Bergh 2019 Trust. 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.