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 |
|---|---|---|---|---|---|---|
| March 25, 2019 Filed Apr 21, 2023 22:28 UTC Amendment | LEVI STRAUSS & CO LEVI · Entity 3651 | OtherCommon Stock | 1,638,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025250 · doc4a.xml · nonDerivative · entry 3 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · security: Immediately prior to the closing of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. 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 · ownership.nature: The shares are held by Charles V. Bergh, as trustee of the Charles Bergh 2019 Trust UA 2/25/2019. Read SEC document |
| March 25, 2019 Filed Apr 21, 2023 22:28 UTC Amendment | LEVI STRAUSS & CO LEVI · Entity 3651 | OtherCommon Stock | 477,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025250 · doc4a.xml · nonDerivative · entry 2 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · security: Immediately prior to the closing of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. 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 · security: This Form 4/A is being filed to correct the disclosure relating to RSUs set forth in the Form 4 filed on March 27, 2019 (the "Original Form 4"), which were inadvertently disclosed in Table I instead of Table II in the Original Form 4. As a result, certain subsequent instances of withholding of shares to satisfy tax liabilities and conversions of resulting shares of Class B common stock to Class A common stock were reported solely within Table I. F3 · shares: Each share is represented by a restricted stock unit (RSU) that may be settled in shares of Class B Common Stock. Each RSU represents a contingent right to receive one share of the Issuer's Class B Common Stock upon settlement. Of these RSUs, (i) 225,010 RSUs vest on February 1, 2020, (ii) 131,350 RSUs vest in four equal annual installments beginning on January 30, 2019, and (iii) 121,420 RSUs vest in four equal annual installments beginning on January 30, 2020. Read SEC document |
| March 25, 2019 Filed Apr 21, 2023 22:28 UTC Amendment | LEVI STRAUSS & CO LEVI · Entity 3651 | OtherCommon Stock | 22,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025250 · doc4a.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,780 F1 · security: Immediately prior to the closing of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. 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 24, 2018 Filed Apr 27, 2018 00:25 UTC | HP INC HPQ · Entity 642 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 32,564 | Not disclosed Strike: $21.30 | Not disclosed |
DisclosureSEC source: 0001562180-18-002020 · primarydocument.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,564 Underlying: Common Stock · 32,564 shares Expires 2028-04-23 F4 · date: On April 24, 2018, the reporting person was granted an option to purchase a total of 32,564 shares, vesting in full on the grant date. F4 · price: On April 24, 2018, the reporting person was granted an option to purchase a total of 32,564 shares, vesting in full on the grant date. F4 · derivative.exercise_date: On April 24, 2018, the reporting person was granted an option to purchase a total of 32,564 shares, vesting in full on the grant date. Read SEC document |
| April 24, 2018 Filed Apr 27, 2018 00:25 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 7,312 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-002020 · primarydocument.xml · derivative · entry 1 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,312 Underlying: Common Stock · 7,312 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP's common stock. F2 · shares: On April 24, 2018, the Reporting Person was granted 7,312 RSUs, all of which will cliff vest on the grant date. F2 · price: On April 24, 2018, the Reporting Person was granted 7,312 RSUs, all of which will cliff vest on the grant date. F2 · derivative.exercise_date: On April 24, 2018, the Reporting Person was granted 7,312 RSUs, all of which will cliff vest on the grant date. F3 · derivative.exercise_date: The reporting person elected to defer the receipt of common stock until April 1, 2025. F2 · derivative.expiration_date: On April 24, 2018, the Reporting Person was granted 7,312 RSUs, all of which will cliff vest on the grant date. Read SEC document |
| May 18, 2017 Filed May 22, 2017 21:20 UTC | HP INC HPQ · Entity 642 | GrantRestricted Stock Units · Derivative | 5,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-002050 · primarydocument.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,325 Underlying: Common Stock · 5,325 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of HP common stock. F3 · shares: On May 18, 2017 the reporting person was granted 5,325 RSUs, all of which will cliff vest on the one year anniversary of the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F3 · price: On May 18, 2017 the reporting person was granted 5,325 RSUs, all of which will cliff vest on the one year anniversary of the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F3 · derivative.exercise_date: On May 18, 2017 the reporting person was granted 5,325 RSUs, all of which will cliff vest on the one year anniversary of the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. F3 · derivative.expiration_date: On May 18, 2017 the reporting person was granted 5,325 RSUs, all of which will cliff vest on the one year anniversary of the grant date. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. Read SEC document |
| May 18, 2017 Filed May 22, 2017 21:20 UTC | HP INC HPQ · Entity 642 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,110 | Not disclosed Strike: $18.78 | Not disclosed |
DisclosureSEC source: 0001562180-17-002050 · primarydocument.xml · derivative · entry 1 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,110 Underlying: Common Stock · 26,110 shares Expires 2027-05-18 F1 · price: On May 18, 2017, the reporting person was granted an option to purchase a total of 26,110 shares, vesting in full on the one year anniversary of the grant date. F1 · derivative.exercise_date: On May 18, 2017, the reporting person was granted an option to purchase a total of 26,110 shares, vesting in full on the one year anniversary of the grant date. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 21:08 UTC | HP INC HPQ · Entity 642 | Exercise / conversionRestricted Stock Units · Derivative | 4,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-16-003498 · primarydocument.xml · derivative · entry 2 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,234 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 restricted stock unit represents a contingent right to receive one share of HP common stock. F2 · shares: On 11/10/2015 the reporting person was granted 4,075 restricted stock units ("RSUs"), all of which vested on 11/10/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 159 vested dividend equivalent rights. F2 · price: On 11/10/2015 the reporting person was granted 4,075 restricted stock units ("RSUs"), all of which vested on 11/10/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 159 vested dividend equivalent rights. F2 · derivative.exercise_date: On 11/10/2015 the reporting person was granted 4,075 restricted stock units ("RSUs"), all of which vested on 11/10/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 159 vested dividend equivalent rights. F2 · derivative.expiration_date: On 11/10/2015 the reporting person was granted 4,075 restricted stock units ("RSUs"), all of which vested on 11/10/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 159 vested dividend equivalent rights. F2 · derivative.underlying_shares: On 11/10/2015 the reporting person was granted 4,075 restricted stock units ("RSUs"), all of which vested on 11/10/2016. Dividend equivalent rights accrue with respect to these RSUs when and as dividends are paid on HP common stock. The number of derivative securities in column 5 includes 159 vested dividend equivalent rights. F3 · balance_after: The share amounts reported reflect the conversion of the awards upon the distribution of the Hewlett Packard Enterprise shares on November 1, 2015. Read SEC document |
| November 10, 2016 Filed Nov 15, 2016 21:08 UTC | HP INC HPQ · Entity 642 | Exercise / conversionCommon Stock | 4,234 | $15.49 | $65,584.66 |
DisclosureSEC source: 0001562180-16-003498 · primarydocument.xml · nonDerivative · entry 1 Bergh Charles V · CIK 0001436534 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,234 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.