Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRICESMART INCPSMT · Entity 3872 | EVP - CLO, CRCO | September 17, 2026 | September 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.
PRICESMART INC
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par value per shareSEC Table I · non-derivative | Direct | 78,264 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 2,943 · Balance 78,264 F1: Award of restricted stock subject to vesting. 2,943 shares vest on October 26, 2031, subject to continued service through vesting date. |
| Common Stock, $0.0001 par value per shareSEC Table I · non-derivative | IndirectBy Spouse | 389 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 389 |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock subject to vesting. 2,943 shares vest on October 26, 2031, subject to continued service through vesting date.
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 04, 2019 Filed Apr 5, 2019 21:30 UTC | PRICESMART INC PSMT · Entity 3872 | Tax withholdingCommon Stock, $0.0001 par value per share | 594 | $60.58 | $35,984.52 |
DisclosureSEC source: 0001209191-19-023851 · doc4.xml · nonDerivative · entry 1 Velasco Francisco · CIK 0001679707 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,961 Read SEC document |
| October 23, 2018 Filed Nov 2, 2018 23:45 UTC | PRICESMART INC PSMT · Entity 3872 | GrantCommon Stock, $0.0001 par value per share | 377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057044 · doc4.xml · nonDerivative · entry 1 Velasco Francisco · CIK 0001679707 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,555 F1 · shares: Award of restricted stock, subject to vesting. All shares vest August 29, 2019, subject to continued service through such vesting date. Read SEC document |
| August 29, 2018 Filed Aug 31, 2018 18:21 UTC | PRICESMART INC PSMT · Entity 3872 | Tax withholdingCommon Stock, $0.0001 par value per share | 766 | $86.25 | $66,067.50 |
DisclosureSEC source: 0001209191-18-049052 · doc4.xml · nonDerivative · entry 1 Velasco Francisco · CIK 0001679707 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,178 Read SEC document |
| April 04, 2018 Filed Apr 6, 2018 20:52 UTC | PRICESMART INC PSMT · Entity 3872 | GrantCommon Stock, $0.0001 par value per share | 3,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-024219 · doc4.xml · nonDerivative · entry 1 Velasco Francisco · CIK 0001679707 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,944 F1 · shares: Award of restricted stock, subject to vesting. 1,745 shares will vest one year from the date of grant, an additional 873 shares will vest two years from the date of grant and an additional 872 shares will vest three years from the date of grant. Read SEC document |
| August 29, 2017 Filed Sep 1, 2017 00:57 UTC | PRICESMART INC PSMT · Entity 3872 | Tax withholdingCommon Stock, $0.0001 par value per share | 832 | $81.10 | $67,475.20 |
DisclosureSEC source: 0001209191-17-050981 · doc4.xml · nonDerivative · entry 1 Velasco Francisco · CIK 0001679707 · EVP, GC and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,453 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.