Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BEST BUY CO INCBBY · Entity 3305 | Director | June 12, 2026 | June 16, 2026 |
| GROUP 1 AUTOMOTIVE INCGPI · Entity 1789 | Director | August 10, 2026 | August 12, 2026 |
| Ulta Beauty, Inc.ULTA · Entity 977 | Director · Chief Executive Officer | March 29, 2024 | April 02, 2024 |
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.
BEST BUY CO INC
Report date June 12, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,894 |
Reported balance
After 2026-06-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 2,611 · Balance 10,894 F1: Shares were acquired pursuant to a grant of restricted stock units under the Issuer's Omnibus Incentive Plan. The award vests in full one year from the grant date. F2: This number reflects a periodic acquisition of shares under a dividend reinvestment plan exempt from reporting under Section 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were acquired pursuant to a grant of restricted stock units under the Issuer's Omnibus Incentive Plan. The award vests in full one year from the grant date.
F2: This number reflects a periodic acquisition of shares under a dividend reinvestment plan exempt from reporting under Section 16b-3(c).
GROUP 1 AUTOMOTIVE INC
Report date August 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 336 |
Reported balance
After 2026-08-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-10 · Grant · Acquired 336 · Balance 336 F1: Each restricted stock unit represents a contingent right to receive the cash value of one share of Group 1 Automotive, Inc. common stock. F2: The restricted stock units settle on the date of the director's separation from service, as such term is defined in 1.409A-1(h) under Title 26 of the Internal Revenue Code, and will be settled in a lump sum cash payment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive the cash value of one share of Group 1 Automotive, Inc. common stock.
F2: The restricted stock units settle on the date of the director's separation from service, as such term is defined in 1.409A-1(h) under Title 26 of the Internal Revenue Code, and will be settled in a lump sum cash payment.
Ulta Beauty, Inc.
Report date March 29, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,736 |
Reported balance
After 2024-03-29 transaction · row 1
1 source rowRow 1 · 2024-03-29 · Grant · Acquired 3,667 · Balance 45,736 F1: Represents grant of 3,667 shares of restricted stock, vesting 100% on March 15, 2027 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $522.88 · Expires 2034-03-29 | Direct | 18,239 |
Reported balance
After 2024-03-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-29 · Grant · Acquired 18,239 · Balance 18,239 F2: The options, representing an initial right to purchase a total of 18,239 shares, vesting in 25% annual increments beginning March 15, 2025 and each anniversary thereafter through March 15, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of 3,667 shares of restricted stock, vesting 100% on March 15, 2027
F2: The options, representing an initial right to purchase a total of 18,239 shares, vesting in 25% annual increments beginning March 15, 2025 and each anniversary thereafter through March 15, 2028.
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 Mar 27, 2019 20:54 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 15,452 | $333.50 | $5,153,166.29 |
DisclosureSEC source: 0001567619-19-007720 · doc1.xml · nonDerivative · entry 5 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,905 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $332.400 to $334.665. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 20:54 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 7,041 | $191.76 | $1,350,182.16 |
DisclosureSEC source: 0001567619-19-007720 · doc1.xml · nonDerivative · entry 4 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,357 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 |
| March 25, 2019 Filed Mar 27, 2019 20:54 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 3,631 | $151.20 | $549,007.20 |
DisclosureSEC source: 0001567619-19-007720 · doc1.xml · nonDerivative · entry 3 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,316 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 |
| March 25, 2019 Filed Mar 27, 2019 20:54 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 1,969 | $97.89 | $192,745.41 |
DisclosureSEC source: 0001567619-19-007720 · doc1.xml · nonDerivative · entry 2 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,685 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 |
| March 25, 2019 Filed Mar 27, 2019 20:54 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 2,811 | $98.64 | $277,277.04 |
DisclosureSEC source: 0001567619-19-007720 · doc1.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,716 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 |
| March 15, 2019 Filed Mar 19, 2019 11:42 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 1,561 | $338.41 | $528,258.01 |
DisclosureSEC source: 0001567619-19-007157 · doc1.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,905 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:45 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 16,880 | $0.00 Strike: $204.27 | $0.00 |
DisclosureSEC source: 0001140361-18-016438 · doc1.xml · derivative · entry 3 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,880 Underlying: Common Stock · 16,880 shares Expires 2028-03-29 F3 · derivative.exercise_date: The options, representing a right to purchase a total of 16,880 shares of common stock, vesting in 25% annual increments beginning March 15, 2019 and each anniversary thereafter through March 15, 2022. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:45 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 1,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-016438 · doc1.xml · nonDerivative · entry 2 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,466 F2 · shares: Represents a grant of 1,656 restricted stock units, each representing one share of common stock, vesting 100% on March 15, 2021. Read SEC document |
| March 29, 2018 Filed Apr 2, 2018 20:45 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 3,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-016438 · doc1.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,810 F1 · shares: Represents 3,088 performance-based restricted share units, which were awarded on March 25, 2016 under the Amended and Restated Ulta Beauty, Inc. 2011 Incentive Award Plan. Each performance-based restricted share unit represents the right to one share of common stock, which vested based on satisfaction of certain performance goals and a time-based service vesting restriction which lapses on March 15, 2019, subject to continued employment. The Company's compensation committee certified on March 29, 2018 that the performance vesting goals were satisfied. Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 22:46 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 579 | $206.14 | $119,355.06 |
DisclosureSEC source: 0001140361-18-014126 · doc1.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,722 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:08 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock · Derivative | 5,905 | $284.99 Strike: $97.89 | $1,682,867.72 |
DisclosureSEC source: 0001209191-17-023900 · doc4.xml · derivative · entry 5 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,969 Underlying: Common Stock · 5,905 shares Expires 2024-03-28 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 options, representing an initial right to purchase a total of 7,874 shares, vest in 25% annual increments beginning March 16, 2015 and each anniversary thereafter through March 16, 2018. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:08 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock · Derivative | 8,430 | $284.99 Strike: $98.64 | $2,402,468.23 |
DisclosureSEC source: 0001209191-17-023900 · doc4.xml · derivative · entry 4 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811 Underlying: Common Stock · 8,430 shares Expires 2024-03-18 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_date: The options, representing an initial right to purchase a total of 11,241 shares of common stock, vesting in 25% annual increments beginning on 3/18/2015 and on each anniversary thereafter through 3/18/2018. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:08 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 14,335 | $284.99 | $4,085,335.95 |
DisclosureSEC source: 0001209191-17-023900 · doc4.xml · nonDerivative · entry 3 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,301 F1 · price: Weighted average price based on trades completed with prices between $284.7950 and $285.23. Reporting person shall undertake to provide a report of the shares sold at each price within the range upon request of the SEC staff, the issuer or any security holder of the issuer. Read SEC document |
| March 30, 2017 Filed Mar 31, 2017 21:08 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 5,905 | $97.89 | $578,040.45 |
DisclosureSEC source: 0001209191-17-023900 · doc4.xml · nonDerivative · entry 2 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,636 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 |
| March 30, 2017 Filed Mar 31, 2017 21:08 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 8,430 | $98.64 | $831,535.20 |
DisclosureSEC source: 0001209191-17-023900 · doc4.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,731 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 |
| March 24, 2017 Filed Mar 28, 2017 22:19 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 8,771 | $0.00 Strike: $281.53 | $0.00 |
DisclosureSEC source: 0001209191-17-023190 · doc4.xml · derivative · entry 3 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,771 Underlying: Common Stock · 8,771 shares Expires 2027-03-24 F3 · derivative.exercise_date: The options, representing a right to purchase a total of 8,771 shares of common stock, vesting in 25% annual increments beginning on 3/15/2018 and on each anniversary thereafter through 3/15/2021. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 22:19 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023190 · doc4.xml · nonDerivative · entry 2 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,301 F2 · shares: Represents a grant of 874 restricted stock units, each representing one share of common stock, vesting 100% on 3/15/2020. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 22:19 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-023190 · doc4.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,427 F1 · shares: Represents 1,298 performance-based restricted share units, which were awarded on March 27, 2015 under the Amended and Restated Ulta Beauty, Inc. 2011 Incentive Award Plan. Each performance-based restricted share unit represents the right to one share of common stock, which vested based on satisfaction of certain performance goals and a time-based service vesting restriction which lapses on March 15, 2018, subject to continued employment. The Company's compensation committee certified on March 24, 2017 that the performance vesting goals were satisfied. Read SEC document |
| March 18, 2017 Filed Mar 20, 2017 22:46 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 214 | $288.81 | $61,805.34 |
DisclosureSEC source: 0001209191-17-021839 · doc4.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,129 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock grant previously reported. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 21:03 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 142 | $286.82 | $40,728.44 |
DisclosureSEC source: 0001209191-17-021439 · doc4.xml · nonDerivative · entry 2 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,343 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock grant previously reported. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 21:03 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 76 | $287.78 | $21,871.28 |
DisclosureSEC source: 0001209191-17-021439 · doc4.xml · nonDerivative · entry 1 Kimbell David C · CIK 0001553883 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,485 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of a restricted stock grant previously reported. 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.