Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | Director | October 24, 2025 | October 27, 2025 |
| H&R BLOCK INCHRB · Entity 533 | Director · President & CEO | November 19, 2025 | November 20, 2025 |
| LEVI STRAUSS & COLEVI · Entity 3651 | Director | August 05, 2026 | August 07, 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.
ADVANCE AUTO PARTS INC
Report date October 24, 2025 · Filed October 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,453.417 |
Reported balance
After 2025-10-24 transaction · row 1
1 source rowRow 1 · 2025-10-24 · Grant · Acquired 63.081 · Balance 15,453.417 F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives
H&R BLOCK INC
Report date November 19, 2025 · Filed November 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 861,312.842 |
Ending reported balance
After 2025-11-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-11-19 · Exercise / conversion · Acquired 128,818 · Balance 1,035,130.842 Row 2 · 2025-11-19 · Gift · Disposed 45,000 · Balance 990,130.842 F1: Reflects a gift of common stock to a charitable donor advised fund. Row 3 · 2025-11-19 · Sale · Disposed 128,818 · Balance 861,312.842 F2: The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.73 · Expires 2027-08-21 | Direct | 0 |
Reported balance
After 2025-11-19 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-19 · Exercise / conversion · Disposed 128,818 · Balance 0 F3: The options vested in three equal annual installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a gift of common stock to a charitable donor advised fund.
F2: The price used is a weighted average of prices within the range of $44.500 to $44.850. The reporting person will provide full details of the price information reported upon a request from the Commission or any shareholder.
F3: The options vested in three equal annual installments beginning on the first anniversary of the grant date.
LEVI STRAUSS & CO
Report date August 05, 2026 · Filed August 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,590 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 67 · Balance 10,590 F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain underlying awards are fully vested and are subject to a deferred delivery feature, these same terms apply to the related DERs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights (DERs), each of which represents a contingent right to receive one share of the issuer's Class A Common Stock upon settlement. The DERs vest and are delivered consistent with the underlying awards to which they relate. Unvested awards and the related DERs vest as to 100% of the shares on the earlier of the day before the next Annual Stockholder Meeting or the first anniversary of the date of grant of the underlying award. Certain underlying awards are fully vested and are subject to a deferred delivery feature, these same terms apply to the related DERs.
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 |
|---|---|---|---|---|---|---|
| July 03, 2018 Filed Jul 5, 2018 20:39 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 43 | $23.28 | $1,001.04 |
DisclosureSEC source: 0001225208-18-011462 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,807.35 Read SEC document |
| June 30, 2018 Filed Jul 3, 2018 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 48,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011344 · doc4.xml · nonDerivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO - Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,096.317 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 20:32 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 4,070 | $22.78 | $92,714.60 |
DisclosureSEC source: 0001225208-18-011344 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · Director · President & CEO - Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,808.317 Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:35 UTC | H&R BLOCK INC HRB · Entity 533 | GrantStock Option (Right to Buy) · Derivative | 273,905 | $0.00 Strike: $29.73 | $0.00 |
DisclosureSEC source: 0001225208-17-014301 · doc4.xml · derivative · entry 2 Jones Jeffrey J II · CIK 0001546303 · President & CEO - Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,905 Underlying: Common Stock · 273,905 shares Expires 2027-08-21 F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on August 21, 2018. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:35 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 164,394 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014301 · doc4.xml · nonDerivative · entry 1 Jones Jeffrey J II · CIK 0001546303 · President & CEO - Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,394 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2013 Long Term Incentive Plan. The restrictions lapse as follows: (1) with regard to 138,749 restricted share units, in three equal annual installments beginning on the first anniversary of the grant date; and (2) with regard to 25,645 restricted share units, in three equal annual installments beginning on June 30, 2018. 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.