Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ACUITY INC. (DE)AYI · Entity 2588 | SVP & Chief Financial Officer | September 01, 2026 | September 04, 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.
ACUITY INC. (DE)
Report date September 01, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,447 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Sale · Disposed 2,000 · Balance 17,447 F1: The transaction reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 29,2025. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 302.409 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 302.409 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported in this Form 4 occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on October 29,2025.
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 06, 2022 Filed Jul 8, 2022 20:35 UTC | ACUITY INC. (DE) AYI · Entity 2588 | SaleCommon Stock | 4,318 | $153.23 | $661,647.14 |
DisclosureSEC source: 0001144215-22-000076 · wf-form4_165731248516381.xml · nonDerivative · entry 5 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,138 F3 · shares: The shares underlying this sale were held by reporting person for the benefit of the reporting person's ex-husband pursuant to a divorce decree. Reporting person received no economic benefit from the sale of these shares. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.00 to $153.66, inclusive. The Reporting Person undertakes to provide to Acuity Brands, Inc., any security holder of Acuity Brands, Inc., or the staff of the Security and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F5 · balance_after: The total direct shares owned includes 11,127 time-vesting restricted stock/units and 4 shares held in the employee stock purchase plan. Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 20:35 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Exercise / conversionCommon Stock | 1,468 | $116.36 | $170,816.48 |
DisclosureSEC source: 0001144215-22-000076 · wf-form4_165731248516381.xml · nonDerivative · entry 4 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,456 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 · balance_after: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. F2 · ownership.direct: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 20:35 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Exercise / conversionCommon Stock | 1,002 | $135.63 | $135,901.26 |
DisclosureSEC source: 0001144215-22-000076 · wf-form4_165731248516381.xml · nonDerivative · entry 3 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,988 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 · balance_after: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. F2 · ownership.direct: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 20:35 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Exercise / conversionCommon Stock | 728 | $103.74 | $75,522.72 |
DisclosureSEC source: 0001144215-22-000076 · wf-form4_165731248516381.xml · nonDerivative · entry 2 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,986 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 · balance_after: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. F2 · ownership.direct: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| July 06, 2022 Filed Jul 8, 2022 20:35 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Exercise / conversionCommon Stock | 1,120 | $62.54 | $70,044.80 |
DisclosureSEC source: 0001144215-22-000076 · wf-form4_165731248516381.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,258 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 · balance_after: Since the date of the reporting person's last ownership report, she transferred 6,006 shares of the Company's common stock to her ex-husband pursuant to a divorce decree. F2 · balance_after: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. F2 · ownership.direct: The shares were acquired pursuant to an option exercise at the direction of, and are held for the benefit of, the reporting person's ex-husband pursuant to a divorce decree. The reporting person disclaims beneficial ownership of these shares. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:31 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 133 | $182.74 | $24,304.42 |
DisclosureSEC source: 0001144215-22-000042 · wf-form4_164634307779015.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,144 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. F2 · balance_after: The total direct shares owned includes 11,127 time-vesting restricted stock/units and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 21:02 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 413 | $205.85 | $85,016.05 |
DisclosureSEC source: 0001144215-21-000099 · wf-form4_163536851509299.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,277 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. F2 · balance_after: The total direct shares owned includes 11,505 time-vesting restricted stock/units and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 22:51 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 53 | $207.02 | $10,972.06 |
DisclosureSEC source: 0001144215-21-000093 · wf-form4_163528869175308.xml · nonDerivative · entry 3 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,690 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. F3 · balance_after: The total direct shares owned includes 12,874 time-vesting restricted shares/units and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 22:51 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 3,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-21-000093 · wf-form4_163528869175308.xml · nonDerivative · entry 2 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,743 F2 · shares: The shares being reported result from the grant of a restricted stock unit award pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The restricted stock units vest in equal annual installments over a three-year period and will become fully vested on October 25, 2024. Read SEC document |
| October 24, 2021 Filed Oct 26, 2021 22:51 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 215 | $204.65 | $43,999.75 |
DisclosureSEC source: 0001144215-21-000093 · wf-form4_163528869175308.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,120 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:43 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 64 | $180.98 | $11,582.72 |
DisclosureSEC source: 0001144215-21-000077 · wf-form4_163070177855177.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,335 F1 · shares: As required under the Company's processes for such events, the transaction shown reports the withholding of stock to cover tax liability associated with the vesting of restricted stock/units held by the reporting person. F2 · balance_after: The total direct shares owned includes 10,139 time-vesting restricted shares/restricted stock units and 4 shares held in the employee stock purchase plan. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 22:04 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 305 | $181.12 | $55,241.60 |
DisclosureSEC source: 0001144215-21-000075 · wf-form4_162975627352585.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,399 F1 · shares: As required under the Company's processes for such events, the transaction shown reports the withholding of stock to cover tax liability associated with the vesting of restricted stock held by the reporting person. F2 · balance_after: The total direct shares owned includes 10,351 time-vesting restricted shares/restricted stock units and 4 shares held in the employee stock purchase plan. Read SEC document |
| April 05, 2021 Filed Apr 5, 2021 22:59 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Exercise / conversionNon-Qualified Stock Option · Derivative | 1,150 | $0.00 Strike: $46.29 | $0.00 |
DisclosureSEC source: 0001144215-21-000044 · wf-form4_161766348337960.xml · derivative · entry 3 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,150 shares Expires 2021-10-24 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: This option vested in equal annual installments over a three-year period and was fully vested on October 24, 2014. Read SEC document |
| April 05, 2021 Filed Apr 5, 2021 22:59 UTC | ACUITY INC. (DE) AYI · Entity 2588 | SaleCommon Stock | 1,150 | $173.00 | $198,950.00 |
DisclosureSEC source: 0001144215-21-000044 · wf-form4_161766348337960.xml · nonDerivative · entry 2 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,704 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 5, 2021 in order to facilitate exercise prior to the awards' expiration on October 24, 2021. F2 · balance_after: The total direct shares owned consists of 9,337 shares held in brokerage accounts, 11,363 time-vesting restricted shares and 4 shares held in the employee stock purchase plan. Read SEC document |
| April 05, 2021 Filed Apr 5, 2021 22:59 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Exercise / conversionCommon Stock | 1,150 | $46.29 | $53,233.50 |
DisclosureSEC source: 0001144215-21-000044 · wf-form4_161766348337960.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,854 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 01, 2021 Filed Mar 3, 2021 23:57 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 134 | $127.19 | $17,043.46 |
DisclosureSEC source: 0001144215-21-000033 · wf-form4_161481584428449.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,704 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. F2 · balance_after: The total direct shares owned includes 11,363 time-vesting restricted shares and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 23:05 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 5,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-20-000132 · wf-form4_160383989282158.xml · nonDerivative · entry 3 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,838 F2 · shares: The shares being reported result from the award of restricted stock units pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. The restricted stock units will vest in equal annual installments over a four-year period and will become fully vested on October 26, 2024. F3 · balance_after: The total direct shares owned includes 11,741 time-vesting restricted stock or restricted stock units and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 25, 2020 Filed Oct 27, 2020 23:05 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 53 | $94.69 | $5,018.57 |
DisclosureSEC source: 0001144215-20-000132 · wf-form4_160383989282158.xml · nonDerivative · entry 2 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,360 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. Read SEC document |
| October 24, 2020 Filed Oct 27, 2020 23:05 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 281 | $94.69 | $26,607.89 |
DisclosureSEC source: 0001144215-20-000132 · wf-form4_160383989282158.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,413 F1 · shares: The transaction(s) report(s) the withholding of stock to cover tax liability associated with the vesting of restricted stock or restricted stock units held by the reporting person. Such withholding is required under the Company's standard processes for such events. Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 21:11 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 64 | $108.96 | $6,973.44 |
DisclosureSEC source: 0001144215-20-000114 · wf-form4_159916747390126.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,694 F1 · shares: As required under the Company's processes for such events, the transaction shown reports the withholding of stock to cover tax liability associated with the vesting of restricted stock held by the reporting person. F2 · balance_after: The total direct shares owned includes 7,366 time-vesting restricted shares and 4 shares held in the employee stock purchase plan. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 20:32 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 305 | $109.25 | $33,321.25 |
DisclosureSEC source: 0001144215-20-000112 · wf-form4_159804191705558.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,758 F1 · shares: As required under the Company's processes for such events, the transaction shown reports the withholding of stock to cover tax liability associated with the vesting of restricted stock held by the reporting person. F2 · balance_after: The total direct shares owned includes 7,578 time-vesting restricted shares and 4 shares held in the employee stock purchase plan. Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 21:46 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 134 | $102.86 | $13,783.24 |
DisclosureSEC source: 0001144215-20-000032 · wf-form4_158327195825537.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,063 F1 · shares: The transaction(s) reported relate(s) to the vesting of restricted stock held by the reporting person. F2 · balance_after: The total direct shares owned includes 8,590 time-vesting restricted shares and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 26, 2019 Filed Oct 28, 2019 22:58 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 62 | $124.90 | $7,743.80 |
DisclosureSEC source: 0001144215-19-000110 · wf-form4_157230350439803.xml · nonDerivative · entry 4 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,197 F3 · shares: The transaction(s) reported relate(s) to the vesting of restricted stock held by the reporting person. F4 · balance_after: The total direct shares owned includes 8,968 time-vesting restricted shares and 4 shares held in the employee stock purchase plan. Read SEC document |
| October 25, 2019 Filed Oct 28, 2019 22:58 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 53 | $124.90 | $6,619.70 |
DisclosureSEC source: 0001144215-19-000110 · wf-form4_157230350439803.xml · nonDerivative · entry 3 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,259 F3 · shares: The transaction(s) reported relate(s) to the vesting of restricted stock held by the reporting person. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 22:58 UTC | ACUITY INC. (DE) AYI · Entity 2588 | Tax withholdingCommon Stock | 196 | $124.29 | $24,360.84 |
DisclosureSEC source: 0001144215-19-000110 · wf-form4_157230350439803.xml · nonDerivative · entry 2 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,312 F3 · shares: The transaction(s) reported relate(s) to the vesting of restricted stock held by the reporting person. Read SEC document |
| October 24, 2019 Filed Oct 28, 2019 22:58 UTC | ACUITY INC. (DE) AYI · Entity 2588 | GrantCommon Stock | 1,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001144215-19-000110 · wf-form4_157230350439803.xml · nonDerivative · entry 1 HOLCOM KAREN J · CIK 0001302261 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,508 F1 · shares: This restricted stock vests in equal annual installments over a four-year period and will become fully vested on October 24, 2023. F2 · shares: The shares being reported result from the award of restricted stock pursuant to the Amended and Restated Acuity Brands, Inc. 2012 Omnibus Stock Incentive Compensation Plan. 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.