Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIVE BELOW, INCFIVE · Entity 3393 | Director | August 03, 2026 | August 05, 2026 |
| Macy's, Inc.M · Entity 3820 | Director | September 30, 2026 | October 02, 2026 |
| Vitamin Shoppe, Inc.VSI · Entity 16967 | Director | April 07, 2017 | April 10, 2017 |
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.
FIVE BELOW, INC
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,402 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Grant · Acquired 97 · Balance 14,402 F1: The shares were issued to the reporting person pursuant to the Five Below, Inc. Compensation Policy for Non-Employee Directors in lieu of a quarterly retainer payment of $22,500.00, less applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued to the reporting person pursuant to the Five Below, Inc. Compensation Policy for Non-Employee Directors in lieu of a quarterly retainer payment of $22,500.00, less applicable tax withholdings.
Macy's, Inc.
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,235 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,235 · Balance 1,235 F1: 1-for-1 conversion. F3: The price noted is the average of the value of the stock units granted each month during the quarter for which this report is filed. F2: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1 conversion.
F2: Units are to be settled in Common Stock upon the Reporting Person's termination from the Board of Directors.
F3: The price noted is the average of the value of the stock units granted each month during the quarter for which this report is filed.
Vitamin Shoppe, Inc.
Report date April 07, 2017 · Filed April 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 60,185 |
Reported balance
After 2017-04-07 transaction · row 1
1 source rowRow 1 · 2017-04-07 · Tax withholding · Disposed 805 · Balance 60,185 F1: Amount reflects tax withholding obligations upon the vesting of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount reflects tax withholding obligations upon the vesting of restricted stock.
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 03, 2017 Filed Mar 6, 2017 21:12 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | SaleCommon Stock, par value $0.01 | 100,000 | $22.24 | $2,224,000.00 |
DisclosureSEC source: 0001360530-17-000010 · wf-form4_148883472628002.xml · nonDerivative · entry 2 MARKEE RICHARD L · CIK 0001043029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,990 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.78 to $22.70, inclusive. The reporting person undertakes to provide to Vitamin Shoppe, Inc., any security holder of Vitamin Shoppe, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:12 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | Exercise / conversionCommon Stock, par value $0.01 | 100,000 | $15.11 | $1,511,000.00 |
DisclosureSEC source: 0001360530-17-000010 · wf-form4_148883472628002.xml · nonDerivative · entry 1 MARKEE RICHARD L · CIK 0001043029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,990 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.