Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Director · Chief Executive Officer | September 02, 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.
HELEN OF TROY LTD
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 235,968 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Tax withholding · Disposed 4,793 · Balance 235,968 F1: This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Uzzell's September 3, 2025 Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Uzzell's September 3, 2025 Form 4.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STATE BANK FINANCIAL CORP
Report date January 01, 2019 · Filed January 03, 2019
Section 16 reporting ended · disclosed 2019-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-01-01 transaction · row 1
1 source rowRow 1 · 2019-01-01 · Disposition to issuer · Disposed 886 · Balance 0 F1: Disposed of pursuant to an agreement and plan of merger between STBZ and Cadence Bancorporation ("Cadence") in exchange for 1,126 shares of Cadence Class A common stock having a market value of $16.78 per share as of December 31, 2018, the last trading day before the effective date of the merger, which represents an exchange ratio of 1.271 shares of Cadence Class A common stock for each share of STBZ common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to an agreement and plan of merger between STBZ and Cadence Bancorporation ("Cadence") in exchange for 1,126 shares of Cadence Class A common stock having a market value of $16.78 per share as of December 31, 2018, the last trading day before the effective date of the merger, which represents an exchange ratio of 1.271 shares of Cadence Class A common stock for each share of STBZ common 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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 4, 2026 13:42 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Shares, Par value $0.10 per share | 4,793 | $28.59 | $137,031.87 |
DisclosureSEC source: 0000916789-26-000123 · wk-form4_1788529338.xml · nonDerivative · entry 1 Uzzell George Scott · CIK 0001726632 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,968 F1 · kind: This transaction reflects the withholding of common shares as satisfaction of estimated tax liability on the vesting of restricted stock awards. The grant of the restricted stock awards was previously reported as beneficially owned in Mr. Uzzell's September 3, 2025 Form 4. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 14:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 109,289 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-26-000032 · wk-form4_1773154323.xml · nonDerivative · entry 1 Uzzell George Scott · CIK 0001726632 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,761 F1 · price: Restricted stock awards reported as Non-Derivative Securities. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 20:32 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 40,453 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-25-000077 · wk-form4_1756931557.xml · nonDerivative · entry 2 Uzzell George Scott · CIK 0001726632 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,472 F2 · price: Time-vested restricted stock award reported as Non-Derivative Security vesting in three equal installments on September 2, 2026, September 2, 2027 and September 2, 2028. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 20:32 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 91,019 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-25-000077 · wk-form4_1756931557.xml · nonDerivative · entry 1 Uzzell George Scott · CIK 0001726632 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,019 F1 · price: Performance-based restricted stock award reported as a Non-Derivative Security that vests measured on a three year performance period commencing on September 1, 2025 and ending on August 31, 2028. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 13:46 UTC | STATE BANK FINANCIAL CORP STBZ · Entity 161358 | Disposition to issuerCOMMON STOCK | 886 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001497275-19-000035 · wf-form4_154654115081759.xml · nonDerivative · entry 1 Uzzell George Scott · CIK 0001726632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to an agreement and plan of merger between STBZ and Cadence Bancorporation ("Cadence") in exchange for 1,126 shares of Cadence Class A common stock having a market value of $16.78 per share as of December 31, 2018, the last trading day before the effective date of the merger, which represents an exchange ratio of 1.271 shares of Cadence Class A common stock for each share of STBZ common stock. Read SEC document |
| May 23, 2018 Filed May 25, 2018 11:17 UTC | STATE BANK FINANCIAL CORP STBZ · Entity 161358 | GrantCOMMON STOCK | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001497275-18-000072 · wf-form4_152726140998676.xml · nonDerivative · entry 1 Uzzell George Scott · CIK 0001726632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 886 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.