Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PRICESMART INCPSMT · Entity 3872 | Director · 10% owner | July 29, 2026 | July 30, 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.
PRICESMART INC
Report date July 29, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs co-trustee of the Robert and Allison Price Trust UDT 1/10/75 | 1,129,267 |
Reported balance
After 2026-07-29 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-29 · Gift · Disposed 6,400 · Balance 1,129,267 F1: The reporting person and his wife Allison Price are co-trustees of this trust. |
| Common StockSEC Table I · non-derivative | IndirectAs co-trustee of the Robert and Allison Price Charitable Trust | 341,475 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 341,475 F2: The reporting person and his wife Allison Price are co-trustees of this trust. The reporting person and his wife each disclaim beneficial ownership of the securities held by this trust except to the extent of their respective pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | Direct | 80 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 80 |
| Common StockSEC Table I · non-derivative | IndirectAs co-manager of The Price Group LLC | 109,257 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 109,257 F3: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectFamily Trusts | 43,000 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 43,000 |
| Common StockSEC Table I · non-derivative | IndirectAs managing member of RARSD LLC | 8,314 |
Reported balance
Holding disclosure · report date 2026-07-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 8,314 F3: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person and his wife Allison Price are co-trustees of this trust.
F2: The reporting person and his wife Allison Price are co-trustees of this trust. The reporting person and his wife each disclaim beneficial ownership of the securities held by this trust except to the extent of their respective pecuniary interest therein.
F3: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.
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 22, 2017 Filed Mar 25, 2017 00:22 UTC | PRICESMART INC PSMT · Entity 3872 | GiftCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001571049-17-002864 · price604.xml · nonDerivative · entry 3 PRICE ROBERT E · CIK 0000934818 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the Robert and Allison Price Trust UDT 1/10/75 Disclosed balance after: 816,462 F3 · ownership.nature: The reporting person and his wife Allison Price are co-trustees of this trust. Read SEC document |
| March 22, 2017 Filed Mar 25, 2017 00:22 UTC | PRICESMART INC PSMT · Entity 3872 | GiftCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001571049-17-002864 · price604.xml · nonDerivative · entry 2 PRICE ROBERT E · CIK 0000934818 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the Robert and Allison Price Charitable Trust Disclosed balance after: 1,821,158 F2 · ownership.nature: The reporting person and his wife Allison Price are co-trustees of this trust. The reporting person and his wife each disclaim beneficial ownership of the securities held by this trust except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 23:04 UTC | PRICESMART INC PSMT · Entity 3872 | GiftCommon Stock | 25,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001571049-16-020829 · price1220.xml · nonDerivative · entry 2 PRICE ROBERT E · CIK 0000934818 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the Robert and Allison Price Trust UDT 1/10/75 Disclosed balance after: 792,462 F2 · ownership.nature: The reporting person and his wife Allison Price are co-trustees of this trust. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 23:04 UTC | PRICESMART INC PSMT · Entity 3872 | GiftCommon Stock | 25,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001571049-16-020829 · price1220.xml · nonDerivative · entry 1 PRICE ROBERT E · CIK 0000934818 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the Robert and Allison Price Charitable Trust Disclosed balance after: 1,845,158 F1 · ownership.nature: The reporting person and his wife Allison Price are co-trustees of this trust. The reporting person and his wife each disclaim beneficial ownership of the securities held by this trust except to the extent of their respective pecuniary interest therein. Read SEC document |
| June 04, 2015 Filed Mar 25, 2017 00:22 UTC | PRICESMART INC PSMT · Entity 3872 | GiftCommon Stock | 18,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001571049-17-002864 · price604.xml · nonDerivative · entry 1 PRICE ROBERT E · CIK 0000934818 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As co-trustee of the Sarah Price Trust UTD 9/22/89 with footnote Disclosed balance after: 0 F1 · ownership.nature: The reporting person serves as co-trustee of this trust with his wife Allison Price and their adult daughter Sarah Price Keating. The reporting person and his wife each disclaim beneficial ownership of the securities held by this trust except to the extent of their respective pecuniary interest therein. 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.