Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stitch Fix, Inc.SFIX · Entity 5637 | Chief Legal Officer | September 16, 2026 | September 18, 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.
Stitch Fix, Inc.
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 428,903 |
Ending reported balance
After 2026-09-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-16 · Exercise / conversion · Acquired 25,284 · Balance 454,902 F1: Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. Row 2 · 2026-09-16 · Tax withholding · Disposed 25,999 · Balance 428,903 F2: Represents shares that have been withheld by the Company to satisfy tax withholding obligations in connection with the vesting of PSUs and restricted stock units. |
| Performance Stock UnitSEC Table II · derivative / convertible security | Direct | 101,196 |
Reported balance
After 2026-09-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-16 · Exercise / conversion · Disposed 25,284 · Balance 101,196 F1: Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F3: The PSU performance condition has been achieved and will vest based upon the following service conditions: 5/12 vested on December 17, 2025 and the remainder will vest in quarterly installments of 1/12 over the next 7 quarterly vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Performance Stock Unit ("PSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: Represents shares that have been withheld by the Company to satisfy tax withholding obligations in connection with the vesting of PSUs and restricted stock units.
F3: The PSU performance condition has been achieved and will vest based upon the following service conditions: 5/12 vested on December 17, 2025 and the remainder will vest in quarterly installments of 1/12 over the next 7 quarterly vesting dates.
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 |
|---|---|---|---|---|---|---|
| October 03, 2023 Filed Oct 4, 2023 22:32 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 21,993 | $3.38 | $74,336.34 |
DisclosureSEC source: 0001576942-23-000122 · wk-form4_1696458730.xml · nonDerivative · entry 2 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313,546 F2 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| October 03, 2023 Filed Oct 4, 2023 22:32 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 63,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-23-000122 · wk-form4_1696458730.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 335,539 F1 · shares: This grant represents the reporting person's fiscal year 2023 bonus program payout, which was awarded in the form of immediately vested restricted stock awards rather than cash. Read SEC document |
| September 13, 2023 Filed Sep 15, 2023 21:58 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 12,405 | $3.72 | $46,146.60 |
DisclosureSEC source: 0001576942-23-000101 · wf-form4_169481507415965.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,941 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| July 20, 2023 Filed Jul 22, 2023 00:58 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 9,262 | $4.21 | $39,007.84 |
DisclosureSEC source: 0001576942-23-000091 · wf-form4_168998751366599.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 284,346 F1 · kind: Shares were disposed of pursuant to a Rule 10b5-1 plan entered into on April 7, 2023. F2 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $4.175 to $4.245 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 |
| June 14, 2023 Filed Jun 16, 2023 20:25 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 24,486 | $4.77 | $116,798.22 |
DisclosureSEC source: 0001576942-23-000071 · wf-form4_168694711412928.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,608 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| March 24, 2023 Filed Mar 28, 2023 20:07 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 12,000 | $5.14 | $61,674.00 |
DisclosureSEC source: 0001576942-23-000040 · wf-form4_168003405207443.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 318,094 F1 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $5.13 to $5.16 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, 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 15, 2023 Filed Mar 16, 2023 22:05 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 4,385 | $5.21 | $22,845.85 |
DisclosureSEC source: 0001576942-23-000030 · wf-form4_167900434671512.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,094 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 22:31 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 500,000 | $0.00 Strike: $3.80 | $0.00 |
DisclosureSEC source: 0001576942-22-000111 · wf-form4_167122986939963.xml · derivative · entry 3 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 500,000 shares Expires 2032-12-14 F3 · derivative.exercise_date: 25% of the shares subject to the option grant shall vest on June 14, 2023. The remaining shares subject to the option grant shall vest as follows: 25% of the shares in equal quarterly installments over the next two (2) quarterly vesting dates; 33 1/3% of the shares in equal quarterly installments over the next four (4) quarterly vesting dates; and 16 2/3% of the shares in equal quarterly installments over the next four (4) quarterly vesting dates. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 22:31 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000111 · wf-form4_167122986939963.xml · nonDerivative · entry 2 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,479 F2 · shares: 25% of the shares subject to the restricted stock unit grant shall vest on June 14, 2023. The remaining shares subject to the restricted stock unit grant shall vest as follows: 25% of the shares in equal quarterly installments over the next two (2) quarterly vesting dates; 33 1/3% of the shares in equal quarterly installments over the next four (4) quarterly vesting dates; and 16 2/3% of the shares in equal quarterly installments over the next four (4) quarterly vesting dates. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 22:31 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Tax withholdingClass A Common Stock | 3,720 | $4.08 | $15,177.60 |
DisclosureSEC source: 0001576942-22-000111 · wf-form4_167122986939963.xml · nonDerivative · entry 1 O'Connor Casey · CIK 0001954429 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,479 F1 · shares: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. 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.