Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ardent Health, Inc.ARDT · Entity 4664 | Director · CEO and President | July 01, 2026 | July 02, 2026 |
| Leslie's, Inc.LESL · Entity 8291 | Chief Stores Officer | December 14, 2024 | December 17, 2024 |
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.
Ardent Health, Inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 174,930 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 103,653 · Balance 174,930 F1: Represents restricted stock units that vest in three substantially equal installments on each anniversary of July 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units that vest in three substantially equal installments on each anniversary of July 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date.
Leslie's, Inc.
Report date December 14, 2024 · Filed December 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 148,606 |
Reported balance
After 2024-12-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-12-14 · Grant · Acquired 43,545 · Balance 148,606 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2: Represents a grant of RSUs, of which 43,545 will vest in equal installments on December 14, 2025, December 14, 2026, and December 14, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock.
F2: Represents a grant of RSUs, of which 43,545 will vest in equal installments on December 14, 2025, December 14, 2026, and December 14, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date.
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 01, 2026 Filed Jul 2, 2026 17:16 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 103,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-046788 · wk-form4_1783012608.xml · nonDerivative · entry 1 Caspers Dave · CIK 0001995952 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,930 F1 · shares: Represents restricted stock units that vest in three substantially equal installments on each anniversary of July 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:27 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 35,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023213 · wk-form4_1775161625.xml · nonDerivative · entry 2 Caspers Dave · CIK 0001995952 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,277 F3 · shares: Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2026, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:27 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 2,684 | $8.67 | $23,270.28 |
DisclosureSEC source: 0001628280-26-023213 · wk-form4_1775161625.xml · nonDerivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,604 F1 · shares: Shares withheld for payment of taxes upon vesting of restricted stock units in accordance with Rule 16b-3. F2 · price: Represents the closing price of the common stock of the Issuer on April 1, 2026. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:31 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 33,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016282 · wk-form4_1743629503.xml · nonDerivative · entry 3 Caspers Dave · CIK 0001995952 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,288 F4 · shares: Represents restricted stock units that vest in three substantially equal installments on each anniversary of April 1, 2025, subject to the Reporting Person's continued service with the Issuer through each applicable vesting date Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:31 UTC | Ardent Health, Inc. ARDT · Entity 4664 | Tax withholdingCommon Stock | 2,480 | $12.97 | $32,165.60 |
DisclosureSEC source: 0001628280-25-016282 · wk-form4_1743629503.xml · nonDerivative · entry 2 Caspers Dave · CIK 0001995952 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,231 F2 · shares: Shares withheld for payment of taxes payable upon stock award. F3 · price: Represents the closing price of the common stock of the Issuer on April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:31 UTC | Ardent Health, Inc. ARDT · Entity 4664 | GrantCommon Stock | 7,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016282 · wk-form4_1743629503.xml · nonDerivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,711 F1 · shares: Represents shares of the Issuer's common stock awarded as part of a signing bonus upon commencement of employment with the Issuer. Read SEC document |
| December 14, 2024 Filed Dec 17, 2024 21:05 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 43,545 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-137177 · ownership.xml · derivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,606 Underlying: Common Stock · 43,545 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which 43,545 will vest in equal installments on December 14, 2025, December 14, 2026, and December 14, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which 43,545 will vest in equal installments on December 14, 2025, December 14, 2026, and December 14, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| December 07, 2024 Filed Dec 9, 2024 21:12 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 4,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134534 · ownership.xml · derivative · entry 3 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,065 Underlying: Common Stock · 4,375 shares Expires not disclosed 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 · security: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which the remaining 13,125 will vest in equal installments on December 7, 2025, December 7, 2026, and December 7, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date F2 · derivative.expiration_date: Represents a grant of RSUs, of which the remaining 13,125 will vest in equal installments on December 7, 2025, December 7, 2026, and December 7, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date Read SEC document |
| December 07, 2024 Filed Dec 9, 2024 21:12 UTC | Leslie's, Inc. LESL · Entity 8291 | Tax withholdingCommon Stock, par value $0.001 per share | 1,114 | $2.36 | $2,629.04 |
DisclosureSEC source: 0000950170-24-134534 · ownership.xml · nonDerivative · entry 2 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,167 Read SEC document |
| December 07, 2024 Filed Dec 9, 2024 21:12 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 4,375 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-134534 · ownership.xml · nonDerivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,281 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 |
| August 26, 2024 Filed Aug 28, 2024 20:07 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-101388 · ownership.xml · derivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,440 Underlying: Common Stock · 40,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which 40,000 will vest in equal installments on August 26, 2025 and August 26, 2026, subject tp Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which 40,000 will vest in equal installments on August 26, 2025 and August 26, 2026, subject tp Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:35 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 17,313 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-097629 · ownership.xml · derivative · entry 3 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,440 Underlying: Common Stock · 17,313 shares Expires not disclosed 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 · security: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSU's, of which the remaining 51,940 will vest in equal installments on August 14, 2025, August 14, 2026, and August 14, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSU's, of which the remaining 51,940 will vest in equal installments on August 14, 2025, August 14, 2026, and August 14, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:35 UTC | Leslie's, Inc. LESL · Entity 8291 | Tax withholdingCommon Stock, par value $0.001 per share | 4,407 | $3.15 | $13,882.05 |
DisclosureSEC source: 0000950170-24-097629 · ownership.xml · nonDerivative · entry 2 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,906 Read SEC document |
| August 14, 2024 Filed Aug 15, 2024 20:35 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 17,313 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-097629 · ownership.xml · nonDerivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,313 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 |
| December 07, 2023 Filed Dec 8, 2023 21:05 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 17,496 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057886 · doc4.xml · derivative · entry 1 Caspers Dave · CIK 0001995952 · Chief Stores Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,749 Underlying: Common Stock · 17,496 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which 17,496 will vest in equal installments on December 7, 2024, December 7, 2025, December 7, 2026, and December 7, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which 17,496 will vest in equal installments on December 7, 2024, December 7, 2025, December 7, 2026, and December 7, 2027, subject to Mr. Casper's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. 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.