Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| URBAN OUTFITTERS INCURBN · Entity 1630 | Director · Co-President & CCO | October 07, 2026 | October 08, 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.
URBAN OUTFITTERS INC
Report date October 07, 2026 · Filed October 08, 2026
Jointly reported with HAYNE RICHARD A
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 1,208,173 |
Reported balance
After 2026-10-07 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-10-07 · Gift · Disposed 236 · Balance 1,208,173 |
| Common SharesSEC Table I · non-derivative | IndirectBy Profit Sharing Fund (401(k)) Plan | 11,299 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,299 F1: These shares are owned indirectly by Margaret Hayne and indirectly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 4,531,127 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,531,127 F2: These shares are owned by four trusts, of which members of Margaret Hayne's immediate family are among the beneficiaries. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse as Trustee | 185,573 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 185,573 F1: These shares are owned indirectly by Margaret Hayne and indirectly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein. F3: These shares are held by two trusts of which members of Richard A. Hayne's immediate family are among the beneficiaries. Mr. Hayne serves as trustee of each trust and disclaims beneficial ownershp of the issuer's common shares held by the trusts, except to the extent of his pecuniary interest therein. |
| Common SharesSEC Table I · non-derivative | IndirectBy Hayne Foundation | 35,140 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 35,140 F1: These shares are owned indirectly by Margaret Hayne and indirectly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse through Profit Sharing Fund (401(k)) Plan | 23,480 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 23,480 F1: These shares are owned indirectly by Margaret Hayne and indirectly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse | 17,358,215 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 17,358,215 F4: These shares are owned indirectly by Margaret Hayne and directly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are owned indirectly by Margaret Hayne and indirectly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein.
F2: These shares are owned by four trusts, of which members of Margaret Hayne's immediate family are among the beneficiaries.
F3: These shares are held by two trusts of which members of Richard A. Hayne's immediate family are among the beneficiaries. Mr. Hayne serves as trustee of each trust and disclaims beneficial ownershp of the issuer's common shares held by the trusts, except to the extent of his pecuniary interest therein.
F4: These shares are owned indirectly by Margaret Hayne and directly by her spouse, Richard A. Hayne. Margaret Hayne disclaims beneficial ownership of these shares, except to the extent of any 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 |
|---|---|---|---|---|---|---|
| April 05, 2018 Filed Mar 18, 2019 21:27 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | OtherCommon Shares | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020047 · doc5.xml · nonDerivative · entry 10 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse as Trustee Disclosed balance after: 5,100,796 F6 · ownership.direct: These shares are owned indirectly by Richard A. Hayne and indirectly by his spouse, Margaret Hayne. Richard A. Hayne disclaims beneficial ownership of these shares, except to the extent of any pecuniary interest therein. F7 · ownership.direct: These shares are owned by seven trusts, of which members of Margaret Hayne's immediate family are among the beneficiaries. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 21:23 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | SaleCommon Shares | 41,100 | $36.65 | $1,506,405.42 |
DisclosureSEC source: 0001209191-18-021438 · doc4.xml · nonDerivative · entry 1 Hayne Margaret · CIK 0001426604 · Director · CEO, Free People 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 5,100,580 F1 · price: The price in Column 4 is a weighted average price. The price actually received ranged from $36.50 to $36.82. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. F2 · ownership.direct: These shares are owned by seven trusts, of which members of the reporting person's immediate family are among the beneficiaries. Read SEC document |
| December 18, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 1,967,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 8 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,475,091 Read SEC document |
| December 18, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 30,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 7 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,507,602 Read SEC document |
| December 18, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 30,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 6 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,538,352 Read SEC document |
| December 18, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 30,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 5 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,569,102 Read SEC document |
| December 18, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 30,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 4 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,599,852 Read SEC document |
| December 18, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 30,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 3 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,630,602 Read SEC document |
| July 14, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Share | 5,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 2 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,661,352 Read SEC document |
| March 09, 2017 Filed Mar 19, 2018 21:24 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 2,240,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020657 · doc5.xml · nonDerivative · entry 1 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,661,352 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:46 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GrantPerformance Based Restricted Stock Unit · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016832 · doc4.xml · derivative · entry 1 Hayne Margaret · CIK 0001426604 · Director · CEO, Free People 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common shares · 30,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Based Restricted Stock Unit ("PSU") represents a contingent right to receive one of the issuer's common shares. F2 · derivative.exercise_date: One-third of the total number of PSUs are eligible to vest on each of February 28, 2019, 2020 and 2021, contingent on the continued employment of the reporting person through such date and the satisfaction of certain performance measures relating to the issuer's average operating profit margin for the fiscal years 2018, 2019, 2020 and 2021; provided, however, that on the three vesting dates, the number of PSUs that vest is limited to the number of PSUs multiplied by three times the fair market value ("FMV") of the issuer's common shares on the grant date, divided by the FMV of the issuer's common shares on the day before the applicable vesting date. This limitation caps the number of shares that may be registered under the award at three times the FMV of the award on the grant date. F2 · derivative.expiration_date: One-third of the total number of PSUs are eligible to vest on each of February 28, 2019, 2020 and 2021, contingent on the continued employment of the reporting person through such date and the satisfaction of certain performance measures relating to the issuer's average operating profit margin for the fiscal years 2018, 2019, 2020 and 2021; provided, however, that on the three vesting dates, the number of PSUs that vest is limited to the number of PSUs multiplied by three times the fair market value ("FMV") of the issuer's common shares on the grant date, divided by the FMV of the issuer's common shares on the day before the applicable vesting date. This limitation caps the number of shares that may be registered under the award at three times the FMV of the award on the grant date. Read SEC document |
| September 16, 2016 Filed Mar 16, 2017 21:12 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GiftCommon Shares | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-021138 · doc5.xml · nonDerivative · entry 1 HAYNE RICHARD A · CIK 0000940569 · Director · CEO · 10% owner Hayne Margaret · CIK 0001426604 · Director · CEO, Free People Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,421,064 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.