Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Capri Holdings LtdCPRI · Entity 4697 | Chief Legal & Sustain Officer | June 15, 2026 | June 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.
Capri Holdings Ltd
Report date June 15, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary shares, no par valueSEC Table I · non-derivative | Direct | 30,966 |
Ending reported balance
After 2026-06-17 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-06-15 · Exercise / conversion · Acquired 16,564 · Balance 16,564 F3: Represents the settlement of a performance-based restricted share unit award granted on June 15, 2023 under the Incentive Plan that was earned based on achievement of the applicable performance conditions over three separate annual measurement periods (fiscal 2024, fiscal 2025 and fiscal 2026) and vested on June 15, 2026, subject to the grantee's continued employment through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible within the meaning of the award agreement. Each earned unit settled into one ordinary share. Row 2 · 2026-06-15 · Tax withholding · Disposed 5,988 · Balance 10,576 F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Row 3 · 2026-06-15 · Exercise / conversion · Acquired 5,941 · Balance 16,517 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Row 4 · 2026-06-15 · Tax withholding · Disposed 2,603 · Balance 13,914 F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Row 5 · 2026-06-16 · Exercise / conversion · Acquired 25,144 · Balance 39,058 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Row 6 · 2026-06-16 · Tax withholding · Disposed 12,862 · Balance 26,196 F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Row 7 · 2026-06-17 · Exercise / conversion · Acquired 9,766 · Balance 35,962 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Row 8 · 2026-06-17 · Tax withholding · Disposed 4,996 · Balance 30,966 F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-06-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-06-15 · Exercise / conversion · Disposed 16,564 · Balance 0 F3: Represents the settlement of a performance-based restricted share unit award granted on June 15, 2023 under the Incentive Plan that was earned based on achievement of the applicable performance conditions over three separate annual measurement periods (fiscal 2024, fiscal 2025 and fiscal 2026) and vested on June 15, 2026, subject to the grantee's continued employment through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible within the meaning of the award agreement. Each earned unit settled into one ordinary share. F7: The RSUs do not expire. F8: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested unit. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,941 |
Reported balance
After 2026-06-15 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-06-15 · Exercise / conversion · Disposed 5,941 · Balance 5,941 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. F4: Granted on June 15, 2023 pursuant to the Capri Holdings Limited Omnibus Incentive Plan (as amended and restated, the "Incentive Plan"). The securities underlying the total number of RSUs originally granted vest 25% each year on June 15, 2024, 2025, 2026 and 2027, respectively, subject to the grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible within the meaning of the award agreement. F7: The RSUs do not expire. F8: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested unit. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 50,287 |
Reported balance
After 2026-06-16 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-06-16 · Exercise / conversion · Disposed 25,144 · Balance 50,287 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. F5: Granted on June 16, 2025 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted vest 1/3 each year on June 16, 2026, 2027 and 2028, respectively, subject to the same continued-employment and acceleration provisions described in the June 15, 2023 grant footnote. F7: The RSUs do not expire. F8: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested unit. |
| Restricted share unitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 19,531 |
Reported balance
After 2026-06-17 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-06-17 · Exercise / conversion · Disposed 9,766 · Balance 19,531 F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. F6: Granted on June 17, 2024 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted vest 25% each year on June 17, 2025, 2026, 2027 and 2028, respectively, subject to the same continued-employment and acceleration provisions described in the June 15, 2023 grant footnote. F7: The RSUs do not expire. F8: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested unit. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU.
F2: Represents shares withheld by the Company to cover tax withholding obligations upon vesting.
F3: Represents the settlement of a performance-based restricted share unit award granted on June 15, 2023 under the Incentive Plan that was earned based on achievement of the applicable performance conditions over three separate annual measurement periods (fiscal 2024, fiscal 2025 and fiscal 2026) and vested on June 15, 2026, subject to the grantee's continued employment through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible within the meaning of the award agreement. Each earned unit settled into one ordinary share.
F4: Granted on June 15, 2023 pursuant to the Capri Holdings Limited Omnibus Incentive Plan (as amended and restated, the "Incentive Plan"). The securities underlying the total number of RSUs originally granted vest 25% each year on June 15, 2024, 2025, 2026 and 2027, respectively, subject to the grantee's continued employment with the Company through the vesting date unless the grantee dies, becomes permanently disabled or is retirement eligible within the meaning of the award agreement.
F5: Granted on June 16, 2025 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted vest 1/3 each year on June 16, 2026, 2027 and 2028, respectively, subject to the same continued-employment and acceleration provisions described in the June 15, 2023 grant footnote.
F6: Granted on June 17, 2024 pursuant to the Incentive Plan. The securities underlying the total number of RSUs originally granted vest 25% each year on June 17, 2025, 2026, 2027 and 2028, respectively, subject to the same continued-employment and acceleration provisions described in the June 15, 2023 grant footnote.
F7: The RSUs do not expire.
F8: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested unit.
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 |
|---|---|---|---|---|---|---|
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 1,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · derivative · entry 11 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,306 Underlying: Ordinary shares, no par value · 1,154 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. F7 · derivative.exercise_date: Granted on June 15, 2017 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2018, 2019, 2020, and 2021, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 626 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · derivative · entry 10 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626 Underlying: Ordinary shares, no par value · 626 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. F6 · derivative.exercise_date: Granted on June 15, 2016 pursuant to the Capri Holdings Limited Amended and Restated Incentive Plan (the "Incentive Plan"). These securities vest 25% each year on June 15, 2017, 2018, 2019, and 2020, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 663 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · derivative · entry 9 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary shares, no par value · 663 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. F3 · derivative.exercise_date: Immediately exerciseable. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 1,236 | $33.86 | $41,850.96 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 8 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,163 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 2,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 7 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,399 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 570 | $33.86 | $19,300.20 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 6 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,659 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 5 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,229 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 309 | $33.86 | $10,462.74 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 4 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,075 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 626 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,384 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Tax withholdingOrdinary shares, no par value | 328 | $33.86 | $11,106.08 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,758 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 17, 2019 Filed Jun 20, 2019 00:10 UTC | Capri Holdings Ltd CPRI · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-19-000040 · mcdonoughform4061719.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,086 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| December 06, 2018 Filed Dec 7, 2018 23:42 UTC | Capri Holdings Ltd KORS · Entity 4697 | SaleOrdinary shares, no par value | 3,000 | $42.62 | $127,854.90 |
DisclosureSEC source: 0001530721-18-000115 · mcdonoughform412618.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,423 F1 · kind: The sale price represents the weighted average sale price for multiple transactions reported on this line. The prices of the transactions ranged from $42.44 to $42.76. Upon request of the staff of the SEC, the Company or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold at each separate price. F1 · price: The sale price represents the weighted average sale price for multiple transactions reported on this line. The prices of the transactions ranged from $42.44 to $42.76. Upon request of the staff of the SEC, the Company or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 22:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 1,489 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000106 · mcdonoughform411118.xml · derivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,978 Underlying: Ordinary shares, no par value · 1,489 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. F3 · derivative.exercise_date: Granted on November 1, 2016 pursuant to the Incentive Plan. These securities vest 25% each year on November 1, 2017, 2018, 2019, and 2020, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 22:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 735 | $57.38 | $42,174.30 |
DisclosureSEC source: 0001530721-18-000106 · mcdonoughform411118.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,423 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 22:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000106 · mcdonoughform411118.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,158 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | GrantEmployee share option (right to buy) · Derivative | 4,900 | $0.00 Strike: $67.52 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · derivative · entry 11 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Underlying: Ordinary shares, no par value · 4,900 shares Expires 2025-06-15 F8 · derivative.exercise_date: Granted on June 15, 2018 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2019, 2020, 2021, and 2022, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | GrantRestricted share units · Derivative | 10,960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · derivative · entry 10 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,960 Underlying: Ordinary shares, no par value · 10,960 shares Expires not disclosed F8 · derivative.exercise_date: Granted on June 15, 2018 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2019, 2020, 2021, and 2022, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 1,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · derivative · entry 9 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,460 Underlying: Ordinary shares, no par value · 1,154 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. F7 · derivative.exercise_date: Granted on June 15, 2017 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2018, 2019, 2020, and 2021, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · derivative · entry 8 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,252 Underlying: Ordinary shares, no par value · 627 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. F6 · derivative.exercise_date: Granted on June 15, 2016 pursuant to the IMichael Kors Holdings Limited Amended and Restated Incentive Plan (the "Incentive Plan"). These securities vest 25% each year on June 15, 2017, 2018, 2019, and 2020, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 663 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · derivative · entry 7 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664 Underlying: Ordinary shares, no par value · 663 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. F3 · derivative.exercise_date: Granted on June 15, 2015 pursuant to the Incentive Plan. 75% of these securities are immediately exercisable. The remaining unvested securities will vest on June 15, 2019, subject to grantee's continued employment with the Company through the vesting date. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 297 | $67.52 | $20,053.44 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · nonDerivative · entry 6 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,669 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 1,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · nonDerivative · entry 5 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,066 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 216 | $67.52 | $14,584.32 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · nonDerivative · entry 4 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,912 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · nonDerivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,128 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares,no par value | 226 | $67.52 | $15,259.52 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,501 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2018 Filed Jun 20, 2018 00:27 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 663 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-18-000060 · mcdonoughform40061518.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,727 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:03 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionEmployee share option (right to buy) · Derivative | 12,100 | $20.00 Strike: $20.00 | $242,000.00 |
DisclosureSEC source: 0001530721-18-000045 · mcdonoughform40061118.xml · derivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary shares, no par value · 12,100 shares Expires 2018-12-14 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. F2 · derivative.exercise_date: Immediately exerciseable. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:03 UTC | Capri Holdings Ltd KORS · Entity 4697 | SaleOrdinary shares, no par value | 12,100 | $65.67 | $794,557.39 |
DisclosureSEC source: 0001530721-18-000045 · mcdonoughform40061118.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064 F1 · price: The sale price represents the weighted average sale price for multiple transactions reported on this line. The prices of the transactions ranged from $65.64 to $65.785. Upon request of the staff of the U.S. Securities and Exchange Commission, the Company or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| June 11, 2018 Filed Jun 12, 2018 20:03 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 12,100 | $20.00 | $242,000.00 |
DisclosureSEC source: 0001530721-18-000045 · mcdonoughform40061118.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,164 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 |
| June 04, 2018 Filed Jun 6, 2018 20:11 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 83 | $60.56 | $5,026.48 |
DisclosureSEC source: 0001530721-18-000043 · mcdonoughform40060418.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064 F1 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 23:39 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionEmployee share option (right to buy) · Derivative | 7,500 | $20.00 Strike: $20.00 | $150,000.00 |
DisclosureSEC source: 0001530721-17-000094 · mcdonoughform4011717.xml · derivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,100 Underlying: Ordinary shares, no par value · 7,500 shares Expires 2018-12-14 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. F2 · derivative.exercise_date: Immediately exerciseable. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 23:39 UTC | Capri Holdings Ltd KORS · Entity 4697 | SaleOrdinary shares, no par value | 7,500 | $55.93 | $419,501.25 |
DisclosureSEC source: 0001530721-17-000094 · mcdonoughform4011717.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,147 F1 · price: The sale price represents the weighted average sale price for multiple transactions reported on this line. The prices of the transactions ranged from $55.75 to $56.23. Upon request of the staff of the Securities and Exchange Commission, Michael Kors Holdings Limited (the "Company") or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 23:39 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 7,500 | $20.00 | $150,000.00 |
DisclosureSEC source: 0001530721-17-000094 · mcdonoughform4011717.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,647 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 |
| November 01, 2017 Filed Nov 3, 2017 20:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 1,489 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000086 · mcdonoughform40110117.xml · derivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,467 Underlying: Ordinary shares, no par value · 1,489 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. F3 · derivative.exercise_date: Granted on November 1, 2016 pursuant to the Incentive Plan . These securities vest 25% each year on November 1, 2017, 2018, 2019, and 2020, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 601 | $48.48 | $29,136.48 |
DisclosureSEC source: 0001530721-17-000086 · mcdonoughform40110117.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,147 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 20:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000086 · mcdonoughform40110117.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,748 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | GrantRestricted share units · Derivative | 4,614 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · derivative · entry 8 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,614 Underlying: Ordinary shares, no par value · 4,614 shares Expires not disclosed F7 · derivative.exercise_date: Granted on June 15, 2017 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2018, 2019, 2020, and 2021, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | GrantEmployee share option (right to buy) · Derivative | 6,885 | $0.00 Strike: $34.68 | $0.00 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · derivative · entry 7 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,885 Underlying: Ordinary shares, no par value · 6,885 shares Expires 2024-06-15 F7 · derivative.exercise_date: Granted on June 15, 2017 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2018, 2019, 2020, and 2021, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 627 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · derivative · entry 6 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879 Underlying: Ordinary shares, no par value · 627 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. F6 · derivative.exercise_date: Granted on June 15, 2016 pursuant to the Incentive Plan. These securities vest 25% each year on June 15, 2017, 2018, 2019, and 2020, respectively, subject to grantee's continued employment with the Company through the vesting date unless the grantee is retirement eligible. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionRestricted share units · Derivative | 664 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · derivative · entry 5 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,327 Underlying: Ordinary shares, no par value · 664 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. F3 · derivative.exercise_date: Granted on June 15, 2015 pursuant to the Incentive Plan. 25% of these securities are immediately exercisable. The remaining unvested securities will vest 25% each year on June 15, 2017, 2018, and 2019, respectively, subject to grantee's continued employment with the Company through the vesting date. F4 · derivative.expiration_date: The RSUs do not expire. F5 · derivative.underlying_shares: Settlement of this award will be satisfied through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 253 | $34.68 | $8,774.04 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · nonDerivative · entry 4 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,259 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · nonDerivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 268 | $34.68 | $9,294.24 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885 F2 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 23:20 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 664 | $0.00 | $0.00 |
DisclosureSEC source: 0001530721-17-000047 · mcdonoughform40601517.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,153 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 · shares: Respresents settlement of restricted share units ("RSUs") through the issuance of one ordinary share for each vested RSU. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 22:46 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 100 | $34.49 | $3,449.00 |
DisclosureSEC source: 0001530721-17-000030 · mcdonoughform4060217.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,489 F1 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 22:46 UTC | Capri Holdings Ltd KORS · Entity 4697 | Tax withholdingOrdinary shares, no par value | 98 | $33.05 | $3,238.90 |
DisclosureSEC source: 0001530721-17-000030 · mcdonoughform4060217.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,589 F1 · shares: Represents shares withheld by the Company to cover tax withholding obligations upon vesting. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 00:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionEmployee share option (right to buy) · Derivative | 4,900 | $0.00 Strike: $20.00 | $0.00 |
DisclosureSEC source: 0001530721-16-000182 · mcdonoughform412516.xml · derivative · entry 4 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,600 Underlying: Ordinary shares, no par value · 4,900 shares Expires 2018-12-14 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. F2 · derivative.exercise_date: Immediately exerciseable. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 00:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | SaleOrdinary shares, no par value | 256 | $47.96 | $12,278.58 |
DisclosureSEC source: 0001530721-16-000182 · mcdonoughform412516.xml · nonDerivative · entry 3 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,687 Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 00:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | SaleOrdinary shares, no par value | 4,900 | $48.02 | $235,297.51 |
DisclosureSEC source: 0001530721-16-000182 · mcdonoughform412516.xml · nonDerivative · entry 2 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,943 F1 · price: The price represents the weighted average sale price for multiple transactions reported on this line. The prices of the transactions ranged from $48.02-$48.03. Upon request of the SEC staff, the Company or a security holder of the Company, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 00:35 UTC | Capri Holdings Ltd KORS · Entity 4697 | Exercise / conversionOrdinary shares, no par value | 4,900 | $20.00 | $98,000.00 |
DisclosureSEC source: 0001530721-16-000182 · mcdonoughform412516.xml · nonDerivative · entry 1 McDonough Krista A · CIK 0001685870 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,843 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.