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person · Reporting owner

Nealon Thomas M

Disclosed activity across 3 companies

Tapewire entity
37721
SEC CIK
0001377138

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Academy Sports & Outdoors, Inc.ASO · Entity 4310DirectorJune 15, 2026June 16, 2026
Fossil Group, Inc.FOSL · Entity 6003DirectorMay 22, 2019May 23, 2019
SOUTHWEST AIRLINES COLUV · Entity 3286PresidentFebruary 23, 2021February 25, 2021

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.

Academy Sports & Outdoors, Inc.

Report date June 15, 2026 · Filed June 16, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect3,384 Reported balance After 2026-06-15 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-06-15 · Grant · Acquired 3,384 · Balance 3,384

F1: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F2: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3: On June 15, 2026, the Reporting Person was granted 3,384 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Filing footnotes · ownership attribution and instrument terms

F1: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F2: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3: On June 15, 2026, the Reporting Person was granted 3,384 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Fossil Group, Inc.

Report date May 22, 2019 · Filed May 23, 2019

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect34,276 Reported balance After 2019-05-22 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2019-05-22 · Grant · Acquired 8,203 · Balance 34,276

F1: Restricted Stock Units that shall become one hundred percent (100%) vested and convertible into shares of Common Stock on the earlier of the first anniversary of the date of grant or the first annual stockholders meeting following the date of grant.

F2: After giving effect to the grant of Restricted Stock Units reported herein, consists of 8,203 Restricted Stock Units.

Filing footnotes · ownership attribution and instrument terms

F1: Restricted Stock Units that shall become one hundred percent (100%) vested and convertible into shares of Common Stock on the earlier of the first anniversary of the date of grant or the first annual stockholders meeting following the date of grant.

F2: After giving effect to the grant of Restricted Stock Units reported herein, consists of 8,203 Restricted Stock Units.

SOUTHWEST AIRLINES CO

Report date February 23, 2021 · Filed February 25, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect152,754 Ending reported balance After 2021-02-23 transaction · row 9
9 source rows · reconciled sequence

Row 1 · 2021-02-23 · Sale · Disposed 400 · Balance 156,154

Row 2 · 2021-02-23 · Sale · Disposed 200 · Balance 155,954

Row 3 · 2021-02-23 · Sale · Disposed 100 · Balance 155,854

Row 4 · 2021-02-23 · Sale · Disposed 200 · Balance 155,654

Row 5 · 2021-02-23 · Sale · Disposed 1,000 · Balance 154,654

Row 6 · 2021-02-23 · Sale · Disposed 700 · Balance 153,954

Row 7 · 2021-02-23 · Sale · Disposed 800 · Balance 153,154

Row 8 · 2021-02-23 · Sale · Disposed 200 · Balance 152,954

Row 9 · 2021-02-23 · Sale · Disposed 200 · Balance 152,754

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 15, 2026 Filed Jun 16, 2026 20:40 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 3,384 $0.00 $0.00
Disclosure

SEC source: 0001817358-26-000122 · wk-form4_1781642424.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,384

Underlying: Common Stock · 3,384 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 15, 2026, the Reporting Person was granted 3,384 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 15, 2026, the Reporting Person was granted 3,384 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 03, 2026 Filed Jun 3, 2026 20:15 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 3,932 $0.00 $0.00
Disclosure

SEC source: 0001817358-26-000085 · wk-form4_1780517737.xml · derivative · entry 2

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,932 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 13, 2025, the Reporting Person was granted 3,932 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 13, 2025, the Reporting Person was granted 3,932 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 03, 2026 Filed Jun 3, 2026 20:15 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionCommon Stock 3,932 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-26-000085 · wk-form4_1780517737.xml · nonDerivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,149

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
June 13, 2025 Filed Jun 13, 2025 20:12 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 3,932 $0.00 $0.00
Disclosure

SEC source: 0001817358-25-000136 · wk-form4_1749845554.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,932

Underlying: Common Stock · 3,932 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 13, 2025, the Reporting Person was granted 3,932 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 13, 2025, the Reporting Person was granted 3,932 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 04, 2025 Filed Jun 4, 2025 23:22 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 2,929 $0.00 $0.00
Disclosure

SEC source: 0001817358-25-000097 · wk-form4_1749079373.xml · derivative · entry 2

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,929 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 14, 2024, the Reporting Person was granted 2,929 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of: (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 14, 2024, the Reporting Person was granted 2,929 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of: (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 04, 2025 Filed Jun 4, 2025 23:22 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionCommon Stock 2,929 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-25-000097 · wk-form4_1749079373.xml · nonDerivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,217

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
June 14, 2024 Filed Jun 14, 2024 20:10 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 2,929 $0.00 $0.00
Disclosure

SEC source: 0001817358-24-000134 · wk-form4_1718395815.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,929

Underlying: Common Stock · 2,929 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 14, 2024, the Reporting Person was granted 2,929 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 14, 2024, the Reporting Person was granted 2,929 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 03, 2024 Filed Jun 3, 2024 21:39 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionCommon Stock 2,861 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-24-000089 · wk-form4_1717450745.xml · nonDerivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,288

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
June 02, 2024 Filed Jun 3, 2024 21:39 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 2,861 $0.00 $0.00
Disclosure

SEC source: 0001817358-24-000089 · wk-form4_1717450745.xml · derivative · entry 2

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,861 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 2, 2023, the Reporting Person was granted 2,861 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 2, 2023, the Reporting Person was granted 2,861 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 02, 2023 Filed Jun 2, 2023 20:22 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 2,861 $0.00 $0.00
Disclosure

SEC source: 0001817358-23-000142 · wf-form4_168573731931868.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,861

Underlying: Common Stock · 2,861 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 2, 2023, the Reporting Person was granted 2,861 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 2, 2023, the Reporting Person was granted 2,861 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
May 31, 2023 Filed May 31, 2023 23:03 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 26 $0.00 $0.00
Disclosure

SEC source: 0001817358-23-000110 · wf-form4_168557419207375.xml · derivative · entry 4

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 26 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: On June 9, 2022, the Reporting Person was granted 26 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F4 · derivative.expiration_date: On June 9, 2022, the Reporting Person was granted 26 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
May 31, 2023 Filed May 31, 2023 23:03 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 4,334 $0.00 $0.00
Disclosure

SEC source: 0001817358-23-000110 · wf-form4_168557419207375.xml · derivative · entry 3

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,334 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 3, 2022, the Reporting Person was granted 4,334 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 3, 2022, the Reporting Person was granted 4,334 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
May 31, 2023 Filed May 31, 2023 23:03 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionCommon Stock 26 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-23-000110 · wf-form4_168557419207375.xml · nonDerivative · entry 2

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,427

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
May 31, 2023 Filed May 31, 2023 23:03 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionCommon Stock 4,334 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-23-000110 · wf-form4_168557419207375.xml · nonDerivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,401

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
June 09, 2022 Filed Jun 10, 2022 20:20 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 26 $0.00 $0.00
Disclosure

SEC source: 0001817358-22-000125 · wf-form4_165489238719999.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26

Underlying: Common Stock · 26 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 9, 2022, the Reporting Person was granted 26 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 9, 2022, the Reporting Person was granted 26 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 03, 2022 Filed Jun 3, 2022 20:27 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 4,334 $0.00 $0.00
Disclosure

SEC source: 0001817358-22-000106 · wf-form4_165428799359765.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,334

Underlying: Common Stock · 4,334 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 3, 2022, the Reporting Person was granted 4,334 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 3, 2022, the Reporting Person was granted 4,334 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

Read SEC document
June 01, 2022 Filed Jun 1, 2022 21:08 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 3,727 $0.00 $0.00
Disclosure

SEC source: 0001817358-22-000083 · wf-form4_165411772134945.xml · derivative · entry 2

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,727 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On June 4, 2021, the Reporting Person was granted 3,727 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 4, 2021, the Reporting Person was granted 3,727 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

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June 01, 2022 Filed Jun 1, 2022 21:08 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionCommon Stock 3,727 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-22-000083 · wf-form4_165411772134945.xml · nonDerivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,067

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 · price: Restricted stock units convert into common stock on a one-for-one basis.

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June 04, 2021 Filed Jun 7, 2021 22:41 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 3,727 $0.00 $0.00
Disclosure

SEC source: 0001817358-21-000141 · wf-form4_162310569958068.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,727

Underlying: Common Stock · 3,727 shares

Expires not disclosed

F1 · security: Granted under the Company's 2020 Omnibus Incentive Plan (the "Plan").

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On June 4, 2021, the Reporting Person was granted 3,727 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On June 4, 2021, the Reporting Person was granted 3,727 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

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June 02, 2021 Filed Jun 2, 2021 13:26 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 Exercise / conversionRestricted Stock Units · Derivative 1,340 $0.00 $0.00
Disclosure

SEC source: 0001817358-21-000117 · wf-form4_162264040538539.xml · derivative · entry 2

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,340 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.

F2 · security: Granted under the Company's 2020 Omnibus Incentive Plan.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

F3 · derivative.exercise_date: On March 3, 2021, the Reporting Person was granted 1,340 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the vesting date, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

F3 · derivative.expiration_date: On March 3, 2021, the Reporting Person was granted 1,340 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued services with the Issuer, on the vesting date, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).

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June 02, 2021 Filed Jun 2, 2021 13:26 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantCommon Stock 1,340 Not disclosed Not disclosed
Disclosure

SEC source: 0001817358-21-000117 · wf-form4_162264040538539.xml · nonDerivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,340

F1 · price: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").

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March 03, 2021 Filed Mar 4, 2021 23:53 UTC Academy Sports & Outdoors, Inc. ASO · Entity 4310 GrantRestricted Stock Units · Derivative 1,340 $0.00 $0.00
Disclosure

SEC source: 0001817358-21-000017 · wf-form4_161490200311650.xml · derivative · entry 1

Nealon Thomas M · CIK 0001377138 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,340

Underlying: Common Stock · 1,340 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer common stock, par value $0.01 per share.

F2 · derivative.exercise_date: Represents a grant of time-based restricted stock units that vest 100%, subject to the director's continued service with the Company, on the vesting date, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next annual stockholders meeting, (ii) the director's termination due to death or Disability (as defined in the Company's 2020 Omnibus Incentive Plan) or (iii) a Change in Control (as defined in the Company's 2020 Omnibus Incentive Plan).

F2 · derivative.expiration_date: Represents a grant of time-based restricted stock units that vest 100%, subject to the director's continued service with the Company, on the vesting date, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the next annual stockholders meeting, (ii) the director's termination due to death or Disability (as defined in the Company's 2020 Omnibus Incentive Plan) or (iii) a Change in Control (as defined in the Company's 2020 Omnibus Incentive Plan).

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February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,000 $55.93 $55,930.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 29

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,601

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February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,707 $55.92 $95,455.44
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 28

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 179,601

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,526 $55.91 $85,318.66
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 27

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,308

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 100 $55.91 $5,590.50
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 26

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,834

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,100 $55.90 $61,490.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 25

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,934

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,220 $55.89 $68,185.80
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 24

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,034

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,880 $55.88 $105,054.40
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 23

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185,254

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,492 $55.87 $83,358.04
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 22

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 187,134

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,720 $55.86 $96,079.20
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 21

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,626

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,400 $55.85 $78,190.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 20

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 190,346

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,600 $55.84 $89,344.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 19

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 191,746

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 400 $55.83 $22,332.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 18

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 193,346

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 341 $55.82 $19,034.62
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 17

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 193,746

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,909 $55.81 $106,541.29
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 16

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,087

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 886 $55.80 $49,438.80
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 15

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 195,996

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 600 $55.79 $33,474.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 14

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 196,882

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 518 $55.78 $28,894.04
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 13

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,482

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,726 $55.77 $96,259.02
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 12

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 198,000

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,400 $55.76 $78,064.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 11

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,726

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 200 $55.75 $11,150.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 10

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,126

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 980 $55.74 $54,625.20
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 9

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,326

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 848 $55.73 $47,259.04
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 8

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,306

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 700 $55.72 $39,004.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 7

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,154

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 1,400 $55.71 $77,994.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 6

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,854

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 100 $55.71 $5,570.50
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 5

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,254

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 300 $55.70 $16,710.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 4

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,354

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 100 $55.69 $5,569.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 3

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,654

Read SEC document
February 23, 2021 Filed Feb 25, 2021 23:21 UTC SOUTHWEST AIRLINES CO LUV · Entity 3286 SaleCommon Stock 200 $55.68 $11,136.00
Disclosure

SEC source: 0000092380-21-000057 · edgar.xml · nonDerivative · entry 2

Nealon Thomas M · CIK 0001377138 · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,754

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.