Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Big Sky Growth Partners, Inc.BSKY · Entity 136427 | Director | April 28, 2021 | May 04, 2021 |
| MILLERKNOLL, INC.MLKN · Entity 4677 | Director | January 15, 2026 | January 16, 2026 |
| Stitch Fix, Inc.SFIX · Entity 5637 | Director | December 15, 2021 | December 16, 2021 |
| Ulta Beauty, Inc.ULTA · Entity 977 | Director | June 10, 2026 | June 11, 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.
Big Sky Growth Partners, Inc.
Report date April 28, 2021 · Filed May 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2021-04-28 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: As described in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-253569), under the heading "Description of Securities," the Class B Common Stock will automatically convert into Class A Common Stock of the Issuer at the time of the Issuer's initial business combination and have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: As described in the Issuer's Registration Statement on Form S-1, as amended (File No. 333-253569), under the heading "Description of Securities," the Class B Common Stock will automatically convert into Class A Common Stock of the Issuer at the time of the Issuer's initial business combination and have no expiration date.
MILLERKNOLL, INC.
Report date January 15, 2026 · Filed January 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,476 |
Reported balance
After 2026-01-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-15 · Grant · Acquired 6,666 · Balance 37,476 F1: The directly owned common stock holdings reflected in Table I of this form include shares acquired through participation in the Herman Miller Dividend Reinvestment Plan, which satisfies the exemption of Rule 16b-2. |
Filing footnotes · ownership attribution and instrument terms
F1: The directly owned common stock holdings reflected in Table I of this form include shares acquired through participation in the Herman Miller Dividend Reinvestment Plan, which satisfies the exemption of Rule 16b-2.
Stitch Fix, Inc.
Report date December 15, 2021 · Filed December 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 51,372 |
Reported balance
After 2021-12-15 transaction · row 1
1 source rowRow 1 · 2021-12-15 · Grant · Acquired 4,016 · Balance 51,372 F1: 100% of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.46 · Expires 2031-12-14 | Direct | 8,033 |
Reported balance
After 2021-12-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-12-15 · Grant · Acquired 8,033 · Balance 8,033 F2: 100% of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding options are subject to acceleration upon a Change in Control. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control.
F2: 100% of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding options are subject to acceleration upon a Change in Control.
Ulta Beauty, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,667 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 404 · Balance 2,667 F1: Represents a grant of 404 restricted stock units, vesting 100% on 6/10/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 404 restricted stock units, vesting 100% on 6/10/2027.
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 10, 2026 Filed Jun 11, 2026 21:45 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-001384 · form4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,667 F1 · shares: Represents a grant of 404 restricted stock units, vesting 100% on 6/10/2027. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 21:15 UTC | MILLERKNOLL, INC. MLKN · Entity 4677 | GrantCommon Stock | 6,666 | $19.50 | $129,987.00 |
DisclosureSEC source: 0001723026-26-000002 · edgardoc.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,476 F1 · balance_after: The directly owned common stock holdings reflected in Table I of this form include shares acquired through participation in the Herman Miller Dividend Reinvestment Plan, which satisfies the exemption of Rule 16b-2. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 20:53 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 500 | $528.43 | $264,215.00 |
DisclosureSEC source: 0000897069-25-001442 · form4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,263 Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 21:49 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001104 · form4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,763 F1 · shares: Represents a grant of 383 restricted stock units, vesting 100% on 6/11/2026 Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:08 UTC | MILLERKNOLL, INC. MLKN · Entity 4677 | GrantCommon Stock | 5,936 | $21.90 | $129,998.40 |
DisclosureSEC source: 0001869938-25-000019 · edgardoc.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,810.5379 Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:02 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 452 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-001356 · form4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,380 F1 · shares: Represents a grant of 452 restricted stock units, vesting 100% on 6/11/2025. Read SEC document |
| January 15, 2024 Filed Jan 20, 2024 00:28 UTC | MILLERKNOLL, INC. MLKN · Entity 4677 | GrantCommon Stock | 5,290.5379 | $25.47 | $134,750.00 |
DisclosureSEC source: 0001901570-24-000016 · edgardoc.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,874.5379 F1 · date: This late filing is due to an inadvertent administrative error and not any error of the reporting person. Read SEC document |
| July 18, 2023 Filed Jul 20, 2023 22:19 UTC | MILLERKNOLL, INC. MLKN · Entity 4677 | PurchaseCommon Stock | 4,000 | $17.25 | $68,988.00 |
DisclosureSEC source: 0001901570-23-000032 · edgardoc.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,584 F1 · price: The price reported represents the weighted average price. Shares were purchased in several lots with prices ranging from $17.1100 through $17.3100. The reporting person undertakes to provide to the company, any security holder of the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:37 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 397 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000664 · form4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,928 F1 · shares: Represents a grant of 397 restricted stock units, vesting 100% on 6/1/2024. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:51 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 400 | $521.63 | $208,650.12 |
DisclosureSEC source: 0001567619-23-005186 · doc1.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531 Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 19:12 UTC | MILLERKNOLL, INC. MLKN · Entity 4677 | GrantCommon Stock | 6,779 | $22.73 | $154,086.67 |
DisclosureSEC source: 0001901570-23-000018 · edgardoc.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,584 Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 21:04 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 393 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-012174 · doc1.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,931 F1 · shares: Represents a grant of 393 restricted stock units, vesting 100% on 6/1/2023. Read SEC document |
| January 15, 2022 Filed Jan 19, 2022 23:24 UTC | MILLERKNOLL, INC. MLKN · Entity 4677 | GrantCommon Stock | 3,079 | $37.34 | $114,969.86 |
DisclosureSEC source: 0001901570-22-000020 · edgardoc.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,805 Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:58 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 8,033 | $0.00 Strike: $18.46 | $0.00 |
DisclosureSEC source: 0001209191-21-069986 · doc4.xml · derivative · entry 2 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,033 Underlying: Class A Common Stock · 8,033 shares Expires 2031-12-14 F2 · derivative.exercise_date: 100% of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding options are subject to acceleration upon a Change in Control. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:58 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 4,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069986 · doc4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,372 F1 · shares: 100% of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 22:48 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064534 · doc4.xml · derivative · entry 6 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,364 Underlying: Class A Common Stock · 20,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 22:48 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 5,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001209191-21-064534 · doc4.xml · derivative · entry 5 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,364 Underlying: Class A Common Stock · 5,000 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 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 22:48 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001209191-21-064534 · doc4.xml · derivative · entry 4 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,084 Underlying: Class B Common Stock · 5,000 shares Expires 2025-03-17 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: Fully vested. F7 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Class B Common Stock will convert automatically into Class A Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock; (ii) ten years following the effective date of the Issuer's initial public offering; or (iii) the date specified by vote of the holders of a majority of the outstanding shares of Class B Common Stock, voting as a single class. F8 · derivative.underlying: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the Issuer) of the reporting person, shares of Class B Common Stock held by the reporting person or the reporting person's permitted estate planning entities will convert into Class A Common Stock. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 22:48 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 532 | $34.38 | $18,290.16 |
DisclosureSEC source: 0001209191-21-064534 · doc4.xml · nonDerivative · entry 3 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $34.02 to $34.60 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 22:48 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 19,468 | $33.33 | $648,868.44 |
DisclosureSEC source: 0001209191-21-064534 · doc4.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,888 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $33.02 to $34.00 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 10, 2021 Filed Nov 15, 2021 22:48 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064534 · doc4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 21:35 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061819 · doc4.xml · derivative · entry 3 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,364 Underlying: Class A Common Stock · 30,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 21:35 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GiftClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061819 · doc4.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 21:35 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-061819 · doc4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:44 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-060241 · doc4.xml · derivative · entry 6 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,364 Underlying: Class A Common Stock · 20,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:44 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 5,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001209191-21-060241 · doc4.xml · derivative · entry 5 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,364 Underlying: Class A Common Stock · 5,000 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 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:44 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001209191-21-060241 · doc4.xml · derivative · entry 4 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,804 Underlying: Class A Common Stock · 5,000 shares Expires 2025-03-17 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: Fully vested. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:44 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 5,421 | $34.01 | $184,393.15 |
DisclosureSEC source: 0001209191-21-060241 · doc4.xml · nonDerivative · entry 3 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $33.73 to $34.41 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:44 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 14,579 | $33.30 | $485,495.28 |
DisclosureSEC source: 0001209191-21-060241 · doc4.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,777 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $32.73 to $33.70 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 11, 2021 Filed Oct 12, 2021 20:44 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-060241 · doc4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:16 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057808 · doc4.xml · derivative · entry 6 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,364 Underlying: Class A Common Stock · 20,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:16 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 5,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001209191-21-057808 · doc4.xml · derivative · entry 5 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,364 Underlying: Class A Common Stock · 5,000 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 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:16 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001209191-21-057808 · doc4.xml · derivative · entry 4 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,804 Underlying: Class A Common Stock · 5,000 shares Expires 2025-03-17 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: Fully vested. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:16 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 10,048 | $41.18 | $413,739.46 |
DisclosureSEC source: 0001209191-21-057808 · doc4.xml · nonDerivative · entry 3 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $40.63 to $41.49 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:16 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 9,952 | $40.29 | $400,927.27 |
DisclosureSEC source: 0001209191-21-057808 · doc4.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,404 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $39.63 to $40.62 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:16 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057808 · doc4.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 22:08 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000106 · wf-form4_162491810255701.xml · derivative · entry 3 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,364 Underlying: Class A Common Stock · 20,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 22:08 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 20,000 | $62.29 | $1,245,750.00 |
DisclosureSEC source: 0001576942-21-000106 · wf-form4_162491810255701.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $62.07 to $62.43 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 22:08 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000106 · wf-form4_162491810255701.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:23 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000088 · wf-form4_162396137791294.xml · derivative · entry 3 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,364 Underlying: Class A Common Stock · 40,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:23 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 40,000 | $60.92 | $2,436,876.00 |
DisclosureSEC source: 0001576942-21-000088 · wf-form4_162396137791294.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 F3 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $60.44 to $61.28 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:23 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000088 · wf-form4_162396137791294.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 21:47 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 476 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-011646 · doc1.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,538 F1 · shares: Represents a grant of 476 restricted stock units, vesting 100% on 6/2/2022. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000071 · wf-form4_162146027774961.xml · derivative · entry 6 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,364 Underlying: Class A Common Stock · 40,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionClass B Common Stock · Derivative | 20,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001576942-21-000071 · wf-form4_162146027774961.xml · derivative · entry 5 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,364 Underlying: Class A Common Stock · 20,000 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 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0001576942-21-000071 · wf-form4_162146027774961.xml · derivative · entry 4 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,804 Underlying: Class B Common Stock · 20,000 shares Expires 2025-03-17 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: Fully vested. F7 · derivative.underlying: Each share of Class B Common Stock is convertible at any time at the option of the Reporting Person into one share of Class A Common Stock and has no expiration date. Class B Common Stock will convert automatically into Class A Common Stock on the earlier of (i) the date on which the number of outstanding shares of Class B Common Stock represents less than 10% of the aggregate combined number of outstanding shares of Class A Common Stock and Class B Common Stock; (ii) ten years following the effective date of the Issuer's initial public offering; or (iii) the date specified by vote of the holders of a majority of the outstanding shares of Class B Common Stock, voting as a single class. F8 · derivative.underlying: In addition, each share of Class B Common Stock will convert automatically into one share of Class A Common Stock (i) upon any transfer, whether or not for value (subject to certain exceptions), or (ii) in the event of the death or disability (as defined in the amended and restated certificate of incorporation of the Issuer) of the reporting person, shares of Class B Common Stock held by the reporting person or the reporting person's permitted estate planning entities will convert into Class A Common Stock. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 23,400 | $43.58 | $1,019,729.88 |
DisclosureSEC source: 0001576942-21-000071 · wf-form4_162146027774961.xml · nonDerivative · entry 3 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,356 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F5 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $43.23 to $44.12 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | SaleClass A Common Stock | 16,600 | $42.92 | $712,495.24 |
DisclosureSEC source: 0001576942-21-000071 · wf-form4_162146027774961.xml · nonDerivative · entry 2 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,756 F3 · kind: Shares disposed of pursuant to a previously established Rule 10b5-1 plan. F4 · price: The reported price in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $42.23 to $43.22 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 17, 2021 Filed May 19, 2021 21:38 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000071 · wf-form4_162146027774961.xml · nonDerivative · entry 1 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,356 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 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · shares: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:12 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | ConversionClass B Common Stock · Derivative | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-21-000063 · wf-form4_161886675729901.xml · derivative · entry 8 Smith Mike C. · CIK 0001723026 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518,364 Underlying: Class A Common Stock · 40,000 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 · derivative.exercise_price: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F1 · kind: Represents the conversion of Class B Common Stock into Class A Common Stock held of record by the Reporting Person. F2 · derivative.exercise_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. F2 · derivative.expiration_date: Each share of Class B Common Stock is convertible into one share of Class A Common Stock at the option of the holder and has no expiration date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.