Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERSHEY COHSY · Entity 795 | SVP, Chief Financial Officer | April 15, 2019 | April 16, 2019 |
| MCCORMICK & CO INCMKC · Entity 1416 | Director | March 15, 2025 | March 18, 2025 |
| 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.
HERSHEY CO
Report date April 15, 2019 · Filed April 16, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,158 |
Ending reported balance
After 2019-04-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-04-15 · Exercise / conversion · Acquired 7,208 · Balance 56,366 Row 2 · 2019-04-15 · Sale · Disposed 7,208 · Balance 49,158 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2019. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $100.65 · Expires 2025-04-14 | Direct | 0 |
Reported balance
After 2019-04-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-04-15 · Exercise / conversion · Disposed 7,208 · Balance 0 F2: The options vested according to the following schedule: 25% vested on April 15, 2016, 25% vested on April 15, 2017, 25% vested on April 15, 2018 and 25% vested on April 15, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 26, 2019.
F2: The options vested according to the following schedule: 25% vested on April 15, 2016, 25% vested on April 15, 2017, 25% vested on April 15, 2018 and 25% vested on April 15, 2019.
MCCORMICK & CO INC
Report date March 15, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - VotingSEC Table I · non-derivative | Direct | 26,076 |
Reported balance
After 2025-03-15 transaction · row 1
1 source rowRow 1 · 2025-03-15 · Exercise / conversion · Acquired 1,344 · Balance 26,076 F1: Restricted Stock Units; No purchase price required. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-03-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-03-15 · Exercise / conversion · Disposed 1,344 · Balance 0 F1: Restricted Stock Units; No purchase price required. F3: The Restricted Stock Units granted on March 27, 2024. F2: The reported Restricted Stock Units entitles the Reporting Person to receive an annual distribution of common stock equal to 100% of the grant. |
| Common Stock - Non VotingSEC Table I · non-derivative | Direct | 1,191.496 |
Reported balance
Holding disclosure · report date 2025-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,191.496 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units; No purchase price required.
F2: The reported Restricted Stock Units entitles the Reporting Person to receive an annual distribution of common stock equal to 100% of the grant.
F3: The Restricted Stock Units granted on March 27, 2024.
Ulta Beauty, Inc.
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,670 |
Reported balance
After 2026-06-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-10 · Grant · Acquired 404 · Balance 1,670 F1: Represents a grant of 404 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements. |
| Common StockSEC Table I · non-derivative | Direct | 1,765 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,765 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of 404 restricted stock units. The reporting person has elected to defer receipt of the restricted stock units until the reporting person's retirement or termination from the Board of Directors, subject to vesting requirements.
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 |
|---|---|---|---|---|---|---|
| March 15, 2017 Filed Mar 16, 2017 18:54 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionRestricted Stock Units · Derivative | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001314598-17-000022 · edgar.xml · derivative · entry 3 LITTLE PATRICIA A · CIK 0001435912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock - Voting · 1,020 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted Stock Units; no purchase price required. F2 · price: Restricted Stock Units granted on March 30, 2016. F3 · derivative.exercise_date: The reported Restricted Stock Unit entitles the reporting person to receive an annual distribution of common stock equal to 100% of the grant. F3 · derivative.expiration_date: The reported Restricted Stock Unit entitles the reporting person to receive an annual distribution of common stock equal to 100% of the grant. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 18:54 UTC | MCCORMICK & CO INC MKC · Entity 1416 | Exercise / conversionCommon Stock - Voting | 1,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001314598-17-000022 · edgar.xml · nonDerivative · entry 1 LITTLE PATRICIA A · CIK 0001435912 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,497 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; no purchase price required. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:41 UTC | HERSHEY CO HSY · Entity 795 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 21,735 | $107.95 Strike: $107.95 | $2,346,293.25 |
DisclosureSEC source: 0001127602-17-008181 · form4.xml · derivative · entry 2 LITTLE PATRICIA A · CIK 0001435912 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,735 Underlying: Common Stock · 21,735 shares Expires 2027-02-21 F1 · derivative.exercise_date: Options vest according to the following schedule: 25% vest on the first anniversary of the grant date, an additional 25% vest on the second anniversary of the grant date, an additional 25% vest on the third anniversary of the grant date, and the options become fully vested on the fourth anniversary of the grant date. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 20:41 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 3,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008181 · form4.xml · nonDerivative · entry 1 LITTLE PATRICIA A · CIK 0001435912 · SVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,671 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.