Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MITEL NETWORKS CORPMITL · Entity 162058 | Director · See Remarks | November 30, 2018 | December 04, 2018 |
| SPORTSMAN'S WAREHOUSE HOLDINGS, INC.SPWH · Entity 7236 | Director | May 27, 2026 | May 28, 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.
MITEL NETWORKS CORP
Report date November 30, 2018 · Filed December 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-11-30 · Disposition to issuer · Disposed 402,035 · Balance 0 F1: On November 30, 2018 (the "Closing Date"), MLN AcquisitionCo ULC (the "Purchaser") acquired all of the outstanding common shares of Mitel Networks Corporation (the "Issuer") under a plan of arrangement under the Canada Business Corporations Act (the "Plan of Arrangement"), and Issuer became a wholly owned subsidiary of the Purchaser, an entity currently owned and controlled by funds affiliated with Searchlight Capital Partners, L.P., a private equity investment group. F2: Pursuant to the Plan of Arrangement, each common share was transferred to the Purchaser in exchange for the right to receive US$11.15 in cash, without interest and less any applicable withholding taxes. |
| Options (Common Shares)SEC Table II · derivative / convertible security · Conversion / exercise price $4.22 · Expires 2019-06-26 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-30 · Disposition to issuer · Disposed 56,250 · Balance 0 F5: Pursuant to the Plan of Arrangement, Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes. |
| Options (Common Shares)SEC Table II · derivative / convertible security · Conversion / exercise price $3.80 · Expires 2020-07-01 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-30 · Disposition to issuer · Disposed 61,000 · Balance 0 F5: Pursuant to the Plan of Arrangement, Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes. |
| Options (Common Shares)SEC Table II · derivative / convertible security · Conversion / exercise price $10.11 · Expires 2021-04-03 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-30 · Disposition to issuer · Disposed 250,000 · Balance 0 F5: Pursuant to the Plan of Arrangement, Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes. |
| Options (Common Shares)SEC Table II · derivative / convertible security · Conversion / exercise price $9.70 · Expires 2022-03-05 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-30 · Disposition to issuer · Disposed 250,000 · Balance 0 F5: Pursuant to the Plan of Arrangement, Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes. F3: Represents 250,000 options to purchase common shares (the "Options"), of which 218,750 were fully exercisable as of the Closing Date and the remaining 31,250 Options would have vested in equal installments every three months thereafter until March 5, 2019. Pursuant to the Plan of Arrangement, the unvested 31,250 Options were accelerated and became fully vested and exercisable as of the Closing Date. |
| Options (Common Shares)SEC Table II · derivative / convertible security · Conversion / exercise price $7.17 · Expires 2023-03-04 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-11-30 · Disposition to issuer · Disposed 280,500 · Balance 0 F5: Pursuant to the Plan of Arrangement, Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes. F4: Represents 280,500 Options, of which 175,312 were fully exercisable as of the Closing Date and the remaining 105,188 Options would have vested in equal installments every three months thereafter until March 4, 2020. Pursuant to the Plan of Arrangement, the unvested 105,188 Options were accelerated and became fully vested and exercisable as of the Closing Date. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-11-30 · Disposition to issuer · Disposed 217,000 · Balance 0 F7: Pursuant to the Plan of Arrangement, each PSU was cancelled in consideration for the right to receive US$11.15 in cash per common share subject to such PSU, as calculated in accordance with the Plan of Arrangement, less any applicable withholding taxes. F6: Date exercisable for each performance share unit ("PSU") will vary for each vesting tranche based on achievement of share price performance milestones. The PSUs will expire three years from the date of grant. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-11-30 · Disposition to issuer · Disposed 244,499 · Balance 0 F7: Pursuant to the Plan of Arrangement, each PSU was cancelled in consideration for the right to receive US$11.15 in cash per common share subject to such PSU, as calculated in accordance with the Plan of Arrangement, less any applicable withholding taxes. F6: Date exercisable for each performance share unit ("PSU") will vary for each vesting tranche based on achievement of share price performance milestones. The PSUs will expire three years from the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-11-30 · Disposition to issuer · Disposed 58,314 · Balance 0 F12: Pursuant to the Plan of Arrangement, the unvested Non-Exercisable RSUs were accelerated and became fully vested and exercisable as of the Closing Date and each Non-Exercisable RSU was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes. F8: Represents 58,314 common shares underlying 58,314 restricted stock units (each an "RSU") granted on March 5, 2015. None of these RSUs were fully exercisable as of the Closing Date (each a "Non-Exercisable RSU") and all of them would have vested on March 5, 2019. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-11-30 · Disposition to issuer · Disposed 114,750 · Balance 0 F12: Pursuant to the Plan of Arrangement, the unvested Non-Exercisable RSUs were accelerated and became fully vested and exercisable as of the Closing Date and each Non-Exercisable RSU was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes. F9: Represents 114,750 common shares underlying 114,750 RSUs granted on March 4, 2016. As of the Closing Date, all of these RSUs were Non-Exercisable RSUs and would have vested in two equal installments on March 4, 2019 and on March 4, 2020. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-11-30 · Disposition to issuer · Disposed 162,750 · Balance 0 F12: Pursuant to the Plan of Arrangement, the unvested Non-Exercisable RSUs were accelerated and became fully vested and exercisable as of the Closing Date and each Non-Exercisable RSU was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes. F10: Represents 162,750 common shares underlying 162,750 RSUs granted on March 1, 2017. As of the Closing Date, all of these RSUs were Non-Exercisable RSUs and would have vested in three equal installments on March 1, 2019, March 1, 2020 and on March 1, 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-11-30 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-11-30 · Disposition to issuer · Disposed 244,499 · Balance 0 F12: Pursuant to the Plan of Arrangement, the unvested Non-Exercisable RSUs were accelerated and became fully vested and exercisable as of the Closing Date and each Non-Exercisable RSU was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes. F11: Represents 244,499 common shares underlying 244,499 RSUs granted on February 28, 2018. As of the Closing Date, all of these RSUs were Non-Exercisable RSUs and would have vested in four equal installments annually starting February 28, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 30, 2018 (the "Closing Date"), MLN AcquisitionCo ULC (the "Purchaser") acquired all of the outstanding common shares of Mitel Networks Corporation (the "Issuer") under a plan of arrangement under the Canada Business Corporations Act (the "Plan of Arrangement"), and Issuer became a wholly owned subsidiary of the Purchaser, an entity currently owned and controlled by funds affiliated with Searchlight Capital Partners, L.P., a private equity investment group.
F2: Pursuant to the Plan of Arrangement, each common share was transferred to the Purchaser in exchange for the right to receive US$11.15 in cash, without interest and less any applicable withholding taxes.
F3: Represents 250,000 options to purchase common shares (the "Options"), of which 218,750 were fully exercisable as of the Closing Date and the remaining 31,250 Options would have vested in equal installments every three months thereafter until March 5, 2019. Pursuant to the Plan of Arrangement, the unvested 31,250 Options were accelerated and became fully vested and exercisable as of the Closing Date.
F4: Represents 280,500 Options, of which 175,312 were fully exercisable as of the Closing Date and the remaining 105,188 Options would have vested in equal installments every three months thereafter until March 4, 2020. Pursuant to the Plan of Arrangement, the unvested 105,188 Options were accelerated and became fully vested and exercisable as of the Closing Date.
F5: Pursuant to the Plan of Arrangement, Options were cancelled in exchange for the right to receive an amount equal to the excess, if any, of US$11.15 over the exercise price of such option, less any applicable withholding taxes.
F6: Date exercisable for each performance share unit ("PSU") will vary for each vesting tranche based on achievement of share price performance milestones. The PSUs will expire three years from the date of grant.
F7: Pursuant to the Plan of Arrangement, each PSU was cancelled in consideration for the right to receive US$11.15 in cash per common share subject to such PSU, as calculated in accordance with the Plan of Arrangement, less any applicable withholding taxes.
F8: Represents 58,314 common shares underlying 58,314 restricted stock units (each an "RSU") granted on March 5, 2015. None of these RSUs were fully exercisable as of the Closing Date (each a "Non-Exercisable RSU") and all of them would have vested on March 5, 2019.
F9: Represents 114,750 common shares underlying 114,750 RSUs granted on March 4, 2016. As of the Closing Date, all of these RSUs were Non-Exercisable RSUs and would have vested in two equal installments on March 4, 2019 and on March 4, 2020.
F10: Represents 162,750 common shares underlying 162,750 RSUs granted on March 1, 2017. As of the Closing Date, all of these RSUs were Non-Exercisable RSUs and would have vested in three equal installments on March 1, 2019, March 1, 2020 and on March 1, 2021.
F11: Represents 244,499 common shares underlying 244,499 RSUs granted on February 28, 2018. As of the Closing Date, all of these RSUs were Non-Exercisable RSUs and would have vested in four equal installments annually starting February 28, 2019.
F12: Pursuant to the Plan of Arrangement, the unvested Non-Exercisable RSUs were accelerated and became fully vested and exercisable as of the Closing Date and each Non-Exercisable RSU was cancelled in exchange for the right to receive US$11.15 in cash, less any applicable withholding taxes.
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 437,326 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 72,440 · Balance 437,326 F1: Grant of restricted stock units that vest in twelve substantially equal installments, subject to the Reporting Person's continued service as a director through each vesting date, with the first installment vesting one month following the date of grant and an additional installment vesting on each monthly anniversary of the date of grant thereafter for the next eleven months. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units that vest in twelve substantially equal installments, subject to the Reporting Person's continued service as a director through each vesting date, with the first installment vesting one month following the date of grant and an additional installment vesting on each monthly anniversary of the date of grant thereafter for the next eleven months. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock.
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 10, 2017 Filed Mar 13, 2017 12:10 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | SaleCommon Shares | 43,025 | $6.95 | $299,096.89 |
DisclosureSEC source: 0001127602-17-011349 · form4.xml · nonDerivative · entry 3 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,647 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 12:10 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 58,312 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011349 · form4.xml · derivative · entry 5 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,626 Underlying: Common Shares · 58,312 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: Represents 174,938 Common Shares underlying 174,938 RSUs granted to Mr. McBee on March 5, 2015. These RSUs will vest as follows: (i) 58,312 of the RSUs will vest on March 5, 2017; (ii) 58,312 of the RSUs will vest on March 5, 2018; and (iii) 58,314 of the RSUs will vest on March 5, 2019. F2 · derivative.expiration_date: Represents 174,938 Common Shares underlying 174,938 RSUs granted to Mr. McBee on March 5, 2015. These RSUs will vest as follows: (i) 58,312 of the RSUs will vest on March 5, 2017; (ii) 58,312 of the RSUs will vest on March 5, 2018; and (iii) 58,314 of the RSUs will vest on March 5, 2019. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 12:10 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 57,375 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011349 · form4.xml · derivative · entry 4 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,125 Underlying: Common Shares · 57,375 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_date: Represents 229,500 Common Shares underlying 229,500 Restricted Stock Units ("RSUs") granted to Mr. McBee on March 4, 2016. These RSUs will vest as follows: (i) 57,375 of the RSUs will vest on March 4, 2017; (ii) 57,375 of the RSUs will vest on March 4, 2018; (iii) 57,375 of the RSUs will vest on March 4, 2019; and (iv) 57,375 of the RSUs will vest on March 4, 2020. F1 · derivative.expiration_date: Represents 229,500 Common Shares underlying 229,500 Restricted Stock Units ("RSUs") granted to Mr. McBee on March 4, 2016. These RSUs will vest as follows: (i) 57,375 of the RSUs will vest on March 4, 2017; (ii) 57,375 of the RSUs will vest on March 4, 2018; (iii) 57,375 of the RSUs will vest on March 4, 2019; and (iv) 57,375 of the RSUs will vest on March 4, 2020. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 12:10 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 58,312 | $6.50 | $379,028.00 |
DisclosureSEC source: 0001127602-17-011349 · form4.xml · nonDerivative · entry 2 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,672 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 12:10 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 57,375 | $6.50 | $372,937.50 |
DisclosureSEC source: 0001127602-17-011349 · form4.xml · nonDerivative · entry 1 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,360 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 18:29 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | SaleCommon Shares | 7,940 | $6.58 | $52,248.38 |
DisclosureSEC source: 0001127602-17-010318 · form4.xml · nonDerivative · entry 2 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,985 F1 · shares: This sale was made to cover taxes immediately following the vesting of previously granted RSUs. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:29 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionRestricted Stock Units · Derivative | 28,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010318 · form4.xml · derivative · entry 3 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,850 Underlying: Common Shares · 28,850 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: Represents 57,700 Common Shares underlying 57,700 RSUs granted to Mr. McBee on April 3, 2014. These RSUs will vest as follows: (i) 28,850 of the RSUs will vest on March 1, 2017; and (ii) 28,850 of the RSUs will vest on December 15, 2017. F2 · derivative.exercise_date: Represents 57,700 Common Shares underlying 57,700 RSUs granted to Mr. McBee on April 3, 2014. These RSUs will vest as follows: (i) 28,850 of the RSUs will vest on March 1, 2017; and (ii) 28,850 of the RSUs will vest on December 15, 2017. F2 · derivative.expiration_date: Represents 57,700 Common Shares underlying 57,700 RSUs granted to Mr. McBee on April 3, 2014. These RSUs will vest as follows: (i) 28,850 of the RSUs will vest on March 1, 2017; and (ii) 28,850 of the RSUs will vest on December 15, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 18:29 UTC | MITEL NETWORKS CORP MITL · Entity 162058 | Exercise / conversionCommon Shares | 28,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010318 · form4.xml · nonDerivative · entry 1 MCBEE RICHARD D · CIK 0001214422 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,925 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.