Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bloomin' Brands, Inc.BLMN · Entity 5085 | Director | April 22, 2026 | April 24, 2026 |
| URBAN OUTFITTERS INCURBN · Entity 1630 | Chief Financial Officer | September 04, 2026 | September 08, 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.
Bloomin' Brands, Inc.
Report date April 22, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,277 |
Reported balance
After 2026-04-22 transaction · row 1
1 source rowRow 1 · 2026-04-22 · Exercise / conversion · Acquired 19,746 · Balance 36,277 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 23,485 |
Reported balance
After 2026-04-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-22 · Grant · Acquired 23,485 · Balance 23,485 F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F2: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027. F3: This field is not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-22 · Exercise / conversion · Disposed 19,746 · Balance 0 F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit. F4: These RSUs, in the original grant amount of 19,746, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026. F3: This field is not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents the contingent right to receive one share of common stock of the issuer upon vesting of the unit.
F2: These RSUs, in the original grant amount of 23,485, will fully vest immediately prior to the issuer's annual meeting of stockholders in 2027.
F3: This field is not applicable.
F4: These RSUs, in the original grant amount of 19,746, fully vested immediately prior to the issuer's annual meeting of stockholders in 2026.
URBAN OUTFITTERS INC
Report date September 04, 2026 · Filed September 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 11,323 |
Reported balance
After 2026-09-04 transaction · row 1
1 source rowRow 1 · 2026-09-04 · Sale · Disposed 5,700 · Balance 11,323 F1: The price in Column 4 is a weighted average price. The price actually received ranged from $80.75 to $80.78. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. The price actually received ranged from $80.75 to $80.78. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range.
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 |
|---|---|---|---|---|---|---|
| February 25, 2022 Filed Mar 1, 2022 23:51 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Tax withholdingCommon Shares | 1,202 | $26.81 | $32,225.62 |
DisclosureSEC source: 0001209191-22-014358 · doc4.xml · nonDerivative · entry 2 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,298 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:51 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionCommon Shares | 3,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-014358 · doc4.xml · nonDerivative · entry 1 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. Read SEC document |
| May 26, 2021 Filed May 28, 2021 22:25 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | SaleCommon Shares | 2,593 | $40.00 | $103,720.00 |
DisclosureSEC source: 0001209191-21-036658 · doc4.xml · nonDerivative · entry 1 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The sales were effected pursuant to the terms of a 10b5-1 trading plan adopted on April 16, 2021. Read SEC document |
| April 16, 2021 Filed Apr 19, 2021 21:23 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | SaleCommon Shares | 2,500 | $37.99 | $94,987.00 |
DisclosureSEC source: 0001209191-21-027331 · doc4.xml · nonDerivative · entry 1 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,593 F1 · price: The price in Column 4 is a weighted average price. The price actually received ranged from $37.99 to $38.02. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:01 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | SaleCommon Shares | 3,962 | $37.43 | $148,304.00 |
DisclosureSEC source: 0001209191-21-026979 · doc4.xml · nonDerivative · entry 1 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,093 F1 · price: The price in Column 4 is a weighted average price. The price actually received ranged from $37.431 to $37.455. The reporting person undertakes to provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 21:58 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GrantRestricted Stock Unit · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-026470 · doc4.xml · derivative · entry 2 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Shares · 15,000 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. F4 · derivative.exercise_date: One-third of the total number of RSUs are eligible to vest on each of April 12, 2023, 2024 and 2025, contingent on the continued employment of the reporting person through such date. F4 · derivative.expiration_date: One-third of the total number of RSUs are eligible to vest on each of April 12, 2023, 2024 and 2025, contingent on the continued employment of the reporting person through such date. Read SEC document |
| April 12, 2021 Filed Apr 13, 2021 21:58 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | GrantPerformance Based Restricted Stock Unit · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-026470 · doc4.xml · derivative · entry 1 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Shares · 15,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Based Restricted Stock Unit ("PSU") represents a contingent right to receive one of the issuer's common shares. F2 · derivative.exercise_date: One-third of the total number of PSUs are eligible to vest on each of April 12, 2023, 2024 and 2025, contingent on the continued employment of the reporting person through such date and the satisfaction of certain performance measures relating to the issuer's average operating profit margin for the fiscal years 2022, 2023, 2024, and 2025. F2 · derivative.expiration_date: One-third of the total number of PSUs are eligible to vest on each of April 12, 2023, 2024 and 2025, contingent on the continued employment of the reporting person through such date and the satisfaction of certain performance measures relating to the issuer's average operating profit margin for the fiscal years 2022, 2023, 2024, and 2025. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionRestricted Based Restricted Stock Unit · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · derivative · entry 9 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 2,500 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. F4 · derivative.exercise_date: The total number of RSUs were eligible to vest on February 28, 2021, contingent on the continued employment of the reporting person through such date. F4 · derivative.expiration_date: The total number of RSUs were eligible to vest on February 28, 2021, contingent on the continued employment of the reporting person through such date. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionRestricted Based Restricted Stock Unit · Derivative | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · derivative · entry 8 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Shares · 2,000 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. F3 · derivative.exercise_date: The total number of RSUs are eligible to vest on February 27, 2022, contingent on the continued employment of the reporting person through such date. F3 · derivative.expiration_date: The total number of RSUs are eligible to vest on February 27, 2022, contingent on the continued employment of the reporting person through such date. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionRestricted Based Restricted Stock Unit · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · derivative · entry 7 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Shares · 3,000 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. F2 · derivative.exercise_date: One-half of the total number of RSUs are eligible to vest on each of February 26, 2022 and 2023, contingent on the continued employment of the reporting person through such date. F2 · derivative.expiration_date: One-half of the total number of RSUs are eligible to vest on each of February 26, 2022 and 2023, contingent on the continued employment of the reporting person through such date. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Tax withholdingCommon Shares | 868 | $33.90 | $29,425.20 |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · nonDerivative · entry 6 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,055 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionCommon Shares | 2,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · nonDerivative · entry 5 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,923 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Tax withholdingCommon Shares | 610 | $33.90 | $20,679.00 |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · nonDerivative · entry 4 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,423 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionCommon Shares | 2,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · nonDerivative · entry 3 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,033 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Tax withholdingCommon Shares | 929 | $33.90 | $31,493.10 |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · nonDerivative · entry 2 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,033 Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 23:36 UTC | URBAN OUTFITTERS INC URBN · Entity 1630 | Exercise / conversionCommon Shares | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016445 · doc4.xml · nonDerivative · entry 1 Marein-Efron Melanie · CIK 0001834896 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,962 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one of the issuer's common shares. 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.