Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Latham Group, Inc.SWIM · Entity 5107 | CHIEF FINANCIAL OFFICER | May 20, 2026 | May 21, 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.
Latham Group, Inc.
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 540,758 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Purchase · Acquired 15,050 · Balance 540,758 |
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 16:24 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon stock, par value $0.0001 per share | 15,050 | $4.90 | $73,745.00 |
DisclosureSEC source: 0001998749-26-000005 · wk-form4_1779380643.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 540,758 Read SEC document |
| March 07, 2026 Filed Mar 9, 2026 19:32 UTC | Latham Group, Inc. SWIM · Entity 5107 | Tax withholdingCommon stock, par value $0.0001 per share | 5,522 | $6.30 | $34,788.60 |
DisclosureSEC source: 0001998749-26-000002 · wk-form4_1773084763.xml · nonDerivative · entry 3 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,708 Read SEC document |
| March 06, 2026 Filed Mar 9, 2026 19:32 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon stock, par value $0.0001 per share | 54,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001998749-26-000002 · wk-form4_1773084763.xml · nonDerivative · entry 2 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531,230 F2 · shares: Represents restricted stock units granted on March 6, 2026. 18,055 shares will vest on each of March 6, 2027 and 2028. 18,057 shares will vest on March 6, 2029. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 19:32 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon stock, par value $0.0001 per share | 10,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001998749-26-000002 · wk-form4_1773084763.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 477,063 F1 · shares: Indicates performance stock units ("PSUs") earned over a one year performance period as granted on March 7, 2025 under the Issuer's 2021 Omnibus Equity Incentive Plan. The PSUs will vest on March 7, 2028. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:14 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon Stock, par value $0.0001 per share | 13,500 | $6.10 | $82,350.00 |
DisclosureSEC source: 0001415889-25-013424 · form4-05162025_080540.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466,630 Read SEC document |
| March 15, 2025 Filed Mar 17, 2025 21:10 UTC | Latham Group, Inc. SWIM · Entity 5107 | Tax withholdingCommon Stock, par value $0.0001 per share | 12,039 | $7.29 | $87,764.31 |
DisclosureSEC source: 0001415889-25-008223 · form4-03172025_090340.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453,130 Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 01:36 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 53,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007610 · form4-03112025_010359.xml · nonDerivative · entry 2 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,169 F2 · shares: Represents restricted stock units granted on March 7, 2025. 13,352 shares will vest on March 7, 2026 and 13,353 shares will vest on each of March 7, 2027, 2028, and 2029. Read SEC document |
| March 05, 2025 Filed Mar 11, 2025 01:36 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 120,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-007610 · form4-03112025_010359.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 411,758 F1 · shares: Indicates performance stock units ("PSUs") earned over a one year performance period as granted on March 15, 2024 under the Issuer's 2021 Omnibus Equity Incentive Plan. The PSUs will vest on March 15, 2027. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:21 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon Stock, par value $0.0001 per share | 9,000 | $5.73 | $51,570.00 |
DisclosureSEC source: 0001415889-24-026699 · form4-11132024_091103.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,706 F1 · kind: The open market purchase reported on this Form 4 was effectuated within six months of an automatic and non-discretionary "sell-to-cover" transaction to cover taxes due on restricted stock units that vested on October 30, 2024, as reported on a Form 4 dated October 31, 2024. The Reporting Person promptly initiated a settlement with the issuer by payment of $6,378.16, which amount represents the disgorgement of all short-swing profits related to the foregoing transactions, less transaction costs, in accordance with Section 16(b) of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 31, 2024 Filed Oct 31, 2024 23:31 UTC | Latham Group, Inc. SWIM · Entity 5107 | SaleCommon Stock, par value $0.0001 per share | 10,216 | $6.44 | $65,791.04 |
DisclosureSEC source: 0001415889-24-025851 · form4-10312024_111004.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,706 F1 · shares: Represents shares of stock sold in an automatic "sell-to-cover" transaction to cover taxes due on RSUs that vested on October 30, 2024. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 22:25 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 153,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008327 · form4-03182024_100326.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 265,422 F1 · shares: Represents restricted stock units granted on March 15, 2024. 38,414 shares will vest on March 15, 2025. 38,415 shares will vest on each of March 15, 2026, 2027, and 2028. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:50 UTC | Latham Group, Inc. SWIM · Entity 5107 | PurchaseCommon Stock, par value $0.0001 per share | 27,500 | $2.92 | $80,300.00 |
DisclosureSEC source: 0001415889-24-008618 · form4-03192024_090315.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · CHIEF FINANCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,922 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.90 to $2.95 inclusive.The reporting person undertakes to provide 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 purchased at each separate price within the range set forth above. Read SEC document |
| October 30, 2023 Filed Oct 31, 2023 20:19 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantStock Appreciation Right · Derivative | 58,878 | $0.00 Strike: $2.21 | $0.00 |
DisclosureSEC source: 0001415889-23-014621 · form4-10312023_081037.xml · derivative · entry 3 Gloe Oliver C. · CIK 0001998749 · VICE PRESIDENT, FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,878 Underlying: Common Stock, par value $0.0001 per share · 58,878 shares Expires 2033-10-30 F3 · derivative.exercise_date: The stock appreciation rights ("SARs") were granted on October 30, 2023. 14,719 SARs will vest on each of October 30, 2024, 2025, and 2026, and 14,721 SARs will vest on October 30, 2027. Read SEC document |
| October 30, 2023 Filed Oct 31, 2023 20:19 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 66,515 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-014621 · form4-10312023_081037.xml · nonDerivative · entry 2 Gloe Oliver C. · CIK 0001998749 · VICE PRESIDENT, FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,763 F2 · shares: Represents RSUs granted on October 30, 2023. 16,628 shares will vest on each of October 30, 2024, 2025, and 2026, and 16,631 shares will vest on October 30, 2027. Read SEC document |
| October 30, 2023 Filed Oct 31, 2023 20:19 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 45,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-014621 · form4-10312023_081037.xml · nonDerivative · entry 1 Gloe Oliver C. · CIK 0001998749 · VICE PRESIDENT, FINANCE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,248 F1 · shares: Represents restricted stock units ("RSUs") granted on October 30, 2023. 15,082 shares will vest on each of October 30, 2024 and 2025, and 15,084 shares will vest on October 30, 2026. 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.