Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Boot Barn Holdings, Inc.BOOT · Entity 3971 | Director | May 18, 2026 | May 21, 2026 |
| DULUTH HOLDINGS INC.DLTH · Entity 6579 | Director | May 27, 2021 | May 28, 2021 |
| Xponential Fitness, Inc.XPOF · Entity 6109 | Director | June 17, 2024 | June 20, 2024 |
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.
Boot Barn Holdings, Inc.
Report date May 18, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,028 |
Reported balance
After 2026-05-18 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 1,028 · Balance 1,028 F1: Consists of shares underlying restricted stock units granted under the Boot Barn Holdings, Inc. 2020 Equity Incentive Plan, subject to vesting on May 19, 2027. F2: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 18, 2026 that remain subject to time-based vesting. |
| Common StockSEC Table I · non-derivative | Direct | 2,620 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,620 F3: Consists of 2,620 shares underlying restricted stock units for which the vesting criteria have been satisfied but the delivery of such shares has been deferred. |
| Common StockSEC Table I · non-derivative | Direct | 4,270 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,270 F4: Consists of the total number of shares of common stock held directly by the reporting person as of May 18, 2026, excluding any shares of common stock subject to further vesting conditions or deferred delivery. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares underlying restricted stock units granted under the Boot Barn Holdings, Inc. 2020 Equity Incentive Plan, subject to vesting on May 19, 2027.
F2: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 18, 2026 that remain subject to time-based vesting.
F3: Consists of 2,620 shares underlying restricted stock units for which the vesting criteria have been satisfied but the delivery of such shares has been deferred.
F4: Consists of the total number of shares of common stock held directly by the reporting person as of May 18, 2026, excluding any shares of common stock subject to further vesting conditions or deferred delivery.
DULUTH HOLDINGS INC.
Report date May 27, 2021 · Filed May 28, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 26,663 |
Reported balance
After 2021-05-27 transaction · row 1
1 source rowRow 1 · 2021-05-27 · Grant · Acquired 4,630 · Balance 26,663 F1: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest in full on the earlier of May 27, 2022 or the date of the Duluth Holdings Inc. 2022 annual meeting of shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest in full on the earlier of May 27, 2022 or the date of the Duluth Holdings Inc. 2022 annual meeting of shareholders.
Xponential Fitness, Inc.
Report date June 17, 2024 · Filed June 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 52,986 |
Ending reported balance
After 2024-06-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-06-17 · Grant · Acquired 5,241 · Balance 48,978 F1: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan for prior service as the Issuer's Interim Chief Executive Officer. The RSUs shall vest immediately. Row 2 · 2024-06-17 · Grant · Acquired 4,008 · Balance 52,986 F2: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan as a special bonus for prior service as the Issuer's Interim Chief Executive Officer. The RSUs shall vest immediately. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trust | 3,500 |
Reported balance
Holding disclosure · report date 2024-06-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,500 F3: Shares are held directly by the Morris Charitable Remainder Trust of which Brenda Morris is a co-trustee. |
| Class B Common StockSEC Table I · non-derivative | Direct | 811 |
Reported balance
Holding disclosure · report date 2024-06-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 811 |
| LLC Units in Xponential Holdings LLCSEC Table II · derivative / convertible security | Direct | 811 |
Reported balance
Holding disclosure · report date 2024-06-17 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 811 F4: Each LLC unit in Xponential Holdings LLC ("LLC Unit") may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock. F5: The LLC Units are fully vested. F6: The LLC Units do not expire. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan for prior service as the Issuer's Interim Chief Executive Officer. The RSUs shall vest immediately.
F2: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan as a special bonus for prior service as the Issuer's Interim Chief Executive Officer. The RSUs shall vest immediately.
F3: Shares are held directly by the Morris Charitable Remainder Trust of which Brenda Morris is a co-trustee.
F4: Each LLC unit in Xponential Holdings LLC ("LLC Unit") may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock.
F5: The LLC Units are fully vested.
F6: The LLC Units do not expire.
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 18, 2026 Filed May 21, 2026 00:35 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 1,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001323610-26-000004 · form4-05202026_080503.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,028 F1 · shares: Consists of shares underlying restricted stock units granted under the Boot Barn Holdings, Inc. 2020 Equity Incentive Plan, subject to vesting on May 19, 2027. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 18, 2026 that remain subject to time-based vesting. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 21:05 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 1,000 | $197.74 | $197,740.00 |
DisclosureSEC source: 0001323610-26-000002 · form4-02262026_040201.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,344 F1 · balance_after: Consists of the total number of shares of common stock held directly by the reporting person as of February 25, 2026, excluding any shares of common stock subject to further vesting conditions or deferred delivery. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 20:05 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 1,500 | $170.00 | $255,000.00 |
DisclosureSEC source: 0001415889-25-022915 · form4-08252025_040801.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,344 F1 · balance_after: Consists of the total number of shares of common stock held directly by the reporting person as of August 21, 2025, excluding any shares of common stock subject to further vesting conditions or deferred delivery. Read SEC document |
| May 16, 2025 Filed May 21, 2025 01:30 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-013889 · form4-05202025_090523.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 926 F1 · shares: Consists of shares underlying restricted stock units granted under the Boot Barn Holdings, Inc. 2020 Equity Incentive Plan, subject to vesting on May 17, 2026. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 16, 2025 that remain subject to time-based vesting. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 20:06 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 4,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018992 · form4.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,986 F2 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan as a special bonus for prior service as the Issuer's Interim Chief Executive Officer. The RSUs shall vest immediately. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 20:06 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 5,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018992 · form4.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,978 F1 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan for prior service as the Issuer's Interim Chief Executive Officer. The RSUs shall vest immediately. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 22:24 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 7,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017363 · form4.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,737 F1 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan for services as the Issuer's Interim Chief Executive Officer. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 22:24 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 9,888 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017363 · form4.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,882 F2 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted to the Reporting Person for services on the Issuer's board of directors. All shares subject to the RSUs will vest, subject to continued service, on the first anniversary date of the Issuer's 2024 Annual Meeting of Stockholders. Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:10 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 1,500 | $110.11 | $165,165.00 |
DisclosureSEC source: 0001415889-24-014457 · form4-05242024_040524.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,546 Read SEC document |
| May 16, 2024 Filed May 21, 2024 01:01 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 1,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-013847 · form4-05202024_090503.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,996 F1 · shares: Consists of shares underlying restricted stock units granted under the Company's 2020 Equity Incentive Plan, subject to vesting on May 16, 2025. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 16, 2024 that remain subject to time-based vesting. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:23 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 1,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008500 · form4-05222023_080525.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,698 F1 · shares: Consists of shares underlying restricted stock units granted under the Company's 2020 Equity Incentive Plan, subject to vesting on May 20, 2024. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 19, 2023 that remain subject to time-based vesting. Read SEC document |
| May 10, 2023 Filed Aug 18, 2023 01:32 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 2,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-022896 · form4.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,994 F1 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted to the Reporting Person for services on the Issuer's board of directors. All shares subject to the RSUs will vest, subject to continued service, on the first anniversary date of the Issuer's 2023 Annual Meeting of Stockholders. Read SEC document |
| May 12, 2022 Filed May 17, 2022 00:23 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 1,265 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005073 · form4-05162022_050533.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,542 F1 · shares: Consists of shares underlying restricted stock units granted under the Company's 2020 Equity Incentive Plan, subject to vesting on the first anniversary of the date of grant. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 12, 2022 that remain subject to time-based vesting. Read SEC document |
| May 11, 2022 Filed May 13, 2022 23:43 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 4,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-010595 · doc1.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,093 F1 · shares: Represents the Issuer's Class A common stock subject to restricted stock units (RSUs) award granted to the Reporting Person for services on the Issuer's board of directors. All shares subject to the RSUs will vest, subject to continued service, on the first anniversary date of the Issuer's 2022 Annual Meeting of Stockholders. Read SEC document |
| February 12, 2022 Filed Mar 25, 2022 20:13 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | ConversionLLC Units in Xponential Holdings LLC · Derivative | 6,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007536 · doc1.xml · derivative · entry 4 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811 Underlying: Class A Common Stock · 6,249 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 LLC unit in Xponential Holdings LLC ("LLC Unit") may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock. The LLC Units do not expire. F4 · kind: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. F4 · shares: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. F3 · derivative.exercise_date: The LLC Units are fully vested. F3 · derivative.expiration_date: The LLC Units are fully vested. Read SEC document |
| February 12, 2022 Filed Mar 25, 2022 20:13 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | Exercise / conversionClass A Common Stock | 6,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007536 · doc1.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,743 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. F4 · shares: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. F5 · balance_after: Includes 6,249 shares subject to restricted stock units ("RSU") that will vest, subject to continued service, 50% on the first anniversary of the date of grant, 25% on the 18-month anniversary of the date of grant and 25% on the second anniversary of the date of grant. Read SEC document |
| February 12, 2022 Filed Mar 25, 2022 20:13 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | Disposition to issuerClass B Common Stock | 6,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007536 · doc1.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811 F4 · shares: The Reporting Person elected to redeem her LLC Units for shares of Class A common stock pursuant to the terms of the LLC Agreement. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 20:08 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | PurchaseClass A Common Stock | 4,495 | $11.08 | $49,825.28 |
DisclosureSEC source: 0001567619-21-017243 · doc1.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,494 Read SEC document |
| August 20, 2021 Filed Aug 20, 2021 22:57 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 3,000 | $82.16 | $246,484.50 |
DisclosureSEC source: 0001179110-21-008336 · edgar.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,426 F2 · price: Reflects the weighted average price of sales on August 20, 2021. The shares were sold in multiple transactions at prices ranging from $81.71 to $82.88, inclusive. The reporting person undertakes to provide to Boot Barn Holdings, Inc., any security holder of Boot Barn Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F3 · balance_after: Amount of securities beneficially owned consists of the number of shares of common stock held by the reporting person as of August 20, 2021. Amount includes 2,620 shares underlying restricted stock units for which the vesting criteria have been satisfied but the delivery of such shares has been deferred, but excludes any shares of common stock subject to further vesting conditions. See Note 4. Read SEC document |
| August 19, 2021 Filed Aug 20, 2021 22:57 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 3,000 | $81.92 | $245,774.70 |
DisclosureSEC source: 0001179110-21-008336 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,426 F1 · price: Reflects the weighted average price of sales on August 19, 2021. The shares were sold in multiple transactions at prices ranging from $81.81 to $82.05, inclusive. The reporting person undertakes to provide to Boot Barn Holdings, Inc., any security holder of Boot Barn Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| July 27, 2021 Filed Jul 29, 2021 00:27 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass A Common Stock | 6,249 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-011364 · dp155220_4-morris.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,249 F2 · shares: Represents a grant of restricted stock units that will vest, subject to continued service, 50% on the first anniversary of the date of grant, 25% on the 18-month anniversary of the date of grant and 25% on the second anniversary of the date of grant. Read SEC document |
| July 27, 2021 Filed Sep 17, 2021 20:08 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | PurchaseClass A Common Stock | 3,500 | $12.00 | $42,000.00 |
DisclosureSEC source: 0001567619-21-017243 · doc1.xml · nonDerivative · entry 3 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,500 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock. F2 · ownership.nature: Shares are held directly by the Morris Charitable Remainder Trust of which Brenda Morris is a co-trustee. Read SEC document |
| July 27, 2021 Filed Sep 17, 2021 20:08 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | PurchaseClass A Common Stock | 1,750 | $12.00 | $21,000.00 |
DisclosureSEC source: 0001567619-21-017243 · doc1.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999 F1 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| July 26, 2021 Filed Jul 29, 2021 00:27 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantLLC Units in Xponential Holdings LLC · Derivative | 7,060 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-21-011364 · dp155220_4-morris.xml · derivative · entry 3 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,060 Underlying: Class A Common Stock · 7,060 shares Expires not disclosed F3 · derivative.exercise_price: Upon vesting, each LLC unit in Xponential Holdings LLC ("LLC Unit") may be redeemed for, together with the cancellation of a share of Class B common stock, one share of Class A common stock or a cash payment equal to the volume weighted average market price of one share of Class A common stock for each LLC Unit redeemed. The LLC Units do not expire. F1 · shares: These securities were acquired through the conversion prior to the completion of the Issuer's initial public offering of historical interests held by the reporting person in H&W Franchise Holdings, LLC. F4 · derivative.exercise_date: The LLC Units are fully vested. F4 · derivative.expiration_date: The LLC Units are fully vested. Read SEC document |
| July 26, 2021 Filed Jul 29, 2021 00:27 UTC | Xponential Fitness, Inc. XPOF · Entity 6109 | GrantClass B Common Stock | 7,060 | $0.00 | $0.71 |
DisclosureSEC source: 0000950103-21-011364 · dp155220_4-morris.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,060 F1 · shares: These securities were acquired through the conversion prior to the completion of the Issuer's initial public offering of historical interests held by the reporting person in H&W Franchise Holdings, LLC. Read SEC document |
| May 27, 2021 Filed May 28, 2021 20:49 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | GrantClass B Common Stock | 4,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-21-000244 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,663 F1 · price: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest in full on the earlier of May 27, 2022 or the date of the Duluth Holdings Inc. 2022 annual meeting of shareholders. Read SEC document |
| May 14, 2021 Filed May 18, 2021 22:43 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005532 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,859 F1 · shares: Consists of shares underlying restricted stock units granted under the Company's 2020 Equity Incentive Plan, subject to vesting on the first anniversary of the date of grant. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 14, 2021 that remain subject to time-based vesting. Read SEC document |
| April 09, 2021 Filed Apr 12, 2021 22:06 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | SaleClass B Common Stock | 1,413 | $16.50 | $23,314.50 |
DisclosureSEC source: 0000892712-21-000167 · edgar.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,033 Read SEC document |
| April 08, 2021 Filed Apr 12, 2021 22:06 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | SaleClass B Common Stock | 2,087 | $16.50 | $34,435.50 |
DisclosureSEC source: 0000892712-21-000167 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,446 Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 21:50 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 5,000 | $60.00 | $300,000.00 |
DisclosureSEC source: 0001179110-21-001409 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,844 F1 · balance_after: Amount of securities beneficially owned consists of the number of shares of common stock held by the reporting person as of February 5, 2021. Amount includes 2,620 shares underlying restricted stock units for which the vesting criteria have been satisfied but the delivery of such shares has been deferred, but excludes any shares of common stock subject to further vesting conditions. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 21:22 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 6,000 | $34.50 | $206,977.80 |
DisclosureSEC source: 0001179110-20-010815 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,844 F1 · price: Reflects the weighted average price of sales on November 2, 2020. The shares were sold in multiple transactions at prices ranging from $34.16 to $34.83, inclusive. The reporting person undertakes to provide to Boot Barn Holdings, Inc., any security holder of Boot Barn Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: Amount of securities beneficially owned consists of the number of shares of common stock held by the reporting person as of November 2, 2020. Amount includes 2,620 shares underlying restricted stock units for which the vesting criteria have been satisfied but the delivery of such shares has been deferred, but excludes any shares of common stock subject to further vesting conditions. Read SEC document |
| May 22, 2020 Filed May 27, 2020 21:41 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 3,582 | $20.94 | $75,007.08 |
DisclosureSEC source: 0001179110-20-006653 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,582 F1 · shares: Consists of shares underlying restricted stock units granted under the Company's 2014 Equity Incentive Plan, subject to vesting on the first anniversary of the date of grant. F2 · balance_after: Consists of the total number of shares of common stock underlying restricted stock units held by the reporting person as of May 22, 2020 that remain subject to time-based vesting. Read SEC document |
| May 21, 2020 Filed May 26, 2020 16:25 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | GrantClass B Common Stock | 13,226 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-20-000216 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,533 F1 · price: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest one year from the date of grant. Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 22:33 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 2,500 | $42.21 | $105,530.00 |
DisclosureSEC source: 0001179110-19-011697 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,224 F1 · price: Reflects the weighted average price of sales on November 12, 2019. The shares were sold in multiple transactions at prices ranging from $42.20 to $42.23, inclusive. The reporting person undertakes to provide to Boot Barn Holdings, Inc., any security holder of Boot Barn Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · balance_after: Amount of securities beneficially owned consists of the number of shares of common stock held by the reporting person as of November 12, 2019, excluding any shares of common stock subject to further vesting conditions. Read SEC document |
| May 23, 2019 Filed May 24, 2019 19:31 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | GrantClass B Common Stock | 3,654 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-19-000225 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,307 F1 · price: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest one year from the date of grant. Read SEC document |
| May 20, 2019 Filed May 22, 2019 21:46 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 2,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-006501 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,344 F1 · kind: Consists of shares underlying restricted stock units granted under the Company's 2014 Equity Incentive Plan, subject to vesting on the first anniversary of the date of grant. The receipt of such shares upon vesting has been deferred by the reporting person until six months after she ceases to be a director. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 01:20 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | SaleCommon Stock | 7,000 | $28.04 | $196,255.50 |
DisclosureSEC source: 0001179110-19-002194 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,724 F1 · price: Reflects the weighted average price of sales on February 19, 2019. The shares were sold in multiple transactions at prices ranging from $28.00 to $28.12, inclusive. The reporting person undertakes to provide to Boot Barn Holdings, Inc., any security holder of Boot Barn Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:09 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | GrantClass B Common Stock | 3,288 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-18-000253 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653 F1 · price: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest one year from the date of grant. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:53 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 3,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007631 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,724 F1 · kind: Consists of shares underlying restricted stock units granted under the Company's 2014 Equity Incentive Plan, subject to vesting on the first anniversary of the date of grant. Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 00:34 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | PurchaseCommon Stock | 7,000 | $6.33 | $44,284.10 |
DisclosureSEC source: 0001179110-17-008718 · edgar.xml · nonDerivative · entry 2 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,818 F2 · price: Reflects the weighted average price of purchases on June 7, 2017. The shares were acquired in multiple transactions at prices ranging from $6.24 to $6.40, inclusive. The reporting person undertakes to provide to Boot Barn Holdings, Inc., any security holder of Boot Barn Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares acquired at each separate price within such range. Read SEC document |
| June 05, 2017 Filed Jun 8, 2017 00:34 UTC | Boot Barn Holdings, Inc. BOOT · Entity 3971 | GrantCommon Stock | 4,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008718 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,818 F1 · kind: Consists of shares underlying restricted stock units granted under the Company's 2014 Equity Incentive Plan, subject to vesting on the first anniversary of the date of grant. Read SEC document |
| May 24, 2017 Filed May 26, 2017 15:10 UTC | DULUTH HOLDINGS INC. DLTH · Entity 6579 | GrantClass B Common Stock | 2,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000892712-17-000452 · edgar.xml · nonDerivative · entry 1 Morris Brenda I · CIK 0001323610 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,365 F1 · price: Award of restricted stock granted under the 2015 Equity Incentive Plan of Duluth Holdings Inc. The shares of restricted stock vest one year from the date of grant. 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.