Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | EVP, Chief Technology Officer | March 04, 2025 | March 06, 2025 |
| PRICESMART INCPSMT · Entity 3872 | EVP and CIO | September 17, 2026 | September 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.
ADVANCE AUTO PARTS INC
Report date March 04, 2025 · Filed March 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,795 |
Reported balance
After 2025-03-04 transaction · row 1
1 source rowRow 1 · 2025-03-04 · Grant · Acquired 13,013 · Balance 34,795 F1: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 50% and 50% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee, including the potential for vesting of above-target level shares for exceptional performance. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 50% and 50% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee, including the potential for vesting of above-target level shares for exceptional performance.
PRICESMART INC
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.0001 par value per shareSEC Table I · non-derivative | Direct | 26,913 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 26,913 · Balance 26,913 F1: Award of restricted stock subject to vesting. 7,082 shares vest on October 26, 2027, 5,666 shares vest on October 26, 2028, 5,666 shares vest on October 26, 2029, 5,666 shares vest on October 26, 2030, 2,833 shares vest on October 26, 2031, subject to continued service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock subject to vesting. 7,082 shares vest on October 26, 2027, 5,666 shares vest on October 26, 2028, 5,666 shares vest on October 26, 2029, 5,666 shares vest on October 26, 2030, 2,833 shares vest on October 26, 2031, subject to continued service through each such vesting date.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 17:22 UTC | PRICESMART INC PSMT · Entity 3872 | GrantCommon Stock, $0.0001 par value per share | 26,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-062852 · wk-form4_1790011347.xml · nonDerivative · entry 1 Bhatia Shweta · CIK 0002058296 · EVP and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,913 F1 · shares: Award of restricted stock subject to vesting. 7,082 shares vest on October 26, 2027, 5,666 shares vest on October 26, 2028, 5,666 shares vest on October 26, 2029, 5,666 shares vest on October 26, 2030, 2,833 shares vest on October 26, 2031, subject to continued service through each such vesting date. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 01:12 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 13,013 | $34.58 | $449,989.54 |
DisclosureSEC source: 0001158449-25-000097 · wk-form4_1741223561.xml · nonDerivative · entry 1 Bhatia Shweta · CIK 0002058296 · EVP, Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,795 F1 · shares: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 50% and 50% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee, including the potential for vesting of above-target level shares for exceptional performance. 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.