Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CNO Financial Group, Inc.CNO · Entity 576 | Director | May 12, 2026 | May 13, 2026 |
| NEIGHBORHOOD INTELLIGENCE, INC.BBBY · Entity 5765 | President & CFO | March 11, 2026 | March 12, 2026 |
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | SVP & CFO | May 13, 2026 | May 15, 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.
CNO Financial Group, Inc.
Report date May 12, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,337 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 3,574 · Balance 20,337 F1: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of immediately vesting restricted stock units granted under the CNO Financial Group, Inc. Amended and Restated Long-Term Incentive Plan.
NEIGHBORHOOD INTELLIGENCE, INC.
Report date March 11, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 100,000 |
Reported balance
After 2026-03-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 100,000 · Balance 100,000 F1: Each restricted stock unit represents a contingent right to receive one share of Bed Bath & Beyond, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 17, 2027, February 17, 2028 and February 17, 2029. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amounts shown reflect restricted stock units from the subject grant beneficially owned following the transaction reported herein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Bed Bath & Beyond, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 17, 2027, February 17, 2028 and February 17, 2029. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amounts shown reflect restricted stock units from the subject grant beneficially owned following the transaction reported herein.
Sally Beauty Holdings, Inc.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-06-01 | Direct | 98,280 |
Reported balance
After 2026-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 98,280 · Balance 98,280 F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis. F2: The RSUs vest in three equal installments on June 1, 2027, June 1, 2028, and June 1, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.
F2: The RSUs vest in three equal installments on June 1, 2027, June 1, 2028, and June 1, 2029.
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 |
|---|---|---|---|---|---|---|
| January 21, 2023 Filed Jan 24, 2023 22:06 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Units · Derivative | 6,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001390 · form4-01242023_100104.xml · derivative · entry 3 Lee Adrianne · CIK 0001807266 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,668 Underlying: Common Stock · 6,666 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 represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on January 21, 2023, January 21, 2024, and January 21, 2025. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on January 21, 2023, January 21, 2024, and January 21, 2025. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on January 21, 2023, January 21, 2024, and January 21, 2025. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| January 21, 2023 Filed Jan 24, 2023 22:06 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 3,090 | $21.41 | $66,156.90 |
DisclosureSEC source: 0001415889-23-001390 · form4-01242023_100104.xml · nonDerivative · entry 2 Lee Adrianne · CIK 0001807266 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 Read SEC document |
| January 21, 2023 Filed Jan 24, 2023 22:06 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 6,666 | $0.00 | $0.67 |
DisclosureSEC source: 0001415889-23-001390 · form4-01242023_100104.xml · nonDerivative · entry 1 Lee Adrianne · CIK 0001807266 · CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,590 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 |
| April 01, 2022 Filed Apr 5, 2022 00:55 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002556 · edgar.xml · derivative · entry 3 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,334 Underlying: Common Stock · 10,000 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 represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 00:55 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 2,930 | $43.01 | $126,019.30 |
DisclosureSEC source: 0001179110-22-002556 · edgar.xml · nonDerivative · entry 2 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,924 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 00:55 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $1.00 |
DisclosureSEC source: 0001179110-22-002556 · edgar.xml · nonDerivative · entry 1 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,854 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 |
| February 04, 2022 Filed Feb 7, 2022 22:41 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Unit · Derivative | 2,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000889 · edgar.xml · derivative · entry 3 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,334 Underlying: Common Stock · 2,666 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 represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on February 4, 2022, February 4, 2023, and February 4, 2024. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on February 4, 2022, February 4, 2023, and February 4, 2024. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on February 4, 2022, February 4, 2023, and February 4, 2024. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 22:41 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 882 | $49.53 | $43,685.46 |
DisclosureSEC source: 0001179110-22-000889 · edgar.xml · nonDerivative · entry 2 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,854 Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 22:41 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 2,666 | $0.00 | $0.27 |
DisclosureSEC source: 0001179110-22-000889 · edgar.xml · nonDerivative · entry 1 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,736 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 |
| January 21, 2022 Filed Jan 25, 2022 22:12 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000593 · edgar.xml · derivative · entry 1 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 Underlying: Common Stock · 20,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on January 21, 2023, January 21, 2024, and January 21, 2025. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on January 21, 2023, January 21, 2024, and January 21, 2025. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on January 21, 2023, January 21, 2024, and January 21, 2025. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 22:30 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004129 · edgar.xml · derivative · entry 3 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 10,000 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 represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest or have vested in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares are delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 22:30 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Tax withholdingCommon Stock | 2,930 | $68.70 | $201,291.00 |
DisclosureSEC source: 0001179110-21-004129 · edgar.xml · nonDerivative · entry 2 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,070 Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 22:30 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $1.00 |
DisclosureSEC source: 0001179110-21-004129 · edgar.xml · nonDerivative · entry 1 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| February 04, 2021 Filed Feb 8, 2021 21:23 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001391 · edgar.xml · derivative · entry 1 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 8,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 4, 2022, February 4, 2023, and February 4, 2024. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 4, 2022, February 4, 2023, and February 4, 2024. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on February 4, 2022, February 4, 2023, and February 4, 2024. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 00:26 UTC | NEIGHBORHOOD INTELLIGENCE, INC. OSTK · Entity 5765 | GrantRestricted Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004581 · edgar.xml · derivative · entry 1 Lee Adrianne · CIK 0001807266 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. F1 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of Overstock.com, Inc. common stock. The restricted stock units vest in three equal installments at the close of business on April 1, 2021, April 1, 2022, and April 1, 2023. Vested shares will be delivered to the reporting person promptly after the restricted stock units vest. Amount shown does not include previously granted RSUs with different vesting schedules. 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.