Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LA-Z-BOY INCLZB · Entity 4804 | Sr. Vice President & CFO | June 28, 2024 | July 02, 2024 |
| Purple Innovation, Inc.PRPL · Entity 7764 | Chief Financial Officer | May 04, 2026 | May 06, 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.
LA-Z-BOY INC
Report date June 28, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 54,100 |
Reported balance
After 2024-06-28 transaction · row 1
1 source rowRow 1 · 2024-06-28 · Tax withholding · Disposed 442 · Balance 54,100 |
Purple Innovation, Inc.
Report date May 04, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 60,000 |
Reported balance
After 2026-05-04 transaction · row 1
1 source rowRow 1 · 2026-05-04 · Purchase · Acquired 60,000 · Balance 60,000 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.4839 to $0.4998, inclusive. The reporting person undertakes to provide to Purple Innovation, Inc., any security holder of Purple Innovation, 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 the range set forth in this footnote (1). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.4839 to $0.4998, inclusive. The reporting person undertakes to provide to Purple Innovation, Inc., any security holder of Purple Innovation, 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 the range set forth in this footnote (1).
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 04, 2026 Filed May 6, 2026 14:57 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | PurchaseClass A Common Stock | 60,000 | $0.49 | $29,436.00 |
DisclosureSEC source: 0001213900-26-052631 · ownership.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $0.4839 to $0.4998, inclusive. The reporting person undertakes to provide to Purple Innovation, Inc., any security holder of Purple Innovation, 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 the range set forth in this footnote (1). Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:09 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 442 | $37.28 | $16,477.76 |
DisclosureSEC source: 0000057131-24-000054 · wk-form4_1719954590.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,100 Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 20:42 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 963 | $36.74 | $35,380.62 |
DisclosureSEC source: 0000057131-24-000043 · wk-form4_1719607326.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,542 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 2,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 8 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,505 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,578 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 7 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,186 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 306 | $37.99 | $11,624.94 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 6 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,608 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 5 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,914 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 635 | $37.99 | $24,123.65 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 4 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,658 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 318 | $37.99 | $12,080.82 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 3 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,293 Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 12,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 2 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,611 Read SEC document |
| June 22, 2024 Filed Jun 25, 2024 23:46 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 98 | $37.89 | $3,713.22 |
DisclosureSEC source: 0000057131-24-000032 · wk-form4_1719359185.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,519 Read SEC document |
| June 28, 2023 Filed Jun 29, 2023 21:27 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 489 | $28.59 | $13,980.51 |
DisclosureSEC source: 0000057131-23-000090 · wk-form4_1688074031.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,617 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 15,817 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 7 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,106 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 3,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 6 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,289 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 5 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,437 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 260 | $27.66 | $7,191.60 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 4 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,831 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,066 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 3 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,091 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 129 | $27.66 | $3,568.14 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 2 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,025 Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 258 | $27.66 | $7,136.28 |
DisclosureSEC source: 0000057131-23-000070 · wk-form4_1687988398.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,154 Read SEC document |
| June 22, 2023 Filed Jun 23, 2023 21:18 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 97 | $27.09 | $2,627.73 |
DisclosureSEC source: 0000057131-23-000048 · wk-form4_1687555088.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,412 Read SEC document |
| June 17, 2023 Filed Jun 21, 2023 22:11 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 89 | $27.19 | $2,419.91 |
DisclosureSEC source: 0000057131-23-000040 · wk-form4_1687385466.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,509 Read SEC document |
| January 07, 2023 Filed Jan 10, 2023 21:40 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 217 | $24.41 | $5,296.97 |
DisclosureSEC source: 0000057131-23-000002 · wf-form4_167338678565906.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,598 Read SEC document |
| June 28, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantEmployee Stock Options (right to buy) · Derivative | 24,802 | $0.00 Strike: $24.41 | $0.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · derivative · entry 10 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,802 Underlying: Common Shares · 24,802 shares Expires 2032-06-28 F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable Column. Read SEC document |
| June 28, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 8,027 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 9 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,815 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 8 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,788 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 529 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 7 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,485 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 85 | $24.90 | $2,116.50 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 6 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,956 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 347 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 5 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,041 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 113 | $24.90 | $2,813.70 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 4 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,694 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 3 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,807 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 170 | $24.90 | $4,233.00 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 2 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,343 Read SEC document |
| June 27, 2022 Filed Jun 29, 2022 22:04 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 263 | $24.90 | $6,548.70 |
DisclosureSEC source: 0000057131-22-000049 · wf-form4_165654026700748.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,513 Read SEC document |
| June 22, 2022 Filed Jun 23, 2022 21:48 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 97 | $24.52 | $2,378.44 |
DisclosureSEC source: 0000057131-22-000043 · wf-form4_165602086808264.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,776 Read SEC document |
| June 17, 2022 Filed Jun 21, 2022 22:55 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 89 | $23.19 | $2,063.91 |
DisclosureSEC source: 0000057131-22-000033 · wf-form4_165585208529635.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,873 Read SEC document |
| January 07, 2022 Filed Jan 11, 2022 21:27 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 190 | $36.10 | $6,859.00 |
DisclosureSEC source: 0000057131-22-000004 · wf-form4_164193640032670.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,962 Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 01:01 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 97 | $37.56 | $3,643.32 |
DisclosureSEC source: 0000057131-21-000071 · wf-form4_162449648219676.xml · nonDerivative · entry 3 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,152 Read SEC document |
| June 21, 2021 Filed Jun 24, 2021 01:01 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantEmployee Stock Options (right to buy) · Derivative | 24,156 | $0.00 Strike: $37.93 | $0.00 |
DisclosureSEC source: 0000057131-21-000071 · wf-form4_162449648219676.xml · derivative · entry 4 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,156 Underlying: Common Shares · 24,156 shares Expires 2031-06-21 F1 · derivative.exercise_date: These options were granted under the La-Z-Boy Incorporated 2017 Omnibus Incentive Plan and become exercisable in four equal annual installments beginning on the date shown in the Date Exercisable Column. Read SEC document |
| June 21, 2021 Filed Jun 24, 2021 01:01 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-21-000071 · wf-form4_162449648219676.xml · nonDerivative · entry 2 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,249 Read SEC document |
| June 21, 2021 Filed Jun 24, 2021 01:01 UTC | LA-Z-BOY INC LZB · Entity 4804 | GrantCommon Shares | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0000057131-21-000071 · wf-form4_162449648219676.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,191 Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 23:47 UTC | LA-Z-BOY INC LZB · Entity 4804 | Tax withholdingCommon Shares | 89 | $36.74 | $3,269.86 |
DisclosureSEC source: 0000057131-21-000051 · wf-form4_162431925344207.xml · nonDerivative · entry 1 Lucian Robert Gerard · CIK 0001860115 · Sr. Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,496 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.