Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIVE BELOW, INCFIVE · Entity 3393 | Director · President & CEO | June 10, 2024 | June 13, 2024 |
| Petco Health & Wellness Company, Inc.WOOF · Entity 5186 | Director · Chief Executive Officer | September 22, 2026 | September 24, 2026 |
| Sprouts Farmers Market, Inc.SFM · Entity 2456 | Director | March 12, 2026 | March 16, 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.
FIVE BELOW, INC
Report date June 10, 2024 · Filed June 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,748 |
Reported balance
After 2024-06-10 transaction · row 1
1 source rowRow 1 · 2024-06-10 · Grant · Acquired 1,872 · Balance 77,748 |
| Common StockSEC Table I · non-derivative | IndirectBy Joel D. Anderson 2020 Irrevocable Trust | 85,555 |
Reported balance
Holding disclosure · report date 2024-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 85,555 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 6,922 |
Reported balance
Holding disclosure · report date 2024-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,922 |
| Common StockSEC Table I · non-derivative | IndirectBy spousal trust | 71,304 |
Reported balance
Holding disclosure · report date 2024-06-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 71,304 |
| Common StockSEC Table I · non-derivative | IndirectBy one or more GRATs | 59,379 |
Reported balance
Holding disclosure · report date 2024-06-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 59,379 |
Petco Health & Wellness Company, Inc.
Report date September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 87,233 |
Reported balance
After 2026-09-22 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-22 · Other · Disposed 705,000 · Balance 87,233 F1: On September 22, 2026, the reporting person contributed 705,000 shares of Petco common stock from the Revocable Trust into the 2020 Trust. In exchange for the shares, the Revocable Trust withdrew an amount equal to $2.37 per share from the 2020 Trust. The contribution of shares to the 2020 Trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the Revocable Trust and a corresponding increase in the number of shares the reporting person beneficially owns indirectly through the 2020 Trust. The reporting person believes that this contribution of shares to the 2020 Trust constitutes a change in the form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F2: On August 4, 2026 and September 15, 2026, respectively, 246,269 and 285,061 shares of Class A common stock of the Issuer were transferred from the reporting person's direct holdings into the Revocable Trust. |
| Class A Common StockSEC Table I · non-derivative | Direct | 1,361,684 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,361,684 F3: Includes 1,347,723 outstanding restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 2020 Trust | 3,134,235 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,134,235 F1: On September 22, 2026, the reporting person contributed 705,000 shares of Petco common stock from the Revocable Trust into the 2020 Trust. In exchange for the shares, the Revocable Trust withdrew an amount equal to $2.37 per share from the 2020 Trust. The contribution of shares to the 2020 Trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the Revocable Trust and a corresponding increase in the number of shares the reporting person beneficially owns indirectly through the 2020 Trust. The reporting person believes that this contribution of shares to the 2020 Trust constitutes a change in the form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy 2025 Trust | 229,204 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 229,204 |
Filing footnotes · ownership attribution and instrument terms
F1: On September 22, 2026, the reporting person contributed 705,000 shares of Petco common stock from the Revocable Trust into the 2020 Trust. In exchange for the shares, the Revocable Trust withdrew an amount equal to $2.37 per share from the 2020 Trust. The contribution of shares to the 2020 Trust resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the Revocable Trust and a corresponding increase in the number of shares the reporting person beneficially owns indirectly through the 2020 Trust. The reporting person believes that this contribution of shares to the 2020 Trust constitutes a change in the form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.
F2: On August 4, 2026 and September 15, 2026, respectively, 246,269 and 285,061 shares of Class A common stock of the Issuer were transferred from the reporting person's direct holdings into the Revocable Trust.
F3: Includes 1,347,723 outstanding restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer.
Sprouts Farmers Market, Inc.
Report date March 12, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 28,884 |
Reported balance
After 2026-03-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-12 · Grant · Acquired 4,082 · Balance 28,884 F1: Consists of a grant of restricted stock units. Each restricted stock unit represents the right to receive, upon vesting, one share of common stock. These restricted stock units will vest on March 12, 2027, assuming continued service through such vest date. F2: Includes, in addition to the 4,082 restricted stock units described in Note (1), 24,802 shares of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a grant of restricted stock units. Each restricted stock unit represents the right to receive, upon vesting, one share of common stock. These restricted stock units will vest on March 12, 2027, assuming continued service through such vest date.
F2: Includes, in addition to the 4,082 restricted stock units described in Note (1), 24,802 shares of common stock.
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 |
|---|---|---|---|---|---|---|
| March 20, 2018 Filed Mar 22, 2018 22:54 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionRestricted Stock Units · Derivative | 31,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-18-000134 · edgar.xml · derivative · entry 6 Anderson Joel D · CIK 0001329860 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,490 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. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Five Below, Inc.'s common stock. F5 · shares: The reporting person was eligible to receive from 0%-150% of the target number of performance restricted stock units, 20,993, based on the Company's achievement of specified adjusted operating income. The number indicated (31,490) represented the maximum number of shares issuable at the 150% achievement level. The actual level of attainment of the performance measure was 117%, entitling the reporting person to receive 24,561 shares of Common Stock. F6 · derivative.exercise_date: These performance restricted stock units vested at the end of a three-year period following the grant date of March 10, 2015, based on the Company's achievement of specified adjusted operating income. F6 · derivative.expiration_date: These performance restricted stock units vested at the end of a three-year period following the grant date of March 10, 2015, based on the Company's achievement of specified adjusted operating income. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 22:54 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionRestricted Stock Units · Derivative | 14,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-18-000134 · edgar.xml · derivative · entry 5 Anderson Joel D · CIK 0001329860 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,535 Underlying: Common Stock · 14,535 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. F3 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of Five Below, Inc.'s common stock. F4 · shares: 50% of the restricted stock units granted on July 21, 2014 vested on March 20, 2018, and, subject to the reporting person's continued employment, the remaining 50% will vest on February 2, 2019, in each case based on the attainment of an earnings growth measure performance goal for the Company's 2017 and 2018 fiscal years, as established by the Compensation Committee. F4 · derivative.exercise_date: 50% of the restricted stock units granted on July 21, 2014 vested on March 20, 2018, and, subject to the reporting person's continued employment, the remaining 50% will vest on February 2, 2019, in each case based on the attainment of an earnings growth measure performance goal for the Company's 2017 and 2018 fiscal years, as established by the Compensation Committee. F4 · derivative.expiration_date: 50% of the restricted stock units granted on July 21, 2014 vested on March 20, 2018, and, subject to the reporting person's continued employment, the remaining 50% will vest on February 2, 2019, in each case based on the attainment of an earnings growth measure performance goal for the Company's 2017 and 2018 fiscal years, as established by the Compensation Committee. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 22:54 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 11,390 | $68.98 | $785,682.20 |
DisclosureSEC source: 0001192482-18-000134 · edgar.xml · nonDerivative · entry 4 Anderson Joel D · CIK 0001329860 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,659 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 22:54 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionCommon Stock | 24,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-18-000134 · edgar.xml · nonDerivative · entry 3 Anderson Joel D · CIK 0001329860 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,049 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 · price: On March 20, 2018, a performance restricted stock unit award granted to the reporting person on March 10, 2015 vested with respect to 24,561 shares of Common Stock. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 22:54 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 6,740 | $68.98 | $464,925.20 |
DisclosureSEC source: 0001192482-18-000134 · edgar.xml · nonDerivative · entry 2 Anderson Joel D · CIK 0001329860 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,488 Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 22:54 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionCommon Stock | 14,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-18-000134 · edgar.xml · nonDerivative · entry 1 Anderson Joel D · CIK 0001329860 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,228 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 · price: On March 20, 2018, 50% of a restricted stock unit award granted to the reporting person on July 21, 2014 vested with respect to 14,535 shares of Common Stock. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 21:07 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $34.40 | $0.00 |
DisclosureSEC source: 0001192482-17-000311 · edgar.xml · derivative · entry 3 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2024-07-21 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_date: 50% of the option grant vested and became exercisable on July 21, 2016, 25% of the option grant vested and became exercisable on July 21, 2017 and the remaining 25% of the option grant will vest and become exercisable on July 21, 2018. Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 21:07 UTC | FIVE BELOW, INC FIVE · Entity 3393 | SaleCommon Stock | 20,000 | $67.00 | $1,340,000.00 |
DisclosureSEC source: 0001192482-17-000311 · edgar.xml · nonDerivative · entry 2 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,693 Read SEC document |
| December 08, 2017 Filed Dec 12, 2017 21:07 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionCommon Stock | 20,000 | $34.40 | $688,000.00 |
DisclosureSEC source: 0001192482-17-000311 · edgar.xml · nonDerivative · entry 1 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,693 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 |
| December 01, 2017 Filed Dec 5, 2017 21:29 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionRestricted Stock Units · Derivative | 14,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-17-000294 · edgar.xml · derivative · entry 3 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,534 Underlying: Common Stock · 14,535 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: As previously reported, on July 23, 2014, the reporting person was granted 29,069 restricted stock units. 1/2 of the restricted stock units vested on December 1, 2017 and the remaining 1/2 will vest on December 1, 2018, subject to the reporting person's continued employment. F3 · derivative.expiration_date: As previously reported, on July 23, 2014, the reporting person was granted 29,069 restricted stock units. 1/2 of the restricted stock units vested on December 1, 2017 and the remaining 1/2 will vest on December 1, 2018, subject to the reporting person's continued employment. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:29 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 7,119 | $61.51 | $437,889.69 |
DisclosureSEC source: 0001192482-17-000294 · edgar.xml · nonDerivative · entry 2 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,693 Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:29 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionCommon Stock | 14,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-17-000294 · edgar.xml · nonDerivative · entry 1 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,812 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 · price: On December 1, 2017, 1/2 of the reporting person's 29,069 restricted stock units vested and converted into 14,535 shares of common stock on a one-for-one basis. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 23:52 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionRestricted Stock Units · Derivative | 26,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-17-000089 · edgar.xml · derivative · entry 2 Anderson Joel D · CIK 0001329860 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,929 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 the contingent right to receive one share of Five Below, Inc.'s common stock. F2 · shares: The number reflected in Table II above represents the maximum number of shares the reporting person was eligible to receive pursuant to the restricted stock unit award dated July 21, 2014, which provided that the reporting person was eligible to receive from 0%-150% of the target number of performance restricted stock awards, 17,441. Based on the level of attainment of the associated performance goal, the reporting person vested with respect to 20,929 shares of Five Below, Inc. common stock, and the remaining restricted stock units were canceled. F3 · derivative.exercise_date: The restricted stock units vest at the end of a three-year period subject to the Company's achievement of specified adjusted operating income. F3 · derivative.expiration_date: The restricted stock units vest at the end of a three-year period subject to the Company's achievement of specified adjusted operating income. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 23:52 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Exercise / conversionCommon Stock | 20,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-17-000089 · edgar.xml · nonDerivative · entry 1 Anderson Joel D · CIK 0001329860 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,277 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 |
| March 07, 2017 Filed Mar 9, 2017 13:47 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 13,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-17-000053 · edgar.xml · nonDerivative · entry 1 Anderson Joel D · CIK 0001329860 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,348 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.