Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | Director · Chief Executive Officer | May 01, 2026 | May 05, 2026 |
| ROSS STORES, INC.ROST · Entity 2968 | Director · President, Chief Operating Off | March 15, 2019 | March 19, 2019 |
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.
Burlington Stores, Inc.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179,658 |
Reported balance
After 2026-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 12,292 · Balance 179,658 F1: Restricted stock units granted on May 1, 2026, vesting one-quarter on each of the first four anniversaries of the grant date. |
| Common StockSEC Table I · non-derivative | Direct | 178,105 |
Reported balance
After 2026-05-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-01 · Tax withholding · Disposed 1,553 · Balance 178,105 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 176,428 |
Reported balance
After 2026-05-01 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-05-01 · Tax withholding · Disposed 1,677 · Balance 176,428 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 174,540 |
Reported balance
After 2026-05-01 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2026-05-01 · Tax withholding · Disposed 1,888 · Balance 174,540 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 173,235 |
Reported balance
After 2026-05-04 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2026-05-04 · Tax withholding · Disposed 1,305 · Balance 173,235 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted on May 1, 2026, vesting one-quarter on each of the first four anniversaries of the grant date.
F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
ROSS STORES, INC.
Report date March 15, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 497,968 |
Ending reported balance
After 2019-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-03-15 · Grant · Acquired 63,595 · Balance 507,427 F1: Shares issued pursuant to settlement of a performance share award under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 19,079 shares vest as of March 15, 2019, 19,079 shares vest as of March 13, 2020, and 25,437 shares vest as of March 12, 2021. Row 2 · 2019-03-15 · Tax withholding · Disposed 9,459 · Balance 497,968 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued pursuant to settlement of a performance share award under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 19,079 shares vest as of March 15, 2019, 19,079 shares vest as of March 13, 2020, and 25,437 shares vest as of March 12, 2021.
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 16, 2019 Filed Sep 18, 2019 20:17 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 6,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050058 · doc4.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,904 F1 · security: Restricted stock units granted on September 16, 2019, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 17:53 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 9,459 | $89.90 | $850,364.10 |
DisclosureSEC source: 0001179110-19-004028 · edgar.xml · nonDerivative · entry 2 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497,968 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 17:53 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 63,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004028 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 507,427 F1 · shares: Shares issued pursuant to settlement of a performance share award under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 19,079 shares vest as of March 15, 2019, 19,079 shares vest as of March 13, 2020, and 25,437 shares vest as of March 12, 2021. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 21:36 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 25,945 | $91.16 | $2,365,146.20 |
DisclosureSEC source: 0001179110-19-003875 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443,832 F1 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 16:46 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 14,486 | $80.71 | $1,169,165.06 |
DisclosureSEC source: 0001179110-18-008024 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 469,562 F1 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 19:24 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 31,776 | $77.31 | $2,456,602.56 |
DisclosureSEC source: 0001179110-18-004762 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,971 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:27 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 11,940 | $76.75 | $916,395.00 |
DisclosureSEC source: 0001179110-18-004653 · edgar.xml · nonDerivative · entry 2 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,747 Read SEC document |
| March 16, 2018 Filed Mar 20, 2018 16:27 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 80,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004653 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527,687 F1 · shares: Shares issued pursuant to settlement of a performance share award under the terms of the 2008 Equity Incentive Plan. Shares become vested as follows: 24,084 shares vest as of March 16, 2018, 24,082 shares vest as of March 12, 2019, and 32,109 shares vest as of March 13, 2020. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 21:35 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 31,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004506 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,412 F1 · shares: Shares issued under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 100% on March 17, 2023. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 23:23 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 24,343 | $76.43 | $1,860,535.49 |
DisclosureSEC source: 0001179110-18-004337 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,315 F1 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:58 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 15,246 | $63.68 | $970,865.28 |
DisclosureSEC source: 0001179110-17-008557 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,370 F1 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 18:11 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 24,652 | $67.31 | $1,659,326.12 |
DisclosureSEC source: 0001179110-17-004907 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455,521 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 19:05 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 78,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004701 · edgar.xml · nonDerivative · entry 2 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480,173 F1 · shares: Shares issued pursuant to settlement of a performance share award under the terms of the 2008 Equity Incentive Plan. Shares become vested as follows: 23,679 shares vest as of March 14, 2017, 23,677 shares vest as of March 12, 2018, and 31,570 shares vest as of March 12, 2019. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 19:05 UTC | ROSS STORES, INC. ROST · Entity 2968 | Tax withholdingCommon Stock | 43,820 | $67.28 | $2,948,209.60 |
DisclosureSEC source: 0001179110-17-004701 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,247 Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:06 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 35,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004381 · edgar.xml · nonDerivative · entry 1 O SULLIVAN MICHAEL B · CIK 0001262142 · Director · President, Chief Operating Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 445,067 F1 · shares: Shares issued under the terms of the 2008 Equity Incentive Plan. Shares become vested as follows: 100% on March 18, 2022. F2 · balance_after: Securities Beneficially Owned includes shares acquired pursuant to issuer's employee stock purchase plan in a transaction exempt under Rule 16b-3. 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.