Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMITH & WESSON BRANDS, INC.SWBI · Entity 5379 | See Remarks | May 01, 2026 | May 05, 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.
SMITH & WESSON BRANDS, 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 | 166,294 |
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 27,612 · Balance 166,294 F1: 1/4th of the RSUs shall vest on each of the first, second, third, and fourth annual anniversaries of the date of grant. Shares, net of tax withholding, will be delivered on each applicable vesting date. F2: Includes 599 shares acquired under the Issuer's Employee Stock Purchase Plan on September 30, 2025 and 599 shares acquired under the Issuer's Employee Stock Purchase Plan on March 31, 2026. |
| Common StockSEC Table I · non-derivative | Direct | 159,634 |
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 6,660 · Balance 159,634 F3: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 158,754 |
Reported balance
After 2026-05-02 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-05-02 · Tax withholding · Disposed 880 · Balance 158,754 F3: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. |
| Performance RightsSEC Table II · derivative / convertible security · Expires 2029-05-01 | Direct | 55,222 |
Reported balance
After 2026-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-01 · Grant · Acquired 55,222 · Balance 55,222 F4: Each performance right represents a contingent right to recieve one share of the Issuer's common stock. The performance rights vest based on achievement of certain target performance of the Issuer's stock price over a three year period. The number represents the maximum number of shares that may be delivered pursuant to the award. |
Filing footnotes · ownership attribution and instrument terms
F1: 1/4th of the RSUs shall vest on each of the first, second, third, and fourth annual anniversaries of the date of grant. Shares, net of tax withholding, will be delivered on each applicable vesting date.
F2: Includes 599 shares acquired under the Issuer's Employee Stock Purchase Plan on September 30, 2025 and 599 shares acquired under the Issuer's Employee Stock Purchase Plan on March 31, 2026.
F3: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units.
F4: Each performance right represents a contingent right to recieve one share of the Issuer's common stock. The performance rights vest based on achievement of certain target performance of the Issuer's stock price over a three year period. The number represents the maximum number of shares that may be delivered pursuant to the award.
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 |
|---|---|---|---|---|---|---|
| June 15, 2019 Filed Jun 18, 2019 23:32 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | Tax withholdingCommon Stock | 72 | $9.03 | $650.16 |
DisclosureSEC source: 0001209191-19-037835 · doc4.xml · nonDerivative · entry 2 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,858 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| June 15, 2019 Filed Jun 18, 2019 23:32 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | Tax withholdingCommon Stock | 643 | $9.02 | $5,799.86 |
DisclosureSEC source: 0001209191-19-037835 · doc4.xml · nonDerivative · entry 1 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,930 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. F2 · balance_after: Includes 159 shares acquired under the Issuer's Employee Stock Purchase Plan on September 28, 2018 and 177 shares acquired under the Issuer's Employee Stock Purchase Plan on March 31, 2019. Read SEC document |
| June 15, 2019 Filed Jan 8, 2021 22:49 UTC | SMITH & WESSON BRANDS, INC. SWBI · Entity 5379 | GrantCommon Stock | 4,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002797 · doc4.xml · nonDerivative · entry 1 McPherson Deana L · CIK 0001505810 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,575 F1 · shares: 25% of the restricted stock units shall vest on each of the first, second, third, and fourth anniversaries of the date of grant. Shares, net of tax withholding, will be delivered on each anniversary of the applicable vesting date. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 22:13 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | Tax withholdingCommon Stock | 73 | $10.85 | $792.05 |
DisclosureSEC source: 0001209191-18-043142 · doc4.xml · nonDerivative · entry 2 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,237 F2 · shares: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 21:43 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | Tax withholdingCommon Stock | 332 | $11.51 | $3,821.32 |
DisclosureSEC source: 0001209191-18-042484 · doc4.xml · nonDerivative · entry 1 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,726 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 21:35 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | Tax withholdingCommon Stock | 389 | $12.74 | $4,955.86 |
DisclosureSEC source: 0001209191-18-038643 · doc4.xml · nonDerivative · entry 1 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,058 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. F2 · balance_after: Includes 158 shares acquired under the Issuer's Employee Stock Purchase Plan on March 31, 2018. Read SEC document |
| June 15, 2018 Filed Jul 18, 2018 22:13 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | GrantCommon Stock | 4,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-043142 · doc4.xml · nonDerivative · entry 1 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,310 F1 · shares: 25% of the restricted stock units shall vest on each of the first, second, third, and fourth anniversaries of the date of grant. Shares, net of tax withholding, will be delivered on each anniversary of the applicable vesting date. Read SEC document |
| December 15, 2017 Filed Dec 20, 2017 01:49 UTC | SMITH & WESSON BRANDS, INC. AOBC · Entity 5379 | Tax withholdingCommon Stock | 216 | $13.58 | $2,933.28 |
DisclosureSEC source: 0001209191-17-066564 · doc4.xml · nonDerivative · entry 1 McPherson Deana L · CIK 0001505810 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,289 F1 · shares: Represents shares of common stock withheld by the Issuer to satisfy certain tax withholding obligations associated with the vesting of restricted stock units. F2 · balance_after: Includes 104 shares acquired under the Issuer's Employee Stock Purchase Plan on September 30, 2017. 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.