Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Driven Brands Holdings Inc.DRVN · Entity 4468 | EVP, Chief Financial Officer | March 22, 2023 | March 24, 2023 |
| H&R BLOCK INCHRB · Entity 533 | Chief Financial Officer | August 31, 2026 | September 02, 2026 |
| LOWES COMPANIES INCLOW · Entity 2896 | Interim CFO & SVP | October 05, 2018 | October 12, 2018 |
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.
Driven Brands Holdings Inc.
Report date March 22, 2023 · Filed March 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,685 |
Reported balance
After 2023-03-22 transaction · row 1
1 source rowRow 1 · 2023-03-22 · Tax withholding · Disposed 1,333 · Balance 196,685 F1: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock units granted on March 22, 2022. This is authorized in the applicable restricted stock award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock units granted on March 22, 2022. This is authorized in the applicable restricted stock award agreement.
H&R BLOCK INC
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,869.771 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Grant · Acquired 13,553 · Balance 36,379.771 F1: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Row 2 · 2026-08-31 · Tax withholding · Disposed 3,510 · Balance 32,869.771 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date.
LOWES COMPANIES INC
Report date October 05, 2018 · Filed October 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,082 |
Reported balance
Holding disclosure · report date 2018-10-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,082 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.44 · Expires 2025-09-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-05 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: The option vested in three annual installments beginning on September 15, 2016. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $71.31 · Expires 2026-09-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-05 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The option vests in three annual installments beginning on September 15, 2017. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.21 · Expires 2027-04-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-05 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F3: The option vests in three annual installments beginning on April 1, 2018. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $84.59 · Expires 2028-04-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2018-10-05 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F4: The option vests in three annual installments beginning on April 2, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vested in three annual installments beginning on September 15, 2016.
F2: The option vests in three annual installments beginning on September 15, 2017.
F3: The option vests in three annual installments beginning on April 1, 2018.
F4: The option vests in three annual installments beginning on April 2, 2019.
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 2, 2026 20:22 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 3,510 | $51.65 | $181,291.50 |
DisclosureSEC source: 0001225208-26-007527 · doc4.xml · nonDerivative · entry 2 Mason Tiffany L · CIK 0001755412 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,869.771 Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 20:22 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 13,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007527 · doc4.xml · nonDerivative · entry 1 Mason Tiffany L · CIK 0001755412 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,379.771 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | Tax withholdingCommon Stock | 1,071 | $50.35 | $53,924.85 |
DisclosureSEC source: 0001225208-25-007720 · doc4.xml · nonDerivative · entry 3 Mason Tiffany L · CIK 0001755412 · Executive VP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,943.722 Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 5,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007720 · doc4.xml · nonDerivative · entry 2 Mason Tiffany L · CIK 0001755412 · Executive VP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,014.722 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 20:31 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 10,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007720 · doc4.xml · nonDerivative · entry 1 Mason Tiffany L · CIK 0001755412 · Executive VP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,800.722 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 20:28 UTC | H&R BLOCK INC HRB · Entity 533 | GrantCommon Stock | 7,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008452 · doc4.xml · nonDerivative · entry 1 Mason Tiffany L · CIK 0001755412 · Executive VP, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,187 F1 · shares: Restricted share units granted under the H&R Block, Inc. 2018 Long Term Incentive Plan. The restrictions lapse in three equal installments beginning on the first anniversary of the grant date. Read SEC document |
| March 22, 2023 Filed Mar 24, 2023 21:50 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | Tax withholdingCommon Stock | 1,333 | $27.93 | $37,230.69 |
DisclosureSEC source: 0001062993-23-007655 · form4.xml · nonDerivative · entry 1 Mason Tiffany L · CIK 0001755412 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,685 F1 · kind: Represents the automatic withholding by the issuer to satisfy the reporting person's tax obligation associated with the vesting of restricted stock units granted on March 22, 2022. This is authorized in the applicable restricted stock award agreement. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:03 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 12,839 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005657 · form4.xml · nonDerivative · entry 1 Mason Tiffany L · CIK 0001755412 · EVP, Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,018 F1 · shares: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest in three equal installments on February 28,2024, February 28, 2025, and February 28, 2026, provided the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:45 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantPerformance-based restricted stock units · Derivative | 10,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-001129 · es220237412_4-mason.xml · derivative · entry 2 Mason Tiffany L · CIK 0001755412 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,826 Underlying: Common Stock · 10,826 shares Expires not disclosed F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. These PSUs will vest on December 28, 2024, subject to the Company's achieving relative total shareholder returns for the period commencing on December 26, 2021 and ending on December 28, 2024, compared to a defined stock market index, provided the Reporting Person remains in continuous service on the vesting date. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. These PSUs will vest on December 28, 2024, subject to the Company's achieving relative total shareholder returns for the period commencing on December 26, 2021 and ending on December 28, 2024, compared to a defined stock market index, provided the Reporting Person remains in continuous service on the vesting date. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") reflects the contingent right to receive a variable number of shares of capital stock based on achieving performance goals. These PSUs will vest on December 28, 2024, subject to the Company's achieving relative total shareholder returns for the period commencing on December 26, 2021 and ending on December 28, 2024, compared to a defined stock market index, provided the Reporting Person remains in continuous service on the vesting date. Read SEC document |
| March 22, 2022 Filed Mar 24, 2022 21:45 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantCommon Stock | 13,511 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-22-001129 · es220237412_4-mason.xml · nonDerivative · entry 1 Mason Tiffany L · CIK 0001755412 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,669 F1 · shares: Consists of restricted stock units ("RSU"), which represent a contingent right to receive one share of Common Stock for each RSU, and will vest in three equal installments on March 22, 2023, March 22, 2024 and March 22, 2025, provided the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 21:29 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantStock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $30.63 | $0.00 |
DisclosureSEC source: 0000950142-21-004143 · es210212794_4-mason.xml · derivative · entry 1 Mason Tiffany L · CIK 0001755412 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2031-12-20 F1 · derivative.exercise_date: The stock options will vest on December 20, 2025, subject to the Reporting Person's continuous employment with, directorship with, or engagement to provide services to Driven Brands Holdings Inc. Read SEC document |
| January 14, 2021 Filed Jan 16, 2021 00:51 UTC | Driven Brands Holdings Inc. DRVN · Entity 4468 | GrantStock Option (right to buy) · Derivative | 131,276 | $0.00 Strike: $22.00 | $0.00 |
DisclosureSEC source: 0000950142-21-000183 · es210125447_4-mason.xml · derivative · entry 1 Mason Tiffany L · CIK 0001755412 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,276 Underlying: Common Stock · 131,276 shares Expires 2031-01-14 F1 · derivative.exercise_date: The stock options will vest (i) with respect to 74,930 shares in five equal installments (rounded to the nearest integer) on March 2, 2021, March 2, 2022, March 2, 2023, March 2, 2024 and March 2, 2025, and (ii) with respect to 56,346 shares in five equal installments (rounded to the nearest integer) on August 3, 2021, August 3, 2022, August 3, 2023, August 3, 2024 and August 3, 2025. 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.