Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Party City Holdco Inc.PRTY · Entity 108808 | Chief Financial Officer | June 09, 2023 | June 13, 2023 |
| Purple Innovation, Inc.PRPL · Entity 7764 | Chief Financial Officer | March 31, 2026 | April 02, 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.
Party City Holdco Inc.
Report date June 09, 2023 · Filed June 13, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per share ("Common Stock")SEC Table I · non-derivative | Direct | 531,131 |
Reported balance
After 2023-06-09 transaction · row 1
1 source rowRow 1 · 2023-06-09 · Tax withholding · Disposed 41,238 · Balance 531,131 F1: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020.
Purple Innovation, Inc.
Report date March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 95,432 |
Ending reported balance
After 2026-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-31 · Exercise / conversion · Acquired 24,116 · Balance 102,511 F1: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. Row 2 · 2026-03-31 · Tax withholding · Disposed 7,079 · Balance 95,432 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 24,115 |
Reported balance
After 2026-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-31 · Exercise / conversion · Disposed 24,116 · Balance 24,115 F1: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. F2: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis.
F2: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHICO'S FAS, INC.
Report date January 17, 2020 · Filed January 17, 2020
Section 16 reporting ended · disclosed 2020-01-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,801 |
Reported balance
After 2020-01-17 transaction · row 1
1 source rowRow 1 · 2020-01-17 · Disposition to issuer · Disposed 116,022 · Balance 36,801 F1: Shares forfeited are from stock granted in 2017, 2018 and 2019 with multi-year vesting conditions. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 76,258 |
Reported balance
Holding disclosure · report date 2020-01-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 76,258 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares forfeited are from stock granted in 2017, 2018 and 2019 with multi-year vesting conditions.
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 31, 2026 Filed Apr 2, 2026 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionRestricted Stock Units · Derivative | 24,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-039302 · ownership.xml · derivative · entry 3 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,115 Underlying: Class A Common Stock · 24,116 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F2 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Tax withholdingClass A Common Stock | 7,079 | $0.66 | $4,680.63 |
DisclosureSEC source: 0001213900-26-039302 · ownership.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,432 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionClass A Common Stock | 24,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-26-039302 · ownership.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,511 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. Read SEC document |
| March 14, 2026 Filed Mar 17, 2026 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionRestricted Stock Units · Derivative | 43,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-029042 · ownership.xml · derivative · entry 3 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,210 Underlying: Class A Common Stock · 43,210 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F2 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. Read SEC document |
| March 14, 2026 Filed Mar 17, 2026 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Tax withholdingClass A Common Stock | 12,683 | $0.71 | $8,955.47 |
DisclosureSEC source: 0001213900-26-029042 · ownership.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,395 Read SEC document |
| March 14, 2026 Filed Mar 17, 2026 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionClass A Common Stock | 43,210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-26-029042 · ownership.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,078 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionRestricted Stock Units · Derivative | 24,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-027980 · ownership.xml · derivative · entry 3 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,231 Underlying: Class A Common Stock · 24,116 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F2 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Tax withholdingClass A Common Stock | 6,970 | $0.76 | $5,291.62 |
DisclosureSEC source: 0001213900-25-027980 · ownership.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,868 Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionClass A Common Stock | 24,116 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-25-027980 · ownership.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,838 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 16:03 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionRestricted Stock Units · Derivative | 43,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000584 · ownership.xml · derivative · entry 3 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,420 Underlying: Class A Common Stock · 43,210 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F2 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 16:03 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Tax withholdingClass A Common Stock | 12,488 | $0.90 | $11,237.95 |
DisclosureSEC source: 0001013762-25-000584 · ownership.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,722 Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 16:03 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | Exercise / conversionClass A Common Stock | 43,210 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001013762-25-000584 · ownership.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,210 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: Restricted Stock Units convert into Class A Common Stock on a one-for-one basis. Read SEC document |
| March 12, 2025 Filed Mar 18, 2025 16:03 UTC Amendment | Purple Innovation, Inc. PRPL · Entity 7764 | GrantRestricted Stock Units · Derivative | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001013762-25-000583 · ownership.xml · derivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,000 Underlying: Class A Common Stock · 450,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. Such restricted stock units will vest at the sooner of (a) a change in control, as defined in the award agreements, or (b) March 12, 2028, provided that if the recipient's employment with the Company is involuntarily terminated other than for cause, a pro rata number of restricted stock units will vest as of such termination date. F2 · date: This Amended Form 4 is being filed to correctly indicate that this grant was made in 2025, not 2024. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. Such restricted stock units will vest at the sooner of (a) a change in control, as defined in the award agreements, or (b) March 12, 2028, provided that if the recipient's employment with the Company is involuntarily terminated other than for cause, a pro rata number of restricted stock units will vest as of such termination date. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. Such restricted stock units will vest at the sooner of (a) a change in control, as defined in the award agreements, or (b) March 12, 2028, provided that if the recipient's employment with the Company is involuntarily terminated other than for cause, a pro rata number of restricted stock units will vest as of such termination date. Read SEC document |
| June 20, 2024 Filed Jun 21, 2024 16:00 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | GrantRestricted Stock Units · Derivative | 72,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-054745 · ownership.xml · derivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,347 Underlying: Class A Common Stock · 72,347 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 31, 2025; one-half of the remainder on March 31, 2026; and the balance on March 31, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. Read SEC document |
| March 14, 2024 Filed Mar 14, 2024 17:43 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | GrantPerformance Stock Units · Derivative | 240,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-022697 · ownership.xml · derivative · entry 2 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,741 Underlying: Class A Common Stock · 240,741 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance Stock Unit represents a contingent right to receive up to one share of Purple Innovation, Inc. Class A Common Stock after March 14, 2027. Between 0% and 100% of the Performance Stock Units will vest upon Purple Innovation, Inc.'s Class A Common Stock achieving specified target price per share levels on March 14, 2027. F2 · derivative.exercise_date: Each Performance Stock Unit represents a contingent right to receive up to one share of Purple Innovation, Inc. Class A Common Stock after March 14, 2027. Between 0% and 100% of the Performance Stock Units will vest upon Purple Innovation, Inc.'s Class A Common Stock achieving specified target price per share levels on March 14, 2027. F2 · derivative.expiration_date: Each Performance Stock Unit represents a contingent right to receive up to one share of Purple Innovation, Inc. Class A Common Stock after March 14, 2027. Between 0% and 100% of the Performance Stock Units will vest upon Purple Innovation, Inc.'s Class A Common Stock achieving specified target price per share levels on March 14, 2027. Read SEC document |
| March 14, 2024 Filed Mar 14, 2024 17:43 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | GrantRestricted Stock Units · Derivative | 129,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-24-022697 · ownership.xml · derivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,630 Underlying: Class A Common Stock · 129,630 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. The Restricted Stock Units vest in three equal annual installments; one-third on March 14, 2025; one-half of the remainder on March 14, 2026; and the balance on March 14, 2027 (the "Vesting Period"). Fractional numbers will be rounded down to the nearest whole number. Read SEC document |
| March 12, 2024 Filed Mar 14, 2025 16:01 UTC | Purple Innovation, Inc. PRPL · Entity 7764 | GrantRestricted Stock Units · Derivative | 450,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-024111 · ownership.xml · derivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450,000 Underlying: Class A Common Stock · 450,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. Such restricted stock units will vest at the sooner of (a) a change in control, as defined in the award agreements, or (b) March 12, 2028, provided that if the recipient's employment with the Company is involuntarily terminated other than for cause, a pro rata number of restricted stock units will vest as of such termination date. F1 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. Such restricted stock units will vest at the sooner of (a) a change in control, as defined in the award agreements, or (b) March 12, 2028, provided that if the recipient's employment with the Company is involuntarily terminated other than for cause, a pro rata number of restricted stock units will vest as of such termination date. F1 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one share of Purple Innovation, Inc. Class A Common Stock. Such restricted stock units will vest at the sooner of (a) a change in control, as defined in the award agreements, or (b) March 12, 2028, provided that if the recipient's employment with the Company is involuntarily terminated other than for cause, a pro rata number of restricted stock units will vest as of such termination date. Read SEC document |
| June 09, 2023 Filed Jun 13, 2023 16:51 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 41,238 | $0.05 | $2,061.90 |
DisclosureSEC source: 0000950170-23-027735 · ownership.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531,131 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 16:28 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 39,155 | $0.12 | $4,698.60 |
DisclosureSEC source: 0000899243-23-003040 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 572,369 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| January 01, 2023 Filed Jan 3, 2023 17:12 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 42,651 | $0.37 | $15,780.87 |
DisclosureSEC source: 0000899243-23-000310 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 611,524 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a restricted stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on March 16, 2022. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 16:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 41,238 | $0.50 | $20,619.00 |
DisclosureSEC source: 0000899243-22-038317 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,175 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 16:33 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 21,655 | $1.56 | $33,781.80 |
DisclosureSEC source: 0000899243-22-035220 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695,413 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| July 27, 2022 Filed Jul 29, 2022 16:37 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 21,655 | $1.13 | $24,470.15 |
DisclosureSEC source: 0000899243-22-027088 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,068 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 16:40 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 21,655 | $1.28 | $27,718.40 |
DisclosureSEC source: 0000899243-22-022196 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 738,723 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 21,655 | $3.17 | $68,646.35 |
DisclosureSEC source: 0000899243-22-016603 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760,378 F1 · shares: Represents shares withheld for payment of tax liability arising as a result of the partial settlement of a performance stock unit award originally reported by the reporting person in a Form 4 filed with the Securities and Exchange Commission on July 20, 2020. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 16:18 UTC | Party City Holdco Inc. PRTY · Entity 108808 | GrantCommon Stock, par value $0.01 per share ("Common Stock") | 128,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011227 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782,033 F1 · shares: Represents shares of Common Stock underlying restricted stock units ("RSUs") granted to the Reporting Person under the Issuer's Amended and Restated 2012 Omnibus Equity Incentive Plan. Each RSU represents a contingent right to receive one share of Common Stock. The RSUs vest in three substantially equal installments on January 1, 2023, January 1, 2024 and January 1, 2025, subject to the Reporting Person's continued employment by the Issuer through each vesting date. Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 16:51 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 15,175 | $4.58 | $69,501.50 |
DisclosureSEC source: 0000899243-22-003566 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 653,145 Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 16:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock | 20,404 | $6.05 | $123,444.20 |
DisclosureSEC source: 0000899243-21-047771 · doc4.xml · nonDerivative · entry 4 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,320 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations. Read SEC document |
| November 02, 2021 Filed Dec 10, 2021 16:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock | 20,405 | $8.34 | $170,177.70 |
DisclosureSEC source: 0000899243-21-047771 · doc4.xml · nonDerivative · entry 3 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688,724 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations. Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 16:14 UTC | Party City Holdco Inc. PRTY · Entity 108808 | GrantCommon Stock, par value $0.01 per share ("Common Stock") | 78,313 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-032512 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,129 F1 · shares: The shares reported are restricted stock units granted to the Reporting Person under the Issuer's Amended and Restated 2012 Omnibus Equity Incentive Plan. Each stock units represents a contingent right to receive one share of Common Stock. The shares shall vest in full on August 9, 2024, subject to the Reporting Person's continued employment by the Issuer through the vesting date. F2 · balance_after: 35,851 shares were automatically withheld to satisfy tax withholding obligations. Read SEC document |
| July 27, 2021 Filed Dec 10, 2021 16:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock | 20,404 | $8.53 | $174,046.12 |
DisclosureSEC source: 0000899243-21-047771 · doc4.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709,129 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations. Read SEC document |
| July 18, 2021 Filed Dec 10, 2021 16:27 UTC | Party City Holdco Inc. PRTY · Entity 108808 | Tax withholdingCommon Stock, par value $0.01 per share ("Common Stock") | 15,447 | $8.26 | $127,592.22 |
DisclosureSEC source: 0000899243-21-047771 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 729,533 F1 · shares: Shares withheld by the Issuer to satisfy tax withholding obligations. Read SEC document |
| July 18, 2020 Filed Jul 20, 2020 21:50 UTC | Party City Holdco Inc. PRTY · Entity 108808 | GrantCommon Stock, par value $0.01 per share ("Common Stock") | 666,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-019737 · doc4.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,667 F1 · shares: Represents performance-based restricted stock units ("PRSUs") granted to the Reporting Person under the Issuer's Amended and Restated 2012 Omnibus Equity Incentive Plan. Each PRSU represents the contingent right to receive one share of Common Stock. The PRSUs will vest in quarters if the volume weighted average of the fair market value per share of the Common Stock meets or exceeds $2.50, $5.00, $7.50, and $10.00, respectively, for a period of not less than 90 consecutive trading days on the New York Stock Exchange, subject to the Reporting Person's continued employment by the Issuer through each vesting date. Read SEC document |
| January 17, 2020 Filed Jan 17, 2020 16:11 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Disposition to issuerCommon Stock | 116,022 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-20-000008 · wf-form4_157929546212742.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,801 F1 · shares: Shares forfeited are from stock granted in 2017, 2018 and 2019 with multi-year vesting conditions. Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 16:28 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 53,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-19-000057 · wf-form4_155242247806642.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,823 F1 · shares: Restricted stock award which vests 1/3 each year beginning on 3/8/2020. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 17:48 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 24,122 | $5.81 | $140,148.82 |
DisclosureSEC source: 0000897429-19-000031 · wf-form4_155182608381014.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,523 F1 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 13, 2018 Filed Jan 10, 2019 16:52 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GiftCommon Stock | 29,989 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-19-000008 · wf-form4_154715711968078.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 76,258 F1 · ownership.nature: Consists of shares held by BNY Mellon Trust of which the reporting person and the reporting person's spouse are co-trustees and co-beneficiaries. Read SEC document |
| March 13, 2018 Filed Jan 10, 2019 16:52 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GiftCommon Stock | 29,989 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-19-000008 · wf-form4_154715711968078.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,645 Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 16:46 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 2,880 | $9.63 | $27,734.40 |
DisclosureSEC source: 0000897429-18-000039 · wf-form4_152028638751032.xml · nonDerivative · entry 6 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,634 F3 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 16:46 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 2,217 | $9.63 | $21,349.71 |
DisclosureSEC source: 0000897429-18-000039 · wf-form4_152028638751032.xml · nonDerivative · entry 5 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,514 F3 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:46 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 4,684 | $9.87 | $46,231.08 |
DisclosureSEC source: 0000897429-18-000039 · wf-form4_152028638751032.xml · nonDerivative · entry 4 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,731 F3 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:46 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 9,776 | $9.87 | $96,489.12 |
DisclosureSEC source: 0000897429-18-000039 · wf-form4_152028638751032.xml · nonDerivative · entry 3 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,415 F3 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:46 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 32,452 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-18-000039 · wf-form4_152028638751032.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,191 F2 · shares: Represents the settlement of performance share units (PSUs) previously granted to the reporting person based on the achievement of performance goals during the requisite performance period. These shares vest 1/3 on 03/01/2019 and 2/3's on 03/01/2020. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:46 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 40,530 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-18-000039 · wf-form4_152028638751032.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,739 F1 · shares: Restricted stock award which vests 1/3 each year beginning on 3/1/2019. Read SEC document |
| September 05, 2017 Filed Jan 18, 2018 16:16 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GiftCommon Stock | 42,808 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-18-000013 · wf-form4_151631014819295.xml · nonDerivative · entry 4 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 46,269 F1 · ownership.nature: Consists of shares held by BNY Mellon Trust of which the reporting person and reporting person's spouse are co-trustees and co-beneficiaries. Read SEC document |
| September 05, 2017 Filed Jan 18, 2018 16:16 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GiftCommon Stock | 42,808 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-18-000013 · wf-form4_151631014819295.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,209 Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 18:05 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 817 | $9.42 | $7,696.14 |
DisclosureSEC source: 0000897429-17-000120 · wf-form4_149928757771318.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,478 F1 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 17:47 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 817 | $9.42 | $7,696.14 |
DisclosureSEC source: 0000897429-17-000121 · wf-form4_149929120507055.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,478 F1 · shares: Transaction involving a disposition to the Company of equity securities to satisfy tax withholding obligations in connection with the vesting of restricted stock. Read SEC document |
| May 01, 2017 Filed Jan 18, 2018 16:16 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GiftCommon Stock | 3,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-18-000013 · wf-form4_151631014819295.xml · nonDerivative · entry 3 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 3,461 F1 · ownership.nature: Consists of shares held by BNY Mellon Trust of which the reporting person and reporting person's spouse are co-trustees and co-beneficiaries. Read SEC document |
| May 01, 2017 Filed Jan 18, 2018 16:16 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GiftCommon Stock | 3,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-18-000013 · wf-form4_151631014819295.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,017 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.