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 03, 2017 Filed Mar 7, 2017 16:02 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 798 | $14.05 | $11,211.90 |
DisclosureSEC source: 0000897429-17-000063 · wf-form4_148892054895337.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,295 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 02, 2017 Filed Mar 6, 2017 17:29 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 3,070 | $14.45 | $44,361.50 |
DisclosureSEC source: 0000897429-17-000053 · wf-form4_148883936509594.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,093 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 02, 2017 Filed Mar 6, 2017 17:29 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 2,364 | $14.45 | $34,159.80 |
DisclosureSEC source: 0000897429-17-000053 · wf-form4_148883936509594.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,163 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 01, 2017 Filed Mar 3, 2017 17:00 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 4,993 | $14.22 | $71,000.46 |
DisclosureSEC source: 0000897429-17-000040 · wf-form4_148857839418045.xml · nonDerivative · entry 4 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,527 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, 2017 Filed Mar 3, 2017 17:00 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | Tax withholdingCommon Stock | 4,493 | $14.22 | $63,890.46 |
DisclosureSEC source: 0000897429-17-000040 · wf-form4_148857839418045.xml · nonDerivative · entry 3 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,520 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, 2017 Filed Mar 3, 2017 17:00 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 35,706 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-17-000040 · wf-form4_148857839418045.xml · nonDerivative · entry 2 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,013 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 each year beginning on 03/01/2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:00 UTC | CHICO'S FAS, INC. CHS · Entity 95349 | GrantCommon Stock | 42,200 | $0.00 | $0.00 |
DisclosureSEC source: 0000897429-17-000040 · wf-form4_148857839418045.xml · nonDerivative · entry 1 Vogensen Todd E. · CIK 0001612135 · EVP-Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,307 F1 · shares: Restricted stock award which vests 1/3 each year beginning on 3/1/2018 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.