Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Leslie's, Inc.LESL · Entity 8291 | Director | March 24, 2026 | March 26, 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.
Leslie's, Inc.
Report date March 24, 2026 · Filed March 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,500 |
Reported balance
After 2026-03-24 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-24 · Exercise / conversion · Acquired 4,500 · Balance 4,500 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2: Represents a grant of 4,500 RSUs which will vest on the earlier of (a) March 24, 2027 or (b) the day prior to the Company's Annual Meeting of Shareholders held in 2027 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock.
F2: Represents a grant of 4,500 RSUs which will vest on the earlier of (a) March 24, 2027 or (b) the day prior to the Company's Annual Meeting of Shareholders held in 2027 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date.
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 24, 2026 Filed Mar 26, 2026 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-126272 · ownership.xml · derivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock, par value $0.001 per share · 4,500 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of 4,500 RSUs which will vest on the earlier of (a) March 24, 2027 or (b) the day prior to the Company's Annual Meeting of Shareholders held in 2027 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. F2 · derivative.expiration_date: Represents a grant of 4,500 RSUs which will vest on the earlier of (a) March 24, 2027 or (b) the day prior to the Company's Annual Meeting of Shareholders held in 2027 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. Read SEC document |
| March 12, 2026 Filed Mar 17, 2026 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 7,281 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-110734 · ownership.xml · derivative · entry 2 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,281 shares Expires 2026-03-12 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. Read SEC document |
| March 12, 2026 Filed Mar 17, 2026 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 7,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-110734 · ownership.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,794 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. Read SEC document |
| March 12, 2025 Filed Mar 13, 2025 20:11 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 145,620 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038740 · ownership.xml · derivative · entry 3 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,620 Underlying: Common Stock · 145,620 shares Expires not disclosed F2 · derivative.exercise_date: Represents a grant of RSUs which 149,349 will best on th earlier of (a) March 12, 2026 or (b) the day prior to the Company's annual meeting of shareholders held in 2026 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continous service as a member of the Board until the Vesting Date. F2 · derivative.expiration_date: Represents a grant of RSUs which 149,349 will best on th earlier of (a) March 12, 2026 or (b) the day prior to the Company's annual meeting of shareholders held in 2026 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continous service as a member of the Board until the Vesting Date. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:11 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 18,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038740 · ownership.xml · derivative · entry 2 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,248 shares Expires 2025-03-11 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:11 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 18,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038740 · ownership.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,263 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. Read SEC document |
| September 06, 2024 Filed Sep 6, 2024 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | PurchaseCommon Stock, par value $0.001 per share | 6,000 | $3.09 | $18,540.00 |
DisclosureSEC source: 0000950170-24-104388 · ownership.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,015 Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 18,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-032203 · ownership.xml · derivative · entry 3 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,248 Underlying: Common Stock · 18,248 shares Expires not disclosed F2 · derivative.exercise_date: Represents a grant of RSUs of which 18,248 will vest on the earlier of (a) March 13, 2025 or (b) the day prior to the Company's annual meeting of shareholders held in 2025 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. F2 · derivative.expiration_date: Represents a grant of RSUs of which 18,248 will vest on the earlier of (a) March 13, 2025 or (b) the day prior to the Company's annual meeting of shareholders held in 2025 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 10,357 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-032203 · ownership.xml · derivative · entry 2 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,357 shares Expires 2024-03-14 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 10,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-032203 · ownership.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,015 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. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 10,357 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019272 · doc4.xml · derivative · entry 3 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,357 Underlying: Common Stock · 10,357 shares Expires not disclosed F2 · derivative.exercise_date: Represents a grant of RSUs of which 10,357 will vest on the earlier of (a) March 14, 2024 or (b) the day prior to the Company's annual meeting of stockholders held in March 2024 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. F2 · derivative.expiration_date: Represents a grant of RSUs of which 10,357 will vest on the earlier of (a) March 14, 2024 or (b) the day prior to the Company's annual meeting of stockholders held in March 2024 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 6,098 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019272 · doc4.xml · derivative · entry 2 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,098 shares Expires 2023-03-15 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:15 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 6,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019272 · doc4.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,658 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. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:06 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 6,098 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019535 · doc4.xml · derivative · entry 3 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,098 Underlying: Common Stock · 6,098 shares Expires not disclosed F2 · derivative.exercise_date: Represents a grant of RSUs of which 6,098 will vest on the earlier of (a) March 16, 2023 or (b) the day prior to the Company's annual meeting of stockholders held in March 2023 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. F2 · derivative.expiration_date: Represents a grant of RSUs of which 6,098 will vest on the earlier of (a) March 16, 2023 or (b) the day prior to the Company's annual meeting of stockholders held in March 2023 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:06 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 2,207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019535 · doc4.xml · derivative · entry 2 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,207 shares Expires 2022-03-16 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: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 20:06 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-019535 · doc4.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,560 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. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 20:06 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 2,207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062903 · doc4.xml · derivative · entry 3 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,207 Underlying: Common Stock · 2,207 shares Expires not disclosed F2 · derivative.exercise_date: Represents a grant of RSUs of which 2,207 will vest on the earlier of (a) March 17, 2022 or (b) the day prior to the Company's annual meeting of stockholders held in March 2022 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. F2 · derivative.expiration_date: Represents a grant of RSUs of which 2,207 will vest on the earlier of (a) March 17, 2022 or (b) the day prior to the Company's annual meeting of stockholders held in March 2022 (the earlier of (a) and (b) referred to as the "Vesting Date"), subject to Ms. Daniel's continuous service as a member of the Board until the Vesting Date. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 20:06 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 7,353 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062903 · doc4.xml · derivative · entry 2 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,353 shares Expires 2021-11-02 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: Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 20:06 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 7,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062903 · doc4.xml · nonDerivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,353 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. Read SEC document |
| November 02, 2020 Filed Nov 17, 2020 21:20 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units ("RSUs") · Derivative | 7,353 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-031288 · doc4.xml · derivative · entry 1 Daniel Yolanda · CIK 0001830078 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,353 Underlying: Common Stock, par value $0.001 per share ("Common Stock") · 7,353 shares Expires 2021-11-02 F1 · derivative.exercise_price: Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. 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.