Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR TREE, INC.DLTR · Entity 3189 | Director | October 01, 2024 | October 02, 2024 |
| EXPRESS, INC.EXPR · Entity 91745 | Director | June 09, 2021 | June 10, 2021 |
| FIVE BELOW, INCFIVE · Entity 3393 | Director · President and CEO | March 20, 2026 | March 24, 2026 |
| Sound Point Acquisition Corp I, LtdSPCM · Entity 129786 | Director | March 01, 2022 | March 01, 2022 |
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.
DOLLAR TREE, INC.
Report date October 01, 2024 · Filed October 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 532.37 |
Reported balance
After 2024-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-01 · Grant · Acquired 532.37 · Balance 532.37 F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares.
F2: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program.
F3: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election.
EXPRESS, INC.
Report date June 09, 2021 · Filed June 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 129,100 |
Reported balance
After 2021-06-09 transaction · row 1
1 source rowRow 1 · 2021-06-09 · Grant · Acquired 21,891 · Balance 129,100 F1: These shares represent restricted stock units that are to be settled in common stock upon vesting. The restricted stock units will vest on June 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent restricted stock units that are to be settled in common stock upon vesting. The restricted stock units will vest on June 15, 2022.
FIVE BELOW, INC
Report date March 20, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,385 |
Reported balance
After 2026-03-20 transaction · row 1
1 source rowRow 1 · 2026-03-20 · Tax withholding · Disposed 2,580 · Balance 35,385 |
Sound Point Acquisition Corp I, Ltd
Report date March 01, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary shares, par value $0.0001SEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2022-03-01 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The reporting person owns 25,000 Class B ordinary shares which are convertible into Class A ordinary shares as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-262354). The Class B ordinary shares have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person owns 25,000 Class B ordinary shares which are convertible into Class A ordinary shares as described under the heading "Description of Securities-Founder Shares" in the Issuer's registration statement on Form S-1 (File No. 333-262354). The Class B ordinary shares have no expiration 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 20, 2026 Filed Mar 24, 2026 21:26 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 2,580 | $227.42 | $586,743.60 |
DisclosureSEC source: 0001192482-26-000220 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,385 Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 23:52 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 8,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001192482-26-000205 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,965 Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 21:08 UTC | FIVE BELOW, INC FIVE · Entity 3393 | Tax withholdingCommon Stock | 1,509 | $176.77 | $266,745.93 |
DisclosureSEC source: 0001192482-25-000077 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,036 Read SEC document |
| March 20, 2025 Filed Mar 25, 2025 01:49 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 21,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006189 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,545 Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 23:10 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 9,523 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-020869 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,523 Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:41 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 532.37 | $70.44 | $37,500.14 |
DisclosureSEC source: 0001127602-24-024925 · form4.xml · derivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532.37 Underlying: Common Stock · 532.37 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · shares: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:59 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 1,398.6 | $107.25 | $149,999.85 |
DisclosureSEC source: 0001127602-24-019723 · form4.xml · derivative · entry 2 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,748.25 Underlying: Common Stock · 1,398.6 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F4 · shares: Represents deferral of the annual director equity award under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 16:59 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 349.65 | $107.25 | $37,499.96 |
DisclosureSEC source: 0001127602-24-019723 · form4.xml · derivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349.65 Underlying: Common Stock · 349.65 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · shares: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 22:58 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 275.92 | $135.91 | $37,500.29 |
DisclosureSEC source: 0001127602-24-011992 · form4.xml · derivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275.92 Underlying: Common Stock · 275.92 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 22:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 263.99 | $142.05 | $37,499.78 |
DisclosureSEC source: 0001127602-24-000161 · form4.xml · derivative · entry 3 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263.99 Underlying: Common Stock · 263.99 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F6 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F7 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F7 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 22:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | ConversionPhantom Stock · Derivative | 1,139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-000161 · form4.xml · derivative · entry 2 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,139 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. F3 · derivative.exercise_price: Convert without cost to shares of common stock on a one-for-one basis. F1 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2023 which were deferred under the director deferred compensation program. F2 · price: N/A F4 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or January 1, 2024 (the specified date of distribution pursuant to the director's deferral election). F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or January 1, 2024 (the specified date of distribution pursuant to the director's deferral election). Read SEC document |
| January 01, 2024 Filed Jan 2, 2024 22:48 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | ConversionCommon Stock | 1,139 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-000161 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,893 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 · shares: Shares of phantom stock previously reported by the Reporting Person for director's fees earned for service in 2023 which were deferred under the director deferred compensation program. F2 · price: N/A Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 20:13 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 352.28 | $106.45 | $37,500.21 |
DisclosureSEC source: 0001127602-23-024981 · form4.xml · derivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352.28 Underlying: Common Stock · 352.28 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:20 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 261.32 | $143.50 | $37,499.42 |
DisclosureSEC source: 0001127602-23-020208 · form4.xml · derivative · entry 2 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261.32 Underlying: Common Stock · 261.32 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F3 · kind: Represents deferral of director fees under the Non-Employee Director Deferred Compensation Program. F4 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F4 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:20 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 1,045 | $143.50 | $149,957.50 |
DisclosureSEC source: 0001127602-23-020208 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,754 F1 · kind: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 21:02 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 261.23 | $143.55 | $37,499.57 |
DisclosureSEC source: 0001127602-23-012321 · form4.xml · derivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261.23 Underlying: Common Stock · 261.23 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| January 01, 2023 Filed Jan 3, 2023 19:29 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantPhantom Stock · Derivative | 265.13 | $141.44 | $37,499.99 |
DisclosureSEC source: 0001127602-23-000093 · form4.xml · derivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265.13 Underlying: Common Stock · 265.13 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents the right to receive one share of Dollar Tree common stock, and cash for any fractional shares. F2 · kind: Represents deferral of director fees under the 2013 Director Deferred Compensation Plan. F3 · derivative.exercise_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. F3 · derivative.expiration_date: Shares of phantom stock are payable in common stock following the earlier of the director's separation from the Board or the specified date of distribution pursuant to the director's deferral election. Read SEC document |
| July 01, 2022 Filed Jul 1, 2022 21:56 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 959.88 | $156.27 | $150,000.45 |
DisclosureSEC source: 0001127602-22-018569 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709.88 F1 · kind: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 18:36 UTC Amendment | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 959 | $156.27 | $149,862.93 |
DisclosureSEC source: 0001127602-22-018910 · form4a.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709 F1 · kind: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. F2 · shares: The amount reported has been revised to remove fractional shares which are paid in cash. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:43 UTC | DOLLAR TREE, INC. DLTR · Entity 3189 | GrantCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021463 · form4.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 F1 · kind: Represents the annual director equity award granted from the Issuer's shareholder approved 2021 Omnibus Incentive Plan. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 16:16 UTC | EXPRESS, INC. EXPR · Entity 91745 | GrantCommon Stock, par value $0.01 | 21,891 | $5.71 | $124,997.61 |
DisclosureSEC source: 0001483510-21-000044 · wf-form4_162335613290220.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,100 F1 · shares: These shares represent restricted stock units that are to be settled in common stock upon vesting. The restricted stock units will vest on June 15, 2022. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 16:14 UTC | EXPRESS, INC. EXPR · Entity 91745 | GrantCommon Stock, par value $0.01 | 47,170 | $2.49 | $117,453.30 |
DisclosureSEC source: 0001483510-20-000064 · wf-form4_159190643408778.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,209 F1 · shares: These shares represent restricted stock units that are to be settled in common stock upon vesting. The restricted stock units will vest on June 15, 2021. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 16:09 UTC | EXPRESS, INC. EXPR · Entity 91745 | GrantCommon Stock, par value $0.01 | 48,077 | $2.60 | $125,000.20 |
DisclosureSEC source: 0001483510-19-000068 · wf-form4_156054295132165.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,039 F1 · shares: These shares represent restricted stock units that are to be settled in common stock upon vesting. The restricted stock units will vest on June 15, 2020. Read SEC document |
| June 13, 2018 Filed Jun 14, 2018 16:48 UTC | EXPRESS, INC. EXPR · Entity 91745 | GrantCommon Stock, par value $0.01 | 11,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001483510-18-000080 · wf-form4_152900929477282.xml · nonDerivative · entry 1 Park Winifred · CIK 0001743162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,962 F1 · shares: These shares represent restricted stock units that are to be settled in common stock upon vesting. The restricted stock units will vest on May 15, 2019. 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.