Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIVE BELOW, INCFIVE · Entity 3393 | Chief Financial Officer | October 06, 2026 | October 08, 2026 |
| Party City Holdco Inc.PRTY · Entity 108808 | Chief Financial Officer | April 20, 2018 | April 24, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FIVE BELOW, INC
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,069 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 2,006 · Balance 14,069 |
Party City Holdco Inc.
Report date April 20, 2018 · Filed April 24, 2018
| 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 | 7,455 |
Reported balance
After 2018-04-20 transaction · row 1
1 source rowRow 1 · 2018-04-20 · Grant · Acquired 7,455 · Balance 7,455 F1: The shares reported are restricted shares of Common Stock granted to the reporting person on April 20, 2018, under the Company's Amended and Restated 2012 Omnibus Equity Incentive Plan. The restricted shares shall vest in three equal annual installments commencing on April 20, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported are restricted shares of Common Stock granted to the reporting person on April 20, 2018, under the Company's Amended and Restated 2012 Omnibus Equity Incentive Plan. The restricted shares shall vest in three equal annual installments commencing on April 20, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EDGEWELL PERSONAL CARE Co
Report date October 01, 2025 · Filed October 02, 2025
Section 16 reporting ended · disclosed 2025-10-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Options 11-11-2022SEC Table II · derivative / convertible security · Conversion / exercise price $39.75 · Expires 2032-11-11 | Direct | 12,265 |
Reported balance
After 2025-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-10-01 · Other · Disposed 6,132 · Balance 12,265 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. F2: These options were vested prior to Mr. Sullivan's departure from the Company. He has 90 days from his departure date to exercise them. |
| Non-Qualified Stock Options 11/12/2021SEC Table II · derivative / convertible security · Conversion / exercise price $43.29 · Expires 2031-11-12 | Direct | 16,428 |
Reported balance
After 2025-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-10-01 · Other · Disposed 0 · Balance 16,428 F3: There were no unvested options for this award to forfeit at the time of Mr. Sullivan's departure from the Company. This is the number of vested and exercisable options that he has 90 days to exercise from the date of his departure. |
| Non-Qualified Stock Options 11/13/2020SEC Table II · derivative / convertible security · Conversion / exercise price $35.37 · Expires 2030-11-13 | Direct | 8,857 |
Reported balance
After 2025-10-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-10-01 · Other · Disposed 0 · Balance 8,857 F3: There were no unvested options for this award to forfeit at the time of Mr. Sullivan's departure from the Company. This is the number of vested and exercisable options that he has 90 days to exercise from the date of his departure. |
| Non-Qualified Premium Stock Options 11/13/2020SEC Table II · derivative / convertible security · Conversion / exercise price $38.91 · Expires 2030-11-13 | Direct | 18,535 |
Reported balance
After 2025-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-10-01 · Other · Disposed 0 · Balance 18,535 F3: There were no unvested options for this award to forfeit at the time of Mr. Sullivan's departure from the Company. This is the number of vested and exercisable options that he has 90 days to exercise from the date of his departure. |
| Non-Qualified Stock Options 11/14/2019SEC Table II · derivative / convertible security · Conversion / exercise price $31.44 · Expires 2029-11-14 | Direct | 23,580 |
Reported balance
After 2025-10-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-10-01 · Other · Disposed 0 · Balance 23,580 F3: There were no unvested options for this award to forfeit at the time of Mr. Sullivan's departure from the Company. This is the number of vested and exercisable options that he has 90 days to exercise from the date of his departure. |
| Non-Qualified Stock Options 11/10/2023SEC Table II · derivative / convertible security · Conversion / exercise price $34.22 · Expires 2033-11-10 | Direct | 6,924 |
Reported balance
After 2025-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-10-01 · Other · Disposed 13,848 · Balance 6,924 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. F2: These options were vested prior to Mr. Sullivan's departure from the Company. He has 90 days from his departure date to exercise them. |
| Restricted Stock Equivalent 11/11/2022SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-11 | Direct | 0 |
Reported balance
After 2025-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-10-01 · Other · Disposed 3,522 · Balance 0 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. |
| Restricted Stock Equivalent 11/10/2023SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-11-10 | Direct | 0 |
Reported balance
After 2025-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-10-01 · Other · Disposed 8,182 · Balance 0 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. |
| Restricted Stock Equivalent 11/8/2024SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-11-08 | Direct | 0 |
Reported balance
After 2025-10-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2025-10-01 · Other · Disposed 17,700 · Balance 0 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. |
| Performance Restricted Stock Equivalent 11/11/2022SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-11 | Direct | 0 |
Reported balance
After 2025-10-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2025-10-01 · Other · Disposed 35,221 · Balance 0 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. |
| Performance Restricted Stock Equivalent 11/10/2023SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-11-10 | Direct | 0 |
Reported balance
After 2025-10-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2025-10-01 · Other · Disposed 40,912 · Balance 0 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. |
| Performance Restricted Stock Equivalent 11/8/2024SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-11-11 | Direct | 0 |
Reported balance
After 2025-10-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2025-10-01 · Other · Disposed 53,098 · Balance 0 F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025. |
| Common StockSEC Table I · non-derivative | Direct | 90,418 |
Reported balance
Holding disclosure · report date 2025-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 90,418 |
Filing footnotes · ownership attribution and instrument terms
F1: Unvested award forfeited upon Mr. Sullivan's departure from the Company on October 1, 2025.
F2: These options were vested prior to Mr. Sullivan's departure from the Company. He has 90 days from his departure date to exercise them.
F3: There were no unvested options for this award to forfeit at the time of Mr. Sullivan's departure from the Company. This is the number of vested and exercisable options that he has 90 days to exercise from the date of his departure.
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 |
|---|---|---|---|---|---|---|
| April 01, 2019 Filed Apr 3, 2019 12:49 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantPerformance Stock Equivalents (PSE) 4/1/2019 · Derivative | 45,106 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022898 · doc4.xml · derivative · entry 2 Sullivan Daniel · CIK 0001682440 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,106 Underlying: Common Stock · 45,106 shares Expires not disclosed F2 · derivative.exercise_date: The PSEs will vest and convert into shares of Edgewell common stock on the date that Edgewell releases its earnings for the fiscal year ending September 30, 2021 if specified performance criteria are met, subject to the exercise of negative discretion by the Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the achievement of targeted Project Fuel savings for the period ended September 30, 2021. The percentage of the PSEs vesting will range from 0% to 100% based on performance. F2 · derivative.expiration_date: The PSEs will vest and convert into shares of Edgewell common stock on the date that Edgewell releases its earnings for the fiscal year ending September 30, 2021 if specified performance criteria are met, subject to the exercise of negative discretion by the Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the achievement of targeted Project Fuel savings for the period ended September 30, 2021. The percentage of the PSEs vesting will range from 0% to 100% based on performance. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 12:49 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantRestricted Stock Equivalents (RSE) 4/1/2019 · Derivative | 11,277 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022898 · doc4.xml · derivative · entry 1 Sullivan Daniel · CIK 0001682440 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,277 Underlying: Common Stock · 11,277 shares Expires not disclosed F1 · derivative.exercise_date: One-half of the RSEs will vest and convert into shares of Edgewell common stock on each of 4/1/2020 and 4/1/2021 if the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. F1 · derivative.expiration_date: One-half of the RSEs will vest and convert into shares of Edgewell common stock on each of 4/1/2020 and 4/1/2021 if the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. Read SEC document |
| April 20, 2018 Filed Apr 24, 2018 17:45 UTC | Party City Holdco Inc. PRTY · Entity 108808 | GrantCommon stock, par value $0.01 per share ("Common Stock") | 7,455 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000305 · edgar.xml · nonDerivative · entry 1 Sullivan Daniel · CIK 0001682440 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,455 F1 · shares: The shares reported are restricted shares of Common Stock granted to the reporting person on April 20, 2018, under the Company's Amended and Restated 2012 Omnibus Equity Incentive Plan. The restricted shares shall vest in three equal annual installments commencing on April 20, 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.