Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Stitch Fix, Inc.SFIX · Entity 5637 | Chief Technology Officer | June 14, 2023 | June 16, 2023 |
| WEX Inc.WEX · Entity 2285 | Chief Technology Officer | March 16, 2026 | March 18, 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.
Stitch Fix, Inc.
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 495,968 |
Reported balance
After 2023-06-14 transaction · row 1
1 source rowRow 1 · 2023-06-14 · Tax withholding · Disposed 16,742 · Balance 495,968 F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Company to satisfy tax withholding obligation in connection with the vesting of restricted stock units.
WEX Inc.
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,159 |
Ending reported balance
After 2026-03-17 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-17 · Exercise / conversion · Acquired 1,265 · Balance 15,115 Row 2 · 2026-03-17 · Tax withholding · Disposed 628 · Balance 14,487 F1: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 17, 2026. Row 3 · 2026-03-17 · Exercise / conversion · Acquired 1,333 · Balance 15,820 Row 4 · 2026-03-17 · Tax withholding · Disposed 661 · Balance 15,159 F2: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 17, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,532 |
Reported balance
After 2026-03-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-17 · Exercise / conversion · Disposed 1,265 · Balance 2,532 F3: RSUs vested on March 17, 2026 and each RSU converted into one share of common stock. F4: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,205 |
Reported balance
After 2026-03-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-16 · Grant · Acquired 10,205 · Balance 10,205 F4: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant. |
| Market Share UnitsSEC Table II · derivative / convertible security | Direct | 2,464 |
Reported balance
After 2026-03-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-17 · Exercise / conversion · Disposed 1,333 · Balance 2,464 F5: Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F6: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock. F7: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. |
| Market Share UnitsSEC Table II · derivative / convertible security | Direct | 7,654 |
Reported balance
After 2026-03-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-16 · Grant · Acquired 7,654 · Balance 7,654 F5: Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%. F8: Represents the target number of shares underlying the MSU award granted on March 16, 2026. F7: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Restricted Stock Units ("RSUs") on March 17, 2026.
F2: Represents the number of shares automatically withheld by WEX for the payment of taxes in connection with the vesting of Market Share Units ("MSUs") on March 17, 2026.
F3: RSUs vested on March 17, 2026 and each RSU converted into one share of common stock.
F4: One-third of RSUs vest each year on the first, second and third anniversaries of the date of grant.
F5: Each MSU, a form of performance-based restricted share unit, converts into the number of shares of common stock determined by applying a payout factor to the target number of MSUs vesting on a given date. The payout factor is a ratio of the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the vesting date divided by the volume weighted average closing price per share over the 10 trading days immediately preceding (and excluding) the grant date. The minimum payout factor that must be achieved to earn a payout is 60% and the maximum payout factor is 200%.
F6: Represents the number of MSUs that vested in the first tranche of the MSU award granted on March 17, 2025, based on a 105.38% payout factor, and were converted into an equal number of shares of common stock.
F7: One-third of the MSU award vests on each of the first, second and third anniversaries of the date of grant and converts into shares of common stock based on a payout factor, provided that if the payout factor is not at least 60% on an applicable vesting date, the MSUs eligible to vest on such date will be forfeited.
F8: Represents the target number of shares underlying the MSU award granted on March 16, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BLACKHAWK NETWORK HOLDINGS, INC
Report date June 15, 2018 · Filed June 15, 2018
Section 16 reporting ended · disclosed 2018-06-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-15 · Disposition to issuer · Disposed 75,000 · Balance 0 F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. (the "Company"), BHN Holdings, Inc. and BHN Merger Sub, Inc. (the "Effective Time"), each outstanding award of restricted stock units granted to Mr. Dhawan prior to 2018 was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of common stock of the Company ("Shares") subject to such award immediately prior to the Effective Time by (ii) $45.25, less applicable taxes required to be withheld with respect to such payment. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-06-15 · Disposition to issuer · Disposed 16,856 · Balance 0 F2: At the Effective Time, each issued and outstanding Share held by Mr. Dhawan was converted into the right to receive $45.25 in cash, without interest. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-06-15 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-06-15 · Disposition to issuer · Disposed 22,099 · Balance 0 F3: At the Effective Time, each outstanding award of restricted stock units granted to Mr. Dhawan in 2018 was cancelled and converted into a restricted stock unit award of Parent with respect to a number of shares of Parent equal to the product obtained by multiplying (i) the number of Shares subject to such restricted stock unit award immediately prior to the Effective Time by (ii) the Exchange Ratio ($45.25 divided by the price per share paid by the equity financing sources to acquire Parent capital stock in connection with the closing). |
| Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $32.84 | Direct | 0 |
Reported balance
After 2018-06-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-06-15 · Disposition to issuer · Disposed 50,000 · Balance 0 F4: At the Effective Time, each option to purchase Shares was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the number of Shares subject to such option immediately prior to the Effective Time by (ii) the excess, if any, of $45.25 over the exercise price per Share of such option, less applicable taxes required to be withheld with respect to such payment. |
Filing footnotes · ownership attribution and instrument terms
F1: At the effective time of the merger contemplated by the agreement and plan of merger, dated as of January 15, 2018, by and among Blackhawk Network Holdings, Inc. (the "Company"), BHN Holdings, Inc. and BHN Merger Sub, Inc. (the "Effective Time"), each outstanding award of restricted stock units granted to Mr. Dhawan prior to 2018 was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the total number of shares of common stock of the Company ("Shares") subject to such award immediately prior to the Effective Time by (ii) $45.25, less applicable taxes required to be withheld with respect to such payment.
F2: At the Effective Time, each issued and outstanding Share held by Mr. Dhawan was converted into the right to receive $45.25 in cash, without interest.
F3: At the Effective Time, each outstanding award of restricted stock units granted to Mr. Dhawan in 2018 was cancelled and converted into a restricted stock unit award of Parent with respect to a number of shares of Parent equal to the product obtained by multiplying (i) the number of Shares subject to such restricted stock unit award immediately prior to the Effective Time by (ii) the Exchange Ratio ($45.25 divided by the price per share paid by the equity financing sources to acquire Parent capital stock in connection with the closing).
F4: At the Effective Time, each option to purchase Shares was cancelled and converted into the right to receive an amount in cash equal to the product obtained by multiplying (i) the number of Shares subject to such option immediately prior to the Effective Time by (ii) the excess, if any, of $45.25 over the exercise price per Share of such option, less applicable taxes required to be withheld with respect to such payment.
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 |
|---|---|---|---|---|---|---|
| February 20, 2018 Filed Feb 22, 2018 21:16 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | GrantCommon Stock | 22,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-012379 · doc4.xml · nonDerivative · entry 1 DHAWAN SACHIN · CIK 0001676699 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,220 F1 · kind: Reflects a grant of Restricted Stock Units ("RSUs") under the Issuer's 2013 Equity Incentive Award Plan. F2 · shares: Each RSU represents a contingent right of the Reporting Person to receive one (1) share of the Issuer's Common Stock upon vesting. The RSUs vest in four (4) substantially equal installments on each of February 28, 2019, February 28, 2020, February 28, 2021 and February 28, 2022, respectively, subject to the Reporting Person's continued employment or service relationship with the Issuer on each such vesting date. F1 · price: Reflects a grant of Restricted Stock Units ("RSUs") under the Issuer's 2013 Equity Incentive Award Plan. Read SEC document |
| June 14, 2017 Filed Oct 23, 2017 21:47 UTC | BLACKHAWK NETWORK HOLDINGS, INC HAWK · Entity 165701 | Tax withholdingCommon Stock | 9,616 | $42.60 | $409,641.60 |
DisclosureSEC source: 0001209191-17-057776 · doc4.xml · nonDerivative · entry 1 DHAWAN SACHIN · CIK 0001676699 · SVP, Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,121 F1 · shares: Shares withheld by the Company to satisfy tax withholding obligation. F2 · balance_after: Includes 737 shares acquired under the Blackhawk Network Holdings, Inc. 2013 Employee Stock Purchase Plan. 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.