Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hanesbrands Inc.HBI · Entity 72407 | Director · Chief Executive Officer | January 28, 2020 | January 30, 2020 |
| VALVOLINE INCVVV · Entity 1678 | Director | January 28, 2026 | January 29, 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.
Hanesbrands Inc.
Report date January 28, 2020 · Filed January 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,089,297 |
Ending reported balance
After 2020-01-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-01-28 · Grant · Acquired 293,850 · Balance 1,869,691 F1: Consists of a performance share award ("PSA") granted to the Reporting Person on December 11, 2018. The number of shares of common stock that will be received upon vesting of the PSA was determined on January 28, 2020 based on the achievement of certain performance metrics during the fiscal year ended December 28, 2019. The PSA will be settled on a one-for-one basis in shares of common stock on December 11, 2021. Row 2 · 2020-01-28 · Grant · Acquired 219,606 · Balance 2,089,297 F2: Consists of restricted stock units that upon vesting are settled on a one-for-one basis in shares of common stock, vesting in three installments of 33% on January 28, 2021, 33% on January 28, 2022 and 34% on January 28, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) plan | 127 |
Reported balance
Holding disclosure · report date 2020-01-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 127 |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a performance share award ("PSA") granted to the Reporting Person on December 11, 2018. The number of shares of common stock that will be received upon vesting of the PSA was determined on January 28, 2020 based on the achievement of certain performance metrics during the fiscal year ended December 28, 2019. The PSA will be settled on a one-for-one basis in shares of common stock on December 11, 2021.
F2: Consists of restricted stock units that upon vesting are settled on a one-for-one basis in shares of common stock, vesting in three installments of 33% on January 28, 2021, 33% on January 28, 2022 and 34% on January 28, 2023.
VALVOLINE INC
Report date January 28, 2026 · Filed January 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| FY 2026 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,300 |
Reported balance
After 2026-01-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-28 · Grant · Acquired 4,300 · Balance 4,300 F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis. F2: Represents annual award of restricted stock units pursuant to the Valvoline Inc. 2026 Omnibus Incentive Plan. F3: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into Valvoline common stock on a one-for-one basis.
F2: Represents annual award of restricted stock units pursuant to the Valvoline Inc. 2026 Omnibus Incentive Plan.
F3: The restricted stock units vest and settle on the first anniversary of the grant date, unless the director elects to defer settlement of the award until separation from service.
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 |
|---|---|---|---|---|---|---|
| May 08, 2017 Filed May 10, 2017 16:13 UTC | Hanesbrands Inc. HBI · Entity 72407 | Tax withholdingCommon Stock | 71,366 | $21.47 | $1,532,228.02 |
DisclosureSEC source: 0001359841-17-000065 · wf-form4_149444717276094.xml · nonDerivative · entry 2 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 989,732 F2 · kind: Represents a "net exercise" of outstanding stock options. These shares were withheld by Hanesbrands Inc. for payment of the exercise price and applicable taxes, based on the market price of Hanesbrands Inc. common stock at the time of the option exercise on May 8, 2017 of $21.47. F2 · price: Represents a "net exercise" of outstanding stock options. These shares were withheld by Hanesbrands Inc. for payment of the exercise price and applicable taxes, based on the market price of Hanesbrands Inc. common stock at the time of the option exercise on May 8, 2017 of $21.47. Read SEC document |
| May 08, 2017 Filed May 10, 2017 16:13 UTC | Hanesbrands Inc. HBI · Entity 72407 | Exercise / conversionCommon Stock | 113,475 | $6.28 | $712,623.00 |
DisclosureSEC source: 0001359841-17-000065 · wf-form4_149444717276094.xml · nonDerivative · entry 1 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061,098 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 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 16, 2017. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:08 UTC | Hanesbrands Inc. HBI · Entity 72407 | SaleCommon Stock | 41,033 | $20.26 | $831,328.58 |
DisclosureSEC source: 0001359841-17-000050 · wf-form4_148969489372922.xml · nonDerivative · entry 3 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947,623 F1 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 6, 2017. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 16:08 UTC | Hanesbrands Inc. HBI · Entity 72407 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 113,475 | $6.28 Strike: $6.28 | $712,623.00 |
DisclosureSEC source: 0001359841-17-000050 · wf-form4_148969489372922.xml · derivative · entry 5 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,949 Underlying: Common Stock · 113,475 shares Expires 2018-02-04 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 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 6, 2017. F3 · derivative.exercise_date: The options vest in three installments of 33% on February 4, 2009, 33% on February 4, 2010 and 34% on February 4, 2011. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 16:08 UTC | Hanesbrands Inc. HBI · Entity 72407 | Tax withholdingCommon Stock | 72,442 | $20.22 | $1,464,777.24 |
DisclosureSEC source: 0001359841-17-000050 · wf-form4_148969489372922.xml · nonDerivative · entry 2 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 988,656 F2 · kind: Represents a "net exercise" of outstanding stock options. These shares were withheld by Hanesbrands Inc. for payment of the exercise price and applicable taxes, based on the market price of Hanesbrands Inc. common stock at the time of the option exercise on March 14, 2017 of $20.22. F2 · price: Represents a "net exercise" of outstanding stock options. These shares were withheld by Hanesbrands Inc. for payment of the exercise price and applicable taxes, based on the market price of Hanesbrands Inc. common stock at the time of the option exercise on March 14, 2017 of $20.22. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 16:08 UTC | Hanesbrands Inc. HBI · Entity 72407 | Exercise / conversionCommon Stock | 113,475 | $6.28 | $712,623.00 |
DisclosureSEC source: 0001359841-17-000050 · wf-form4_148969489372922.xml · nonDerivative · entry 1 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061,098 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 · kind: The option exercise and sale reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 6, 2017. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 17:04 UTC | Hanesbrands Inc. HBI · Entity 72407 | GrantCommon Stock | 52,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001359841-17-000020 · wf-form4_148538186929451.xml · nonDerivative · entry 1 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947,623 F1 · shares: Consists of a performance share award ("PSA") granted to the Reporting Person on December 8, 2015. The number of shares of common stock that will be received upon vesting of the PSA was determined on January 24, 2017 based on the achievement of certain performance metrics during the fiscal year ended December 31, 2016. The PSA will be settled on a one-for-one basis in shares of common stock on December 8, 2018. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:22 UTC | Hanesbrands Inc. HBI · Entity 72407 | GrantCommon Stock | 124,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001359841-16-000506 · wf-form4_148183692010164.xml · nonDerivative · entry 4 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 895,069 F4 · shares: Consists of restricted stock units that upon vesting are settled on a one-for-one basis in shares of common stock, vesting in three installments of 33% on December 13, 2017, 33% on December 13, 2018 and 34% on December 13, 2019. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:22 UTC | Hanesbrands Inc. HBI · Entity 72407 | Tax withholdingCommon Stock | 9,459 | $22.90 | $216,611.10 |
DisclosureSEC source: 0001359841-16-000506 · wf-form4_148183692010164.xml · nonDerivative · entry 3 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770,612 F3 · kind: Represents shares of common stock withheld to pay taxes upon vesting of restricted stock units originally granted to the Reporting Person on December 10, 2013. The number of shares withheld was determined on December 13, 2016 based on the closing price of Hanesbrands Inc. common stock on December 9, 2016. F3 · price: Represents shares of common stock withheld to pay taxes upon vesting of restricted stock units originally granted to the Reporting Person on December 10, 2013. The number of shares withheld was determined on December 13, 2016 based on the closing price of Hanesbrands Inc. common stock on December 9, 2016. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:22 UTC | Hanesbrands Inc. HBI · Entity 72407 | Tax withholdingCommon Stock | 50,504 | $22.90 | $1,156,541.60 |
DisclosureSEC source: 0001359841-16-000506 · wf-form4_148183692010164.xml · nonDerivative · entry 2 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,071 F2 · kind: Represents shares of common stock withheld to pay taxes upon vesting of performance stock units originally granted to the Reporting Person on December 10, 2013. The number of shares withheld was determined on December 13, 2016 based on the closing price of Hanesbrands Inc. common stock on December 9, 2016. F2 · price: Represents shares of common stock withheld to pay taxes upon vesting of performance stock units originally granted to the Reporting Person on December 10, 2013. The number of shares withheld was determined on December 13, 2016 based on the closing price of Hanesbrands Inc. common stock on December 9, 2016. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 16:22 UTC | Hanesbrands Inc. HBI · Entity 72407 | Tax withholdingCommon Stock | 6,044 | $22.90 | $138,407.60 |
DisclosureSEC source: 0001359841-16-000506 · wf-form4_148183692010164.xml · nonDerivative · entry 1 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,575 F1 · kind: Represents shares of common stock withheld to pay taxes upon vesting of restricted stock units originally granted to the Reporting Person on December 9, 2014. The number of shares withheld was determined on December 13, 2016 based on the closing price of Hanesbrands Inc. common stock on December 9, 2016. F1 · price: Represents shares of common stock withheld to pay taxes upon vesting of restricted stock units originally granted to the Reporting Person on December 9, 2014. The number of shares withheld was determined on December 13, 2016 based on the closing price of Hanesbrands Inc. common stock on December 9, 2016. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 16:28 UTC | Hanesbrands Inc. HBI · Entity 72407 | Tax withholdingCommon Stock | 6,244 | $22.89 | $142,925.16 |
DisclosureSEC source: 0001359841-16-000465 · wf-form4_148175091193025.xml · nonDerivative · entry 1 Evans Gerald · CIK 0001369321 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836,619 F1 · kind: Represents shares of common stock withheld to pay taxes upon vesting of restricted stock units originally granted to the Reporting Person on December 8, 2015. The number of shares withheld was determined on December 12, 2016 based on the closing price of Hanesbrands Inc. common stock on December 8, 2016. F1 · price: Represents shares of common stock withheld to pay taxes upon vesting of restricted stock units originally granted to the Reporting Person on December 8, 2015. The number of shares withheld was determined on December 12, 2016 based on the closing price of Hanesbrands Inc. common stock on December 8, 2016. 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.