Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | GVP, CONTROLLER & CAO | December 11, 2025 | December 12, 2025 |
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.
Sally Beauty Holdings, Inc.
Report date December 11, 2025 · Filed December 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,295 |
Reported balance
After 2025-12-11 transaction · row 1
1 source rowRow 1 · 2025-12-11 · Sale · Disposed 5,900 · Balance 21,295 F1: Reflects the weighted average sale price. The range of prices for these transactions was $15.655 to $15.79. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one-dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average sale price. The range of prices for these transactions was $15.655 to $15.79. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one-dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.
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 |
|---|---|---|---|---|---|---|
| December 11, 2025 Filed Dec 12, 2025 17:30 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | SaleCommon Stock | 5,900 | $15.71 | $92,698.44 |
DisclosureSEC source: 0001850971-25-000008 · form4-12122025_051205.xml · nonDerivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,295 F1 · price: Reflects the weighted average sale price. The range of prices for these transactions was $15.655 to $15.79. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one-dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units (1), (5) · Derivative | 1,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 9 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,351 shares Expires 2025-11-15 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. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units (1), (5) · Derivative | 1,026 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 8 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,026 shares Expires 2025-11-15 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. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units (1), (5) · Derivative | 1,148 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 7 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,148 shares Expires 2025-11-15 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. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units (1) · Derivative | 3,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 6 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,235 shares Expires 2025-11-15 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. F5 · security: Reflects earned and vested performance stock units (PSUs). Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units (1) · Derivative | 2,769 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 5 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,769 shares Expires 2025-11-15 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. F4 · derivative.exercise_date: These RSUs vested in equal installments on November 15, 2023, November 15, 2024, and November 15, 2025. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units (1) · Derivative | 4,417 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 4 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,417 Underlying: Common Stock · 4,417 shares Expires 2026-11-15 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. F3 · derivative.exercise_date: These RSUs vested and will vest in equal installments on November 15, 2024, November 15, 2025, and November 15, 2026. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted Stock Units · Derivative | 2,836 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · derivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,673 Underlying: Common Stock · 2,836 shares Expires 2027-11-15 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 · security: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These RSUs vested and will vest in equal installments on November 15, 2025, November 15, 2026, and November 15, 2027. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 6,272 | $14.18 | $88,936.96 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · nonDerivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,195 Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 16:00 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 16,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000006 · form4-11182025_041112.xml · nonDerivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,467 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 05, 2025 Filed Nov 7, 2025 15:51 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units (1) · Derivative | 9,528 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000004 · form4-11072025_081131.xml · derivative · entry 5 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,528 Underlying: Common Stock · 9,528 shares Expires 2028-11-15 F6 · derivative.exercise_date: The restricted stock units vest in three equal installments on November 15, 2026, November 15, 2027, and November 15, 2028. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 15:51 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units (1) · Derivative | 1,661 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000004 · form4-11072025_081131.xml · derivative · entry 4 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,661 Underlying: Common Stock · 1,661 shares Expires 2027-11-15 F5 · security: Reflects earned PSUs. The PSUs were granted on November 6, 2024, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2027. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2024, and ending on September 30, 2025). Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 15:51 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units (1) · Derivative | 2,587 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000004 · form4-11072025_081131.xml · derivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,587 Underlying: Common Stock · 2,587 shares Expires 2026-11-15 F4 · security: Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2024, and ending on September 30, 2025). Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 15:51 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units (1) · Derivative | 1,351 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000004 · form4-11072025_081131.xml · derivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,351 Underlying: Common Stock · 1,351 shares Expires 2025-11-15 F3 · security: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2024, and ending on September 30, 2025). Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 15:51 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 3,235 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001850971-25-000004 · form4-11072025_081131.xml · derivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,235 Underlying: Common Stock · 3,235 shares Expires 2025-11-15 F1 · security: Restricted stock units convert into common stock on a one-for-one basis. F2 · security: Reflects earned performance stock units (PSUs). The PSUs were granted on November 2, 2022, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2025. The number of PSUs reported reflects the number of PSUs earned based on the certification of the Compensation and Talent Committee of the Board of Directors of Sally Beauty Holdings, Inc. (the "Committee") of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2025. Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | SaleCommon Stock | 4,300 | $14.53 | $62,479.00 |
DisclosureSEC source: 0000950170-24-131022 · ownership.xml · nonDerivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,685 F1 · price: Reflects the weighted average sale price. The range of prices for these transactions was $14.53 to $14.54. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 4,416 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · derivative · entry 8 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,834 Underlying: Common Stock · 4,416 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: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024. F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · derivative · entry 7 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,769 Underlying: Common Stock · 2,768 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · derivative · entry 6 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 710 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Reflects earned performance stock units. F3 · derivative.expiration_date: Reflects earned performance stock units. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · derivative · entry 5 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 795 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Reflects earned performance stock units. F3 · derivative.expiration_date: Reflects earned performance stock units. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · derivative · entry 4 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,239 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Reflects earned performance stock units. F3 · derivative.expiration_date: Reflects earned performance stock units. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 1,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · derivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,916 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 3,131 | $13.41 | $41,986.71 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · nonDerivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,985 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 12,844 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128561 · ownership.xml · nonDerivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,116 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 06, 2024 Filed Nov 8, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124059 · ownership.xml · derivative · entry 5 McIntosh Kim · CIK 0001850971 · GVP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,509 Underlying: Common Stock · 8,509 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F6 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2025. F6 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2025. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 1,964 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124059 · ownership.xml · derivative · entry 4 McIntosh Kim · CIK 0001850971 · GVP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,964 Underlying: Common Stock · 1,964 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2023 and ending on September 30, 2024). F5 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2023 and ending on September 30, 2024). Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124059 · ownership.xml · derivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,026 Underlying: Common Stock · 1,026 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2023 and ending on September 30, 2024). F4 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2023 and ending on September 30, 2024). Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 710 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124059 · ownership.xml · derivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710 Underlying: Common Stock · 710 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2023 and ending on September 30, 2024). F3 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2023 and ending on September 30, 2024). Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 2,239 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124059 · ownership.xml · derivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,239 Underlying: Common Stock · 2,239 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: Reflects earned performance stock units (PSUs). The PSUs were granted on November 3, 2021, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2024. F2 · derivative.expiration_date: Reflects earned performance stock units (PSUs). The PSUs were granted on November 3, 2021, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2024. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 8,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · derivative · entry 7 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,305 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: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in one installment on November 15, 2023. F4 · derivative.expiration_date: The restricted stock units vest in one installment on November 15, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · derivative · entry 6 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,537 Underlying: Common Stock · 2,768 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: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 1,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · derivative · entry 5 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,916 Underlying: Common Stock · 1,916 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 3,165 | $9.11 | $28,833.15 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · nonDerivative · entry 4 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,272 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 8,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · nonDerivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,437 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 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 2,768 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · nonDerivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,132 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 15, 2023 Filed Nov 17, 2023 17:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 1,916 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-064924 · ownership.xml · nonDerivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,364 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 01, 2023 Filed Nov 3, 2023 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 1,148 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058817 · ownership.xml · derivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,148 Underlying: Common Stock · 1,148 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F5 · security: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023). F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023). F5 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023). Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058817 · ownership.xml · derivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795 Underlying: Common Stock · 795 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F4 · security: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023). F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023). F4 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023). Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 13,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-058817 · ownership.xml · derivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,250 Underlying: Common Stock · 13,250 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-036174 · doc4.xml · derivative · entry 3 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,832 Underlying: Common Stock · 1,915 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: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 467 | $12.53 | $5,851.51 |
DisclosureSEC source: 0000899243-22-036174 · doc4.xml · nonDerivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 1,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-036174 · doc4.xml · nonDerivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,915 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, 2022 Filed Nov 4, 2022 16:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035197 · doc4.xml · derivative · entry 2 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,305 Underlying: Common Stock · 8,305 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in one installment on November 15, 2023. F4 · derivative.expiration_date: The restricted stock units vest in one installment on November 15, 2023. Read SEC document |
| November 02, 2022 Filed Nov 4, 2022 16:06 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 8,305 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035197 · doc4.xml · derivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,305 Underlying: Common Stock · 8,305 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three approximately equal annual installments beginning on November 15, 2023. F3 · derivative.expiration_date: The restricted stock units vest in three approximately equal annual installments beginning on November 15, 2023. Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:37 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 5,747 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043305 · doc4.xml · derivative · entry 1 McIntosh Kim · CIK 0001850971 · GVP, CONTROLLER & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,747 Underlying: Common Stock · 5,747 shares Expires not disclosed F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022. 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.