Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | SVP, CLO and CHRO | December 01, 2025 | December 03, 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 01, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,585 |
Reported balance
After 2025-12-01 transaction · row 1
1 source rowRow 1 · 2025-12-01 · Sale · Disposed 15,000 · Balance 57,585 F1: Reflects the weighted average sale price. The range of prices for these transactions was $16.245 to $16.315. 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 $16.245 to $16.315. 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 |
|---|---|---|---|---|---|---|
| November 02, 2022 Filed Nov 4, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 23,878 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035186 · doc4.xml · derivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,878 Underlying: Common Stock · 23,878 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 15, 2021 Filed Nov 17, 2021 19:20 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 5,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045137 · doc4.xml · derivative · entry 3 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,891 Underlying: Common Stock · 5,445 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, 2021. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:20 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 2,050 | $20.34 | $41,697.00 |
DisclosureSEC source: 0000899243-21-045137 · doc4.xml · nonDerivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,674 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:20 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 5,445 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045137 · doc4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,724 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 03, 2021 Filed Nov 5, 2021 16:19 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043275 · doc4.xml · derivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,141 Underlying: Common Stock · 2,141 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 performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's certification of the level of achievement of AOI goals for the first one-year performance period (October 1, 2020 and ending on September 30, 2021). F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's certification of the level of achievement of AOI goals for the first one-year performance period (October 1, 2020 and ending on September 30, 2021). F4 · derivative.expiration_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's certification of the level of achievement of AOI goals for the first one-year performance period (October 1, 2020 and ending on September 30, 2021). Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 16:19 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted stock units · Derivative | 14,367 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043275 · doc4.xml · derivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,367 Underlying: Common Stock · 14,367 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 |
| September 30, 2021 Filed Oct 4, 2021 16:59 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 665 | $16.85 | $11,205.25 |
DisclosureSEC source: 0001127602-21-026471 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,279 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 16:51 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 724 | $10.29 | $7,449.96 |
DisclosureSEC source: 0001127602-20-029294 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,944 Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 16:30 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 16,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-028372 · form4.xml · derivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,336 Underlying: Common Stock · 16,336 shares Expires not disclosed F1 · security: Grant of options and 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 options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. F2 · derivative.expiration_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 16:30 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 39,888 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0001127602-20-028372 · form4.xml · derivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,888 Underlying: Common Stock · 39,888 shares Expires 2030-11-04 F1 · security: Grant of options and restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · derivative.exercise_date: The options and restricted stock units vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 17:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 665 | $8.69 | $5,778.85 |
DisclosureSEC source: 0001127602-20-026347 · form4.xml · nonDerivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,668 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 17:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 616 | $8.69 | $5,353.04 |
DisclosureSEC source: 0001127602-20-026347 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,333 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 19:14 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 27,010 | $0.00 Strike: $16.65 | $0.00 |
DisclosureSEC source: 0001127602-19-032237 · form4.xml · derivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,010 Underlying: Common Stock · 27,010 shares Expires 2029-11-05 F3 · security: Grant of options under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 15, 2020. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 19:14 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 8,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032237 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,949 F1 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan. F2 · shares: The restrictions on the shares shall lapse annually in three equal installments beginning on November 15, 2020. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 16:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 665 | $14.89 | $9,901.85 |
DisclosureSEC source: 0001127602-19-029739 · form4.xml · nonDerivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,031 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 16:54 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 616 | $14.89 | $9,172.24 |
DisclosureSEC source: 0001127602-19-029739 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,696 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 18:50 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | SaleCommon Stock | 3,100 | $21.72 | $67,341.61 |
DisclosureSEC source: 0001127602-18-033104 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,312 F1 · price: Reflects the weighted average sale price. The range of prices for these transactions was $21.70 to $21.73. 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 01, 2018 Filed Nov 5, 2018 19:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 26,109 | $0.00 Strike: $18.14 | $0.00 |
DisclosureSEC source: 0001127602-18-032166 · form4.xml · derivative · entry 3 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,109 Underlying: Common Stock · 26,109 shares Expires 2028-09-30 F3 · security: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on September 30, 2019. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 19:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032166 · form4.xml · nonDerivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,412 Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 19:23 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 8,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032166 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,711 F1 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F2 · shares: The restrictions on the shares shall lapse annually in three equal installments beginning on September 30, 2019. Read SEC document |
| November 01, 2018 Filed Nov 6, 2018 16:44 UTC Amendment | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 26,109 | $0.00 Strike: $18.14 | $0.00 |
DisclosureSEC source: 0001127602-18-032295 · form4a.xml · derivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,109 Underlying: Common Stock · 26,109 shares Expires 2028-11-01 F1 · security: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F2 · derivative.exercise_date: The options vest in three equal annual installments beginning on September 30, 2019. F3 · derivative.expiration_date: The expiration date of the employee stock option was reported incorrectly on the reporting person's original Form 4. Read SEC document |
| September 30, 2018 Filed Oct 3, 2018 16:40 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 63 | $18.39 | $1,158.57 |
DisclosureSEC source: 0001127602-18-029381 · form4.xml · nonDerivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,525 Read SEC document |
| September 30, 2018 Filed Oct 3, 2018 16:40 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 615 | $18.39 | $11,309.85 |
DisclosureSEC source: 0001127602-18-029381 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,588 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 17:39 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 28,026 | $0.00 Strike: $17.42 | $0.00 |
DisclosureSEC source: 0001127602-17-031236 · form4.xml · derivative · entry 2 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,026 Underlying: Common Stock · 28,026 shares Expires 2027-11-01 F3 · security: Grant of options under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on September 30, 2018. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 17:39 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantCommon Stock | 7,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031236 · form4.xml · nonDerivative · entry 1 Sherman Scott C · CIK 0001718810 · SVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,203 F1 · security: Grant of Restricted Stock under the Sally Beauty Holdings, Inc. Amended and Restated 2010 Omnibus Incentive Plan. F2 · shares: The restrictions on the shares shall lapse annually in three equal installments beginning on September 30, 2018. 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.