Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sally Beauty Holdings, Inc.SBH · Entity 4676 | SVP & President Sally Beauty | November 15, 2025 | November 18, 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 November 15, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,484 |
Ending reported balance
After 2025-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-15 · Exercise / conversion · Acquired 66,007 · Balance 140,141 Row 2 · 2025-11-15 · Tax withholding · Disposed 24,657 · Balance 115,484 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-11-15 | Direct | 25,214 |
Reported balance
After 2025-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-15 · Exercise / conversion · Disposed 12,607 · Balance 25,214 F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. F2: These RSUs vested and will vest in equal installments on November 15, 2025, November 15, 2026, and November 15, 2027. |
| Restricted Stock Units (1)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-11-15 | Direct | 17,669 |
Reported balance
After 2025-11-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-11-15 · Exercise / conversion · Disposed 17,667 · Balance 17,669 F3: These RSUs vested and will vest in equal installments on November 15, 2024, November 15, 2025, and November 15, 2026. |
| Restricted Stock Units (1)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-15 | Direct | 0 |
Reported balance
After 2025-11-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-11-15 · Exercise / conversion · Disposed 10,383 · Balance 0 F4: These RSUs vested in equal installments on November 15, 2023, November 15, 2024, and November 15, 2025. |
| Restricted Stock Units (1)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-15 | Direct | 0 |
Reported balance
After 2025-11-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-11-15 · Exercise / conversion · Disposed 12,132 · Balance 0 F5: Reflects earned and vested performance stock units (PSUs). |
| Restricted Stock Units (1), (5)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-15 | Direct | 0 |
Reported balance
After 2025-11-15 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2025-11-15 · Exercise / conversion · Disposed 4,304 · Balance 0 |
| Restricted Stock Units (1), (5)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-15 | Direct | 0 |
Reported balance
After 2025-11-15 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2025-11-15 · Exercise / conversion · Disposed 3,847 · Balance 0 |
| Restricted Stock Units (1), (5)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-11-15 | Direct | 0 |
Reported balance
After 2025-11-15 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2025-11-15 · Exercise / conversion · Disposed 5,067 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis.
F2: These RSUs vested and will vest in equal installments on November 15, 2025, November 15, 2026, and November 15, 2027.
F3: These RSUs vested and will vest in equal installments on November 15, 2024, November 15, 2025, and November 15, 2026.
F4: These RSUs vested in equal installments on November 15, 2023, November 15, 2024, and November 15, 2025.
F5: Reflects earned and vested performance stock units (PSUs).
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 15, 2022 Filed Nov 17, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 2,570 | $12.53 | $32,202.10 |
DisclosureSEC source: 0000899243-22-036166 · doc4.xml · nonDerivative · entry 2 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,502 Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 8,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-036166 · doc4.xml · nonDerivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,072 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 | 31,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-035196 · doc4.xml · derivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,146 Underlying: Common Stock · 31,146 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 |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionStock option · Derivative | 3,804 | $0.00 Strike: $11.78 | $0.00 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · derivative · entry 7 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,608 Underlying: Common Stock · 3,804 shares Expires 2030-11-23 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 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 23, 2021. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionStock option · Derivative | 7,682 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · derivative · entry 6 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,364 Underlying: Common Stock · 7,682 shares Expires 2030-11-04 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. F4 · derivative.exercise_date: The options vest in three equal annual installments beginning on November 15, 2021. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionStock option · Derivative | 10,003 | $0.00 Strike: $16.65 | $0.00 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · derivative · entry 5 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,002 Underlying: Common Stock · 10,003 shares Expires 2029-11-05 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: The options vest in three equal annual installments beginning on November 15, 2020. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | SaleCommon Stock | 21,489 | $17.76 | $381,644.64 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · nonDerivative · entry 4 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,179 F1 · kind: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a sale order executed by a broker-dealer. The reporting person 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 Exchange Commission staff, the issuer, or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F1 · price: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a sale order executed by a broker-dealer. The reporting person 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 Exchange Commission staff, the issuer, or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 · price: Reflects the weighted average sale price. The range of prices for such transaction is $17.60 and $17.83. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 3,804 | $11.78 | $44,811.12 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · nonDerivative · entry 3 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,668 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 |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 7,682 | $9.09 | $69,829.38 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · nonDerivative · entry 2 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,864 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 |
| March 02, 2022 Filed Mar 3, 2022 16:05 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 10,003 | $16.65 | $166,549.95 |
DisclosureSEC source: 0000899243-22-009051 · doc4.xml · nonDerivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,182 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 23, 2021 Filed Nov 24, 2021 13:59 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 1,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045996 · doc4.xml · derivative · entry 3 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,175 Underlying: Common Stock · 1,587 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 23, 2021. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 23, 2021. Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 13:59 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 387 | $21.45 | $8,301.15 |
DisclosureSEC source: 0000899243-21-045996 · doc4.xml · nonDerivative · entry 2 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,179 Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 13:59 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 1,587 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045996 · doc4.xml · nonDerivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,566 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, 2021 Filed Nov 17, 2021 19:14 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionRestricted stock units · Derivative | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045134 · doc4.xml · derivative · entry 3 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,292 Underlying: Common Stock · 3,146 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 19:14 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 1,170 | $20.34 | $23,797.80 |
DisclosureSEC source: 0000899243-21-045134 · doc4.xml · nonDerivative · entry 2 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,979 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 19:14 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Exercise / conversionCommon Stock | 3,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045134 · doc4.xml · nonDerivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,149 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 | 2,046 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043274 · doc4.xml · derivative · entry 2 Goss John Howard JR · CIK 0001833119 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,046 Underlying: Common Stock · 2,046 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 | 17,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043274 · doc4.xml · derivative · entry 1 Goss John Howard JR · CIK 0001833119 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,241 Underlying: Common Stock · 17,241 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 16:58 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | Tax withholdingCommon Stock | 370 | $16.85 | $6,234.50 |
DisclosureSEC source: 0001127602-21-026468 · form4.xml · nonDerivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,003 F1 · shares: Divestiture of securities is solely in connection with payment of taxes incident to vesting of securities. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 17:40 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantRestricted Stock Units · Derivative | 4,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030030 · form4.xml · derivative · entry 2 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,762 Underlying: Common Stock · 4,762 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 23, 2021. F2 · derivative.expiration_date: The options and restricted stock units vest in three equal annual installments beginning on November 23, 2021. Read SEC document |
| November 23, 2020 Filed Nov 25, 2020 17:40 UTC | Sally Beauty Holdings, Inc. SBH · Entity 4676 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,412 | $0.00 Strike: $11.78 | $0.00 |
DisclosureSEC source: 0001127602-20-030030 · form4.xml · derivative · entry 1 Goss John Howard JR · CIK 0001833119 · SVP & President, Sally Beauty 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,412 Underlying: Common Stock · 11,412 shares Expires 2020-11-23 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 23, 2021. 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.