Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ollie's Bargain Outlet Holdings, Inc.OLLI · Entity 3996 | SVP, CFO | March 28, 2022 | March 29, 2022 |
| Planet Fitness, Inc.PLNT · Entity 4077 | Chief Financial Officer | November 04, 2025 | November 06, 2025 |
| Savers Value Village, Inc.SVV · Entity 4665 | CFO and Treasurer | March 12, 2024 | March 14, 2024 |
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.
Ollie's Bargain Outlet Holdings, Inc.
Report date March 28, 2022 · Filed March 29, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 23,321 |
Ending reported balance
After 2022-03-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-28 · Exercise / conversion · Acquired 3,183 · Balance 24,228 F1: Represents the conversion upon vesting restricted stock awards into common stock. F2: Restricted Stock Units ("RSUs") convert into Common Stock on a one-for-one basis. Row 2 · 2022-03-28 · Tax withholding · Disposed 907 · Balance 23,321 F3: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the reporting person and cancelled by the issuer in exchange for the issuer's agreement to pay federal and state tax withholding obligations of the reporting person resulting from the vesting of restricted stock units. F4: The price reported in column 4 is equivalent to the fair market value based on the closing market price as of March 28, 2022. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-03-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-28 · Exercise / conversion · Disposed 3,183 · Balance 0 F5: Each restricted stock award is the economic equivalent of one share of Ollie's Bargain Outlet Holdings, Inc. common stock. F1: Represents the conversion upon vesting restricted stock awards into common stock. F6: The restricted stock units granted on March 28, 2018 vested in their entirety on March 28, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion upon vesting restricted stock awards into common stock.
F2: Restricted Stock Units ("RSUs") convert into Common Stock on a one-for-one basis.
F3: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the reporting person and cancelled by the issuer in exchange for the issuer's agreement to pay federal and state tax withholding obligations of the reporting person resulting from the vesting of restricted stock units.
F4: The price reported in column 4 is equivalent to the fair market value based on the closing market price as of March 28, 2022.
F5: Each restricted stock award is the economic equivalent of one share of Ollie's Bargain Outlet Holdings, Inc. common stock.
F6: The restricted stock units granted on March 28, 2018 vested in their entirety on March 28, 2022.
Planet Fitness, Inc.
Report date November 04, 2025 · Filed November 06, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 8,071 |
Reported balance
After 2025-11-04 transaction · row 1
1 source rowRow 1 · 2025-11-04 · Tax withholding · Disposed 258 · Balance 8,071 F1: The reported transaction involved the withholding of 258 shares of stock, pursuant to a prior written election, to pay the taxes associated with the vesting of 1056 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction involved the withholding of 258 shares of stock, pursuant to a prior written election, to pay the taxes associated with the vesting of 1056 restricted stock units.
Savers Value Village, Inc.
Report date March 12, 2024 · Filed March 14, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $19.70 · Expires 2034-03-12 | Direct | 31,315 |
Reported balance
After 2024-03-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-12 · Grant · Acquired 31,315 · Balance 31,315 F1: Each option represents the right to receive upon exercise one share of the Registrant's common stock subject to the applicable vesting conditions. F2: Reflects an award of non-qualified stock options pursuant to the Savers Value Village Omnibus Incentive Compensation Plan that are scheduled to vest in approximately one-third increments on March 12, 2026, March 12, 2027 and March 12, 2028. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,228 |
Reported balance
After 2024-03-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-12 · Grant · Acquired 15,228 · Balance 15,228 F3: Each restricted stock unit ("RSU") represents the contingent right to receive, following vesting of the RSU, one share of the Registrant's common stock subject to the applicable vesting and settlement conditions. F4: Reflects an award of restricted stock units pursuant to the Savers Value Village Omnibus Incentive Compensation Plan that are scheduled to vest in approximately one-third increments at each of March 12, 2026, March 12, 2027 and March 12, 2028. |
Filing footnotes · ownership attribution and instrument terms
F1: Each option represents the right to receive upon exercise one share of the Registrant's common stock subject to the applicable vesting conditions.
F2: Reflects an award of non-qualified stock options pursuant to the Savers Value Village Omnibus Incentive Compensation Plan that are scheduled to vest in approximately one-third increments on March 12, 2026, March 12, 2027 and March 12, 2028.
F3: Each restricted stock unit ("RSU") represents the contingent right to receive, following vesting of the RSU, one share of the Registrant's common stock subject to the applicable vesting and settlement conditions.
F4: Reflects an award of restricted stock units pursuant to the Savers Value Village Omnibus Incentive Compensation Plan that are scheduled to vest in approximately one-third increments at each of March 12, 2026, March 12, 2027 and March 12, 2028.
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 05, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | SaleCommon Stock, par value $0.001 per share | 6,250 | $51.00 | $318,750.00 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · nonDerivative · entry 6 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,396 F1 · kind: Transactions made pursuant to an agreement adopted on September 12, 2017 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transactions reported on this Form 4 resulted in the completion of said 10b5-1 agreement. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 6,250 | $17.26 | $107,875.00 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · nonDerivative · entry 5 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,646 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: Transactions made pursuant to an agreement adopted on September 12, 2017 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transactions reported on this Form 4 resulted in the completion of said 10b5-1 agreement. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Tax withholdingCommon Stock, par value $0.001 per share | 3,409 | $50.40 | $171,813.60 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · nonDerivative · entry 4 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,396 F2 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the reporting person and cancelled by the issuer in exchange for the issuer's agreement to pay federal and state tax withholding obligations of the reporting person resulting from the exercise of options. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 6,250 | $17.26 | $107,875.00 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · nonDerivative · entry 3 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,805 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: Transactions made pursuant to an agreement adopted on September 12, 2017 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transactions reported on this Form 4 resulted in the completion of said 10b5-1 agreement. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionEmployee stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $17.26 | $0.00 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · derivative · entry 7 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 5,000 shares Expires 2025-11-18 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: Transactions made pursuant to an agreement adopted on September 12, 2017 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transactions reported on this Form 4 resulted in the completion of said 10b5-1 agreement. F3 · derivative.exercise_date: Options vest and become exercisable in equal 25% installments (12,500) on each anniversary date of the grant, November 18, 2015, subject to continued service through each applicable vesting date. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | SaleCommon Stock, par value $0.001 per share | 5,000 | $49.00 | $245,000.00 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · nonDerivative · entry 2 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555 F1 · kind: Transactions made pursuant to an agreement adopted on September 12, 2017 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transactions reported on this Form 4 resulted in the completion of said 10b5-1 agreement. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 19:00 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 5,000 | $17.26 | $86,300.00 |
DisclosureSEC source: 0001140361-17-045221 · form4.xml · nonDerivative · entry 1 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,555 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: Transactions made pursuant to an agreement adopted on September 12, 2017 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. The transactions reported on this Form 4 resulted in the completion of said 10b5-1 agreement. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 16:13 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionEmployee stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $17.26 | $0.00 |
DisclosureSEC source: 0001140361-17-024320 · form4.xml · derivative · entry 3 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 Underlying: Common Stock · 5,000 shares Expires 2025-11-18 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: Options vest and become exercisable in equal 25% installments (12,500) on each anniversary date of the grant, November 18, 2015, subject to continued service through each applicable vesting date. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 16:13 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Tax withholdingCommon Stock, par value $0.001 per share | 2,945 | $42.35 | $124,720.75 |
DisclosureSEC source: 0001140361-17-024320 · form4.xml · nonDerivative · entry 2 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555 F1 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the reporting person and cancelled by the issuer in exchange for the issuer's agreement to pay federal and state tax withholding obligations of the reporting person resulting from the exercise of options. F2 · price: The price reported in column 4 is the fair market value at the time of the transaction on June 5, 2017. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 16:13 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 5,000 | $17.26 | $86,300.00 |
DisclosureSEC source: 0001140361-17-024320 · form4.xml · nonDerivative · entry 1 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 22, 2017 Filed Mar 24, 2017 17:01 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantRestricted Stock Units · Derivative | 4,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013296 · form4.xml · derivative · entry 2 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 Underlying: Common Stock · 4,037 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock at settlement. F3 · derivative.exercise_date: The restricted stock units granted on March 22, 2017 will vest in their entirety on March 22, 2021. F3 · derivative.expiration_date: The restricted stock units granted on March 22, 2017 will vest in their entirety on March 22, 2021. Read SEC document |
| March 22, 2017 Filed Mar 24, 2017 17:01 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | GrantEmployee stock Option (right to buy) · Derivative | 12,311 | $0.00 Strike: $32.20 | $0.00 |
DisclosureSEC source: 0001140361-17-013296 · form4.xml · derivative · entry 1 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,311 Underlying: Common Stock · 12,311 shares Expires 2027-03-22 F1 · derivative.exercise_date: Options vest and become exercisable in 25% installments on each anniversary date of the grant, March 22, 2017, subject to continued service through each applicable vesting date. The reporting person was granted 12,311 options, of which 3,077 of the options vest on March 22, 2018; 3,078 of the options vest on March 22, 2019; 3,078 of the options vest on March 22, 2020 and 3,078 of the options vest on March 22, 2021. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 11:40 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionEmployee stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $17.26 | $0.00 |
DisclosureSEC source: 0001140361-16-089601 · form4.xml · derivative · entry 2 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,500 Underlying: Common Stock · 2,500 shares Expires 2025-11-18 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_date: Options vest and become exercisable in equal 25% installments (12,500) on each anniversary date of the grant, November 18, 2015, subject to continued service through each applicable vesting date. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 11:40 UTC | Ollie's Bargain Outlet Holdings, Inc. OLLI · Entity 3996 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,500 | $17.26 | $43,150.00 |
DisclosureSEC source: 0001140361-16-089601 · form4.xml · nonDerivative · entry 1 Stasz Jay · CIK 0001659009 · SVP Finance, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.