Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HELEN OF TROY LTDHELE · Entity 908 | Director · Chief Executive Officer | May 19, 2023 | May 23, 2023 |
| IROBOT CORPIRBT · Entity 71819 | Director | July 12, 2024 | July 16, 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.
HELEN OF TROY LTD
Report date May 19, 2023 · Filed May 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 102,275.871 |
Reported balance
After 2023-05-19 transaction · row 1
1 source rowRow 1 · 2023-05-19 · Tax withholding · Disposed 5 · Balance 102,275.871 |
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | IndirectBy LLC | 770 |
Reported balance
Holding disclosure · report date 2023-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 770 |
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | IndirectBy Trust | 76,169 |
Reported balance
Holding disclosure · report date 2023-05-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 76,169 |
IROBOT CORP
Report date July 12, 2024 · Filed July 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,030 |
Reported balance
After 2024-07-12 transaction · row 1
1 source rowRow 1 · 2024-07-12 · Grant · Acquired 21,030 · Balance 21,030 F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of a restricted stock unit award made pursuant to the iRobot Corporation 2018 Stock Option and Incentive Plan. The restricted stock units vest (100%) on the first anniversary of the grant date. Vested shares will be delivered to the reporting person as soon as practicable following the vesting date, but in no event later than 30 days after such vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SpartanNash Co
Report date September 22, 2025 · Filed September 22, 2025
Section 16 reporting ended · disclosed 2025-09-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2025-09-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-09-22 · Disposition to issuer · Disposed 18,345 · Balance 7,847 F1: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share. Row 2 · 2025-09-22 · Disposition to issuer · Disposed 7,847 · Balance 0 F2: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 22, 2025, C&S Wholesale Grocers, LLC acquired the Issuer pursuant to an Agreement and Plan of Merger dated June 22, 2025 (the "Merger Agreement") by and among SpartanNash Company, New Mackinac HoldCo, Inc., Mackinac Merger Sub, Inc., and C&S Wholesale Grocers, LLC. At the Effective Time (as defined in the Merger Agreement), all outstanding SpartanNash Company stock was canceled immediately prior to the Effective Time and converted into the right to receive a cash payment of $26.90 a share.
F2: Pursuant to the Merger Agreement, each SpartanNash restricted stock unit ("SpartanNash RSU") outstanding immediately prior to the Effective Time automatically vested and was cancelled and converted into the right to receive a cash payment of $26.90 in respect of each share of SpartanNash Company stock subject to such SpartanNash RSU.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 17, 2019 22:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 12,510 | $136.82 | $1,711,618.20 |
DisclosureSEC source: 0001179110-19-006334 · edgar.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,838.6403 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:21 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 4,479 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000006 · wf-form4a_159312007419265.xml · nonDerivative · entry 6 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,591.6403 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:21 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 10,008 | $136.82 | $1,369,294.56 |
DisclosureSEC source: 0001597885-20-000006 · wf-form4a_159312007419265.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,070.6403 F1 · date: Reflects correction to transaction date F2 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:21 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 11,197 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000006 · wf-form4a_159312007419265.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,062.6403 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:21 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 25,020 | $136.82 | $3,423,236.40 |
DisclosureSEC source: 0001597885-20-000006 · wf-form4a_159312007419265.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,259.6403 F1 · date: Reflects correction to transaction date F2 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:21 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 5,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-20-000006 · wf-form4a_159312007419265.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,239.6403 F1 · date: Reflects correction to transaction date Read SEC document |
| April 09, 2019 Filed Jun 25, 2020 21:21 UTC Amendment | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 12,510 | $136.82 | $1,711,618.20 |
DisclosureSEC source: 0001597885-20-000006 · wf-form4a_159312007419265.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,838.6403 F1 · date: Reflects correction to transaction date F2 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| March 04, 2019 Filed Aug 23, 2021 20:16 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 3,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-21-000018 · wf-form4_162974979245845.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,870.2059 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 21:12 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011602 · edgar.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,328.6403 F1 · balance_after: Includes 304.091 shares acquired under the Helen of Troy Limited 2008 Employee Stock Purchase Plan prior to the last Form 4 filed by the reporting person and 3.7953 shares acquired under the Helen of Troy Limited 2008 Employee Stock Purchase Plan since the last Form 4 filed by the reporting person. Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:25 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 3,286 | $90.80 | $298,368.80 |
DisclosureSEC source: 0001179110-18-007082 · edgar.xml · nonDerivative · entry 6 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,244.62 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:25 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 7,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007082 · edgar.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,530.62 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:25 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 8,762 | $90.80 | $795,589.60 |
DisclosureSEC source: 0001179110-18-007082 · edgar.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,189.62 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:25 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 19,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007082 · edgar.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,951.62 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:25 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 4,381 | $90.80 | $397,794.80 |
DisclosureSEC source: 0001179110-18-007082 · edgar.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,373.62 Read SEC document |
| May 15, 2018 Filed May 17, 2018 23:25 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par Value $0.10 per share | 9,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-007082 · edgar.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,754.62 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| March 07, 2018 Filed Mar 7, 2018 23:11 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, Par value $0.10 per share | 9,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003794 · edgar.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,966.62 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on March 1, 2020 and on March 1, 2021. Read SEC document |
| March 02, 2018 Filed Aug 23, 2021 20:16 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, Par Value $0.10 per share | 2,583 | $0.00 | $0.00 |
DisclosureSEC source: 0001597885-21-000018 · wf-form4_162974979245845.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,724.2059 F1 · shares: Represents the number of shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units. This sale is mandated by the Issuer's election under its equity incentive plans to require the satisfaction of tax withholding obligations to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 6,172 | $95.55 | $589,734.60 |
DisclosureSEC source: 0001179110-17-007458 · edgar.xml · nonDerivative · entry 6 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,686.62 Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 13,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007458 · edgar.xml · nonDerivative · entry 5 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,858.62 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 12,344 | $95.55 | $1,179,469.20 |
DisclosureSEC source: 0001179110-17-007458 · edgar.xml · nonDerivative · entry 4 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,824.62 Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 26,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007458 · edgar.xml · nonDerivative · entry 3 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,168.62 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 par value | 6,172 | $95.55 | $589,734.60 |
DisclosureSEC source: 0001179110-17-007458 · edgar.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,100.62 Read SEC document |
| May 15, 2017 Filed May 17, 2017 23:26 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 per share | 13,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-007458 · edgar.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,272.62 F1 · shares: Represents performance units that have vested and paid out in shares of common stock. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Stock, par value $0.10 par value | 8,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003748 · edgar.xml · nonDerivative · entry 2 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,238.62 F1 · shares: Restricted Stock Units reported as Non-Derivative Securities vesting in two equal installments on March 1, 2019 and on March 1, 2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 01:52 UTC | HELEN OF TROY LTD HELE · Entity 908 | Tax withholdingCommon Stock, par value $0.10 per share | 761 | $98.45 | $74,920.45 |
DisclosureSEC source: 0001179110-17-003748 · edgar.xml · nonDerivative · entry 1 Mininberg Julien · CIK 0001597885 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,113.62 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.