Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC.AMG · Entity 3556 | Director | February 04, 2020 | February 06, 2020 |
| FIGX Capital Acquisition Corp.FIGX · Entity 6316 | Vice Chairman of the Board | June 26, 2025 | June 26, 2025 |
| TAPESTRY, INC.TPR · Entity 2309 | Director · Chief Executive Officer | October 31, 2019 | November 01, 2019 |
| bleuacacia ltdBLEU · Entity 95307 | Director · Co-CEO and Co-Chairman | November 17, 2021 | November 17, 2021 |
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.
AFFILIATED MANAGERS GROUP, INC.
Report date February 04, 2020 · Filed February 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.07 · Expires 2027-02-04 | Direct | 2,958 |
Reported balance
After 2020-02-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-02-04 · Grant · Acquired 2,958 · Balance 2,958 F1: This option is exercisable in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. |
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 488 |
Reported balance
After 2020-02-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-02-04 · Grant · Acquired 488 · Balance 488 F2: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2021, 2022, 2023 and 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: This option is exercisable in 25% increments on each of January 1, 2021, 2022, 2023 and 2024.
F2: Each stock unit represents a right to receive one share of the Company's common stock upon vesting. The stock units vest in 25% increments on each of January 1, 2021, 2022, 2023 and 2024.
FIGX Capital Acquisition Corp.
Report date June 26, 2025 · Filed June 26, 2025
This filing explicitly reported no securities owned.
TAPESTRY, INC.
Report date October 31, 2019 · Filed November 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,794 |
Reported balance
After 2019-10-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-10-31 · Grant · Acquired 1,776 · Balance 117,794 F1: All of the securities acquired were received in the form of deferred compensation units through deferral of a cash retainer payment for service as an independent director on Issuer's board of directors, pro-rated up to the date of the Reporting Person's appointment as the Issuer's Chief Executive Officer. F2: Aggregate total includes all deferred compensation units acquired through deferral of cash retainer payments. |
Filing footnotes · ownership attribution and instrument terms
F1: All of the securities acquired were received in the form of deferred compensation units through deferral of a cash retainer payment for service as an independent director on Issuer's board of directors, pro-rated up to the date of the Reporting Person's appointment as the Issuer's Chief Executive Officer.
F2: Aggregate total includes all deferred compensation units acquired through deferral of cash retainer payments.
bleuacacia ltd
Report date November 17, 2021 · Filed November 17, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 15, 2017 Filed Jun 16, 2017 20:58 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | Exercise / conversionCommon Stock | 3,277 | $62.91 | $206,156.07 |
DisclosureSEC source: 0001179110-17-009204 · edgar.xml · nonDerivative · entry 1 Zeitlin Jide James · CIK 0001351034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,962 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 |
| January 31, 2017 Filed Feb 2, 2017 22:48 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantStock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-001523 · edgar.xml · derivative · entry 2 Zeitlin Jide James · CIK 0001351034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263 Underlying: Common Stock · 263 shares Expires not disclosed F2 · security: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.exercise_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. F2 · derivative.expiration_date: Each stock unit represents a right to receive one share of the Company's common stock or, at the election of the plan administrator, cash with an equivalent value, upon vesting. The stock units vest in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| January 31, 2017 Filed Feb 2, 2017 22:48 UTC | AFFILIATED MANAGERS GROUP, INC. AMG · Entity 3556 | GrantDirector Stock Option (Right to Buy) · Derivative | 1,292 | $0.00 Strike: $152.36 | $0.00 |
DisclosureSEC source: 0001179110-17-001523 · edgar.xml · derivative · entry 1 Zeitlin Jide James · CIK 0001351034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,292 Underlying: Common Stock · 1,292 shares Expires 2024-01-31 F1 · derivative.exercise_date: This option is exercisable in 25% increments on each of January 1, 2018, 2019, 2020 and 2021. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 21:44 UTC | TAPESTRY, INC. COH · Entity 2309 | GrantStock Option · Derivative | 11,284 | $0.00 Strike: $36.72 | $0.00 |
DisclosureSEC source: 0001225208-16-041688 · doc4.xml · derivative · entry 2 Zeitlin Jide James · CIK 0001351034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,284 Underlying: Common Stock · 11,284 shares Expires 2026-11-10 F2 · security: These securities were issued under the Amended and Restated Coach, Inc. 2010 Stock Incentive Plan (Amended and Restated as of September 23, 2016) of the Issuer. F3 · derivative.exercise_price: These securities will convert on a 1-for-1 basis into shares of the issuer's common stock. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 21:44 UTC | TAPESTRY, INC. COH · Entity 2309 | GrantCommon Stock | 2,042 | $36.72 | $74,982.24 |
DisclosureSEC source: 0001225208-16-041688 · doc4.xml · nonDerivative · entry 1 Zeitlin Jide James · CIK 0001351034 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,223 F1 · security: All of the securities acquired were received in the form of unvested restricted stock units issued under the Amended and Restated Coach, Inc. 2010 Stock Incentive Plan (Amended and Restated as of September 23, 2016) of the Issuer. These securities will vest on November 10, 2017. 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.