Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Director | May 29, 2025 | May 30, 2025 |
| JOANN Inc.JOAN · Entity 93003 | Director · President & CEO | March 17, 2023 | March 21, 2023 |
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.
Acadia Healthcare Company, Inc.
Report date May 29, 2025 · Filed May 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,520 |
Reported balance
After 2025-05-29 transaction · row 1
1 source rowRow 1 · 2025-05-29 · Grant · Acquired 7,032 · Balance 55,520 F1: Shares will vest over a 3-year period in equal yearly installments beginning May 29, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest over a 3-year period in equal yearly installments beginning May 29, 2026.
JOANN Inc.
Report date March 17, 2023 · Filed March 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 412,406 |
Ending reported balance
After 2023-03-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-17 · Exercise / conversion · Acquired 12,889 · Balance 416,285 Row 2 · 2023-03-17 · Tax withholding · Disposed 3,879 · Balance 412,406 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,893 |
Reported balance
After 2023-03-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-17 · Exercise / conversion · Disposed 12,889 · Balance 12,893 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2: The restricted stock units, originally granted with respect to 38,671 shares, vests and becomes exercisable in three equal annual installments beginning on March 17, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The restricted stock units, originally granted with respect to 38,671 shares, vests and becomes exercisable in three equal annual installments beginning on March 17, 2022.
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 29, 2025 Filed May 30, 2025 17:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 7,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079851 · ownership.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,520 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 29, 2026. Read SEC document |
| May 23, 2024 Filed May 28, 2024 18:55 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-065499 · ownership.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,488 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning May 23, 2025. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 17:30 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 2,203 | $85.39 | $188,114.17 |
DisclosureSEC source: 0000950170-24-027357 · ownership.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,074 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.25 to $85.50, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 18, 2023 Filed May 19, 2023 17:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013390 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,277 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 18, 2024. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 17:56 UTC | JOANN Inc. JOAN · Entity 93003 | Exercise / conversionRestricted Stock Units · Derivative | 12,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020371 · doc4.xml · derivative · entry 3 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,893 Underlying: Common Stock · 12,889 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The restricted stock units, originally granted with respect to 38,671 shares, vests and becomes exercisable in three equal annual installments beginning on March 17, 2022. F2 · derivative.expiration_date: The restricted stock units, originally granted with respect to 38,671 shares, vests and becomes exercisable in three equal annual installments beginning on March 17, 2022. Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 17:56 UTC | JOANN Inc. JOAN · Entity 93003 | Tax withholdingCommon Stock | 3,879 | $2.21 | $8,572.59 |
DisclosureSEC source: 0001209191-23-020371 · doc4.xml · nonDerivative · entry 2 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412,406 Read SEC document |
| March 17, 2023 Filed Mar 21, 2023 17:56 UTC | JOANN Inc. JOAN · Entity 93003 | Exercise / conversionCommon Stock | 12,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020371 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416,285 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 |
| February 27, 2023 Filed Feb 28, 2023 21:42 UTC | JOANN Inc. JOAN · Entity 93003 | GrantCommon Stock | 179,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013947 · doc4.xml · nonDerivative · entry 2 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,396 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 21:42 UTC | JOANN Inc. JOAN · Entity 93003 | Tax withholdingCommon Stock | 6,459 | $3.41 | $22,025.19 |
DisclosureSEC source: 0001209191-23-013947 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,439 Read SEC document |
| May 19, 2022 Filed May 20, 2022 17:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-019071 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,048 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 19, 2023. Read SEC document |
| March 21, 2022 Filed Mar 23, 2022 17:01 UTC | JOANN Inc. JOAN · Entity 93003 | Tax withholdingCommon Stock | 3,880 | $12.98 | $50,362.40 |
DisclosureSEC source: 0001209191-22-020797 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,478 Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 21:15 UTC | JOANN Inc. JOAN · Entity 93003 | Exercise / conversionRestricted Stock Unit · Derivative | 12,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020438 · doc4.xml · derivative · entry 2 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,782 Underlying: Common Stock · 25,782 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: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The restricted stock units, originally granted with respect to 38,671 shares, vests and becomes exercisable in three equal annual installments beginning on March 17, 2022. F2 · derivative.expiration_date: The restricted stock units, originally granted with respect to 38,671 shares, vests and becomes exercisable in three equal annual installments beginning on March 17, 2022. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 21:15 UTC | JOANN Inc. JOAN · Entity 93003 | Exercise / conversionCommon Stock | 12,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020438 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,358 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 |
| February 24, 2022 Filed Feb 28, 2022 17:03 UTC | JOANN Inc. JOAN · Entity 93003 | GrantEmployee Stock Option (right to buy) · Derivative | 365,516 | $0.00 Strike: $10.69 | $0.00 |
DisclosureSEC source: 0001209191-22-013655 · doc4.xml · derivative · entry 2 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,516 Underlying: Common Stock · 365,516 shares Expires 2032-02-24 F1 · derivative.exercise_date: The stock option, originally granted with respect to 365,516 shares, vests and becomes exercisable in four equal annual installments beginning on February 24, 2023. Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 17:03 UTC | JOANN Inc. JOAN · Entity 93003 | GrantCommon Stock | 60,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013655 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,469 Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 20:13 UTC | JOANN Inc. JOAN · Entity 93003 | PurchaseCommon Stock | 55,000 | $9.33 | $513,155.50 |
DisclosureSEC source: 0001209191-21-068897 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,550 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.10 to $9.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 06, 2021 Filed May 7, 2021 17:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018710 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,745 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 6, 2022. Read SEC document |
| April 06, 2021 Filed Apr 6, 2021 14:45 UTC | JOANN Inc. JOAN · Entity 93003 | PurchaseCommon Stock | 47,550 | $11.36 | $540,034.86 |
DisclosureSEC source: 0001209191-21-025615 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,550 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $11.34 to $11.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 18:07 UTC | JOANN Inc. JOAN · Entity 93003 | GrantRestricted Stock Unit · Derivative | 38,671 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-012609 · doc4.xml · derivative · entry 2 Miquelon Wade D · CIK 0001365176 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,671 Underlying: Common Stock · 38,671 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The restricted stock unit vests in three equal annual installments beginning on March 17, 2022. F2 · derivative.expiration_date: The restricted stock unit vests in three equal annual installments beginning on March 17, 2022. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 18:07 UTC | JOANN Inc. JOAN · Entity 93003 | PurchaseCommon Stock | 55,000 | $12.00 | $660,000.00 |
DisclosureSEC source: 0000899243-21-012609 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 17:35 UTC | JOANN Inc. JOAN · Entity 93003 | GrantStock Option · Derivative | 232,031 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0000899243-21-011651 · doc4.xml · derivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,031 Underlying: Common Stock · 232,031 shares Expires 2031-03-11 F1 · derivative.exercise_date: The stock option vests and becomes exercisable in four equal annual installments beginning on March 11, 2022. Read SEC document |
| May 07, 2020 Filed May 8, 2020 17:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 6,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012428 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,195 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 7, 2021. Read SEC document |
| May 02, 2019 Filed May 6, 2019 17:33 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,943 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012239 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,586 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 2, 2020. Read SEC document |
| May 03, 2018 Filed May 4, 2018 16:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011497 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,643 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 3, 2019. Read SEC document |
| May 25, 2017 Filed May 26, 2017 17:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 3,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-014574 · doc4.xml · nonDerivative · entry 1 Miquelon Wade D · CIK 0001365176 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,518 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 25, 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.