Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | Interim CFO, SVP, Fin & Treas | August 28, 2023 | August 30, 2023 |
| Leslie's, Inc.LESL · Entity 8291 | See Remarks | May 13, 2025 | May 15, 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.
ADVANCE AUTO PARTS INC
Report date August 28, 2023 · Filed August 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,805 |
Reported balance
After 2023-08-28 transaction · row 1
1 source rowRow 1 · 2023-08-28 · Grant · Acquired 7,619 · Balance 13,805 F1: The reported amount represents an equity award of time-based restricted stock units (RSUs) that are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported amount represents an equity award of time-based restricted stock units (RSUs) that are subject to time vesting in three approximately equal annual installments beginning one year from the grant date.
Leslie's, Inc.
Report date May 13, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 65,995 |
Reported balance
After 2025-05-13 transaction · row 1
1 source rowRow 1 · 2025-05-13 · Purchase · Acquired 63,995 · Balance 65,995 |
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 13, 2025 Filed May 15, 2025 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | PurchaseCommon Stock, par value $0.001 per share | 63,995 | $0.78 | $49,916.10 |
DisclosureSEC source: 0000950170-25-072592 · ownership.xml · nonDerivative · entry 1 Iskander Anthony A · CIK 0001991455 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,995 Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 21:44 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 7,619 | $65.63 | $500,034.97 |
DisclosureSEC source: 0001158449-23-000211 · wk-form4_1693431837.xml · nonDerivative · entry 1 Iskander Anthony A · CIK 0001991455 · Interim CFO, SVP, Fin & Treas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,805 F1 · shares: The reported amount represents an equity award of time-based restricted stock units (RSUs) that are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 20:42 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 7 | $67.91 | $475.37 |
DisclosureSEC source: 0001158449-23-000208 · wk-form4_1693255353.xml · nonDerivative · entry 1 Iskander Anthony A · CIK 0001991455 · Interim CFO, SVP, Fin & Treas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,186 F1 · shares: Represents shares withheld to satisfy taxes at vesting of certain time-based restricted stock units granted on August 24, 2020 and vesting in three equal annual installments beginning on the one year anniversary of the grant date. 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.