Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIG LOTS INCBIG · Entity 75883 | Director | May 25, 2022 | May 27, 2022 |
| BJ's Wholesale Club Holdings, Inc.BJ · Entity 638 | Director | June 15, 2022 | June 17, 2022 |
| Burlington Stores, Inc.BURL · Entity 1691 | Director · Executive Chairman | January 23, 2020 | January 27, 2020 |
| KOHLS CorpKSS · Entity 865 | Director · Advisor to CEO | April 02, 2025 | April 04, 2025 |
| TRACTOR SUPPLY CO /DE/TSCO · Entity 3294 | Director | January 02, 2023 | January 04, 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.
BIG LOTS INC
Report date May 25, 2022 · Filed May 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,246 |
Reported balance
After 2022-05-25 transaction · row 1
1 source rowRow 1 · 2022-05-25 · Grant · Acquired 4,844 · Balance 11,246 |
BJ's Wholesale Club Holdings, Inc.
Report date June 15, 2022 · Filed June 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,816 |
Reported balance
After 2022-06-15 transaction · row 1
1 source rowRow 1 · 2022-06-15 · Exercise / conversion · Acquired 3,203 · Balance 9,816 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-06-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-06-15 · Exercise / conversion · Disposed 3,203 · Balance 0 F1: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F2: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 17, 2021, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3: Not applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,559 |
Reported balance
After 2022-06-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-06-16 · Grant · Acquired 2,559 · Balance 2,559 F1: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock. F4: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 16, 2022, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to one share of BJ's Wholesale Club Holdings, Inc. (the "Company") common stock.
F2: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 17, 2021, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant.
F3: Not applicable.
F4: The RSUs shall vest on the earlier of (i) the first anniversary of the date of grant, which date of grant is June 16, 2022, or (ii) the day immediately preceding the date of the first annual meeting of the Company's shareholders following the date of grant.
Burlington Stores, Inc.
Report date January 23, 2020 · Filed January 27, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,378 |
Reported balance
After 2020-01-23 transaction · row 1
1 source rowRow 1 · 2020-01-23 · Tax withholding · Disposed 11,015 · Balance 107,378 |
KOHLS Corp
Report date April 02, 2025 · Filed April 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 263,725 |
Ending reported balance
After 2025-04-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-02 · Grant · Acquired 1,895 · Balance 264,616 F1: Issuance of additional shares representing the dividend equivalent amount on vested restricted stock units. Row 2 · 2025-04-02 · Tax withholding · Disposed 891 · Balance 263,725 F2: Represents shares used to satisfy tax withholding obligations upon vesting of restricted stock unit dividend equivalent amounts under the Company's Long-Term Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Issuance of additional shares representing the dividend equivalent amount on vested restricted stock units.
F2: Represents shares used to satisfy tax withholding obligations upon vesting of restricted stock unit dividend equivalent amounts under the Company's Long-Term Compensation Plan.
TRACTOR SUPPLY CO /DE/
Report date January 02, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 6,994 |
Reported balance
After 2023-01-02 transaction · row 1
1 source rowRow 1 · 2023-01-02 · Grant · Acquired 116 · Balance 6,994 F1: Grant pursuant to an election by the recipient under the Tractor Supply Company Directors Stock Election Plan to receive unrestricted shares of common stock in lieu of cash compensation earned. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant pursuant to an election by the recipient under the Tractor Supply Company Directors Stock Election Plan to receive unrestricted shares of common stock in lieu of cash compensation earned.
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 |
|---|---|---|---|---|---|---|
| October 03, 2016 Filed Oct 5, 2016 16:22 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 15,049 | $79.61 | $1,198,050.89 |
DisclosureSEC source: 0001209191-16-144938 · doc4.xml · nonDerivative · entry 1 Kingsbury Thomas · CIK 0001371136 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,822 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 21, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.34 to $79.88, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., 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 to this Form 4. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:40 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,254 | $82.75 | $103,768.50 |
DisclosureSEC source: 0001209191-16-140083 · doc4.xml · nonDerivative · entry 3 Kingsbury Thomas · CIK 0001371136 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,871 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 21, 2016. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.70 to $82.86, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., 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 to this Form 4 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:40 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 16,946 | $82.36 | $1,395,672.56 |
DisclosureSEC source: 0001209191-16-140083 · doc4.xml · nonDerivative · entry 2 Kingsbury Thomas · CIK 0001371136 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,125 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 21, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.72 to $82.69, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., 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 to this Form 4 Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 16:40 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,800 | $81.42 | $146,556.00 |
DisclosureSEC source: 0001209191-16-140083 · doc4.xml · nonDerivative · entry 1 Kingsbury Thomas · CIK 0001371136 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620,071 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 21, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.70 to $81.69, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., 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 to this Form 4 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.