Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GLOBAL INDUSTRIAL CoGIC · Entity 2296 | Director · Vice Chairman · 10% owner | November 26, 2024 | November 29, 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.
GLOBAL INDUSTRIAL Co
Report date November 26, 2024 · Filed November 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2024-11-26 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2024-11-26 · Sale · Disposed 5,840 · Balance 0 F1: The shares are owned by the Paul Leeds Marital Tru/A DTD 10/24/2006 FBO Roberta Leeds, for which the reporting person acts as co-trustee. The reporting person disclaims beneficial ownership of all such shares except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,500,000 |
Reported balance
Holding disclosure · report date 2024-11-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,500,000 F4: These shares are owned by grantor retained annuity trust, of which the reporting person is the settlor and trustee. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 9,944,429 |
Reported balance
Holding disclosure · report date 2024-11-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,944,429 F2: Includes, an aggregate of 9,944,429 shares owned by trusts for the benefit of reporting person's family for which the reporting person acts as trustee or co-trustee as described in Footnote Nos. 2 and 3: 3,802,736 shares owned by the Robert Leeds 2008 Family Trust; 3,157,595 shares owned by the Richard Leeds 2008 Family Trust; 620,000 shares owned by the Jamie Lynn Meltsner 2021 Trust; 620,000 shares owned by the Stacey Leeds Cohen 2021 Trust; 620,000 shares owned by the Steven Leeds 2021 Trust; 440,557 shares owned by the Robert Leeds Irrevocable Trust; 439,047 shares owned by the Richard Leeds Irrevocable Trust; 171,976 shares owned by the Richard Leeds 2011 Family Trust; 18,358 shares owned by the Robert Leeds 2011 Family Trust; F3: [continuation of Footnote No. 2] 16,667 shares owned by the Jamie Leeds Trust UA Dtd 5/2/2008; 16,667 shares owned by the Stacey Leeds Trust UA Dtd 7/8/2008; 16,666 shares owned by the Steven Leeds Trust UA Dtd 5/2/2008; 2,080 shares owned by the Paul Leeds GSTTr U/A Dtd 10/24/2006 FBO Nancy Leeds; and 2,080 shares owned by the Paul Leeds GST Tr U/A Dtd 10/24/2006 FBO David Leeds. The reporting person disclaims beneficial ownership of all such shares described in this Footnote Nos. 2 and 3 except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 378,383 |
Reported balance
Holding disclosure · report date 2024-11-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 378,383 F5: Includes, 139,800 shares owned by Aspire Partners L.P., the general partner of which is limited liability company equally owned by the reporting person and two other members; and 238,583 shares owned by Generation Partners, L.P., the general partner of which is a limited liability company equally owned by the reporting person and two other members. The reporting person disclaims beneficial ownership of all such shares described in this footnote except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBruce Leeds Declaration of Trust | 3,740 |
Reported balance
Holding disclosure · report date 2024-11-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,740 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 1,414 |
Reported balance
Holding disclosure · report date 2024-11-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,414 F6: Shares owned by 2nd Generation Partners LLC, a limited liability company equally owned by the reporting person and two other members. The reporting person disclaims beneficial ownership of all such shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are owned by the Paul Leeds Marital Tru/A DTD 10/24/2006 FBO Roberta Leeds, for which the reporting person acts as co-trustee. The reporting person disclaims beneficial ownership of all such shares except to the extent of his pecuniary interest therein.
F2: Includes, an aggregate of 9,944,429 shares owned by trusts for the benefit of reporting person's family for which the reporting person acts as trustee or co-trustee as described in Footnote Nos. 2 and 3: 3,802,736 shares owned by the Robert Leeds 2008 Family Trust; 3,157,595 shares owned by the Richard Leeds 2008 Family Trust; 620,000 shares owned by the Jamie Lynn Meltsner 2021 Trust; 620,000 shares owned by the Stacey Leeds Cohen 2021 Trust; 620,000 shares owned by the Steven Leeds 2021 Trust; 440,557 shares owned by the Robert Leeds Irrevocable Trust; 439,047 shares owned by the Richard Leeds Irrevocable Trust; 171,976 shares owned by the Richard Leeds 2011 Family Trust; 18,358 shares owned by the Robert Leeds 2011 Family Trust;
F3: [continuation of Footnote No. 2] 16,667 shares owned by the Jamie Leeds Trust UA Dtd 5/2/2008; 16,667 shares owned by the Stacey Leeds Trust UA Dtd 7/8/2008; 16,666 shares owned by the Steven Leeds Trust UA Dtd 5/2/2008; 2,080 shares owned by the Paul Leeds GSTTr U/A Dtd 10/24/2006 FBO Nancy Leeds; and 2,080 shares owned by the Paul Leeds GST Tr U/A Dtd 10/24/2006 FBO David Leeds. The reporting person disclaims beneficial ownership of all such shares described in this Footnote Nos. 2 and 3 except to the extent of his pecuniary interest therein.
F4: These shares are owned by grantor retained annuity trust, of which the reporting person is the settlor and trustee.
F5: Includes, 139,800 shares owned by Aspire Partners L.P., the general partner of which is limited liability company equally owned by the reporting person and two other members; and 238,583 shares owned by Generation Partners, L.P., the general partner of which is a limited liability company equally owned by the reporting person and two other members. The reporting person disclaims beneficial ownership of all such shares described in this footnote except to the extent of his pecuniary interest therein.
F6: Shares owned by 2nd Generation Partners LLC, a limited liability company equally owned by the reporting person and two other members. The reporting person disclaims beneficial ownership of all such shares except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| November 26, 2024 Filed Nov 29, 2024 21:33 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | SaleCommon Stock | 5,840 | $28.28 | $165,161.04 |
DisclosureSEC source: 0001243713-24-000008 · wk-form4_1732916019.xml · nonDerivative · entry 1 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: The shares are owned by the Paul Leeds Marital Tru/A DTD 10/24/2006 FBO Roberta Leeds, for which the reporting person acts as co-trustee. The reporting person disclaims beneficial ownership of all such shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 21:59 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | SaleCommon Stock | 380,000 | $41.15 | $15,637,000.00 |
DisclosureSEC source: 0001628280-24-011721 · wk-form4_1710799169.xml · nonDerivative · entry 1 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Partnership Disclosed balance after: 139,800 F1 · ownership.nature: Shares owned by Aspire Partners L.P., the general partner of which is a limited liability company equally owned by the reporting person and two other members (Mr. Richard B. Leeds and Mr. Robert Leeds). The reporting person disclaims beneficial ownership of all such shares except to the extent of his pecuniary interest therein. Read SEC document |
| October 14, 2022 Filed Feb 14, 2023 22:53 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | GiftCommon Stock | 853,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001243713-23-000002 · wf-form5_167641515845940.xml · nonDerivative · entry 4 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Bruce Leeds Declaration Trust Disclosed balance after: 2,503,740 Read SEC document |
| February 26, 2022 Filed Feb 14, 2023 22:53 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | GiftCommon Stock | 537,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001243713-23-000002 · wf-form5_167641515845940.xml · nonDerivative · entry 3 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Noted in Footnote No. 1 Disclosed balance after: 3,802,736 F4 · shares: These shares were gifted, for no consideration, from Mr. Robert Leeds to the Robert Leeds 2008 Family Trust. F5 · ownership.nature: Shares are owned by the Robert Leeds 2008 Family Trust, for the benefit of the reporting person's family, for which the reporting person acts as co-trustee. The reporting person disclaims beneficial ownershipof such shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 26, 2022 Filed Feb 14, 2023 22:53 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | GiftCommon Stock | 534,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001243713-23-000002 · wf-form5_167641515845940.xml · nonDerivative · entry 2 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust, as noted in Footnote No. 5 Disclosed balance after: 3,157,595 F2 · shares: These shares were gifted, for no consideration, from Mr. Richard Leeds to the Richard Leeds 2008 Family Trust. F3 · ownership.nature: Shares are owned by the Richard Leeds 2008 Family Trust, for the benefit of the reporting person's family, for which the reporting person acts as co-trustee. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| February 26, 2022 Filed Feb 14, 2023 22:53 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | GiftCommon Stock | 574,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001243713-23-000002 · wf-form5_167641515845940.xml · nonDerivative · entry 1 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These shares were gifted, for no consideration, from the reporting person to the Bruce Leeds 2008 Family Trust. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 01:00 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | PurchaseCommon Stock | 775,599 | $32.37 | $25,104,588.43 |
DisclosureSEC source: 0001243713-21-000003 · wf-form4_163970284237935.xml · nonDerivative · entry 3 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 2021 Trusts Disclosed balance after: 775,599 F5 · shares: These shares were purchased as follows: (i) 258,533 shares purchased from Jamie Lynn Meltsner by the Jamie Lynn Meltsner 2021 Trust in exchange for an unsecured promissory note in the amount of $8,368,196.14; (ii) 258,533 shares purchased from from Stacey Leeds Cohen by the Stacey Leeds Cohen 2021 Trust in exchange for an unsecured promissory note in the amount of $8,368,196.14; and (iii) 258,533 shares purchased from Steven Leeds by the Steven Leeds 2021 Trust in exchange for an unsecured promissory note in the amount of $8,368,196.14. F4 · ownership.nature: Shares are owned by each of the 2021 Trusts for the benefit of the reporting person's family, for which the reporting person acts as co-trustee. Mr. Leeds disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2021 Filed Dec 17, 2021 01:00 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | GiftCommon Stock | 1,084,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001243713-21-000003 · wf-form4_163970284237935.xml · nonDerivative · entry 2 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 2021 Trusts Disclosed balance after: 1,084,401 F3 · shares: The transaction is the receipt of a gift of shares, as follows: (i) 361,467 shares gifted from Jamie Lynn Meltsner to the Jamie Lynn Meltsner 2021 Trust; (ii) 361,467 shares gifted from Stacey Leeds Cohen to the Stacey Leeds Cohen 2021 Trust; and (iii) 361,467 shares gifted from Steven Leeds to the Steven Leeds 2021 Trust (collectively, all of the trusts described in footnote 3(i)-3(iii), the "2021 Trusts"). F4 · ownership.nature: Shares are owned by each of the 2021 Trusts for the benefit of the reporting person's family, for which the reporting person acts as co-trustee. Mr. Leeds disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 14, 2021 Filed Dec 17, 2021 01:00 UTC | GLOBAL INDUSTRIAL Co GIC · Entity 2296 | GiftCommon Stock | 4,960,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001243713-21-000003 · wf-form4_163970284237935.xml · nonDerivative · entry 1 LEEDS BRUCE · CIK 0001243713 · Director · Vice Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 2008 Trusts Disclosed balance after: 4,645,802 F1 · shares: These shares were distributed, for no consideration, by each of the Richard Leeds 2008 Family Trust and the Robert Leeds 2008 Family Trust (collectively, the "2008 Trusts") to the beneficiaries of each of the 2008 Trusts, as follows: (i) 620,000 shares to Brandon Leeds, as a beneficiary of the Richard Leeds 2008 Family Trust; (ii) 620,000 shares to Hallie Leeds, as a beneficiary of the Richard Leeds 2008 Family Trust; (iii) 620,000 shares to Jordan Leeds, as a beneficiary of the Richard Leeds 2008 Family Trust; (iv) 620,000 shares to Kasey Leeds, as a beneficiary of the Richard Leeds 2008 Family Trust; (v) 620,000 shares to Andrew Leeds, as a beneficiary of the Robert Leeds 2008 Family Trust; (vi) 620,000 shares to Alex Leeds, as a beneficiary of the Robert Leeds 2008 Family Trust; (vii) 620,000 shares to Jessica Leeds, as a beneficiary of the Robert Leeds 2008 Family Trust; and (viii) 620,000 shares to Matthew Leeds, as a beneficiary of the Robert Leeds 2008 Family Trust. F2 · ownership.nature: Shares are owned by each of the 2008 Trusts for the benefit of the reporting person's family, for which the reporting person acts as co-trustee. Mr. Leeds disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. 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.