Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zumiez IncZUMZ · Entity 5948 | Director | June 05, 2024 | September 26, 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.
Zumiez Inc
Report date June 05, 2024 · Filed September 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,071 |
Reported balance
After 2024-06-05 transaction · row 1
1 source rowRow 1 · 2024-06-05 · Grant · Acquired 4,655 · Balance 18,071 F1: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately 1 year from the Grant Date in the event the Grantee does not have a Separation from Service prior to this vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately 1 year from the Grant Date in the event the Grantee does not have a Separation from Service prior to this vesting date.
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 05, 2024 Filed Sep 26, 2024 18:18 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 4,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006966 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,071 F1 · shares: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately 1 year from the Grant Date in the event the Grantee does not have a Separation from Service prior to this vesting date. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 11:18 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004691 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,416 F1 · shares: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately 1 year from the Grant Date in the event the Grantee does not have a Separation from Service prior to this vesting date. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 16:48 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 2,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004717 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,816 F1 · shares: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately 1 year from the Grant Date in the event the Grantee does not have a Separation from Service prior to this vesting date. Read SEC document |
| June 02, 2021 Filed Jun 3, 2021 14:11 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 2,018 | $44.59 | $89,982.62 |
DisclosureSEC source: 0001562180-21-003980 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,087 F1 · shares: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately one year from the Grant Date, in the event the Grantee does not have a Separation from Service prior to this vesting date. Read SEC document |
| March 31, 2021 Filed Mar 31, 2021 14:03 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 1,062 | $43.51 | $46,207.62 |
DisclosureSEC source: 0001562180-21-002492 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,069 F1 · price: Shares sold at a weighted average price. Read SEC document |
| December 14, 2020 Filed Dec 14, 2020 14:18 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 1,000 | $38.00 | $38,000.00 |
DisclosureSEC source: 0001562180-20-007230 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,131 F1 · price: Shares sold at a weighted average price. Read SEC document |
| September 14, 2020 Filed Sep 14, 2020 15:01 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 2,200 | $30.82 | $67,804.00 |
DisclosureSEC source: 0001562180-20-005979 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,131 F1 · price: Shares sold at a weighted average price. Read SEC document |
| June 03, 2020 Filed Jun 4, 2020 14:44 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 3,069 | $27.69 | $84,980.61 |
DisclosureSEC source: 0001562180-20-004273 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,331 F1 · shares: The vesting commencement date shall be the date of the next annual meeting of shareholders, which is generally scheduled to take place approximately 1 year from the Grant Date in the event the Grantee does not have a Separation from Service prior to this vesting date. Read SEC document |
| December 09, 2019 Filed Dec 9, 2019 16:41 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 1,189 | $34.71 | $41,270.19 |
DisclosureSEC source: 0001562180-19-005947 · primarydocument.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,262 Read SEC document |
| September 23, 2019 Filed Sep 30, 2019 14:38 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 2,000 | $30.72 | $61,440.00 |
DisclosureSEC source: 0001104659-19-052013 · a4.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,451 Read SEC document |
| June 05, 2019 Filed Jun 6, 2019 15:11 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 4,262 | $19.94 | $84,984.28 |
DisclosureSEC source: 0001179110-19-007271 · edgar.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,451 F1 · shares: The shares acquired represent a grant of restricted stock that will vest on June 5, 2020. Read SEC document |
| April 12, 2019 Filed Apr 17, 2019 11:39 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 5,986 | $25.94 | $155,276.84 |
DisclosureSEC source: 0001179110-19-005057 · edgar.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,189 Read SEC document |
| June 06, 2018 Filed Jun 7, 2018 16:42 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 3,189 | $26.65 | $84,986.85 |
DisclosureSEC source: 0001179110-18-008215 · edgar.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,175 F1 · shares: The shares acquired represent a grant of restricted stock that will vest on June 6, 2019. Read SEC document |
| December 04, 2017 Filed Dec 7, 2017 18:53 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 3,922 | $21.00 | $82,362.00 |
DisclosureSEC source: 0001179110-17-015105 · edgar.xml · nonDerivative · entry 2 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,986 Read SEC document |
| December 04, 2017 Filed Dec 7, 2017 18:53 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 3,921 | $20.50 | $80,380.50 |
DisclosureSEC source: 0001179110-17-015105 · edgar.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,908 Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 15:17 UTC | Zumiez Inc ZUMZ · Entity 5948 | GrantCommon Stock | 5,986 | $14.25 | $85,300.50 |
DisclosureSEC source: 0001179110-17-008312 · edgar.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,829 F1 · shares: The shares acquired represent a grant of restricted stock that will vest on May 31, 2018. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 11:16 UTC | Zumiez Inc ZUMZ · Entity 5948 | SaleCommon Stock | 3,110 | $25.01 | $77,781.10 |
DisclosureSEC source: 0001179110-16-032509 · edgar.xml · nonDerivative · entry 1 Bailey Scott Andrew · CIK 0001668205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,843 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.