Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | EVP, Merch, Mktg & Supply Chn | March 10, 2017 | March 14, 2017 |
| Container Store Group, Inc.TCS · Entity 87876 | Director | August 28, 2024 | August 30, 2024 |
| LL Flooring Holdings, Inc.LL · Entity 88233 | Director · President & CEO | May 31, 2024 | June 03, 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.
ADVANCE AUTO PARTS INC
Report date March 10, 2017 · Filed March 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,021 |
Ending reported balance
After 2017-03-13 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2017-03-10 · Exercise / conversion · Acquired 4,616 · Balance 21,948 Row 2 · 2017-03-10 · Exercise / conversion · Acquired 1,649 · Balance 23,597 Row 3 · 2017-03-10 · Exercise / conversion · Acquired 1,811 · Balance 25,408 Row 4 · 2017-03-10 · Exercise / conversion · Acquired 308 · Balance 25,716 Row 5 · 2017-03-10 · Exercise / conversion · Acquired 10,260 · Balance 35,976 Row 6 · 2017-03-10 · Exercise / conversion · Acquired 3,666 · Balance 39,642 Row 7 · 2017-03-10 · Tax withholding · Disposed 15,677 · Balance 23,965 F1: Represents shares withheld to satisfy exercise price and tax withholding obligations upon the exercise of Stock Appreciation Rights. F2: The price reported in Column 4 is a weighted average price. These shares were exercised in multiple transactions at prices ranging from $154.85 to $155.02. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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. Row 8 · 2017-03-10 · Sale · Disposed 2,400 · Balance 21,565 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.02 to $155.03. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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. Row 9 · 2017-03-13 · Sale · Disposed 12,811 · Balance 8,754 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.00 to $153.47. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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. Row 10 · 2017-03-13 · Sale · Disposed 3,733 · Balance 5,021 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.50 to $154.11. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $73.17 · Expires 2019-12-03 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-03-10 · Exercise / conversion · Disposed 4,616 · Balance 0 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $107.93 · Expires 2020-12-12 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2017-03-10 · Exercise / conversion · Disposed 1,811 · Balance 0 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $123.32 · Expires 2021-02-10 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2017-03-10 · Exercise / conversion · Disposed 308 · Balance 0 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $83.63 · Expires 2020-05-28 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2017-03-10 · Exercise / conversion · Disposed 3,666 · Balance 0 F7: These shares became exercisable in three equal annual installments beginning on May 28, 2014. |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $83.63 · Expires 2020-05-28 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2017-03-10 · Exercise / conversion · Disposed 1,649 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $73.17 · Expires 2019-12-03 | Direct | 0 |
Reported balance
After 2017-03-10 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2017-03-10 · Exercise / conversion · Disposed 10,260 · Balance 0 F6: These shares became exercisable in three equal annual installments beginning on December 3, 2013. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy exercise price and tax withholding obligations upon the exercise of Stock Appreciation Rights.
F2: The price reported in Column 4 is a weighted average price. These shares were exercised in multiple transactions at prices ranging from $154.85 to $155.02. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.02 to $155.03. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.00 to $153.47. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.50 to $154.11. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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.
F6: These shares became exercisable in three equal annual installments beginning on December 3, 2013.
F7: These shares became exercisable in three equal annual installments beginning on May 28, 2014.
Container Store Group, Inc.
Report date August 28, 2024 · Filed August 30, 2024 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,814 |
Reported balance
After 2024-08-28 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2024-08-28 · Grant · Acquired 24,390 · Balance 34,814 |
LL Flooring Holdings, Inc.
Report date May 31, 2024 · Filed June 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 197,589 |
Reported balance
After 2024-05-31 transaction · row 1
1 source rowRow 1 · 2024-05-31 · Tax withholding · Disposed 1,619 · Balance 197,589 F1: Represents restricted shares delivered to LL Flooring Holdings, Inc. for payment of the estimated tax obligation associated with the vesting of shares of restricted stock granted in 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares delivered to LL Flooring Holdings, Inc. for payment of the estimated tax obligation associated with the vesting of shares of restricted stock granted in 2020.
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 |
|---|---|---|---|---|---|---|
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | SaleCommon Stock | 2,400 | $155.02 | $372,048.00 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 8 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,565 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.02 to $155.03. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 15,677 | $154.90 | $2,428,367.30 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 7 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,965 F1 · shares: Represents shares withheld to satisfy exercise price and tax withholding obligations upon the exercise of Stock Appreciation Rights. F2 · price: The price reported in Column 4 is a weighted average price. These shares were exercised in multiple transactions at prices ranging from $154.85 to $155.02. The Reporting Person has provided to the Issuer,and undertakes to provide any security holder of the Issuer 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 3,666 | $83.63 | $306,587.58 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 6 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,642 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 10,260 | $73.17 | $750,724.20 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 5 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,976 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 308 | $123.32 | $37,982.56 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 4 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,716 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 1,811 | $107.93 | $195,461.23 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 3 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,408 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 1,649 | $83.63 | $137,905.87 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 2 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,597 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 |
| March 10, 2017 Filed Mar 14, 2017 20:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Exercise / conversionCommon Stock | 4,616 | $73.17 | $337,752.72 |
DisclosureSEC source: 0001158449-17-000069 · wf-form4_148952251445833.xml · nonDerivative · entry 1 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,948 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 |
| March 01, 2017 Filed Mar 4, 2017 00:02 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantStock Appreciation Rights · Derivative | 308 | $0.00 Strike: $123.32 | $0.00 |
DisclosureSEC source: 0001158449-17-000053 · wf-form4_148858574708040.xml · derivative · entry 2 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308 Underlying: Common Stock · 308 shares Expires 2021-02-10 F2 · shares: As previously reported, on February 10, 2014, the reporting person received an equity award, a portion of which was subject to the registrant achieving certain predetermined financial performance targets, subject to certification by the registrant's Compensation Committee. Effective March 1, 2017 it was determined that these performance conditions had been achieved for a payout of 17.5% of the performance award. The reported amount of stock appreciation rights (SARs) are fully vested and collectively represent the final vesting under this award. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 00:02 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantStock Appreciation Rights · Derivative | 1,811 | $0.00 Strike: $107.93 | $0.00 |
DisclosureSEC source: 0001158449-17-000053 · wf-form4_148858574708040.xml · derivative · entry 1 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,811 Underlying: Common Stock · 1,811 shares Expires 2020-12-12 F1 · shares: As previously reported, on December 12, 2013, the reporting person received an equity award, a portion of which was subject to the registrant achieving certain predetermined financial performance targets, subject to certification by the registrant's Compensation Committee. Effective March 1, 2017 it was determined that these performance conditions had been achieved for a payout of 17.5% of the performance award. The reported amount of stock appreciation rights (SARs) are fully vested and collectively represent the final vesting under this award. Read SEC document |
| February 10, 2017 Filed Feb 15, 2017 00:01 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 53 | $164.05 | $8,694.65 |
DisclosureSEC source: 0001158449-17-000022 · wf-form4_148711688849382.xml · nonDerivative · entry 1 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,332 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 21:08 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 370 | $173.00 | $64,010.00 |
DisclosureSEC source: 0001158449-16-000530 · wf-form4_148166331207100.xml · nonDerivative · entry 2 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,385 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 21:08 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 316 | $175.58 | $55,483.28 |
DisclosureSEC source: 0001158449-16-000530 · wf-form4_148166331207100.xml · nonDerivative · entry 1 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,755 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:38 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | Tax withholdingCommon Stock | 326 | $170.76 | $55,667.76 |
DisclosureSEC source: 0001158449-16-000523 · wf-form4_148071468549132.xml · nonDerivative · entry 1 Tyson Charles E · CIK 0001456483 · EVP, Merch, Mktg & Supply Chn 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,071 F1 · shares: Represents shares withheld to satisfy a tax withholding obligation upon the vesting of restricted stock units. 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.