Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| European Wax Center, Inc.EWCZ · Entity 47889 | Director · CEO & Director | August 14, 2024 | August 16, 2024 |
| Planet Fitness, Inc.PLNT · Entity 4077 | Director | April 01, 2020 | April 03, 2020 |
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.
European Wax Center, Inc.
Report date August 14, 2024 · Filed August 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.06 · Expires 2034-08-14 | Direct | 500,000 |
Reported balance
After 2024-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-08-14 · Grant · Acquired 500,000 · Balance 500,000 F1: 1. The options vest in three equal annual installments beginning on August 14, 2025, subject to the reporting person's continued employment on the applicable vesting date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2034-08-14 | Direct | 500,000 |
Reported balance
After 2024-08-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-14 · Grant · Acquired 500,000 · Balance 500,000 F1: 1. The options vest in three equal annual installments beginning on August 14, 2025, subject to the reporting person's continued employment on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 1. The options vest in three equal annual installments beginning on August 14, 2025, subject to the reporting person's continued employment on the applicable vesting date.
Planet Fitness, Inc.
Report date April 01, 2020 · Filed April 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | Direct | 9,305 |
Reported balance
After 2020-04-01 transaction · row 1
1 source rowRow 1 · 2020-04-01 · Grant · Acquired 410 · Balance 9,305 F1: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the grant 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 |
|---|---|---|---|---|---|---|
| August 14, 2024 Filed Aug 16, 2024 16:00 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantEmployee Stock Option (right to buy) · Derivative | 500,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0000950170-24-098035 · ownership.xml · derivative · entry 2 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 500,000 shares Expires 2034-08-14 F1 · derivative.exercise_date: 1. The options vest in three equal annual installments beginning on August 14, 2025, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| August 14, 2024 Filed Aug 16, 2024 16:00 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantEmployee Stock Option (right to buy) · Derivative | 500,000 | $0.00 Strike: $5.06 | $0.00 |
DisclosureSEC source: 0000950170-24-098035 · ownership.xml · derivative · entry 1 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,000 Underlying: Class A Common Stock · 500,000 shares Expires 2034-08-14 F1 · derivative.exercise_date: 1. The options vest in three equal annual installments beginning on August 14, 2025, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| August 05, 2024 Filed Aug 6, 2024 17:53 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | Tax withholdingClass A Common Stock | 4,262 | $7.93 | $33,797.66 |
DisclosureSEC source: 0000950170-24-092057 · ownership.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,353 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on August 5, 2024. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 16:00 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | Tax withholdingClass A Common Stock | 5,460 | $12.28 | $67,048.80 |
DisclosureSEC source: 0000950170-24-032810 · ownership.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,615 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on March 14, 2024. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:15 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantEmployee Stock Option (right to buy) · Derivative | 59,523 | $0.00 Strike: $17.74 | $0.00 |
DisclosureSEC source: 0000950170-24-029259 · ownership.xml · derivative · entry 2 Berg David P · CIK 0001324454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,523 Underlying: Class A Common Stock · 59,523 shares Expires 2034-03-07 F2 · derivative.exercise_date: These options will become 100% vested and exercisable on March 7, 2027, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 16:15 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantClass A Common Stock | 33,829 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029259 · ownership.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,075 F1 · shares: Represents restricted stock units that vest in three equal annual installments beginning on March 7, 2025, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| August 05, 2023 Filed Aug 8, 2023 16:13 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | Tax withholdingClass A Common Stock | 4,783 | $18.03 | $86,237.49 |
DisclosureSEC source: 0001209191-23-044971 · doc4.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,246 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on August 5, 2023. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 16:59 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantEmployee stock option (right to buy) · Derivative | 112,820 | $0.00 Strike: $19.43 | $0.00 |
DisclosureSEC source: 0001209191-23-019353 · doc4.xml · derivative · entry 2 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,820 Underlying: Class A Common Stock · 112,820 shares Expires 2033-03-14 F2 · derivative.exercise_date: These options will become 100% vested and exercisable on March 14, 2026, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 16:59 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantClass A Common Stock | 67,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019353 · doc4.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,029 F1 · shares: Represents restricted stock units that vest in three equal annual installments beginning on March 14, 2024, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| August 05, 2022 Filed Aug 9, 2022 17:02 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | Tax withholdingClass A Common Stock | 6,684 | $21.37 | $142,837.08 |
DisclosureSEC source: 0001104659-22-087995 · tm2222981-4_4seq1.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,787 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on August 5, 2022. Read SEC document |
| August 05, 2022 Filed Mar 16, 2023 16:55 UTC Amendment | European Wax Center, Inc. EWCZ · Entity 47889 | Tax withholdingClass A Common Stock | 6,385 | $21.37 | $136,447.45 |
DisclosureSEC source: 0001209191-23-019351 · doc4a.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,086 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting of restricted stock units on August 5, 2022. F2 · shares: These figures are corrected from the Reporting Person's original Form 4. F2 · balance_after: These figures are corrected from the Reporting Person's original Form 4. Read SEC document |
| May 24, 2022 Filed May 25, 2022 16:06 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | ConversionCommon Units of EWC Ventures, LLC · Derivative | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-064637 · tm2216682-5_4seq1.xml · derivative · entry 4 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,188,255 Underlying: Class A Common Stock · 200,000 shares Expires not disclosed 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. F1 · derivative.exercise_price: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F2 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F2 · price: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F2 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F2 · derivative.expiration_date: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. Read SEC document |
| May 24, 2022 Filed May 25, 2022 16:06 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | SaleClass A Common Stock | 200,000 | $21.50 | $4,300,000.00 |
DisclosureSEC source: 0001104659-22-064637 · tm2216682-5_4seq1.xml · nonDerivative · entry 3 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F1 · kind: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. Read SEC document |
| May 24, 2022 Filed May 25, 2022 16:06 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | ConversionClass A Common Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-064637 · tm2216682-5_4seq1.xml · nonDerivative · entry 2 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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. F1 · security: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F2 · security: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F1 · kind: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F2 · kind: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F1 · price: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F2 · price: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. Read SEC document |
| May 24, 2022 Filed May 25, 2022 16:06 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | ConversionClass B Common Stock | 200,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-064637 · tm2216682-5_4seq1.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,188,255 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. F1 · security: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F2 · security: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F3 · security: Shares of Class B Common Stock of the Issuer have one vote per share but no economic rights (including rights to dividends and distributions upon liquidation) and are issued in an equal amount to the number of EWC Ventures Units held. F1 · kind: On May 24, 2022, the Reporting Person exchanged 200,000 non-voting Common Units of EWC Ventures, LLC ("EWC Ventures Units") and 200,000 shares of Class B Common Stock of the Issuer for 200,000 shares of Class A Common Stock of the Issuer, and substantially simultaneously sold all 200,000 shares of Class A Common Stock of the Issuer. Following such sale, Mr. Berg holds 1,188,255 EWC Ventures Units and 1,188,255 shares of Class B Common Stock of the Issuer. F2 · kind: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F2 · price: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B Common Stock of the Issuer, may be exchanged for shares of Class A Common Stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. Read SEC document |
| November 15, 2021 Filed Nov 15, 2021 18:52 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | Disposition to issuerCommon units of EWC Ventures, LLC · Derivative | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-139421 · tm2132174-5_4seq1.xml · derivative · entry 2 Berg David P · CIK 0001324454 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,338,255 Underlying: Class A common stock · 150,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F3 · price: The Issuer sold 3,297,922 shares of Class A common stock of the Issuer in its public offering and used the net proceeds from the offering to purchase EWC Ventures Units and corresponding shares of Class B common stock. The purchase price per EWC Ventures Unit and share of Class B common stock was $26.25, the same price per share received by the Issuer from the underwriters in the public offering. F2 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F2 · derivative.expiration_date: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. Read SEC document |
| November 15, 2021 Filed Nov 15, 2021 18:52 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | Disposition to issuerClass B common stock | 150,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-21-139421 · tm2132174-5_4seq1.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,338,255 F1 · security: Shares of Class B common stock of the Issuer have one vote per share but no economic rights (including rights to dividends and distributions upon liquidation) and are issued in an equal amount to the number of common units of EWC Ventures, LLC ("EWC Ventures Units") held. F2 · security: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F3 · price: The Issuer sold 3,297,922 shares of Class A common stock of the Issuer in its public offering and used the net proceeds from the offering to purchase EWC Ventures Units and corresponding shares of Class B common stock. The purchase price per EWC Ventures Unit and share of Class B common stock was $26.25, the same price per share received by the Issuer from the underwriters in the public offering. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 20:39 UTC Amendment | European Wax Center, Inc. EWCZ · Entity 47889 | Disposition to issuerCommon units of EWC Ventures, LLC · Derivative | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-003747 · es210203484_4a-berg.xml · derivative · entry 2 Berg David P · CIK 0001324454 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388,255 Underlying: Class A common stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F3 · shares: Original filing inadvertently reported an incorrect number of 150,000 securities. F4 · price: The Issuer sold 3,297,922 shares of Class A common stock of the Issuer in its public offering and used the net proceeds from the offering to purchase EWC Ventures Units and corresponding shares of Class B common stock. The purchase price per EWC Ventures Unit and share of Class B common stock was $26.25, the same price per share received by the Issuer from the underwriters in the public offering. F2 · derivative.exercise_date: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F2 · derivative.expiration_date: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 20:39 UTC Amendment | European Wax Center, Inc. EWCZ · Entity 47889 | Disposition to issuerClass B common stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-003747 · es210203484_4a-berg.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388,255 F1 · security: Shares of Class B common stock of the Issuer have one vote per share but no economic rights (including rights to dividends and distributions upon liquidation) and are issued in an equal amount to the number of common units of EWC Ventures, LLC ("EWC Ventures Units") held. F2 · security: Pursuant to the terms of the Exchange Agreement, effective as of August 4, 2021, by and among the Issuer, EWC Ventures, LLC and the equityholders of EWC Ventures, LLC (the "Exchange Agreement"), EWC Ventures Units, together with a corresponding number of shares of Class B common stock, may be exchanged for shares of Class A common stock of the Issuer, which have one vote per share and economic rights (including rights to dividends and distributions upon liquidation), on a one-for-one basis at the discretion of the holder. The exchange rights under the Exchange Agreement do not expire. F3 · shares: Original filing inadvertently reported an incorrect number of 150,000 securities. F4 · price: The Issuer sold 3,297,922 shares of Class A common stock of the Issuer in its public offering and used the net proceeds from the offering to purchase EWC Ventures Units and corresponding shares of Class B common stock. The purchase price per EWC Ventures Unit and share of Class B common stock was $26.25, the same price per share received by the Issuer from the underwriters in the public offering. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 18:43 UTC | European Wax Center, Inc. EWCZ · Entity 47889 | GrantClass A common stock | 51,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-102346 · tm2124521-11_4seq1.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,471 F1 · shares: Represents restricted stock units that vest in three equal annual installments beginning on August 5, 2022, subject to the reporting person's continued employment on the applicable vesting date. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 17:03 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 410 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-002891 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,305 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the grant date. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 17:53 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 231 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-000237 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,895 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the grant date. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 07:40 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 296 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-005089 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,664 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of the grant. Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 16:24 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-004883 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,368 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the grant date. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 16:21 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 230 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-003761 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,094 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of grant. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 16:15 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 249 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-002177 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,864 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of grant. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 17:22 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | SaleClass A common stock | 6,291 | $61.73 | $388,343.43 |
DisclosureSEC source: 0001562180-19-001771 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,615 Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 16:17 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-000132 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,906 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of grant. Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 08:55 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-004138 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,582 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of grant. Read SEC document |
| September 17, 2018 Filed Sep 19, 2018 16:07 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,613 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-003982 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,258 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the first anniversary of the date of grant. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 16:25 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-003243 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,645 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of grant. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:01 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 477 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-001863 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,255 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on the date of grant. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 17:00 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 527 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-000217 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,967 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests the date of the grant. Read SEC document |
| October 10, 2017 Filed Oct 12, 2017 19:00 UTC | Planet Fitness, Inc. PLNT · Entity 4077 | GrantClass A common stock | 1,091 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-17-003259 · primarydocument.xml · nonDerivative · entry 1 Berg David P · CIK 0001324454 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251 F1 · price: Represents a grant of restricted stock units with respect to shares of the issuer's common stock that vests on September 17, 2018. 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.