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Platz Marlo Michelle Cormier

Disclosed activity across 2 companies

Tapewire entity
909
SEC CIK
0001526548

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
HELEN OF TROY LTDHELE · Entity 908DirectorSeptember 01, 2026September 02, 2026

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.

HELEN OF TROY LTD

Report date September 01, 2026 · Filed September 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Shares, Par value $0.10 per shareSEC Table I · non-derivativeDirect860 Reported balance After 2026-09-01 transaction · row 1
1 source row

Row 1 · 2026-09-01 · Grant · Acquired 860 · Balance 860

F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.

Filing footnotes · ownership attribution and instrument terms

F1: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Sally Beauty Holdings, Inc.

Report date June 08, 2026 · Filed June 09, 2026

Section 16 reporting ended · disclosed 2026-06-09. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect138,145 Ending reported balance After 2026-06-08 transaction · row 3
3 source rows · reconciled sequence

Row 1 · 2026-06-08 · Exercise / conversion · Acquired 31,024 · Balance 169,169

Row 2 · 2026-06-08 · Exercise / conversion · Acquired 11,747 · Balance 180,916

Row 3 · 2026-06-08 · Sale · Disposed 42,771 · Balance 138,145

F1: Reflects the weighted average sale price. The range of prices for these transactions was $12.64 to $12.75. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one-dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.09 · Expires 2026-06-28Direct0 Reported balance After 2026-06-08 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-06-08 · Exercise / conversion · Disposed 31,024 · Balance 0

Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.78 · Expires 2026-06-28Direct0 Reported balance After 2026-06-08 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2026-06-08 · Exercise / conversion · Disposed 11,747 · Balance 0

Filing footnotes · ownership attribution and instrument terms

F1: Reflects the weighted average sale price. The range of prices for these transactions was $12.64 to $12.75. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one-dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2026 Filed Sep 2, 2026 21:40 UTC HELEN OF TROY LTD HELE · Entity 908 GrantCommon Shares, Par value $0.10 per share 860 $0.00 $0.00
Disclosure

SEC source: 0001526548-26-000009 · wk-form4_1788385239.xml · nonDerivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 860

F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right which entitles the reporting person to receive, upon vesting of the restricted stock, a cash amount to pay certain tax liabilities incurred in connection with the event.

Read SEC document
June 08, 2026 Filed Jun 9, 2026 20:30 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 11,747 $0.00 Strike: $11.78 $0.00
Disclosure

SEC source: 0001526548-26-000004 · form4-06092026_040601.xml · derivative · entry 5

Platz Marlo Michelle Cormier · CIK 0001526548 · Former SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,747 shares

Expires 2026-06-28

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
June 08, 2026 Filed Jun 9, 2026 20:30 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 31,024 $0.00 Strike: $9.09 $0.00
Disclosure

SEC source: 0001526548-26-000004 · form4-06092026_040601.xml · derivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · Former SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 31,024 shares

Expires 2026-06-28

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
June 08, 2026 Filed Jun 9, 2026 20:30 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 SaleCommon Stock 42,771 $12.70 $543,191.70
Disclosure

SEC source: 0001526548-26-000004 · form4-06092026_040601.xml · nonDerivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · Former SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,145

F1 · price: Reflects the weighted average sale price. The range of prices for these transactions was $12.64 to $12.75. The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one-dollar price range. The reporting person hereby undertakes to provide, upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
June 08, 2026 Filed Jun 9, 2026 20:30 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 11,747 $11.78 $138,379.66
Disclosure

SEC source: 0001526548-26-000004 · form4-06092026_040601.xml · nonDerivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · Former SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 180,916

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
June 08, 2026 Filed Jun 9, 2026 20:30 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 31,024 $9.09 $282,008.16
Disclosure

SEC source: 0001526548-26-000004 · form4-06092026_040601.xml · nonDerivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · Former SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,169

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
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units (1), (5) · Derivative 6,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 9

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,418 shares

Expires 2025-11-15

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
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units (1), (5) · Derivative 4,873 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 8

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,873 shares

Expires 2025-11-15

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
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units (1), (5) · Derivative 5,451 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 7

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,451 shares

Expires 2025-11-15

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
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units (1) · Derivative 15,366 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 6

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,366 shares

Expires 2025-11-15

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.

F5 · security: Reflects earned and vested performance stock units (PSUs).

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units (1) · Derivative 13,151 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 5

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,151 shares

Expires 2025-11-15

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.

F4 · derivative.exercise_date: These RSUs vested in equal installments on November 15, 2023, November 15, 2024, and November 15, 2025.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units (1) · Derivative 19,630 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,632

Underlying: Common Stock · 19,630 shares

Expires 2026-11-15

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.

F3 · derivative.exercise_date: These RSUs vested and will vest in equal installments on November 15, 2024, November 15, 2025, and November 15, 2026.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted Stock Units · Derivative 12,607 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · derivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,214

Underlying: Common Stock · 12,607 shares

Expires 2027-11-15

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: Restricted stock units (RSUs) convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: These RSUs vested and will vest in equal installments on November 15, 2025, November 15, 2026, and November 15, 2027.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Tax withholdingCommon Stock 29,087 $14.18 $412,453.66
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · nonDerivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,145

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:00 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 77,496 $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000007 · form4-11182025_041105.xml · nonDerivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 167,232

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
November 05, 2025 Filed Nov 7, 2025 20:53 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted Stock Units (1) · Derivative 34,650 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000005 · form4-11072025_081102.xml · derivative · entry 5

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,650

Underlying: Common Stock · 34,650 shares

Expires 2028-11-15

F6 · derivative.exercise_date: The restricted stock units vest in three equal installments on November 15, 2026, November 15, 2027, and November 15, 2028.

Read SEC document
November 05, 2025 Filed Nov 7, 2025 20:53 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted Stock Units (1) · Derivative 7,383 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000005 · form4-11072025_081102.xml · derivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,383

Underlying: Common Stock · 7,383 shares

Expires 2027-11-15

F5 · security: Reflects earned PSUs. The PSUs were granted on November 6, 2024, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2027. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2024, and ending on September 30, 2025).

Read SEC document
November 05, 2025 Filed Nov 7, 2025 20:53 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted Stock Units (1) · Derivative 11,496 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000005 · form4-11072025_081102.xml · derivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,496

Underlying: Common Stock · 11,496 shares

Expires 2026-11-15

F4 · security: Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2024, and ending on September 30, 2025).

Read SEC document
November 05, 2025 Filed Nov 7, 2025 20:53 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted Stock Units (1) · Derivative 6,418 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000005 · form4-11072025_081102.xml · derivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,418

Underlying: Common Stock · 6,418 shares

Expires 2025-11-15

F3 · security: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2024, and ending on September 30, 2025).

Read SEC document
November 05, 2025 Filed Nov 7, 2025 20:53 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted Stock Units · Derivative 15,366 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001526548-25-000005 · form4-11072025_081102.xml · derivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,366

Underlying: Common Stock · 15,366 shares

Expires 2025-11-15

F1 · security: Restricted stock units convert into common stock on a one-for-one basis.

F2 · security: Reflects earned performance stock units (PSUs). The PSUs were granted on November 2, 2022, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2025. The number of PSUs reported reflects the number of PSUs earned based on the certification of the Compensation and Talent Committee of the Board of Directors of Sally Beauty Holdings, Inc. (the "Committee") of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2025.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 19,630 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · derivative · entry 8

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,262

Underlying: Common Stock · 19,630 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: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024.

F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2024.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 13,150 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · derivative · entry 7

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,151

Underlying: Common Stock · 13,150 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: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023.

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 2,840 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · derivative · entry 6

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,840 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: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Reflects earned performance stock units.

F3 · derivative.expiration_date: Reflects earned performance stock units.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 3,176 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · derivative · entry 5

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,176 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: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Reflects earned performance stock units.

F3 · derivative.expiration_date: Reflects earned performance stock units.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 8,954 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · derivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,954 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: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Reflects earned performance stock units.

F3 · derivative.expiration_date: Reflects earned performance stock units.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 7,663 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · derivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,663 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: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Tax withholdingCommon Stock 20,700 $13.41 $277,587.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · nonDerivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,736

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 55,413 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-128560 · ownership.xml · nonDerivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,436

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
November 06, 2024 Filed Nov 8, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 37,821 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124063 · ownership.xml · derivative · entry 5

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,821

Underlying: Common Stock · 37,821 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2025.

F6 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2025.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 8,728 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124063 · ownership.xml · derivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,728

Underlying: Common Stock · 8,728 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2023 and ending on September 30, 2024).

F5 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 1, 2023, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2026. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2023 and ending on September 30, 2024).

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November 06, 2024 Filed Nov 8, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 4,873 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124063 · ownership.xml · derivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,873

Underlying: Common Stock · 4,873 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2023 and ending on September 30, 2024).

F4 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2023 and ending on September 30, 2024).

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November 06, 2024 Filed Nov 8, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 2,840 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124063 · ownership.xml · derivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,840

Underlying: Common Stock · 2,840 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2023 and ending on September 30, 2024).

F3 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the third one-year performance period (October 1, 2023 and ending on September 30, 2024).

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November 06, 2024 Filed Nov 8, 2024 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 8,954 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124063 · ownership.xml · derivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,954

Underlying: Common Stock · 8,954 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: Reflects earned performance stock units (PSUs). The PSUs were granted on November 3, 2021, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2024.

F2 · derivative.expiration_date: Reflects earned performance stock units (PSUs). The PSUs were granted on November 3, 2021, and could be earned based on the level of achievement of relative total shareholder return (rTSR) goals over a three-year performance period concluding on September 30, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of rTSR goals. The number of shares earned will be paid out at the end of the three-year performance period on November 15, 2024.

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November 23, 2023 Filed Nov 27, 2023 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 1,634 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-066113 · ownership.xml · derivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,634 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: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 23, 2021.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 23, 2021.

Read SEC document
November 23, 2023 Filed Nov 27, 2023 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Tax withholdingCommon Stock 398 $9.85 $3,920.30
Disclosure

SEC source: 0000950170-23-066113 · ownership.xml · nonDerivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,023

Read SEC document
November 23, 2023 Filed Nov 27, 2023 21:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 1,634 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-066113 · ownership.xml · nonDerivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,421

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
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 13,150 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · derivative · entry 11

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,301

Underlying: Common Stock · 13,150 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: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023.

F5 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2023.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 7,663 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · derivative · entry 10

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,663

Underlying: Common Stock · 7,663 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: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022.

F4 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2022.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 1,455 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · derivative · entry 9

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,455 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: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Reflects earned performance stock units that vested on November 15, 2023.

F3 · derivative.expiration_date: Reflects earned performance stock units that vested on November 15, 2023.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 2,498 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · derivative · entry 8

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,498 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: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: Reflects earned performance stock units that vested on November 15, 2023.

F3 · derivative.expiration_date: Reflects earned performance stock units that vested on November 15, 2023.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionRestricted stock units · Derivative 4,236 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · derivative · entry 7

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,236 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: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on November 15, 2021.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Tax withholdingCommon Stock 7,065 $9.11 $64,362.15
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · nonDerivative · entry 6

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,787

Read SEC document
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 13,150 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · nonDerivative · entry 5

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,852

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
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 7,663 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · nonDerivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,702

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
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 1,455 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · nonDerivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,039

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
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 2,498 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · nonDerivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,584

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
November 15, 2023 Filed Nov 17, 2023 23:25 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 Exercise / conversionCommon Stock 4,236 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-064939 · ownership.xml · nonDerivative · entry 1

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,086

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
November 01, 2023 Filed Nov 3, 2023 20:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 5,451 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-058813 · ownership.xml · derivative · entry 4

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,451

Underlying: Common Stock · 5,451 shares

Expires not disclosed

F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan.

F6 · security: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023).

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F6 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023).

F6 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 2, 2022, and are comprised of three, one-year performance periods with goals related to AOIM, with the number of shares earned paid out at the end of the three-year performance period on November 15, 2025. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the first one-year performance period (October 1, 2022 and ending on September 30, 2023).

Read SEC document
November 01, 2023 Filed Nov 3, 2023 20:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 3,176 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-058813 · ownership.xml · derivative · entry 3

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,176

Underlying: Common Stock · 3,176 shares

Expires not disclosed

F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan.

F5 · security: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023).

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F5 · derivative.exercise_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023).

F5 · derivative.expiration_date: Reflects earned PSUs. The PSUs were granted on November 3, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income margin (AOIM), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2024. The number of PSUs reported reflects the number of PSUs earned based on the Committee's certification of the level of achievement of AOIM goals for the second one-year performance period (October 1, 2022 and ending on September 30, 2023).

Read SEC document
November 01, 2023 Filed Nov 3, 2023 20:05 UTC Sally Beauty Holdings, Inc. SBH · Entity 4676 GrantRestricted stock units · Derivative 1,455 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-058813 · ownership.xml · derivative · entry 2

Platz Marlo Michelle Cormier · CIK 0001526548 · SVP, CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,455

Underlying: Common Stock · 1,455 shares

Expires not disclosed

F1 · security: Grant of restricted stock units under the Sally Beauty Holdings, Inc. 2019 Omnibus Incentive Plan.

F4 · security: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's (the "Committee") certification of the level of achievement of AOI goals for the third one-year performance period (October 1, 2022 and ending on September 30, 2023).

F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's (the "Committee") certification of the level of achievement of AOI goals for the third one-year performance period (October 1, 2022 and ending on September 30, 2023).

F4 · derivative.expiration_date: Reflects earned performance stock units (PSUs). The PSUs were granted on January 27, 2021, and are comprised of three, one-year performance periods with goals related to adjusted operating income (AOI), with the number of shares earned paid out at the end of the three-year performance period on November 15, 2023. The number of PSUs reported reflects the number of PSUs earned based on the issuer's Compensation and Talent Committee's (the "Committee") certification of the level of achievement of AOI goals for the third one-year performance period (October 1, 2022 and ending on September 30, 2023).

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.