Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATO CORPCATO · Entity 7181 | EVP - Chief Financial Officer | May 01, 2024 | May 03, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CATO CORP
Report date May 01, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 51,168 |
Reported balance
After 2024-05-01 transaction · row 1
1 source rowRow 1 · 2024-05-01 · Grant · Acquired 19,341 · Balance 51,168 F1: Compensation Committee awarded restricted shares on March 27, 2024. The grant was effective May 1, 2024, but the shares remain subject to a time-based vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: Compensation Committee awarded restricted shares on March 27, 2024. The grant was effective May 1, 2024, but the shares remain subject to a time-based vesting schedule.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Vitamin Shoppe, Inc.
Report date December 16, 2019 · Filed December 16, 2019
Section 16 reporting ended · disclosed 2019-12-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-16 transaction · row 1
1 source rowRow 1 · 2019-12-16 · Disposition to issuer · Disposed 25,080 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of August 7, 2019, by and among Vitamin Shoppe, Inc., Franchise Group, Inc. (formerly known as Liberty Tax, Inc.) ("Parent") and Valor Acquisition, LLC ("Merger Sub"), a wholly owned subsidiary of Parent, as amended by the First Amendment to Agreement and Plan of Merger dated November 11, 2019 (as amended, the "Merger Agreement"), pursuant to which Vitamin Shoppe, Inc. merged with and into Merger Sub (the "Merger") effective December 16, 2019. F2: Pursuant to the Merger Agreement, each restricted stock award outstanding immediately prior to the effective time of the Merger was canceled and converted into the right to receive an amount in cash, without interest, equal to (i) $6.50 multiplied by (ii) the total number of shares of common stock subject thereto. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger dated as of August 7, 2019, by and among Vitamin Shoppe, Inc., Franchise Group, Inc. (formerly known as Liberty Tax, Inc.) ("Parent") and Valor Acquisition, LLC ("Merger Sub"), a wholly owned subsidiary of Parent, as amended by the First Amendment to Agreement and Plan of Merger dated November 11, 2019 (as amended, the "Merger Agreement"), pursuant to which Vitamin Shoppe, Inc. merged with and into Merger Sub (the "Merger") effective December 16, 2019.
F2: Pursuant to the Merger Agreement, each restricted stock award outstanding immediately prior to the effective time of the Merger was canceled and converted into the right to receive an amount in cash, without interest, equal to (i) $6.50 multiplied by (ii) the total number of shares of common stock subject thereto.
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 |
|---|---|---|---|---|---|---|
| May 01, 2024 Filed May 3, 2024 21:40 UTC | CATO CORP CATO · Entity 7181 | GrantClass A Common Stock | 19,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014162 · form4.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,168 F1 · shares: Compensation Committee awarded restricted shares on March 27, 2024. The grant was effective May 1, 2024, but the shares remain subject to a time-based vesting schedule. Read SEC document |
| May 01, 2023 Filed May 3, 2023 19:49 UTC | CATO CORP CATO · Entity 7181 | GrantClass A Common Stock | 17,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014217 · form4.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,827 F1 · shares: Compensation Committee awarded restricted shares on March 22, 2023. The grant was effective May 1, 2023, but the shares remain subject to a time-based vesting schedule. Read SEC document |
| May 02, 2022 Filed May 3, 2022 00:41 UTC | CATO CORP CATO · Entity 7181 | GrantClass A Common Stock | 14,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012946 · form4.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,076 F1 · shares: Compensation Committee awarded restricted shares on March 23, 2022. The grant was effective May 1, 2022, but the shares remain subject to a time-based vesting schedule. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 16:51 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | Disposition to issuerCommon Stock, par value $0.01 | 25,080 | $6.50 | $163,020.00 |
DisclosureSEC source: 0000899243-19-029275 · doc4.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of pursuant to the Agreement and Plan of Merger dated as of August 7, 2019, by and among Vitamin Shoppe, Inc., Franchise Group, Inc. (formerly known as Liberty Tax, Inc.) ("Parent") and Valor Acquisition, LLC ("Merger Sub"), a wholly owned subsidiary of Parent, as amended by the First Amendment to Agreement and Plan of Merger dated November 11, 2019 (as amended, the "Merger Agreement"), pursuant to which Vitamin Shoppe, Inc. merged with and into Merger Sub (the "Merger") effective December 16, 2019. F2 · kind: Pursuant to the Merger Agreement, each restricted stock award outstanding immediately prior to the effective time of the Merger was canceled and converted into the right to receive an amount in cash, without interest, equal to (i) $6.50 multiplied by (ii) the total number of shares of common stock subject thereto. Read SEC document |
| May 20, 2019 Filed May 22, 2019 16:20 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | GrantCommon Stock | 6,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001360530-19-000032 · wf-form4_155855640755751.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,080 Read SEC document |
| March 08, 2019 Filed Mar 12, 2019 16:47 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | GrantCommon Stock | 11,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001360530-19-000018 · wf-form4_155242365121785.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,429 F1 · shares: These shares of restricted stock vest in two equal annual installments, commencing March 8, 2021, the second anniversary of the grant date. Read SEC document |
| August 10, 2018 Filed Aug 14, 2018 16:06 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | GrantCommon Stock | 6,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001360530-18-000091 · wf-form4_153427706571884.xml · nonDerivative · entry 1 Knight Charles D · CIK 0001306513 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,751 F1 · shares: These shares of restricted stock vest in two (2) equal annual installments, commencing August 10, 2020, the second anniversary of the grant date. 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.