Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIVE BELOW, INCFIVE · Entity 3393 | Director | September 21, 2026 | September 23, 2026 |
| Ulta Beauty, Inc.ULTA · Entity 977 | Chief Financial Officer | March 15, 2024 | March 19, 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.
FIVE BELOW, INC
Report date September 21, 2026 · Filed September 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 545 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Grant · Acquired 545 · Balance 545 |
Ulta Beauty, Inc.
Report date March 15, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,661 |
Reported balance
After 2024-03-15 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2024-03-15 · Tax withholding · Disposed 319 · Balance 17,661 F1: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. |
| Common StockSEC Table I · non-derivative | Direct | 15,508 |
Reported balance
After 2024-03-15 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2024-03-15 · Tax withholding · Acquired 2,153 · Balance 15,508 F2: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of performance based restricted stock grants previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported.
F2: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of performance based restricted stock grants previously reported.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
KIMBALL INTERNATIONAL INC
Report date June 01, 2023 · Filed June 01, 2023
Section 16 reporting ended · disclosed 2023-06-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS B COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Disposition to issuer · Disposed 24,992 · Balance 0 F1: On June 1, 2023, pursuant to the Agreement and Plan of Merger, dated as of March 7, 2023 (the "Merger Agreement"), by and among Kimball International, Inc. ("Kimball"), HNI Corporation ("HNI") and Ozark Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Kimball (the "Merger"), with Kimball surviving the Merger as a wholly-owned subsidiary of HNI. F2: Pursuant to the Merger Agreement, each share of Kimball common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive (A) $9.00 in cash, without interest (the "Cash Consideration"), and (B) 0.1301 (the "Exchange Ratio") of a share of HNI common stock, par value $1.00. On May 31, 2023 (the last full trading day prior to the Merger), the closing price of one share of HNI common stock was $25.50. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 1, 2023, pursuant to the Agreement and Plan of Merger, dated as of March 7, 2023 (the "Merger Agreement"), by and among Kimball International, Inc. ("Kimball"), HNI Corporation ("HNI") and Ozark Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Kimball (the "Merger"), with Kimball surviving the Merger as a wholly-owned subsidiary of HNI.
F2: Pursuant to the Merger Agreement, each share of Kimball common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive (A) $9.00 in cash, without interest (the "Cash Consideration"), and (B) 0.1301 (the "Exchange Ratio") of a share of HNI common stock, par value $1.00. On May 31, 2023 (the last full trading day prior to the Merger), the closing price of one share of HNI common stock was $25.50.
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 |
|---|---|---|---|---|---|---|
| September 21, 2026 Filed Sep 23, 2026 21:06 UTC | FIVE BELOW, INC FIVE · Entity 3393 | GrantCommon Stock | 545 | $0.00 | $0.00 |
DisclosureSEC source: 0001177609-26-000052 · form4.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:47 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 2,153 | $535.98 | $1,153,964.94 |
DisclosureSEC source: 0000897069-24-000710 · form4.xml · nonDerivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,508 F2 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of performance based restricted stock grants previously reported. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:47 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 319 | $535.98 | $170,977.62 |
DisclosureSEC source: 0000897069-24-000710 · form4.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,661 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 22:05 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 5,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000455 · form4.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,980 F1 · shares: Represents 5,026 performance-based restricted share units, which were awarded on March 25, 2021 under the Amended and Restated Ulta Beauty, Inc. 2011 Incentive Award Plan. Each performance-based restricted share unit represents the right to one share of common stock, which vested based on satisfaction of certain performance goals and a time-based service vesting restriction which lapses on March 15, 2024, subject to continued employment. The Company's compensation committee certified on February 19, 2024 that the performance vesting goals were satisfied. Read SEC document |
| June 01, 2023 Filed Jun 1, 2023 14:03 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | Disposition to issuerCLASS B COMMON STOCK | 24,992 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000055772-23-000122 · wk-form4_1685642622.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: On June 1, 2023, pursuant to the Agreement and Plan of Merger, dated as of March 7, 2023 (the "Merger Agreement"), by and among Kimball International, Inc. ("Kimball"), HNI Corporation ("HNI") and Ozark Merger Sub, Inc. ("Merger Sub"), Merger Sub merged with and into Kimball (the "Merger"), with Kimball surviving the Merger as a wholly-owned subsidiary of HNI. F2 · price: Pursuant to the Merger Agreement, each share of Kimball common stock issued and outstanding immediately prior to the effective time of the Merger was converted into the right to receive (A) $9.00 in cash, without interest (the "Cash Consideration"), and (B) 0.1301 (the "Exchange Ratio") of a share of HNI common stock, par value $1.00. On May 31, 2023 (the last full trading day prior to the Merger), the closing price of one share of HNI common stock was $25.50. Read SEC document |
| May 01, 2023 Filed May 3, 2023 15:14 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,680 | $12.32 | $20,697.60 |
DisclosureSEC source: 0000055772-23-000069 · wf-form4_168314122953451.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,992 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan as part of the director compensation for the period of May 2023 through July 2023. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 22:17 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 2,770 | $0.00 Strike: $545.67 | $0.00 |
DisclosureSEC source: 0000897069-23-000225 · form4.xml · derivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,770 Underlying: Common Stock · 2,770 shares Expires 2033-03-31 F2 · derivative.exercise_date: The options, representing an initial right to purchase a total of 2,770 shares, vesting in 25% annual increments beginning March 15, 2024 and each anniversary thereafter through March 15, 2027. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 22:17 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-000225 · form4.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,954 F1 · shares: Represents grant of 680 shares of restricted stock, vesting 100% on March 15, 2026. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 21:06 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 1,763 | $524.18 | $924,129.34 |
DisclosureSEC source: 0001567619-23-005267 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,274 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 08:27 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 2,873 | $7.56 | $21,719.88 |
DisclosureSEC source: 0000055772-23-000016 · wf-form4_167543086440391.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,312 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan as part of the director compensation for the period of February 2023 through April 2023. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 07:53 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 2,990 | $7.41 | $22,155.90 |
DisclosureSEC source: 0000055772-22-000129 · wf-form4_166747639175696.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,439 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan as part of the director compensation for the period of November 2022 through January 2023. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 13:12 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 3,553 | $7.77 | $27,606.81 |
DisclosureSEC source: 0000055772-22-000075 · wf-form4_165712752919530.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,449 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan as part of the Director compensation for service period of July through October. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionStock Option (right to buy) · Derivative | 1,171 | $0.00 Strike: $306.59 | $0.00 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · derivative · entry 15 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,515 Underlying: Common Stock · 1,171 shares Expires 2031-03-25 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. F9 · derivative.exercise_date: The options, representing an initial right to purchase a total of 4,686 shares, vesting in 25% annual increments beginning March 15, 2022 and each anniversary thereafter through March 15, 2025. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionStock Option (right to buy) · Derivative | 7,594 | $0.00 Strike: $174.45 | $0.00 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · derivative · entry 14 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,594 Underlying: Common Stock · 7,594 shares Expires 2030-03-27 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. F8 · derivative.exercise_date: The options, representing an initial right to purchase a total of 15,188 shares, vesting in 25% annual increments beginning March 15, 2021 and each anniversary thereafter through March 15, 2024. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionStock Option (right to buy) · Derivative | 6,691 | $0.00 Strike: $348.73 | $0.00 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · derivative · entry 13 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,231 Underlying: Common Stock · 6,691 shares Expires 2029-03-29 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. F7 · derivative.exercise_date: The options, representing an initial right to purchase a total of 8,922 shares, vesting in 25% annual increments beginning March 15, 2020 and each anniversary thereafter through March 15, 2023. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionStock Option (right to buy) · Derivative | 10,344 | $0.00 Strike: $204.27 | $0.00 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · derivative · entry 12 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,344 shares Expires 2028-03-29 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. F6 · derivative.exercise_date: The options, representing an initial right to purchase a total of 13,792 shares, vesting in 25% annual increments beginning March 15, 2019 and each anniversary thereafter through March 15, 2022. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionStock Option (right to buy) · Derivative | 4,386 | $0.00 Strike: $281.53 | $0.00 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · derivative · entry 11 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,386 shares Expires 2027-03-24 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 · derivative.exercise_date: The options, representing an initial right to purchase a total of 8,771 shares, vesting in 25% annual increments beginning March 15, 2018 and each anniversary thereafter through March 15, 2021. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionStock Option (right to buy) · Derivative | 2,346 | $0.00 Strike: $191.76 | $0.00 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · derivative · entry 10 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,346 shares Expires 2026-03-25 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: The options, representing an initial right to purchase a total of 9,383 shares, vesting in 25% annual increments beginning March 15, 2017 and each anniversary thereafter through March 15, 2020. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 12,462 | $427.31 | $5,325,153.42 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 9 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,037 F3 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $427.14 to $427.99. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 12,545 | $426.75 | $5,353,635.20 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 8 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,499 F2 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $426.12 to $427.12. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | SaleCommon Stock | 7,525 | $425.28 | $3,200,227.49 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 7 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,044 F1 · price: The price reported in Column 4 is a weighted average price. The prices actually received ranged from $425.00 to $425.93. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing a weighted average price. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 1,171 | $306.59 | $359,016.89 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 6 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,569 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 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 7,594 | $174.45 | $1,324,773.30 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 5 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,398 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 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 6,691 | $348.73 | $2,333,352.43 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 4 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,804 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 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 10,344 | $204.27 | $2,112,968.88 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 3 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,113 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 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 4,386 | $281.53 | $1,234,790.58 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,769 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 09, 2022 Filed Jun 13, 2022 20:16 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Exercise / conversionCommon Stock | 2,346 | $191.76 | $449,868.96 |
DisclosureSEC source: 0001567619-22-012768 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,383 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 |
| April 01, 2022 Filed Apr 5, 2022 15:13 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 2,358 | $8.54 | $20,137.32 |
DisclosureSEC source: 0000055772-22-000037 · wf-form4_164918597657368.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,896 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 20:34 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 3,551 | $0.00 Strike: $395.84 | $0.00 |
DisclosureSEC source: 0001567619-22-007587 · doc1.xml · derivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,551 Underlying: Common Stock · 3,551 shares Expires 2032-03-24 F2 · derivative.exercise_date: The options, representing an initial right to purchase a total of 3,551 shares, vesting in 25% annual increments beginning March 15, 2023 and each anniversary thereafter through March 15, 2026. Read SEC document |
| March 24, 2022 Filed Mar 28, 2022 20:34 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-007587 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,037 F1 · shares: Represents grant of 892 shares of restricted stock, vesting 100% on March 15, 2025. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:24 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 508 | $371.38 | $188,661.04 |
DisclosureSEC source: 0001567619-22-007163 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,145 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 13:17 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 2,041 | $10.36 | $21,144.76 |
DisclosureSEC source: 0000055772-22-000012 · wf-form4_164140663116630.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 14:23 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,761 | $11.58 | $20,392.38 |
DisclosureSEC source: 0000055772-21-000139 · wf-form4_163345822515442.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,497 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 15:55 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,426 | $13.25 | $18,894.50 |
DisclosureSEC source: 0000055772-21-000074 · wf-form4_162560129562187.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 15:01 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,373 | $13.95 | $19,153.35 |
DisclosureSEC source: 0000055772-21-000029 · wf-form4_161764919101707.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,310 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 22:36 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 4,686 | $0.00 Strike: $306.59 | $0.00 |
DisclosureSEC source: 0001567619-21-007154 · doc1.xml · derivative · entry 3 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,686 Underlying: Common Stock · 4,686 shares Expires 2031-03-25 F3 · derivative.exercise_date: The options, representing an initial right to purchase a total of 4,686 shares, vesting in 25% annual increments beginning March 15, 2022 and each anniversary thereafter through March 15, 2025. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 22:36 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 1,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-007154 · doc1.xml · nonDerivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,653 F2 · shares: Represents grant of 1,086 shares of restricted stock, vesting 100% on March 15, 2024. Read SEC document |
| March 25, 2021 Filed Mar 29, 2021 22:36 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 813 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-007154 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,567 F1 · shares: Represents 813 performance-based restricted share units, which were awarded on March 29, 2019 under the Amended and Restated Ulta Beauty, Inc. 2011 Incentive Award Plan. Each performance-based restricted share unit represents the right to one share of common stock, which vested based on satisfaction of certain performance goals and a time-based service vesting restriction which lapses on March 15, 2022, subject to continued employment. The Company's compensation committee certified on March 25, 2021 that the performance vesting goals were satisfied. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:07 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 982 | $322.49 | $316,685.18 |
DisclosureSEC source: 0001567619-21-006517 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,754 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 14:11 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,542 | $11.83 | $18,241.86 |
DisclosureSEC source: 0000055772-21-000008 · wf-form4_160996028717171.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,937 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 10:01 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,165 | $10.65 | $12,407.25 |
DisclosureSEC source: 0000055772-20-000150 · wf-form4_160450203877429.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,395 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 09:14 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 573 | $10.67 | $6,113.91 |
DisclosureSEC source: 0000055772-20-000124 · wf-form4_160190367891851.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,230 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 11:18 UTC | KIMBALL INTERNATIONAL INC KBAL · Entity 112927 | GrantCLASS B COMMON STOCK | 1,657 | $11.02 | $18,260.14 |
DisclosureSEC source: 0000055772-20-000071 · wf-form4_159404870549903.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,657 F1 · kind: Acquired pursuant to the Kimball International 2017 Stock Incentive Plan. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 22:26 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 15,188 | $0.00 Strike: $174.45 | $0.00 |
DisclosureSEC source: 0001567619-20-007244 · doc1.xml · derivative · entry 3 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,188 Underlying: Common Stock · 15,188 shares Expires 2030-03-27 F3 · derivative.exercise_date: The options, representing an initial right to purchase a total of 15,188 shares, vesting in 25% annual increments beginning March 15, 2021 and each anniversary thereafter through March 15, 2024. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 22:26 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 4,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007244 · doc1.xml · nonDerivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,736 F2 · shares: Represents grant of 4,737 shares of restricted stock, vesting 100% on March 15, 2023. Read SEC document |
| March 27, 2020 Filed Mar 31, 2020 22:26 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 1,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007244 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999 F1 · shares: Represents 1,598 performance-based restricted share units, which were awarded on March 29, 2018 under the Amended and Restated Ulta Beauty, Inc. 2011 Incentive Award Plan. Each performance-based restricted share unit represents the right to one share of common stock, which vested based on satisfaction of certain performance goals and a time-based service vesting restriction which lapses on March 15, 2021, subject to continued employment. The Company's compensation committee certified on March 27, 2020 that the performance vesting goals were satisfied. Read SEC document |
| March 15, 2020 Filed Mar 17, 2020 21:26 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | Tax withholdingCommon Stock | 570 | $207.06 | $118,024.20 |
DisclosureSEC source: 0001567619-20-006611 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,401 F1 · shares: Represents the number of shares withheld by the issuer to satisfy applicable tax withholding obligations in connection with the vesting of restricted stock grants previously reported. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:03 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantStock Option (right to buy) · Derivative | 8,922 | $0.00 Strike: $348.73 | $0.00 |
DisclosureSEC source: 0001567619-19-008185 · doc1.xml · derivative · entry 3 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,922 Underlying: Common Stock · 8,922 shares Expires 2029-03-29 F3 · derivative.exercise_date: The options, representing an initial right to purchase a total of 8,922 shares, vesting in 25% annual increments beginning March 15, 2020 and each anniversary thereafter through March 15, 2023. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:03 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-008185 · doc1.xml · nonDerivative · entry 2 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,971 F2 · shares: Represents grant of 921 shares of restricted stock, vesting 100% on March 15, 2022. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 21:03 UTC | Ulta Beauty, Inc. ULTA · Entity 977 | GrantCommon Stock | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-008185 · doc1.xml · nonDerivative · entry 1 Settersten Scott M · CIK 0001560595 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,050 F1 · shares: Represents 1,073 performance-based restricted share units, which were awarded on March 24, 2017 under the Amended and Restated Ulta Beauty, Inc. 2011 Incentive Award Plan. Each performance-based restricted share unit represents the right to one share of common stock, which vested based on satisfaction of certain performance goals and a time-based service vesting restriction which lapses on March 15, 2020, subject to continued employment. The Company's compensation committee certified on March 29, 2019 that the performance vesting goals were satisfied. 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.