Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | SVP, Controller and CAO | March 14, 2024 | March 18, 2024 |
| AMYRIS, INC.AMRS · Entity 91367 | CHIEF ACCOUNTING OFFICER | October 17, 2022 | October 19, 2022 |
| Travel & Leisure Co.TNL · Entity 4045 | See Remarks | June 01, 2022 | June 03, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ADVANCE AUTO PARTS INC
Report date March 14, 2024 · Filed March 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,179 |
Reported balance
After 2024-03-14 transaction · row 1
1 source rowRow 1 · 2024-03-14 · Grant · Acquired 1,100 · Balance 5,179 F1: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 25% and 50% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee. In addition, if the registrant's financial performance exceeds the target levels, the reporting person may receive additional shares up to a maximum of 200% of the target level grant of performance-based RSUs. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $79.53 · Expires 2034-03-13 | Direct | 2,719 |
Reported balance
After 2024-03-14 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-14 · Grant · Acquired 2,719 · Balance 2,719 F2: The option vests in three equal annual installments beginning on March 14, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported amount of time-based restricted stock units (RSUs) along with performance-based RSUs not reported on this Form 4, collectively, represent 25% and 50% portions, respectively, of a target equity award. The time-based RSUs are subject to time vesting in three approximately equal annual installments beginning one year from the grant date. The performance-based RSUs may vest on the third anniversary of the grant date, if the registrant achieves certain pre-determined financial performance targets, subject to certification by the registrant's Compensation Committee. In addition, if the registrant's financial performance exceeds the target levels, the reporting person may receive additional shares up to a maximum of 200% of the target level grant of performance-based RSUs.
F2: The option vests in three equal annual installments beginning on March 14, 2025.
AMYRIS, INC.
Report date October 17, 2022 · Filed October 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 125,000 |
Reported balance
After 2022-10-17 transaction · row 1
1 source rowRow 1 · 2022-10-17 · Grant · Acquired 125,000 · Balance 125,000 F1: Represents a restricted stock unit award that vests over three (3) years from the vesting commencement date (December 1, 2022), with 1/3 of the units subject to the award vesting on each anniversary of the vesting commencement date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit award that vests over three (3) years from the vesting commencement date (December 1, 2022), with 1/3 of the units subject to the award vesting on each anniversary of the vesting commencement date.
Travel & Leisure Co.
Report date June 01, 2022 · Filed June 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,720 |
Reported balance
After 2022-06-01 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2022-06-01 · Grant · Acquired 2,310 · Balance 10,720 F1: Common stock acquired on vesting of previously-granted restricted stock units which vested on June 1, 2022. F2: Includes previously reported shares of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 10,157 |
Reported balance
After 2022-06-01 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2022-06-01 · Tax withholding · Disposed 563 · Balance 10,157 F3: Common stock withheld as payment toward the tax liability incident to the vesting of restricted stock units granted in accordance with Rule 16b-3 and delivery of shares in respect thereof. F2: Includes previously reported shares of common stock. |
| Common StockSEC Table I · non-derivative | Direct | 13,249 |
Reported balance
Holding disclosure · report date 2022-06-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,249 F4: Previously reported restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock acquired on vesting of previously-granted restricted stock units which vested on June 1, 2022.
F2: Includes previously reported shares of common stock.
F3: Common stock withheld as payment toward the tax liability incident to the vesting of restricted stock units granted in accordance with Rule 16b-3 and delivery of shares in respect thereof.
F4: Previously reported restricted stock units.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EDGEWELL PERSONAL CARE Co
Report date April 16, 2018 · Filed April 17, 2018
Section 16 reporting ended · disclosed 2018-04-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Equivalents 1/2/2018SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-04-16 · Other · Disposed 3,316 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Restricted Stock Equivalents 11/13/2017SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-16 · Other · Disposed 1,274 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Non-Qualified Stock Options 11/13/2017SEC Table II · derivative / convertible security · Conversion / exercise price $58.90 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-04-16 · Other · Disposed 3,070 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Performance Stock Equivalents 11/13/2017SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-04-16 · Other · Disposed 4,245 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Restricted Stock Equivalents 11/3/2016SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-04-16 · Other · Disposed 892 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Non-Qualified Stock Options 11/3/2016SEC Table II · derivative / convertible security · Conversion / exercise price $74.70 | Direct | 1,671 |
Reported balance
After 2018-04-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-04-16 · Other · Disposed 3,340 · Balance 1,671 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Performance Stock Equivalents 11/3/2016SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-04-16 · Other · Disposed 2,009 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Restricted Stock Equivalents 7/8/2015SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-04-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-04-16 · Other · Disposed 1,167 · Balance 0 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Non-Qualified Stock Options 7/6/2015SEC Table II · derivative / convertible security · Conversion / exercise price $100.68 | Direct | 8,110 |
Reported balance
After 2018-04-16 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-04-16 · Other · Disposed 4,055 · Balance 8,110 F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018. |
| Common StockSEC Table I · non-derivative | Direct | 3,789 |
Reported balance
Holding disclosure · report date 2018-04-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,789 |
Filing footnotes · ownership attribution and instrument terms
F1: Unvested award forfeited upon Ms. Dreyer's departure from the Company on April 16, 2018.
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 |
|---|---|---|---|---|---|---|
| July 10, 2017 Filed Jul 12, 2017 18:24 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionCommon Stock | 1,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044868 · doc4.xml · nonDerivative · entry 1 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,882 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 |
| January 05, 2017 Filed Jan 9, 2017 16:43 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionRestricted Stock Equivalent 1/5/2015 · Derivative | 1,576 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002853 · doc4.xml · derivative · entry 3 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,576 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. F2 · derivative.exercise_date: Restricted Stock Equivalents (RSE) granted vested and converted into shares of EPC common stock on 1/5/2017. F2 · derivative.expiration_date: Restricted Stock Equivalents (RSE) granted vested and converted into shares of EPC common stock on 1/5/2017. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 16:43 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Tax withholdingCommon Stock | 610 | $75.97 | $46,341.70 |
DisclosureSEC source: 0001209191-17-002853 · doc4.xml · nonDerivative · entry 2 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,714 F1 · shares: Shares withheld as payment of a tax liability on vesting of restricted stock equivalent. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 16:43 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | Exercise / conversionCommon Stock | 1,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002853 · doc4.xml · nonDerivative · entry 1 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,324 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 03, 2016 Filed Nov 7, 2016 21:52 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantPerformance Stock Equivalents (PSE) 11/3/2016 · Derivative | 2,009 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148653 · doc4.xml · derivative · entry 3 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009 Underlying: Common Stock · 2,009 shares Expires not disclosed F3 · derivative.exercise_date: The PSEs will vest and convert into shares of Edgewell common stock on the date that Edgewell releases its earnings for the fiscal year ending September 30, 2019 if specified performance criteria are met subject to the exercise of negative discretion by the Nominating and Executive Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the adjusted earnings per share of the Company for its 2019 fiscal year. The percentage of the PSEs vesting will range from 0% to 100% based on performance. F3 · derivative.expiration_date: The PSEs will vest and convert into shares of Edgewell common stock on the date that Edgewell releases its earnings for the fiscal year ending September 30, 2019 if specified performance criteria are met subject to the exercise of negative discretion by the Nominating and Executive Compensation Committee of Edgewell's Board of Directors. The performance goal for the PSEs is the adjusted earnings per share of the Company for its 2019 fiscal year. The percentage of the PSEs vesting will range from 0% to 100% based on performance. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:52 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantRestricted Stock Equivalents (RSE) 11/3/2016 · Derivative | 1,339 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148653 · doc4.xml · derivative · entry 2 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,339 Underlying: Common Stock · 1,339 shares Expires not disclosed F2 · derivative.exercise_date: One-third of the RSEs will vest and convert into shares of Edgewell common stock on each of 11/3/2017, 11/3/2018 and 11/3/2019 if the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. F2 · derivative.expiration_date: One-third of the RSEs will vest and convert into shares of Edgewell common stock on each of 11/3/2017, 11/3/2018 and 11/3/2019 if the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:52 UTC | EDGEWELL PERSONAL CARE Co EPC · Entity 4787 | GrantNon-Qualified Stock Options 11/3/2016 · Derivative | 5,011 | $0.00 Strike: $74.70 | $0.00 |
DisclosureSEC source: 0001209191-16-148653 · doc4.xml · derivative · entry 1 DREYER ELIZABETH E. · CIK 0001504644 · VP, Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,011 Underlying: Common Stock · 5,011 shares Expires 2026-11-03 F1 · derivative.exercise_date: One-third of the Options will become exercisable on each of 11/3/2017, 11/3/2018 and 11/3/2019, as long as the Reporting Person is employed on said dates, or all or a portion may vest upon death, disability, change in control or certain termination events. 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.