Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TILE SHOP HOLDINGS, INC.TTSH · Entity 9564 | Chief Financial Officer | March 06, 2024 | March 08, 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.
TILE SHOP HOLDINGS, INC.
Report date March 06, 2024 · Filed March 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,666 |
Reported balance
After 2024-03-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-06 · Tax withholding · Disposed 1,478 · Balance 75,666 F1: The reporting person has elected to satisfy her tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. |
| Common StockSEC Table I · non-derivative | Direct | 74,436 |
Reported balance
After 2024-03-07 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-07 · Tax withholding · Disposed 1,230 · Balance 74,436 F1: The reporting person has elected to satisfy her tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. F2: Includes (i) 3,424 shares of restricted stock for which the risks of forfeiture will lapse on 3/7/25; (ii) 8,230 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/6/25 and 3/6/26; (iii) 10,083 shares for which the risks of forfeiture will lapse in equal annual installments on each of 3/4/25, 3/4/26 and 3/4/27; and F3: (iv) the following shares of performance-based restricted stock, which are, in each case, subject to Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year: (A) 8,219 shares for which the risks of forfeiture will lapse on the date the Issuer files its annual report for the 2024 fiscal year; (B) 17,285 shares for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates the Issuer files its annual report for the 2024 and 2025 fiscal years, respectively; and (C) 20,167 shares for which the risks of forfeiture will lapse as to 30%, 30% and 40% on each of the dates the Issuer files its annual report for the 2024, 2025 and 2026 fiscal years, respectively. The Issuer's proxy statement contains additional information regarding the applicable performance targets. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person has elected to satisfy her tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant.
F2: Includes (i) 3,424 shares of restricted stock for which the risks of forfeiture will lapse on 3/7/25; (ii) 8,230 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/6/25 and 3/6/26; (iii) 10,083 shares for which the risks of forfeiture will lapse in equal annual installments on each of 3/4/25, 3/4/26 and 3/4/27; and
F3: (iv) the following shares of performance-based restricted stock, which are, in each case, subject to Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year: (A) 8,219 shares for which the risks of forfeiture will lapse on the date the Issuer files its annual report for the 2024 fiscal year; (B) 17,285 shares for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates the Issuer files its annual report for the 2024 and 2025 fiscal years, respectively; and (C) 20,167 shares for which the risks of forfeiture will lapse as to 30%, 30% and 40% on each of the dates the Issuer files its annual report for the 2024, 2025 and 2026 fiscal years, respectively. The Issuer's proxy statement contains additional information regarding the applicable performance targets.
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 |
|---|---|---|---|---|---|---|
| March 07, 2024 Filed Mar 8, 2024 21:03 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | Tax withholdingCommon Stock | 1,230 | $6.73 | $8,277.90 |
DisclosureSEC source: 0001104659-24-032604 · tm248404-3_4seq1.xml · nonDerivative · entry 2 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,436 F1 · shares: The reporting person has elected to satisfy her tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. F2 · balance_after: Includes (i) 3,424 shares of restricted stock for which the risks of forfeiture will lapse on 3/7/25; (ii) 8,230 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/6/25 and 3/6/26; (iii) 10,083 shares for which the risks of forfeiture will lapse in equal annual installments on each of 3/4/25, 3/4/26 and 3/4/27; and F3 · balance_after: (iv) the following shares of performance-based restricted stock, which are, in each case, subject to Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year: (A) 8,219 shares for which the risks of forfeiture will lapse on the date the Issuer files its annual report for the 2024 fiscal year; (B) 17,285 shares for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates the Issuer files its annual report for the 2024 and 2025 fiscal years, respectively; and (C) 20,167 shares for which the risks of forfeiture will lapse as to 30%, 30% and 40% on each of the dates the Issuer files its annual report for the 2024, 2025 and 2026 fiscal years, respectively. The Issuer's proxy statement contains additional information regarding the applicable performance targets. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:03 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | Tax withholdingCommon Stock | 1,478 | $6.82 | $10,079.96 |
DisclosureSEC source: 0001104659-24-032604 · tm248404-3_4seq1.xml · nonDerivative · entry 1 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,666 F1 · shares: The reporting person has elected to satisfy her tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. Read SEC document |
| March 04, 2024 Filed Mar 4, 2024 21:36 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | GrantCommon Stock | 20,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-030682 · tm247938-4_4seq1.xml · nonDerivative · entry 2 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,144 F2 · shares: Represents shares of performance-based restricted stock for which the risks of forfeiture will lapse as to 30% of the shares on the date the Issuer files its annual report for the year ending December 31, 2024, 30% of the shares on the date the Issuer files its annual report for the year ending December 31, 2025, and 40% of the shares on the date the Issuer files its annual report for the year ending December 31, 2026, subject to (i) Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and (ii) the Issuer achieving 12%, 14% and 15% of adjusted pre-tax return on capital employed for each respective year. F3 · balance_after: Includes (i) 6,849 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/7/24 and 3/7/25; (ii) 12,346 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/6/24, 3/6/25 and 3/6/26; (iii) 10,083 shares for which the risks of forfeiture will lapse in equal annual installments on each of 3/4/25, 3/4/26 and 3/4/27; and F4 · balance_after: (iv) the following shares of performance-based restricted stock, which are, in each case, subject to Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year: (A) 8,219 shares for which the risks of forfeiture will lapse on the date the Issuer files its annual report for the 2024 fiscal year; (B) 17,285 shares for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates the Issuer files its annual report for the 2024 and 2025 fiscal years, respectively; and (C) 20,167 shares for which the risks of forfeiture will lapse as to 30%, 30% and 40% on each of the dates the Issuer files its annual report for the 2024, 2025 and 2026 fiscal years, respectively. The Issuer's proxy statement contains additional information regarding the applicable performance targets. Read SEC document |
| March 04, 2024 Filed Mar 4, 2024 21:36 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | GrantCommon Stock | 10,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-030682 · tm247938-4_4seq1.xml · nonDerivative · entry 1 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,977 F1 · shares: Represents shares of restricted stock for which the risks of forfeiture will lapse in three equal annual installments on each of 3/4/25, 3/4/26 and 3/4/27, subject to continuous employment as of the applicable vesting date. Read SEC document |
| February 29, 2024 Filed Mar 1, 2024 20:48 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | Disposition to issuerCommon Stock | 13,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-030160 · tm247813-2_4seq1.xml · nonDerivative · entry 1 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,894 F1 · shares: Represents forfeiture of unvested performance-based restricted stock granted in 2022 and 2023 as a result of the applicable performance targets not being achieved. F2 · balance_after: Includes (i) 6,849 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/7/24 and 3/7/25; (ii) 12,346 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/6/24, 3/6/25 and 3/6/26; and F3 · balance_after: (iii) the following shares of performance-based restricted stock, which are, in each case, subject to Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year: (A) 8,219 shares for which the risks of forfeiture will lapse on the date the Issuer files its annual report for the 2024 fiscal year; and (B) 17,285 shares for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates the Issuer files its annual report for the 2024 and 2025 fiscal years, respectively. The Issuer's proxy statement contains additional information regarding the applicable performance targets. Read SEC document |
| March 07, 2023 Filed Mar 8, 2023 19:28 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | Tax withholdingCommon Stock | 1,230 | $4.94 | $6,076.20 |
DisclosureSEC source: 0001104659-23-030201 · tm238981-4_4seq1.xml · nonDerivative · entry 3 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,467 F3 · shares: The reporting person has elected to satisfy her tax withholding obligation in connection with the vesting of a prior restricted stock grant by directing the Issuer to withhold shares otherwise issuable upon vesting of the previously reported grant. F4 · balance_after: Includes (i) 6,849 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/7/24 and 3/7/25; (ii) 12,346 shares of restricted stock for which the risks of forfeiture will lapse in equal annual installments on each of 3/6/24, 3/6/25 and 3/6/26; and F5 · balance_after: (iii) the following shares of performance-based restricted stock, which are, in each case, subject to Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year: (A) 14,384 shares for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates the Issuer files its annual report for the 2023 and 2024 fiscal years, respectively; and (B) 24,693 shares for which the risks of forfeiture will lapse as to 30%, 30% and 40% on each of the dates the Issuer files its annual report for the 2023, 2024 and 2025 fiscal years, respectively. The Issuer's proxy statement contains additional information regarding the applicable performance targets. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 19:28 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | GrantCommon Stock | 24,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-030201 · tm238981-4_4seq1.xml · nonDerivative · entry 2 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,697 F2 · shares: Represents shares of performance-based restricted stock for which the risks of forfeiture will lapse as to 30% of the shares on the date the Issuer files its annual report for the year ending December 31, 2023, 30% of the shares on the date the Issuer files its annual report for the year ending December 31, 2024, and 40% of the shares on the date the Issuer files its annual report for the year ending December 31, 2025, subject to (i) Ms. Lunan remaining in continuous employment with the Issuer through December 31 of the year preceding the applicable vesting date and (ii) the Issuer achieving 15%, 20%, and 20% of adjusted pre-tax return on capital employed (as such results are reported in the Issuer's annual report for the applicable year) for each respective year. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 19:28 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | GrantCommon Stock | 12,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-030201 · tm238981-4_4seq1.xml · nonDerivative · entry 1 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,004 F1 · shares: Represents shares of restricted stock for which the risks of forfeiture will lapse in three equal annual installments on each of 3/6/24, 3/6/25 and 3/6/26, subject to continuous employment as of the applicable vesting date. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 18:25 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | Disposition to issuerCommon Stock | 6,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-029143 · tm238679-4_4seq1.xml · nonDerivative · entry 1 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,658 F1 · shares: Represents forfeiture of unvested performance-based restricted stock granted in 2022 as a result of the applicable performance targets not being achieved. F2 · balance_after: Includes (i) 10,274 shares of restricted stock for which the risks of forfeiture will lapse in three equal annual installments on each of 3/7/23, 3/7/24, and 3/7/25; and (ii) 14,384 shares of performance-based restricted stock for which the risks of forfeiture will lapse as to 30% and 40% of the initial number of shares granted on each of the dates that the Issuer files its annual report for the years ending December 31, 2023 and 2024, respectively, subject to Ms. Lunan remaining in continuous employment with the Issuer prior to and as of December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year. The Issuer's proxy statement contains additional information regarding the applicable performance targets. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 13:14 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | GrantCommon Stock | 20,549 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-031410 · tm228667-4_4seq1.xml · nonDerivative · entry 2 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,823 F2 · shares: Represents 20,549 shares of performance-based restricted stock for which the risks of forfeiture will lapse as to 30% of the shares on the date the Issuer files its annual report for the year ending December 31, 2022, 30% of the shares on the date the Issuer files its annual report for the year ending December 31, 2023, and 40% of the shares on the date the Issuer files its annual report for the year ending December 31, 2024, subject to (i) Ms. Lunan remaining in continuous employment with the Issuer prior to and as of December 31 of the year preceding the applicable vesting date and (ii) the Issuer achieving 18%, 20%, and 21% pre-tax return on capital employed (as such results are reported in the Issuer's annual report for the applicable year) for each respective year. F3 · balance_after: Includes (i) 10,274 shares of restricted stock for which the risks of forfeiture will lapse in three equal annual installments on each of 3/4/23, 3/4/24, and 3/4/25; and (ii) 20,549 shares of performance-based restricted stock for which the risks of forfeiture will lapse as to 30%, 30% and 40% of the shares on each of the dates that the Issuer files its annual report for the years ending December 31, 2022, 2023 and 2024, respectively, subject to Ms. Lunan remaining in continuous employment with the Issuer prior to and as of December 31 of the year preceding the applicable vesting date and the Issuer achieving its performance target for each respective year. The Issuer's proxy statement contains additional information regarding the applicable performance targets. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 13:14 UTC | TILE SHOP HOLDINGS, INC. TTSH · Entity 9564 | GrantCommon Stock | 10,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-031410 · tm228667-4_4seq1.xml · nonDerivative · entry 1 Lunan Karla · CIK 0001903946 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,274 F1 · shares: Represents 10,274 shares of restricted stock for which the risks of forfeiture will lapse in three equal annual installments on each of 3/4/23, 3/4/24 and 3/4/25, subject to continuous employment as of the applicable vesting 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.