Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CIRRUS LOGIC, INC.CRUS · Entity 3854 | VP & CFO | January 12, 2022 | January 13, 2022 |
| HELEN OF TROY LTDHELE · Entity 908 | Director | September 01, 2026 | September 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.
CIRRUS LOGIC, INC.
Report date January 12, 2022 · Filed January 13, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,019 |
Ending reported balance
After 2022-01-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-01-12 · Exercise / conversion · Acquired 1,500 · Balance 11,519 F1: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Row 2 · 2022-01-12 · Sale · Disposed 1,500 · Balance 10,019 F1: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. |
| Incentive Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.37 · Expires 2024-10-01 | Direct | 0 |
Reported balance
After 2022-01-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-01-12 · Exercise / conversion · Disposed 1,500 · Balance 0 F1: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F2: Only vested shares can be exercised under this option. 25% of the shares vested on 10/01/15; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 10/01/18. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021.
F2: Only vested shares can be exercised under this option. 25% of the shares vested on 10/01/15; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 10/01/18.
HELEN OF TROY LTD
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares, Par value $0.10 per shareSEC Table I · non-derivative | Direct | 12,504 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 860 · Balance 12,504 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.
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 01, 2026 Filed Sep 2, 2026 21:41 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 860 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-26-000117 · wk-form4_1788385285.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,504 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 01, 2026 Filed Jun 2, 2026 20:28 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 919 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-26-000073 · wk-form4_1780432102.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,644 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 |
| March 02, 2026 Filed Mar 3, 2026 18:10 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 1,429 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-26-000023 · wk-form4_1772561445.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,725 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 |
| December 01, 2025 Filed Dec 2, 2025 21:31 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-25-000123 · wk-form4_1764711059.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,296 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 |
| September 02, 2025 Filed Sep 3, 2025 20:36 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-25-000081 · wk-form4_1756931788.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,043 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 02, 2025 Filed Jun 4, 2025 17:49 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-25-000026 · wk-form4_1749059390.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,051 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 |
| March 03, 2025 Filed Mar 4, 2025 22:01 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-25-000002 · wk-form4_1741125654.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,118 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 |
| December 02, 2024 Filed Dec 3, 2024 18:17 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 333 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-24-000009 · wk-form4_1733249871.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,661 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 |
| September 03, 2024 Filed Sep 5, 2024 14:35 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-24-000007 · wk-form4_1725546916.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,328 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 03, 2024 Filed Jun 4, 2024 22:47 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-24-000005 · wk-form4_1717541211.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,870 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 |
| March 01, 2024 Filed Mar 4, 2024 22:58 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-24-000003 · wk-form4_1709593098.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,639 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 |
| December 01, 2023 Filed Dec 4, 2023 20:03 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-23-000006 · wk-form4_1701720187.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,442 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 |
| September 01, 2023 Filed Sep 5, 2023 20:33 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-23-000004 · wk-form4_1693945987.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,219 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 01, 2023 Filed Jun 5, 2023 19:30 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-23-000002 · wk-form4_1685993422.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,018 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 |
| March 01, 2023 Filed Mar 3, 2023 19:30 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0000916789-23-000007 · wf-form4_167787183540866.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,757 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 |
| December 01, 2022 Filed Dec 5, 2022 18:15 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-22-000008 · wf-form4_167026411712711.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,535 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 taxliabilities incurred in connection with the event. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 17:23 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-22-000006 · wf-form4_166248500880163.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,293 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. F2 · balance_after: Includes 10 additional shares since the last Form 4 filed by the reporting person, which represent a correction to the number of restricted stock granted and vested on June 1, 2022 from 127 as previously reported to 137. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 15:49 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-22-000004 · wf-form4_165427137314445.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,087 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 |
| March 01, 2022 Filed Mar 3, 2022 17:12 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-22-000002 · wf-form4_164632755894488.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,960 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 |
| January 12, 2022 Filed Jan 13, 2022 23:44 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $20.37 | $0.00 |
DisclosureSEC source: 0001273902-22-000004 · edgardoc.xml · derivative · entry 3 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2024-10-01 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F2 · derivative.exercise_date: Only vested shares can be exercised under this option. 25% of the shares vested on 10/01/15; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 10/01/18. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 23:44 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 1,500 | $95.00 | $142,500.00 |
DisclosureSEC source: 0001273902-22-000004 · edgardoc.xml · nonDerivative · entry 2 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,019 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| January 12, 2022 Filed Jan 13, 2022 23:44 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 1,500 | $20.37 | $30,555.00 |
DisclosureSEC source: 0001273902-22-000004 · edgardoc.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,519 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:19 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 1,543 | $0.00 Strike: $20.37 | $0.00 |
DisclosureSEC source: 0001273902-21-000102 · edgardoc.xml · derivative · entry 4 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,543 shares Expires 2024-10-01 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F2 · derivative.exercise_date: Only vested shares can be exercised under this option. 25% of the shares vested on 10/01/15; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 10/01/18. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:19 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 2,000 | $95.00 | $190,000.00 |
DisclosureSEC source: 0001273902-21-000102 · edgardoc.xml · nonDerivative · entry 3 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,019 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:19 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 1,543 | $95.00 | $146,585.00 |
DisclosureSEC source: 0001273902-21-000102 · edgardoc.xml · nonDerivative · entry 2 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,019 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 13, 2021 Filed Dec 15, 2021 21:19 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 1,543 | $20.37 | $31,430.91 |
DisclosureSEC source: 0001273902-21-000102 · edgardoc.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,562 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $31.25 | $0.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · derivative · entry 7 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,046 Underlying: Common Stock · 2,000 shares Expires 2025-11-04 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F3 · derivative.exercise_date: Only vested shares can be exercised under this option. 25% of the shares vested on 11/04/16; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 11/04/19. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $23.34 | $0.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · derivative · entry 6 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 Underlying: Common Stock · 2,000 shares Expires 2023-10-02 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F2 · derivative.exercise_date: Only vested shares can be exercised under this option. 25% of the shares vested on 10/02/14; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 10/02/17. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 200 | $90.00 | $18,000.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · nonDerivative · entry 5 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,019 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 2,000 | $90.00 | $180,000.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · nonDerivative · entry 4 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,219 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 2,000 | $23.34 | $46,680.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · nonDerivative · entry 3 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,219 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 2,000 | $90.00 | $180,000.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · nonDerivative · entry 2 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,219 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:22 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 2,000 | $31.25 | $62,500.00 |
DisclosureSEC source: 0001273902-21-000098 · edgardoc.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,219 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:21 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $38.99 | $0.00 |
DisclosureSEC source: 0001273902-21-000096 · edgardoc.xml · derivative · entry 6 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2022-10-03 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F3 · derivative.exercise_date: Only vested shares can be exercised under this option. 25% of the shares vested on 10/03/13; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 10/03/16. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:21 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $31.25 | $0.00 |
DisclosureSEC source: 0001273902-21-000096 · edgardoc.xml · derivative · entry 5 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,046 Underlying: Common Stock · 1,000 shares Expires 2025-11-04 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. F2 · derivative.exercise_date: Only vested shares can be exercised under this option. 25% of the shares vested on 11/04/16; the remaining shares vested monthly over the following 36 months so that the option was fully vested and exercisable on 11/04/19. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:21 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 5,000 | $85.00 | $425,000.00 |
DisclosureSEC source: 0001273902-21-000096 · edgardoc.xml · nonDerivative · entry 4 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,219 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:21 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 5,000 | $38.99 | $194,950.00 |
DisclosureSEC source: 0001273902-21-000096 · edgardoc.xml · nonDerivative · entry 3 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,219 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:21 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | SaleCommon Stock | 1,000 | $85.00 | $85,000.00 |
DisclosureSEC source: 0001273902-21-000096 · edgardoc.xml · nonDerivative · entry 2 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,219 F1 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:21 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 1,000 | $31.25 | $31,250.00 |
DisclosureSEC source: 0001273902-21-000096 · edgardoc.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,219 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 · kind: This transaction was made pursuant to a Rule 10b5-1 Plan adopted by the reporting person on August 11, 2021. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 19:42 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-21-000029 · wf-form4_163856053049050.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,839 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 |
| November 07, 2021 Filed Nov 10, 2021 21:31 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionRestricted Stock Units · Derivative | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001273902-21-000093 · edgardoc.xml · derivative · entry 6 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,311 Underlying: Common Stock · 4,300 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. F4 · derivative.exercise_price: Each restricted stock unit was the economic equivalent of one share of common stock. The restricted stock unit vested on November 7, 2021, and the Company withheld sufficient shares for payment of required tax withholdings. F5 · derivative.expiration_date: Expiration Date of 11/07/21. Read SEC document |
| November 07, 2021 Filed Nov 10, 2021 21:31 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionPerformance Shares · Derivative | 3,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001273902-21-000093 · edgardoc.xml · derivative · entry 5 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,380 Underlying: Common Stock · 3,200 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. F3 · derivative.exercise_price: Each performance based RSU (PBRSU) represented the right to receive, following vesting, up to 200% of one share of Cirrus Logic, Inc. common stock. The resulting number of shares of common stock acquired upon vesting of the PBRSUs was contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on November 7, 2018 and ending November 7, 2021. The number of shares reported here represents the target amount. On November 7, 2021, 31% of the target amount vested, and the Company withheld sufficient shares for payment of required tax obligations. F3 · derivative.expiration_date: Each performance based RSU (PBRSU) represented the right to receive, following vesting, up to 200% of one share of Cirrus Logic, Inc. common stock. The resulting number of shares of common stock acquired upon vesting of the PBRSUs was contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on November 7, 2018 and ending November 7, 2021. The number of shares reported here represents the target amount. On November 7, 2021, 31% of the target amount vested, and the Company withheld sufficient shares for payment of required tax obligations. Read SEC document |
| November 07, 2021 Filed Nov 10, 2021 21:31 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Tax withholdingCommon Stock | 1,203 | $78.85 | $94,856.55 |
DisclosureSEC source: 0001273902-21-000093 · edgardoc.xml · nonDerivative · entry 4 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,219 F2 · security: No shares were sold; these shares were withheld to satisfy tax withholding requirements. Read SEC document |
| November 07, 2021 Filed Nov 10, 2021 21:31 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 4,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001273902-21-000093 · edgardoc.xml · nonDerivative · entry 3 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,422 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 07, 2021 Filed Nov 10, 2021 21:31 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Tax withholdingCommon Stock | 391 | $78.85 | $30,830.35 |
DisclosureSEC source: 0001273902-21-000093 · edgardoc.xml · nonDerivative · entry 2 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,122 F2 · security: No shares were sold; these shares were withheld to satisfy tax withholding requirements. Read SEC document |
| November 07, 2021 Filed Nov 10, 2021 21:31 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | Exercise / conversionCommon Stock | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001273902-21-000093 · edgardoc.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,513 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 · shares: The number of performance based RSUs (PBRSUs) that vested was determined based on pre-established performance metrics over a three-year period beginning November 7, 2018 and ending November 7, 2021. A total shareholder return (TSR) measurement was made relative to the component companies of the Philadelphia Semiconductor Index, which determined a payout percentage ranging between 0-200%. The payout percentage was then multiplied by a target number of PBRSUs. Mr. Case?s target number of PBRSUs was 3,200, and Cirrus Logic's TSR for the three-year period resulted in a 31% payout percentage. Therefore 992 shares of common stock vested. Read SEC document |
| September 01, 2021 Filed Sep 2, 2021 18:27 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-21-000008 · wf-form4_163060725139092.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 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 01, 2021 Filed Jun 3, 2021 17:56 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, Par value $0.10 per share | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001270350-21-000006 · wf-form4_162274294391350.xml · nonDerivative · entry 1 CASE THURMAN K · CIK 0001270350 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,645 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 |
| March 03, 2021 Filed Mar 4, 2021 21:24 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | GrantRestricted Stock Units · Derivative | 3,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001273902-21-000026 · edgardoc.xml · derivative · entry 4 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,611 Underlying: Common Stock · 3,511 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Cirrus Logic common stock. F4 · derivative.exercise_date: 100% of the restricted stock units will vest on 3/3/24, the 3-year anniversary of the grant date. F4 · derivative.expiration_date: 100% of the restricted stock units will vest on 3/3/24, the 3-year anniversary of the grant date. Read SEC document |
| March 03, 2021 Filed Mar 4, 2021 21:24 UTC | CIRRUS LOGIC, INC. CRUS · Entity 3854 | GrantPerformance Shares · Derivative | 2,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001273902-21-000026 · edgardoc.xml · derivative · entry 3 CASE THURMAN K · CIK 0001270350 · VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,580 Underlying: Common Stock · 2,340 shares Expires not disclosed F2 · derivative.exercise_price: Each Performance-based Restricted Stock Unit ("RSU's") represents the right to receive, following vesting, up to 200% of one share of Cirrus Logic, Inc. common stock. The resulting number of shares of common stock acquired upon vesting of the performance-based RSU's is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on March 3, 2021, and ending on March 3, 2024. F2 · derivative.exercise_date: Each Performance-based Restricted Stock Unit ("RSU's") represents the right to receive, following vesting, up to 200% of one share of Cirrus Logic, Inc. common stock. The resulting number of shares of common stock acquired upon vesting of the performance-based RSU's is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on March 3, 2021, and ending on March 3, 2024. F2 · derivative.expiration_date: Each Performance-based Restricted Stock Unit ("RSU's") represents the right to receive, following vesting, up to 200% of one share of Cirrus Logic, Inc. common stock. The resulting number of shares of common stock acquired upon vesting of the performance-based RSU's is contingent upon the achievement of pre-established performance metrics, as approved by the Company's Compensation Committee, over a three-year performance period beginning on March 3, 2021, and ending on March 3, 2024. 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.