Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bazaarvoice IncBV · Entity 169747 | Director | February 01, 2018 | February 05, 2018 |
| 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.
Bazaarvoice Inc
Report date February 01, 2018 · Filed February 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2018-02-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-01 · Disposition to issuer · Disposed 11,751 · Balance 35,253 F1: Disposed of pursuant to the Agreement and Plan of Merger, by and among BV Parent, LLC, BV Merger Sub, Inc. and Bazaarvoice, Inc. (the "Issuer"), dated November 26, 2017 (as amended, the "Merger Agreement"), whereby each outstanding share of the Issuer's common stock was cancelled at the effective time (the "Effective Time") of the merger (the "Merger") and converted into the right to receive a cash payment of $5.50 per share. Row 2 · 2018-02-01 · Disposition to issuer · Disposed 35,253 · Balance 0 F2: Disposed of pursuant to the Merger Agreement, whereby unvested shares of restricted stock were cancelled in exchange for cash payments in the amount of $5.50 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, by and among BV Parent, LLC, BV Merger Sub, Inc. and Bazaarvoice, Inc. (the "Issuer"), dated November 26, 2017 (as amended, the "Merger Agreement"), whereby each outstanding share of the Issuer's common stock was cancelled at the effective time (the "Effective Time") of the merger (the "Merger") and converted into the right to receive a cash payment of $5.50 per share.
F2: Disposed of pursuant to the Merger Agreement, whereby unvested shares of restricted stock were cancelled in exchange for cash payments in the amount of $5.50 per share.
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 | 12,326 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 860 · Balance 12,326 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 |
|---|---|---|---|---|---|---|
| December 01, 2017 Filed Dec 6, 2017 00:17 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | Not disclosed | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-014980 · edgar.xml · derivative · entry 2 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-12-01 F2 · derivative.exercise_price: )The accompanying tax-offset right 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 · reported_value: )The accompanying tax-offset right 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 · derivative.underlying_shares: )The accompanying tax-offset right 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: )The accompanying tax-offset right 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, 2017 Filed Dec 6, 2017 00:17 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 197 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-014980 · edgar.xml · nonDerivative · entry 1 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 578 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: )The accompanying tax-offset right 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, 2017 Filed Sep 5, 2017 22:23 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012022 · edgar.xml · derivative · entry 3 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-09-01 F2 · derivative.exercise_price: )The accompanying tax-offset right 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 · shares: )The accompanying tax-offset right 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 · derivative.underlying_shares: )The accompanying tax-offset right 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, 2017 Filed Sep 5, 2017 22:23 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | Not disclosed | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012022 · edgar.xml · derivative · entry 2 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-09-01 F2 · derivative.exercise_price: )The accompanying tax-offset right 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 · reported_value: )The accompanying tax-offset right 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 · derivative.underlying_shares: )The accompanying tax-offset right 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: )The accompanying tax-offset right 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, 2017 Filed Sep 5, 2017 22:23 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 193 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-012022 · edgar.xml · nonDerivative · entry 1 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 381 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: )The accompanying tax-offset right 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, 2017 Filed Jun 2, 2017 23:21 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008490 · edgar.xml · derivative · entry 3 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-06-01 F2 · derivative.exercise_price: )The accompanying tax-offset right 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 · shares: )The accompanying tax-offset right 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 · derivative.underlying_shares: )The accompanying tax-offset right 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, 2017 Filed Jun 2, 2017 23:21 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | Not disclosed | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-008490 · edgar.xml · derivative · entry 2 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2017-06-01 F2 · derivative.exercise_price: )The accompanying tax-offset right 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 · reported_value: )The accompanying tax-offset right 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 · derivative.underlying_shares: )The accompanying tax-offset right 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: )The accompanying tax-offset right 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, 2017 Filed Jun 2, 2017 23:21 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-008490 · edgar.xml · nonDerivative · entry 1 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188 F1 · price: Grant of restricted stock, which vested immediately and is accompanied by a tax-offset right. F2 · price: )The accompanying tax-offset right 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 |
| April 05, 2017 Filed Apr 6, 2017 16:10 UTC | Bazaarvoice Inc BV · Entity 169747 | GrantCommon Stock | 47,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-026073 · doc4.xml · nonDerivative · entry 1 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,004 F1 · shares: Represents restricted stock vesting as to 25% of shares on each of 7/5/2017, 10/5/2017, 1/5/2018 and 4/5/2018 subject to continued service as a member of the Board. Read SEC document |
| April 05, 2017 Filed May 15, 2017 16:11 UTC Amendment | Bazaarvoice Inc BV · Entity 169747 | GrantCommon Stock | 47,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032321 · doc4a.xml · nonDerivative · entry 1 Berry Krista · CIK 0001702796 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,004 F1 · security: The original filing contained the incorrect vesting schedule for the restricted stock units. F2 · shares: One-twelfth (1/12) of the shares vest on July 5, 2017, and an additional one-twelfth (1/12) of the shares vest on the corresponding day of each three month period thereafter, subject to this director's continued service as a director of the company through each such 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.