Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Leslie's, Inc.LESL · Entity 8291 | See Remarks | January 27, 2024 | January 29, 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.
Leslie's, Inc.
Report date January 27, 2024 · Filed January 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 136,701 |
Ending reported balance
After 2024-01-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-27 · Exercise / conversion · Acquired 2,584 · Balance 137,519 Row 2 · 2024-01-27 · Tax withholding · Disposed 818 · Balance 136,701 |
| Restricted Stock Units HoldingSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 87,318 |
Reported balance
After 2024-01-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-27 · Exercise / conversion · Disposed 2,584 · Balance 87,318 F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2: Represents a grant of RSUs, of which the remaining 5,168 will vest in equal installments on January 27, 2025 and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock.
F2: Represents a grant of RSUs, of which the remaining 5,168 will vest in equal installments on January 27, 2025 and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| January 27, 2024 Filed Jan 29, 2024 21:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units Holding · Derivative | 2,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008308 · ownership.xml · derivative · entry 3 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,318 Underlying: Common Stock · 2,584 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. F1 · security: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which the remaining 5,168 will vest in equal installments on January 27, 2025 and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which the remaining 5,168 will vest in equal installments on January 27, 2025 and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| January 27, 2024 Filed Jan 29, 2024 21:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Tax withholdingCommon Stock, par value $0.001 per share | 818 | $6.85 | $5,603.30 |
DisclosureSEC source: 0000950170-24-008308 · ownership.xml · nonDerivative · entry 2 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,701 Read SEC document |
| January 27, 2024 Filed Jan 29, 2024 21:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008308 · ownership.xml · nonDerivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,519 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. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 23:30 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 3,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059028 · doc4.xml · derivative · entry 3 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,902 Underlying: Common Stock · 3,635 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which the remaining 10,905 will vest in equal installments on December 15, 2024, December 15, 2025, and December 15, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which the remaining 10,905 will vest in equal installments on December 15, 2024, December 15, 2025, and December 15, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 23:30 UTC | Leslie's, Inc. LESL · Entity 8291 | Tax withholdingCommon Stock, par value $0.001 per share | 926 | $6.63 | $6,139.38 |
DisclosureSEC source: 0001209191-23-059028 · doc4.xml · nonDerivative · entry 2 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,935 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 23:30 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 3,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-059028 · doc4.xml · nonDerivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,861 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 |
| December 07, 2023 Filed Dec 8, 2023 21:05 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 24,862 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057883 · doc4.xml · derivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,537 Underlying: Common Stock · 24,862 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which 24,862 will vest in equal installments on December 7, 2024, December 7, 2025, December 7, 2026, and December 7, 2027, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which 24,862 will vest in equal installments on December 7, 2024, December 7, 2025, December 7, 2026, and December 7, 2027, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:28 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 46,383 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031468 · doc4.xml · derivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,675 Underlying: Common Stock · 46,383 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents grants of RSUs, of which 46,383 will vest in equal installments on May 18, 2024, May 18, 2025, May 18, 2026, and May 18, 2027, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents grants of RSUs, of which 46,383 will vest in equal installments on May 18, 2024, May 18, 2025, May 18, 2026, and May 18, 2027, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 21:28 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 2,584 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005705 · doc4.xml · derivative · entry 3 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,292 Underlying: Common Stock · 2,584 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs, of which 7,752 will vest in equal installments on January 27, 2024, January 27, 2025, and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs, of which 7,752 will vest in equal installments on January 27, 2024, January 27, 2025, and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 21:28 UTC | Leslie's, Inc. LESL · Entity 8291 | Tax withholdingCommon Stock, par value $0.001 per share | 805 | $14.44 | $11,624.20 |
DisclosureSEC source: 0001209191-23-005705 · doc4.xml · nonDerivative · entry 2 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,226 Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 21:28 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 2,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005705 · doc4.xml · nonDerivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,031 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 |
| December 15, 2022 Filed Dec 19, 2022 21:15 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 14,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061879 · doc4.xml · derivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,876 Underlying: Common Stock · 14,540 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents grants of RSUs, of which 14,540 will vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025, and December 15, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents grants of RSUs, of which 14,540 will vest in equal installments on December 15, 2023, December 15, 2024, December 15, 2025, and December 15, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| September 26, 2022 Filed Sep 27, 2022 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | SaleCommon Stock, par value $0.001 per share | 3,335 | $14.82 | $49,424.70 |
DisclosureSEC source: 0001209191-22-051351 · doc4.xml · nonDerivative · entry 2 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,447 F1 · kind: Represents shares of Common Stock automatically sold by a third party equity administrator to satisfy tax liability upon settlement of restricted stock units ("RSUs"). F1 · shares: Represents shares of Common Stock automatically sold by a third party equity administrator to satisfy tax liability upon settlement of restricted stock units ("RSUs"). F1 · price: Represents shares of Common Stock automatically sold by a third party equity administrator to satisfy tax liability upon settlement of restricted stock units ("RSUs"). Read SEC document |
| September 24, 2022 Filed Sep 27, 2022 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionRestricted Stock Units · Derivative | 12,221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051351 · doc4.xml · derivative · entry 3 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,336 Underlying: Common Stock · 12,221 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_price: Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F3 · derivative.exercise_date: Represents grants of RSUs, of which 12,221 vested on September 24, 2022, and of which 10,336 will vest in equal installments on January 27, 2023, January 27, 2024, January 27, 2025, and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F3 · derivative.expiration_date: Represents grants of RSUs, of which 12,221 vested on September 24, 2022, and of which 10,336 will vest in equal installments on January 27, 2023, January 27, 2024, January 27, 2025, and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. Read SEC document |
| September 24, 2022 Filed Sep 27, 2022 20:05 UTC | Leslie's, Inc. LESL · Entity 8291 | Exercise / conversionCommon Stock, par value $0.001 per share | 12,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-051351 · doc4.xml · nonDerivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,782 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 27, 2022 Filed Feb 3, 2022 23:00 UTC | Leslie's, Inc. LESL · Entity 8291 | GrantRestricted Stock Units · Derivative | 10,336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006917 · doc4.xml · derivative · entry 1 Gazaway Brad · CIK 0001902859 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,557 Underlying: Common Stock · 10,336 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's Common Stock. F2 · derivative.exercise_date: Represents a grant of RSUs which will vest in equal installments on January 27, 2023, January 27, 2024, January 27, 2025, and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until the applicable vesting date. F2 · derivative.expiration_date: Represents a grant of RSUs which will vest in equal installments on January 27, 2023, January 27, 2024, January 27, 2025, and January 27, 2026, subject to Mr. Gazaway's continuous employment or service with the Issuer or an affiliate until 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.