Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Academy Sports & Outdoors, Inc.ASO · Entity 4310 | Director | June 15, 2026 | June 16, 2026 |
| 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.
Academy Sports & Outdoors, Inc.
Report date June 15, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,384 |
Reported balance
After 2026-06-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 3,384 · Balance 3,384 F1: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan"). F2: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock"). F3: On June 15, 2026, the Reporting Person was granted 3,384 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan). |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Company's 2020 Omnibus Incentive Plan, as amended (the "Plan").
F2: Each restricted stock unit represents a contingent right upon vesting to receive one share of Issuer common stock, par value $0.01 per share ("Common Stock").
F3: On June 15, 2026, the Reporting Person was granted 3,384 time-based restricted stock units that vest 100%, subject to the Reporting Person's continued service with the Issuer, on the earliest of (i) the first anniversary of the date of grant, or, if earlier, the date which is the business day immediately preceding the date of the Issuer's next Annual Meeting of Stockholders, (ii) the Reporting Person's termination due to death or Disability (as defined in the Plan), or (iii) a Change in Control (as defined in the Plan).
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 | 14,639 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 860 · Balance 14,639 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Michaels Companies, Inc.
Report date April 15, 2021 · Filed April 19, 2021
Section 16 reporting ended · disclosed 2021-04-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-04-15 transaction · row 1
1 source rowRow 1 · 2021-04-15 · Disposition to issuer · Disposed 51,133 · Balance 0 F1: Pursuant to the terms of the Merger Agreement, these shares of the Issuer's common stock were tendered and disposed of at the Acceptance Time in exchange for the right to receive $22.00 per share of common stock, net to the seller, in cash, without interest and less any applicable withholding taxes (the "Merger Consideration"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-04-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-04-15 · Disposition to issuer · Disposed 5,280 · Balance 0 F2: Pursuant to the Merger Agreement, at or immediately prior to the Effective Time, each award of restricted stock units with respect to shares of the Issuer's common stock subject to vesting based solely on continued employment or service to the Issuer or any of its subsidiaries (each, a "Restricted Stock Unit") that was then outstanding was cancelled and converted into the right to receive an amount in cash equal to (a) the number of shares subject to such Restricted Stock Unit immediately prior to the Effective Time multiplied by (b) the Merger Consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Merger Agreement, these shares of the Issuer's common stock were tendered and disposed of at the Acceptance Time in exchange for the right to receive $22.00 per share of common stock, net to the seller, in cash, without interest and less any applicable withholding taxes (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, at or immediately prior to the Effective Time, each award of restricted stock units with respect to shares of the Issuer's common stock subject to vesting based solely on continued employment or service to the Issuer or any of its subsidiaries (each, a "Restricted Stock Unit") that was then outstanding was cancelled and converted into the right to receive an amount in cash equal to (a) the number of shares subject to such Restricted Stock Unit immediately prior to the Effective Time multiplied by (b) the Merger Consideration.
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, 2016 Filed Dec 5, 2016 22:44 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032420 · edgar.xml · nonDerivative · entry 1 RAFF BERYL · CIK 0001228172 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135 F1 · price: Grant of restricted stock, which vested immediately and is acccompanied 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 14, 2016 Filed Sep 16, 2016 23:34 UTC | Michaels Companies, Inc. MIK · Entity 15760 | GrantRestricted Stock Units · Derivative | 4,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-145257 · a4.xml · derivative · entry 1 RAFF BERYL · CIK 0001228172 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,184 Underlying: Common Stock · 4,184 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock without the payment of additional consideration. F2 · derivative.exercise_date: Restricted stock units vest in one equal annual installment beginning September 14, 2017. F2 · derivative.expiration_date: Restricted stock units vest in one equal annual installment beginning September 14, 2017. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 15:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | OtherCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029368 · edgar.xml · derivative · entry 3 RAFF BERYL · CIK 0001228172 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2016-09-01 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 · 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, 2016 Filed Sep 7, 2016 15:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon share tax-offset right · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029368 · edgar.xml · derivative · entry 2 RAFF BERYL · CIK 0001228172 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common share tax-offset right · 0 shares Expires 2016-09-01 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. 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, 2016 Filed Sep 7, 2016 15:02 UTC | HELEN OF TROY LTD HELE · Entity 908 | GrantCommon Shares, par value $0.10 per share | 194 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-029368 · edgar.xml · nonDerivative · entry 1 RAFF BERYL · CIK 0001228172 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,927 F1 · price: Grant of restricted stock, which vested immediately and is acccompanied 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.