Lucy Lee Helm

CIK 1546165 · evp, chief partner officer · last filed 2019-12-17

Lucy Lee Helm is an evp, chief partner officer who has filed 39 SEC Form 4 insider transactions across 1 company since 2012. The most recent filing, for SBUX, was dated Dec 17, 2019. Across all open-market trades the lifetime net is −$8.5M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $11.8M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$11.78M

Companies

1

Total Filings

39

Lifetime Open-Market Net

-$8.51M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
SBUX evp, chief partner officer 114,333 $103.04 $11.78M -$8.51M 39 2019-12-17

Recent Filings

39 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2019-12-17 SBUX Mixed -$1.13M EDGAR
2019-11-18 SBUX Tax (F) −2,434 -$205.4K EDGAR
2019-11-15 SBUX Grant (A) +18,823 $0 EDGAR
2019-07-18 SBUX Mixed −16,304 -$297.4K EDGAR
2019-06-13 SBUX Mixed −18,294 -$581.3K EDGAR
2018-11-19 SBUX Tax (F) −1,174 -$80.0K EDGAR
2018-11-16 SBUX Grant (A) +25,955 $0 EDGAR
2017-07-19 SBUX Mixed −20,040 -$600.0K EDGAR
2016-12-16 SBUX Mixed -$949.1K EDGAR
2016-11-23 SBUX Grant (A) $0 EDGAR
Showing 110 of 39
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Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.