Tapewire

NYSE · USD

UNF

UNIFIRST CORP

Export transactions ↓
Tapewire entity
3907
SEC CIK
0000717954
Parsed reports
399

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202500
Jan 202600
Feb 202602
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
November 28, 2022 Filed Nov 30, 2022 23:44 UTC GrantStock Appreciation Right · Derivative 858 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059096 · doc4.xml · derivative · entry 2

Postek Thomas · CIK 0001336375 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 858

Underlying: Common Stock ($0.10 par value) · 858 shares

Expires 2030-11-28

F2 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:44 UTC GrantCommon Stock 525 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059096 · doc4.xml · nonDerivative · entry 1

Postek Thomas · CIK 0001336375 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,086

F1 · shares: Represents an award of unrestricted Common Stock under the Amended and Restated UniFirst Corporation 2010 Stock Option and Incentive Plan.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:42 UTC GrantStock Appreciation Right · Derivative 858 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059094 · doc4.xml · derivative · entry 2

NOWICKI JOSEPH M · CIK 0001238633 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 858

Underlying: Common Stock ($0.10 par value) · 858 shares

Expires 2030-11-28

F2 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:42 UTC GrantCommon Stock 525 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059094 · doc4.xml · nonDerivative · entry 1

NOWICKI JOSEPH M · CIK 0001238633 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 754

F1 · shares: Represents an award of unrestricted Common Stock under the Amended and Restated UniFirst Corporation 2010 Stock Option and Incentive Plan.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:39 UTC GrantStock Appreciation Right · Derivative 858 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059092 · doc4.xml · derivative · entry 1

Iandoli Michael · CIK 0001385748 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 858

Underlying: Common Stock ($0.10 par value) · 858 shares

Expires 2030-11-28

F1 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:41 UTC
Katz David MartinExecutive VP, Sales/Marketing
GrantStock Appreciation Right · Derivative 1,796 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059093 · doc4.xml · derivative · entry 2

Katz David Martin · CIK 0001459610 · Executive VP, Sales/Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,796

Underlying: Common Stock ($0.10 par value) · 1,796 shares

Expires 2032-11-28

F3 · security: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

F3 · derivative.exercise_date: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:41 UTC
Katz David MartinExecutive VP, Sales/Marketing
GrantCommon Stock 1,772 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059093 · doc4.xml · nonDerivative · entry 1

Katz David Martin · CIK 0001459610 · Executive VP, Sales/Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,070

F1 · shares: Represents restricted stock units granted under the UniFirst Corporation Amended and Restated 2010 Stock Option and Incentive Plan (the "2010 Plan"). Such restricted stock units vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installment on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 1,195 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026, 1,772 restricted stock units that vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027 and 557 shares of Common Stock owned by the reporting person.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:37 UTC
Croatti Michael AExecutive Vice President
GrantStock Appreciation Right · Derivative 1,397 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059090 · doc4.xml · derivative · entry 3

Croatti Michael A · CIK 0001656304 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,397

Underlying: Common Stock ($0.10 par value) · 1,397 shares

Expires 2032-11-28

F3 · security: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

F3 · derivative.exercise_date: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:37 UTC
Croatti Michael AExecutive Vice President
GrantCommon Stock 1,378 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059090 · doc4.xml · nonDerivative · entry 1

Croatti Michael A · CIK 0001656304 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,275

F1 · shares: Represents restricted stock units granted under the UniFirst Corporation Amended and Restated 2010 Stock Option and Incentive Plan (the "2010 Plan"). Such restricted stock units vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining annual installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installment on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 896 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026, 1,378 restricted stock units that vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027 and 2,455 shares of Common Stock owned by the reporting person.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:38 UTC
DIFILLIPPO DAVID AExecutive VP of Operations
GrantStock Appreciation Right · Derivative 1,397 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059091 · doc4.xml · derivative · entry 2

DIFILLIPPO DAVID A · CIK 0001261137 · Executive VP of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,397

Underlying: Common Stock ($0.10 par value) · 1,397 shares

Expires 2032-11-28

F3 · security: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

F3 · derivative.exercise_date: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:38 UTC
DIFILLIPPO DAVID AExecutive VP of Operations
GrantCommon Stock 1,378 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059091 · doc4.xml · nonDerivative · entry 1

DIFILLIPPO DAVID A · CIK 0001261137 · Executive VP of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,119

F1 · shares: Represents restricted stock units granted under the UniFirst Corporation Amended and Restated 2010 Stock Option and Incentive Plan (the "2010 Plan"). Such restricted stock units vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining annual installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installments on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining annual equal installments on October 31, 2023, October 31, 2024 and October 31, 2025, 896 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026, 1,378 restricted stock units that vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027 and 11,299 shares of Common Stock owned by the reporting person.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:36 UTC GrantStock Appreciation Right · Derivative 599 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059089 · doc4.xml · derivative · entry 2

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 599

Underlying: Common Stock ($0.10 par value) · 599 shares

Expires 2032-11-28

F3 · security: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

F3 · derivative.exercise_date: This stock appreciation right, which was granted under the 2010 Plan, becomes vested and exercisable in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027. This stock appreciation right is required to be settled in stock at the time of exercise.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:36 UTC GrantCommon Stock 591 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-059089 · doc4.xml · nonDerivative · entry 1

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,990

F1 · shares: Represents restricted stock units granted under the UniFirst Corporation Amended and Restated 2010 Stock Option and Incentive Plan (the "2010 Plan"). Such restricted stock units vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027.

F2 · balance_after: Consists of 99 restricted stock units that vest in one remaining annual installment on October 31, 2023, 156 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 281 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 374 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026, 591 restricted stock units that vest in five equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025, October 31, 2026 and October 31, 2027 and 17,489 shares of Common Stock owned by the reporting person.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:34 UTC
CROATTI CYNTHIADirector · 10% owner
GrantStock Appreciation Right · Derivative 858 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059088 · doc4.xml · derivative · entry 1

CROATTI CYNTHIA · CIK 0001260756 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 858

Underlying: Common Stock ($0.10 par value) · 858 shares

Expires 2030-11-28

F1 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:33 UTC GrantStock Appreciation Right · Derivative 858 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059087 · doc4.xml · derivative · entry 1

Cohen Phillip L · CIK 0001303645 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 858

Underlying: Common Stock ($0.10 par value) · 858 shares

Expires 2030-11-28

F1 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
November 28, 2022 Filed Nov 30, 2022 23:33 UTC GrantStock Appreciation Right · Derivative 858 $0.00 Strike: $190.53 $0.00
Disclosure

SEC source: 0001209191-22-059086 · doc4.xml · derivative · entry 1

CAMILLI KATHLEEN M · CIK 0001235360 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 858

Underlying: Common Stock ($0.10 par value) · 858 shares

Expires 2030-11-28

F1 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
November 27, 2022 Filed Nov 30, 2022 23:46 UTC
Sintros Steven SDirector · President and CEO
Tax withholdingCommon Stock 380 $192.06 $72,982.80
Disclosure

SEC source: 0001209191-22-059099 · doc4.xml · nonDerivative · entry 1

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,980

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

Read SEC document
November 19, 2022 Filed Nov 22, 2022 21:01 UTC
Sintros Steven SDirector · President and CEO
Tax withholdingCommon Stock 286 $191.55 $54,783.30
Disclosure

SEC source: 0001209191-22-058338 · doc4.xml · nonDerivative · entry 1

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,360

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of (i) 10,733 shares of Common Stock owned by the reporting person, (ii) 1,711 restricted stock units that will vest in two remaining equal annual installments on November 27, 2022 and November 27, 2023,(iii) 605 restricted stock units that will vest on December 14, 2022, (iv) 1,392 restricted stock units that will vest in two remaining equal annual installments on October 29, 2023 and October 29, 2024, (v) 1,934 restricted stock units that will vest in three remaining equal annual installments on November 19, 2023, November 19, 2024 and November 19, 2025 and (vi) 2,985 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:51 UTC
Sintros Steven SDirector · President and CEO
Tax withholdingCommon Stock 331 $184.01 $60,907.31
Disclosure

SEC source: 0001209191-22-055339 · doc4.xml · nonDerivative · entry 1

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,646

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of (i) 10,375 shares of Common Stock owned by the reporting person, (ii) 1,711 restricted stock units that will vest in two remaining equal annual installments on November 27, 2022 and November 27, 2023,(iii) 605 restricted stock units that will vest on December 14, 2022, (iv) 1,392 restricted stock units that will vest in two remaining equal annual installments on October 29, 2023 and October 29, 2024, (v) 2,578 restricted stock units that will vest in four remaining equal annual installments on November 19, 2022, November 19, 2023, November 19, 2024 and November 19, 2025 and (vi) 2,985 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:49 UTC
Croatti Michael AExecutive Vice President
Tax withholdingCommon Stock 383 $184.01 $70,475.83
Disclosure

SEC source: 0001209191-22-055335 · doc4.xml · nonDerivative · entry 1

Croatti Michael A · CIK 0001656304 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,897

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining annual installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installment on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 896 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 2,455 shares of Common Stock owned by the reporting person.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:37 UTC
Ross William MastersExecutive Vice President
Tax withholdingCommon Stock 383 $184.01 $70,475.83
Disclosure

SEC source: 0001209191-22-055318 · doc4.xml · nonDerivative · entry 1

Ross William Masters · CIK 0001688445 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,188

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining annual installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installment on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 896 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 1,746 shares of Common Stock owned by the reporting person.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:48 UTC Tax withholdingCommon Stock 155 $184.01 $28,521.55
Disclosure

SEC source: 0001209191-22-055332 · doc4.xml · nonDerivative · entry 1

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,399

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of 99 restricted stock units that vest in one remaining annual installment on October 31, 2023, 156 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 281 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 374 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 17,489 shares of Common Stock owned by the reporting person.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:37 UTC
O'Connor ShaneExecutive VP and CFO
Tax withholdingCommon Stock 430 $184.01 $79,124.30
Disclosure

SEC source: 0001209191-22-055313 · doc4.xml · nonDerivative · entry 1

O'Connor Shane · CIK 0001370639 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,471

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of 211 restricted stock units that vest in one remaining annual installment on January 2, 2023, 247 restricted stock units that vest in one remaining annual installment on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 1,344 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 579 shares of Common Stock owned by the reporting person.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:36 UTC
Katz David MartinExecutive VP, Sales/Marketing
Tax withholdingCommon Stock 415 $184.01 $76,364.15
Disclosure

SEC source: 0001209191-22-055311 · doc4.xml · nonDerivative · entry 1

Katz David Martin · CIK 0001459610 · Executive VP, Sales/Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,298

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installment on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining equal annual installments on October 31, 2023, October 31, 2024 and October 31, 2025, 1,195 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 557 shares of Common Stock owned by the reporting person.

Read SEC document
October 31, 2022 Filed Nov 2, 2022 20:35 UTC
DIFILLIPPO DAVID AExecutive VP of Operations
Tax withholdingCommon Stock 383 $184.01 $70,475.83
Disclosure

SEC source: 0001209191-22-055308 · doc4.xml · nonDerivative · entry 1

DIFILLIPPO DAVID A · CIK 0001261137 · Executive VP of Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,741

F1 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining annual installment on December 20, 2022, 247 restricted stock units that vest in one remaining annual installments on October 31, 2023, 388 restricted stock units that vest in two remaining equal annual installments on October 31, 2023 and October 31, 2024, 702 restricted stock units that vest in three remaining annual equal installments on October 31, 2023, October 31, 2024 and October 31, 2025, 896 restricted stock units that vest in four remaining equal annual installments on October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 11,299 shares of Common Stock owned by the reporting person.

Read SEC document
October 29, 2022 Filed Nov 1, 2022 20:57 UTC
Sintros Steven SDirector · President and CEO
Tax withholdingCommon Stock 295 $183.14 $54,026.30
Disclosure

SEC source: 0001209191-22-055062 · doc4.xml · nonDerivative · entry 4

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,977

F2 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F3 · balance_after: Consists of (i) 9,960 shares of Common Stock owned by the reporting person, (ii) 1,711 restricted stock units that will vest in two remaining equal annual installments on November 27, 2022 and November 27, 2023,(iii) 605 restricted stock units that will vest on December 14, 2022, (iv) 1,392 restricted stock units that will vest in two remaining equal annual installments on October 29, 2023 and October 29, 2024, (v) 2,578 restricted stock units that will vest in four remaining equal annual installments on November 19, 2022, November 19, 2023, November 19, 2024 and November 19, 2025 and (vi) 3,731 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
October 28, 2022 Filed Nov 1, 2022 20:57 UTC
Sintros Steven SDirector · President and CEO
Exercise / conversionStock Appreciation Right · Derivative 4,000 $0.00 Strike: $119.00 $0.00
Disclosure

SEC source: 0001209191-22-055062 · doc4.xml · derivative · entry 5

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock ($0.10 par value) · 4,000 shares

Expires 2026-10-24

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
October 28, 2022 Filed Nov 1, 2022 20:57 UTC
Sintros Steven SDirector · President and CEO
SaleCommon Stock 1,567 $180.00 $282,060.00
Disclosure

SEC source: 0001209191-22-055062 · doc4.xml · nonDerivative · entry 3

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,272

F1 · shares: Represents shares sold pursuant to a Rule 10b5-1 sales plan.

Read SEC document
October 28, 2022 Filed Nov 1, 2022 20:57 UTC
Sintros Steven SDirector · President and CEO
Disposition to issuerCommon Stock 3,220 $180.00 $579,600.00
Disclosure

SEC source: 0001209191-22-055062 · doc4.xml · nonDerivative · entry 2

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,839

Read SEC document
October 28, 2022 Filed Nov 1, 2022 20:57 UTC
Sintros Steven SDirector · President and CEO
Exercise / conversionCommon Stock 4,000 $119.00 $476,000.00
Disclosure

SEC source: 0001209191-22-055062 · doc4.xml · nonDerivative · entry 1

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,059

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
October 28, 2022 Filed Nov 1, 2022 20:40 UTC
O'Connor ShaneExecutive VP and CFO
SaleCommon Stock 1,233 $180.00 $221,940.00
Disclosure

SEC source: 0001209191-22-055055 · doc4.xml · nonDerivative · entry 1

O'Connor Shane · CIK 0001370639 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,901

F1 · shares: Represents shares sold pursuant to a Rule 10b5-1 sales plan.

F2 · balance_after: Consists of 211 restricted stock units that vest in one remaining annual installment on January 2, 2023, 493 restricted stock units that vest in two remaining equal annual installments on October 31, 2022 and October 31, 2023, 582 restricted stock units that vest in three remaining equal annual installments on October 31, 2022, October 31, 2023 and October 31, 2024, 936 restricted stock units that vest in four remaining equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024 and October 31, 2025 and 1,679 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
October 28, 2022 Filed Nov 1, 2022 20:28 UTC Exercise / conversionStock Appreciation Right · Derivative 975 $0.00 Strike: $118.76 $0.00
Disclosure

SEC source: 0001209191-22-055033 · doc4.xml · derivative · entry 3

Postek Thomas · CIK 0001336375 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock ($0.10 par value) · 975 shares

Expires 2023-01-16

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
October 28, 2022 Filed Nov 1, 2022 20:28 UTC Disposition to issuerCommon Stock 656 $176.58 $115,836.48
Disclosure

SEC source: 0001209191-22-055033 · doc4.xml · nonDerivative · entry 2

Postek Thomas · CIK 0001336375 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,561

Read SEC document
October 28, 2022 Filed Nov 1, 2022 20:28 UTC Exercise / conversionCommon Stock 975 $118.76 $115,791.00
Disclosure

SEC source: 0001209191-22-055033 · doc4.xml · nonDerivative · entry 1

Postek Thomas · CIK 0001336375 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,217

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
October 25, 2022 Filed Oct 27, 2022 20:39 UTC
Sintros Steven SDirector · President and CEO
Tax withholdingCommon Stock 791 $172.27 $136,265.57
Disclosure

SEC source: 0001209191-22-054722 · doc4.xml · nonDerivative · entry 2

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,059

F2 · shares: Represents shares of Common Stock withheld by UniFirst Corporation to satisfy certain tax withholding obligations in connection with the vesting of certain restricted stock units.

F3 · balance_after: Consists of (i) 10,346 shares of Common Stock owned by the reporting person, (ii) 1,711 restricted stock units that will vest in two remaining equal annual installments on November 27, 2022 and November 27, 2023,(iii) 605 restricted stock units that will vest on December 14, 2022, (iv) 2,088 restricted stock units that will vest in three remaining equal annual installments on October 29, 2022, October 29, 2023 and October 29, 2024, (v) 2,578 restricted stock units that will vest in four remaining equal annual installments on November 19, 2022, November 19, 2023, November 19, 2024 and November 19, 2025 and (vi) 3,731 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
October 25, 2022 Filed Oct 27, 2022 20:39 UTC
Sintros Steven SDirector · President and CEO
GrantCommon Stock 1,866 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-054722 · doc4.xml · nonDerivative · entry 1

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,850

F1 · shares: Represents restricted stock units that were earned based on the achievement of certain performance criteria and which vested.

Read SEC document
October 19, 2022 Filed Oct 20, 2022 19:04 UTC
Sintros Steven SDirector · President and CEO
Exercise / conversionStock Appreciation Right · Derivative 4,000 $0.00 Strike: $104.67 $0.00
Disclosure

SEC source: 0001209191-22-054182 · doc4.xml · derivative · entry 4

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock ($0.10 par value) · 4,000 shares

Expires 2025-10-26

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
October 19, 2022 Filed Oct 20, 2022 19:04 UTC
Sintros Steven SDirector · President and CEO
SaleCommon Stock 178 $180.00 $32,040.00
Disclosure

SEC source: 0001209191-22-054182 · doc4.xml · nonDerivative · entry 3

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,984

F1 · shares: Represents shares sold pursuant to a Rule 10b5-1 sales plan.

F2 · balance_after: Consists of (i) 9,271 shares of Common Stock owned by the reporting person, (ii) 1,711 restricted stock units that will vest in two remaining equal annual installments on November 27, 2022 and November 27, 2023,(iii) 605 restricted stock units that will vest on December 14, 2022, (iv) 2,088 restricted stock units that will vest in three remaining equal annual installments on October 29, 2022, October 29, 2023 and October 29, 2024, (v) 2,578 restricted stock units that will vest in four remaining equal annual installments on November 19, 2022, November 19, 2023, November 19, 2024 and November 19, 2025 and (vi) 3,731 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
October 19, 2022 Filed Oct 20, 2022 19:04 UTC
Sintros Steven SDirector · President and CEO
Disposition to issuerCommon Stock 3,035 $180.00 $546,300.00
Disclosure

SEC source: 0001209191-22-054182 · doc4.xml · nonDerivative · entry 2

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,162

Read SEC document
October 19, 2022 Filed Oct 20, 2022 19:04 UTC
Sintros Steven SDirector · President and CEO
Exercise / conversionCommon Stock 4,000 $104.67 $418,680.00
Disclosure

SEC source: 0001209191-22-054182 · doc4.xml · nonDerivative · entry 1

Sintros Steven S · CIK 0001453910 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,197

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
July 29, 2022 Filed Aug 1, 2022 20:16 UTC
Katz David MartinExecutive VP, Sales/Marketing
SaleCommon Stock 1,265 $195.00 $246,675.00
Disclosure

SEC source: 0001209191-22-043658 · doc4.xml · nonDerivative · entry 1

Katz David Martin · CIK 0001459610 · Executive VP, Sales/Marketing

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,713

F1 · shares: Represents shares sold pursuant to a Rule 10b5-1 sales plan.

F2 · balance_after: Consists of 209 restricted stock units that vest in one remaining installment on December 20, 2022, 493 restricted stock units that vest in two remaining equal annual installments on October 31, 2022 and October 31, 2023, 582 restricted stock units that vest in three remaining equal annual installments on October 31, 2022, October 31, 2023 and October 31, 2024, 936 restricted stock units that vest in four remaining equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024 and October 31, 2025, and 1,493 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026.

Read SEC document
July 15, 2022 Filed Jul 19, 2022 18:19 UTC
Croatti Carol10% owner
SaleClass B Common Stock · Derivative 35,714 $168.00 $5,999,952.00
Disclosure

SEC source: 0001209191-22-042523 · doc4.xml · derivative · entry 1

Croatti Carol · CIK 0001724908 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 1,110,095

Underlying: Common Stock ($0.10 par value) · 35,714 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

F2 · ownership.direct: Includes 1,035,734 shares owned directly by The Ronald D. Croatti Trust - 1993, of which Carol Croatti and Matthew Croatti are the trustees and Carol Croatti is the beneficiary. In addition, includes shares owned directly by certain trusts with respect to which Carol Croatti is a trustee but not a beneficiary. Carol Croatti disclaims beneficial ownership of these reported securities, except to the extent of her pecuniary interest therein, if any, and this report shall not be deemed an admission that she is the beneficial owner of these securities for purposes of Section 16 or any other purpose.

Read SEC document
April 05, 2022 Filed Apr 7, 2022 21:32 UTC GrantStock Appreciation Right · Derivative 750 $0.00 Strike: $174.81 $0.00
Disclosure

SEC source: 0001209191-22-023700 · doc4.xml · derivative · entry 2

NOWICKI JOSEPH M · CIK 0001238633 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 750

Underlying: Common Stock ($0.10 par value) · 750 shares

Expires 2030-04-05

F2 · security: This stock appreciation right is exercisable in full on the grant date (04/05/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of April 5, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors.

Read SEC document
April 05, 2022 Filed Apr 7, 2022 21:32 UTC GrantCommon Stock 229 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-023700 · doc4.xml · nonDerivative · entry 1

NOWICKI JOSEPH M · CIK 0001238633 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 229

F1 · shares: Represents an award of unrestricted Common Stock under the Amended and Restated UniFirst Corporation 2010 Stock Option and Incentive Plan.

Read SEC document
March 14, 2022 Filed Mar 18, 2022 18:37 UTC Exercise / conversionStock Appreciation Right · Derivative 250 $0.00 Strike: $104.67 $0.00
Disclosure

SEC source: 0001209191-22-019986 · doc4.xml · derivative · entry 4

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock ($0.10 par value) · 250 shares

Expires 2025-10-26

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
March 14, 2022 Filed Mar 18, 2022 18:37 UTC SaleCommon Stock 69 $172.24 $11,884.56
Disclosure

SEC source: 0001209191-22-019986 · doc4.xml · nonDerivative · entry 3

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,554

F1 · shares: Represents shares sold pursuant to a Rule 10b5-1 sales plan.

F2 · balance_after: Consists of 198 restricted stock units that vest in two remaining equal annual installments on October 31, 2022 and October 31, 2023, 233 restricted stock units that vest in three remaining equal annual installments on October 31, 2022, October 31, 2023 and October 31, 2024, 375 restricted stock units that vest in four remaining equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024 and October 31, 2025, 467 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 17,281 shares of Common Stock owned by the reporting person.

Read SEC document
March 14, 2022 Filed Mar 18, 2022 18:37 UTC Disposition to issuerCommon Stock 181 $172.33 $31,191.73
Disclosure

SEC source: 0001209191-22-019986 · doc4.xml · nonDerivative · entry 2

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,623

Read SEC document
March 14, 2022 Filed Mar 18, 2022 18:37 UTC Exercise / conversionCommon Stock 250 $104.67 $26,167.50
Disclosure

SEC source: 0001209191-22-019986 · doc4.xml · nonDerivative · entry 1

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,804

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
February 18, 2022 Filed Mar 4, 2022 00:01 UTC ConversionClass B Common Stock · Derivative 17,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-015889 · doc4.xml · derivative · entry 2

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,000

Underlying: Common Stock ($0.10 par value) · 17,000 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 share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

F1 · derivative.exercise_date: Each share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

F1 · derivative.expiration_date: Each share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

Read SEC document
February 18, 2022 Filed Mar 4, 2022 00:01 UTC ConversionCommon Stock 17,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-015889 · doc4.xml · nonDerivative · entry 1

Croatti Matthew · CIK 0001724534 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,554

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 · price: Each share of Class B Common Stock is convertible at any time by the holder into one share of Common Stock. Each share of Class B Common Stock automatically converts into one share of Common Stock upon transfer to a recipient that is not a permitted transferee or upon termination of the Class B Common Stock, in each case in accordance with the terms of the charter of UniFirst Corporation.

F2 · balance_after: Consists of 198 restricted stock units that vest in two remaining equal annual installments on October 31, 2022 and October 31, 2023, 233 restricted stock units that vest in three remaining equal annual installments on October 31, 2022, October 31, 2023 and October 31, 2024, 375 restricted stock units that vest in four remaining equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024 and October 31, 2025, 467 restricted stock units that vest in five equal annual installments on October 31, 2022, October 31, 2023, October 31, 2024, October 31, 2025 and October 31, 2026 and 17,281 shares of Common Stock owned by the reporting person.

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.