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Nasdaq · USD

WING

Wingstop Inc.

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4231
SEC CIK
0001636222
Parsed reports
466

Last 12 months

Inside the activity.

0 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202600
Feb 202602
Mar 202601
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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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
March 07, 2025 Filed Mar 11, 2025 01:14 UTC
McGrath Albert GSVP General Counsel, Secretary
Exercise / conversionCommon Stock, par value $0.01 per share 366 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000047 · wk-form4_1741655665.xml · nonDerivative · entry 1

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,865

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: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 07, 2025 Filed Mar 11, 2025 01:13 UTC
Kapoor RajSVP, Pres. of International
Exercise / conversionRestricted Stock Units · Derivative 366 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000045 · wk-form4_1741655612.xml · derivative · entry 4

Kapoor Raj · CIK 0001973855 · SVP, Pres. of International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 732

Underlying: Common Stock, par value $0.01 per share · 366 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: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F4 · derivative.exercise_date: The RSUs were granted on March 7, 2024 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F4 · derivative.expiration_date: The RSUs were granted on March 7, 2024 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 07, 2025 Filed Mar 11, 2025 01:13 UTC
Kapoor RajSVP, Pres. of International
Tax withholdingCommon Stock, par value $0.01 per share 90 $227.12 $20,440.80
Disclosure

SEC source: 0001636222-25-000045 · wk-form4_1741655612.xml · nonDerivative · entry 2

Kapoor Raj · CIK 0001973855 · SVP, Pres. of International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 542

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
March 07, 2025 Filed Mar 11, 2025 01:13 UTC
Kapoor RajSVP, Pres. of International
Exercise / conversionCommon Stock, par value $0.01 per share 366 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000045 · wk-form4_1741655612.xml · nonDerivative · entry 1

Kapoor Raj · CIK 0001973855 · SVP, Pres. of International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 632

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: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 21:12 UTC
Brewer Bradley T.SVP, Strategy & Chief of Staff
GrantRestricted Stock Units · Derivative 344 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000042 · wk-form4_1741655539.xml · derivative · entry 3

Brewer Bradley T. · CIK 0002042177 · SVP, Strategy & Chief of Staff

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 344

Underlying: Common Stock, par value $0.01 per share · 344 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:13 UTC
Fallon ChristopherSVP, Chief Information Officer
GrantRestricted Stock Units · Derivative 1,489 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000044 · wk-form4_1741655586.xml · derivative · entry 3

Fallon Christopher · CIK 0002003585 · SVP, Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,489

Underlying: Common Stock, par value $0.01 per share · 1,489 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 10, 2025 21:14 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
GrantRestricted Stock Units · Derivative 1,906 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000046 · wk-form4_1741655634.xml · derivative · entry 5

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,906

Underlying: Common Stock, par value $0.01 per share · 1,906 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:16 UTC
Skipworth MichaelDirector · President and CEO
GrantRestricted Stock Units · Derivative 13,909 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000050 · wk-form4_1741655758.xml · derivative · entry 5

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,909

Underlying: Common Stock, par value $0.01 per share · 13,909 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:15 UTC
Kaleida AlexSVP, Chief Financial Officer
GrantRestricted Stock Units · Derivative 2,658 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000049 · wk-form4_1741655730.xml · derivative · entry 5

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,658

Underlying: Common Stock, par value $0.01 per share · 2,658 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:15 UTC
Carona MarisaSVP & Chief US Fran & Dev Ops
GrantRestricted Stock Units · Derivative 2,044 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000048 · wk-form4_1741655695.xml · derivative · entry 5

Carona Marisa · CIK 0001848776 · SVP & Chief US Fran & Dev Ops

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,044

Underlying: Common Stock, par value $0.01 per share · 2,044 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:14 UTC
McGrath Albert GSVP General Counsel, Secretary
GrantRestricted Stock Units · Derivative 1,906 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000047 · wk-form4_1741655665.xml · derivative · entry 5

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,906

Underlying: Common Stock, par value $0.01 per share · 1,906 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:13 UTC
Kapoor RajSVP, Pres. of International
GrantRestricted Stock Units · Derivative 2,044 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000045 · wk-form4_1741655612.xml · derivative · entry 3

Kapoor Raj · CIK 0001973855 · SVP, Pres. of International

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,044

Underlying: Common Stock, par value $0.01 per share · 2,044 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 06, 2025 Filed Mar 11, 2025 01:12 UTC
Christenson Mark ESVP, Chief Revenue Officer
GrantRestricted Stock Units · Derivative 1,375 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000043 · wk-form4_1741655559.xml · derivative · entry 1

Christenson Mark E · CIK 0002048531 · SVP, Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,375

Underlying: Common Stock, par value $0.01 per share · 1,375 shares

Expires not disclosed

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F2 · derivative.expiration_date: The RSUs were granted on March 6, 2025 pursuant to the Wingstop Inc. 2024 Omnibus Incentive Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 17:59 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
Exercise / conversionRestricted Stock Units · Derivative 230 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000029 · wk-form4_1741129168.xml · derivative · entry 3

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 230 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 17:59 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
SaleCommon Stock, par value $0.01 per share 91 $234.78 $21,364.98
Disclosure

SEC source: 0001636222-25-000029 · wk-form4_1741129168.xml · nonDerivative · entry 2

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,903

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 17:59 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
Exercise / conversionCommon Stock, par value $0.01 per share 230 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000029 · wk-form4_1741129168.xml · nonDerivative · entry 1

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,994

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:58 UTC
Skipworth MichaelDirector · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 397 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000027 · wk-form4_1741129087.xml · derivative · entry 3

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 397 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:58 UTC
Skipworth MichaelDirector · President and CEO
Tax withholdingCommon Stock, par value $0.01 per share 157 $234.78 $36,860.46
Disclosure

SEC source: 0001636222-25-000027 · wk-form4_1741129087.xml · nonDerivative · entry 2

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,656

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:58 UTC
Skipworth MichaelDirector · President and CEO
Exercise / conversionCommon Stock, par value $0.01 per share 397 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000027 · wk-form4_1741129087.xml · nonDerivative · entry 1

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,813

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:57 UTC
McGrath Albert GSVP General Counsel, Secretary
Exercise / conversionRestricted Stock Units · Derivative 230 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000025 · wk-form4_1741129020.xml · derivative · entry 3

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 230 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:57 UTC
McGrath Albert GSVP General Counsel, Secretary
Tax withholdingCommon Stock, par value $0.01 per share 91 $234.78 $21,364.98
Disclosure

SEC source: 0001636222-25-000025 · wk-form4_1741129020.xml · nonDerivative · entry 2

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,499

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:57 UTC
McGrath Albert GSVP General Counsel, Secretary
Exercise / conversionCommon Stock, par value $0.01 per share 230 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000025 · wk-form4_1741129020.xml · nonDerivative · entry 1

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,590

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:54 UTC
Kaleida AlexSVP, Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 216 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000023 · wk-form4_1741128880.xml · derivative · entry 3

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 216 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:54 UTC
Kaleida AlexSVP, Chief Financial Officer
Tax withholdingCommon Stock, par value $0.01 per share 85 $234.78 $19,956.30
Disclosure

SEC source: 0001636222-25-000023 · wk-form4_1741128880.xml · nonDerivative · entry 2

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,542

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:54 UTC
Kaleida AlexSVP, Chief Financial Officer
Exercise / conversionCommon Stock, par value $0.01 per share 216 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000023 · wk-form4_1741128880.xml · nonDerivative · entry 1

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,627

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:52 UTC
Carona MarisaSVP & Chief US Fran & Dev Ops
Exercise / conversionRestricted Stock Units · Derivative 216 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000021 · wk-form4_1741128733.xml · derivative · entry 3

Carona Marisa · CIK 0001848776 · SVP & Chief US Fran & Dev Ops

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, par value $0.01 per share · 216 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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: The RSUs were granted on March 2, 2022 pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan. The RSUs vest in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:52 UTC
Carona MarisaSVP & Chief US Fran & Dev Ops
Tax withholdingCommon Stock, par value $0.01 per share 85 $234.78 $19,956.30
Disclosure

SEC source: 0001636222-25-000021 · wk-form4_1741128733.xml · nonDerivative · entry 2

Carona Marisa · CIK 0001848776 · SVP & Chief US Fran & Dev Ops

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,277

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
March 02, 2025 Filed Mar 4, 2025 22:52 UTC
Carona MarisaSVP & Chief US Fran & Dev Ops
Exercise / conversionCommon Stock, par value $0.01 per share 216 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000021 · wk-form4_1741128733.xml · nonDerivative · entry 1

Carona Marisa · CIK 0001848776 · SVP & Chief US Fran & Dev Ops

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,362

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: Restricted stock units ("RSUs") convert into common stock on a one-for-one basis.

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March 02, 2025 Filed Mar 5, 2025 17:51 UTC Amendment
Upshaw DonnieSVP Corp Restaurants & CPO
Tax withholdingCommon Stock, par value $0.01 per share 91 $234.78 $21,364.98
Disclosure

SEC source: 0001636222-25-000032 · wk-form4a_1741215073.xml · nonDerivative · entry 1

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,903

F1 · kind: This Form 4/A amends the Form 4 filed on March 4, 2025, solely to correct the transaction code inadvertently reported as code "S" in Table I, Column 3 of the original Form 4. Other than the foregoing, no changes have been made to the original Form 4.

F2 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of service-based restricted stock units ("RSUs"). The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 17:57 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
Tax withholdingCommon Stock, par value $0.01 per share 848 $306.02 $259,504.96
Disclosure

SEC source: 0001636222-25-000019 · wk-form4_1740092258.xml · nonDerivative · entry 6

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,764

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 17:57 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
GrantCommon Stock, par value $0.01 per share 2,153 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000019 · wk-form4_1740092258.xml · nonDerivative · entry 5

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,612

F5 · shares: On September 8, 2022, the Reporting Person was granted 861 performance-based RSUs pursuant to the Plan. The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 2,153 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 17:57 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
Tax withholdingCommon Stock, par value $0.01 per share 1,358 $306.02 $415,575.16
Disclosure

SEC source: 0001636222-25-000019 · wk-form4_1740092258.xml · nonDerivative · entry 4

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,459

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 17:57 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
GrantCommon Stock, par value $0.01 per share 3,450 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000019 · wk-form4_1740092258.xml · nonDerivative · entry 3

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,817

F4 · shares: On March 2, 2022, the Reporting Person was granted 1,380 performance-based RSUs pursuant to the Plan. The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 3,450 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 17:57 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
Tax withholdingCommon Stock, par value $0.01 per share 1,942 $306.02 $594,290.84
Disclosure

SEC source: 0001636222-25-000019 · wk-form4_1740092258.xml · nonDerivative · entry 2

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,367

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 17:57 UTC
Upshaw DonnieSVP Corp Restaurants & CPO
GrantCommon Stock, par value $0.01 per share 6,038 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000019 · wk-form4_1740092258.xml · nonDerivative · entry 1

Upshaw Donnie · CIK 0001849194 · SVP Corp Restaurants & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,309

F1 · shares: On December 7, 2021, the Reporting Person was granted 2,415 performance-based restricted stock units ("RSUs") pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan (the "Plan"). The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 6,038 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:55 UTC
Skipworth MichaelDirector · President and CEO
Tax withholdingCommon Stock, par value $0.01 per share 11,504 $306.02 $3,520,454.08
Disclosure

SEC source: 0001636222-25-000017 · wk-form4_1740092134.xml · nonDerivative · entry 6

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,416

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

F6 · balance_after: Includes 97 shares of common stock acquired under the Issuer's Employee Stock Purchase Plan on June 27, 2024.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:55 UTC
Skipworth MichaelDirector · President and CEO
GrantCommon Stock, par value $0.01 per share 29,235 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000017 · wk-form4_1740092134.xml · nonDerivative · entry 5

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,823

F5 · shares: On May 6, 2022, the Reporting Person was granted 11,694 performance-based RSUs pursuant to the Plan. The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 29,235 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:55 UTC
Skipworth MichaelDirector · President and CEO
Tax withholdingCommon Stock, par value $0.01 per share 2,343 $306.02 $717,004.86
Disclosure

SEC source: 0001636222-25-000017 · wk-form4_1740092134.xml · nonDerivative · entry 4

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,588

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:55 UTC
Skipworth MichaelDirector · President and CEO
GrantCommon Stock, par value $0.01 per share 5,953 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000017 · wk-form4_1740092134.xml · nonDerivative · entry 3

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,931

F4 · shares: On March 2, 2022, the Reporting Person was granted 2,381 performance-based RSUs pursuant to the Plan. The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 5,953 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:55 UTC
Skipworth MichaelDirector · President and CEO
Tax withholdingCommon Stock, par value $0.01 per share 4,034 $306.02 $1,234,484.68
Disclosure

SEC source: 0001636222-25-000017 · wk-form4_1740092134.xml · nonDerivative · entry 2

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,978

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:55 UTC
Skipworth MichaelDirector · President and CEO
GrantCommon Stock, par value $0.01 per share 11,320 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000017 · wk-form4_1740092134.xml · nonDerivative · entry 1

Skipworth Michael · CIK 0001644705 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,012

F1 · shares: On December 7, 2021, the Reporting Person was granted 4,528 performance-based restricted stock units ("RSUs") pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan (the "Plan"). The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 11,320 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:53 UTC
McGrath Albert GSVP General Counsel, Secretary
Tax withholdingCommon Stock, par value $0.01 per share 1,358 $306.02 $415,575.16
Disclosure

SEC source: 0001636222-25-000015 · wk-form4_1740091988.xml · nonDerivative · entry 4

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,360

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:53 UTC
McGrath Albert GSVP General Counsel, Secretary
GrantCommon Stock, par value $0.01 per share 3,450 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000015 · wk-form4_1740091988.xml · nonDerivative · entry 3

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,718

F4 · shares: On March 2, 2022, the Reporting Person was granted 1,380 performance-based RSUs pursuant to the Plan. The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 3,450 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:53 UTC
McGrath Albert GSVP General Counsel, Secretary
Tax withholdingCommon Stock, par value $0.01 per share 1,940 $306.02 $593,678.80
Disclosure

SEC source: 0001636222-25-000015 · wk-form4_1740091988.xml · nonDerivative · entry 2

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,268

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:53 UTC
McGrath Albert GSVP General Counsel, Secretary
GrantCommon Stock, par value $0.01 per share 6,038 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000015 · wk-form4_1740091988.xml · nonDerivative · entry 1

McGrath Albert G · CIK 0001635981 · SVP General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,208

F1 · shares: On December 7, 2021, the Reporting Person was granted 2,415 performance-based restricted stock units ("RSUs") pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan (the "Plan"). The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 6,038 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:47 UTC
Kaleida AlexSVP, Chief Financial Officer
Tax withholdingCommon Stock, par value $0.01 per share 1,273 $306.02 $389,563.46
Disclosure

SEC source: 0001636222-25-000012 · wk-form4_1740091634.xml · nonDerivative · entry 4

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,411

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

F5 · balance_after: Includes 97 shares of common stock acquired under the Issuer's Employee Stock Purchase Plan on June 27, 2024.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:47 UTC
Kaleida AlexSVP, Chief Financial Officer
GrantCommon Stock, par value $0.01 per share 3,235 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000012 · wk-form4_1740091634.xml · nonDerivative · entry 3

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,587

F4 · shares: On March 2, 2022, the Reporting Person was granted 1,294 performance-based RSUs pursuant to the Plan. The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 3,235 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:47 UTC
Kaleida AlexSVP, Chief Financial Officer
Tax withholdingCommon Stock, par value $0.01 per share 1,942 $306.02 $594,290.84
Disclosure

SEC source: 0001636222-25-000012 · wk-form4_1740091634.xml · nonDerivative · entry 2

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,352

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:47 UTC
Kaleida AlexSVP, Chief Financial Officer
GrantCommon Stock, par value $0.01 per share 6,038 $0.00 $0.00
Disclosure

SEC source: 0001636222-25-000012 · wk-form4_1740091634.xml · nonDerivative · entry 1

Kaleida Alex · CIK 0001880925 · SVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,294

F1 · shares: On December 7, 2021, the Reporting Person was granted 2,415 performance-based restricted stock units ("RSUs") pursuant to the Wingstop Inc. 2015 Omnibus Incentive Compensation Plan (the "Plan"). The performance-based RSUs vest based on the Issuer's satisfaction of certain performance criteria for the three-year period ended December 28, 2024, with the number that would vest upon maximum performance equal to 250% of the target number specified in the grant. The performance criteria were met at the maximum performance level, resulting in the vesting of 6,038 performance-based RSUs.

F2 · price: RSUs convert into common stock on a one-for-one basis.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 22:45 UTC
Carona MarisaSVP & Chief US Fran & Dev Ops
Tax withholdingCommon Stock, par value $0.01 per share 1,273 $306.02 $389,563.46
Disclosure

SEC source: 0001636222-25-000010 · wk-form4_1740091515.xml · nonDerivative · entry 4

Carona Marisa · CIK 0001848776 · SVP & Chief US Fran & Dev Ops

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,146

F3 · shares: Represents the number of shares withheld for the payment of tax liabilities in connection with the vesting of performance-based RSUs. The withholding of these shares occurred automatically upon the vesting of the RSUs, and as such, no investment decision was made by the Reporting Person in connection with this transaction.

F5 · balance_after: Includes 97 shares of common stock acquired under the Issuer's Employee Stock Purchase Plan on June 27, 2024.

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.