Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | COO, Branded Services | September 02, 2026 | September 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Advantage Solutions Inc.
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,173 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Tax withholding · Disposed 530 · Balance 18,173 F1: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 4, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 530 | $31.92 | $16,917.60 |
DisclosureSEC source: 0001193125-26-383716 · ownership.xml · nonDerivative · entry 1 Harsh Jeffrey Stephen · CIK 0002081864 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,173 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 5,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201628 · ownership.xml · derivative · entry 2 Harsh Jeffrey Stephen · CIK 0002081864 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,538 Underlying: Class A Common Stock · 5,538 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F3 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F3 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 12,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201628 · ownership.xml · nonDerivative · entry 1 Harsh Jeffrey Stephen · CIK 0002081864 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,703 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. F2 · balance_after: The amount of shares reported herein reflects a 1-for-25 stock split that was effected by the Issuer on March 26, 2026. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 144,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-196123 · ownership.xml · nonDerivative · entry 1 Harsh Jeffrey Stephen · CIK 0002081864 · COO, Branded Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,508 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.