Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CRACKER BARREL OLD COUNTRY STORE, INCCBRL · Entity 4829 | Director | November 16, 2023 | November 20, 2023 |
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.
CRACKER BARREL OLD COUNTRY STORE, INC
Report date November 16, 2023 · Filed November 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,237 |
Reported balance
After 2023-11-16 transaction · row 1
1 source rowRow 1 · 2023-11-16 · Grant · Acquired 1,880 · Balance 3,237 F1: Represents an annual award of time-based RSUs payable to independent directors pursuant to the Company's 2020 Omnibus Incentive Compensation Plan. Award will cliff vest on November 16, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an annual award of time-based RSUs payable to independent directors pursuant to the Company's 2020 Omnibus Incentive Compensation Plan. Award will cliff vest on November 16, 2024.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PANERA BREAD CO
Report date July 18, 2017 · Filed July 18, 2017
Section 16 reporting ended · disclosed 2017-07-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 1
1 source rowRow 1 · 2017-07-18 · Disposition to issuer · Disposed 9,874 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April, 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. in exchange for $315 per share in cash, without interest, less any applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April, 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. in exchange for $315 per share in cash, without interest, less any applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| November 16, 2023 Filed Nov 20, 2023 21:19 UTC | CRACKER BARREL OLD COUNTRY STORE, INC CBRL · Entity 4829 | GrantCommon Stock | 1,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-007794 · primarydocument.xml · nonDerivative · entry 1 Moreton William W. · CIK 0001449672 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,237 F1 · shares: Represents an annual award of time-based RSUs payable to independent directors pursuant to the Company's 2020 Omnibus Incentive Compensation Plan. Award will cliff vest on November 16, 2024. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 21:32 UTC | CRACKER BARREL OLD COUNTRY STORE, INC CBRL · Entity 4829 | GrantCommon Stock | 1,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-008109 · primarydocument.xml · nonDerivative · entry 1 Moreton William W. · CIK 0001449672 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,357 F1 · shares: Represents a pro rata equity award of 1,357 restricted shares under the Company's Omnibus Incentive Compensation Plan in connection with the reporting person's partial year of service as a director since first being appointed to the Board of Directors on December 2, 2022. Shares vest on November 17, 2023. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 17:16 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerClass A Common Stock | 9,874 | $315.00 | $3,110,310.00 |
DisclosureSEC source: 0001209191-17-045528 · doc4.xml · nonDerivative · entry 1 Moreton William W. · CIK 0001449672 · Director · Executive Vice-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April, 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. in exchange for $315 per share in cash, without interest, less any applicable withholding taxes. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 10:37 UTC | PANERA BREAD CO PNRA · Entity 174378 | SaleClass A Common Stock | 1,974 | $232.13 | $458,224.62 |
DisclosureSEC source: 0001209191-17-010303 · doc4.xml · nonDerivative · entry 2 Moreton William W. · CIK 0001449672 · Director · Executive Vice-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,874 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 10:37 UTC | PANERA BREAD CO PNRA · Entity 174378 | SaleClass A Common Stock | 526 | $231.59 | $121,816.34 |
DisclosureSEC source: 0001209191-17-010303 · doc4.xml · nonDerivative · entry 1 Moreton William W. · CIK 0001449672 · Director · Executive Vice-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,848 Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 12:51 UTC | PANERA BREAD CO PNRA · Entity 174378 | Tax withholdingClass A Common Stock | 668 | $197.68 | $132,050.24 |
DisclosureSEC source: 0001209191-16-142566 · doc4.xml · nonDerivative · entry 1 Moreton William W. · CIK 0001449672 · Director · Executive Vice-Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,374 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.