Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US Foods Holding Corp.USFD · Entity 3215 | EVP, Chief Commercial Officer | November 02, 2023 | November 06, 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.
US Foods Holding Corp.
Report date November 02, 2023 · Filed November 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,858 |
Reported balance
After 2023-11-02 transaction · row 1
1 source rowRow 1 · 2023-11-02 · Tax withholding · Disposed 1,036 · Balance 32,858 |
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 02, 2023 Filed Nov 6, 2023 22:08 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 1,036 | $21.43 | $22,201.48 |
DisclosureSEC source: 0001665918-23-000135 · wk-form4_1699308509.xml · nonDerivative · entry 1 Sturgell James D · CIK 0001979703 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,858 Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 20:34 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 8,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-23-000114 · wf-form4_168617004031879.xml · nonDerivative · entry 1 Sturgell James D · CIK 0001979703 · EVP, Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,894 F1 · shares: The restricted stock units were granted on June 5, 2023 and vest in three equal annual installments beginning on June 5, 2024. Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F2 · balance_after: Ending balance adjusted to remove 412 shares previously disclosed on the reporting person's Form 3 filed June 1, 2023, which were double counted in the voluntary reporting of purchases under the US Foods Holding Corp. Employee Stock Purchase Plan, adopted June 1, 2016. F3 · balance_after: Includes 266 shares of the Issuer's common stock not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan. 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.