Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | Director | September 29, 2023 | September 29, 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.
SYSCO CORP
Report date September 29, 2023 · Filed September 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,372.835 |
Reported balance
After 2023-09-29 transaction · row 1
1 source rowRow 1 · 2023-09-29 · Grant · Acquired 187 · Balance 63,372.835 F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 4, 2017 20:58 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 240 | $52.02 | $12,484.80 |
DisclosureSEC source: 0000096021-17-000055 · edgar.xml · nonDerivative · entry 1 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,671.854 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| January 31, 2017 Filed Feb 1, 2017 22:01 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,822 | $52.74 | $96,092.28 |
DisclosureSEC source: 0000096021-17-000031 · edgar.xml · nonDerivative · entry 1 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,431.854 F1 · shares: Shares withheld for the payment of taxes incurred in connection with the receipt of shares previously deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:23 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 112 | $55.37 | $6,201.44 |
DisclosureSEC source: 0000096021-17-000014 · edgar.xml · nonDerivative · entry 2 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,084.791 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:23 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 225 | $55.37 | $12,458.25 |
DisclosureSEC source: 0000096021-17-000014 · edgar.xml · nonDerivative · entry 1 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,972.791 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:22 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,992 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-16-000359 · edgar.xml · nonDerivative · entry 1 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,747.791 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2009 Non-Employee Directors Stock Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 127 | $49.03 | $6,226.81 |
DisclosureSEC source: 0000096021-16-000300 · edgar.xml · nonDerivative · entry 2 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,584.234 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 254 | $49.03 | $12,453.62 |
DisclosureSEC source: 0000096021-16-000300 · edgar.xml · nonDerivative · entry 1 Koerber Hans-Joachim · CIK 0001422763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,457.234 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the 2009 Non-Employee Directors Stock Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral 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.