Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Petco Health & Wellness Company, Inc.WOOF · Entity 5186 | Chief Services Officer | September 18, 2023 | September 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.
Petco Health & Wellness Company, Inc.
Report date September 18, 2023 · Filed September 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 193,099 |
Reported balance
After 2023-09-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-09-18 · Tax withholding · Disposed 874 · Balance 193,099 F1: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on March 18, 2022 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (as amended, the "2021 Plan"), and a portion vested on September 18, 2023. F2: Includes 151,990 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on March 18, 2022 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (as amended, the "2021 Plan"), and a portion vested on September 18, 2023.
F2: Includes 151,990 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer.
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 18, 2023 Filed Sep 20, 2023 23:04 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | Tax withholdingClass A Common Stock | 874 | $4.30 | $3,758.20 |
DisclosureSEC source: 0001127602-23-024536 · form4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,099 F1 · shares: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on March 18, 2022 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (as amended, the "2021 Plan"), and a portion vested on September 18, 2023. F2 · balance_after: Includes 151,990 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| July 13, 2023 Filed Jul 17, 2023 23:04 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | Tax withholdingClass A Common Stock | 1,554 | $9.49 | $14,747.46 |
DisclosureSEC source: 0001127602-23-020853 · form4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,973 F1 · shares: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on January 13, 2021 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"), and a portion vested on July 13, 2023. F2 · balance_after: Includes 154,516 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| June 05, 2023 Filed Jun 7, 2023 23:03 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | Tax withholdingClass A Common Stock | 3,150 | $7.97 | $25,105.50 |
DisclosureSEC source: 0001127602-23-018208 · form4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,527 F1 · shares: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on December 5, 2022 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"), and a portion vested on June 5, 2023. F2 · balance_after: Includes 159,008 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 23:01 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 57,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012862 · form4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,677 F1 · security: Represents 57,948 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs vest in the following installments: (i) 34% on the first anniversary of 04/10/2023 (the "Grant Date"); (ii) 16.5% on the date that is 18 months following the Grant Date; (iii) 16.5% on the second anniversary of the Grant Date; (iv) 16.5% on the date that is 30 months following the Grant Date; and (v) 16.5% on the third anniversary of the Grant Date. F2 · balance_after: Includes 110,167 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 20, 2023 Filed Mar 22, 2023 23:01 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | Tax withholdingClass A Common Stock | 1,801 | $9.81 | $17,667.81 |
DisclosureSEC source: 0000950170-23-009272 · ownership.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,729 F1 · shares: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on March 18, 2022 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"), and a portion vested on March 18, 2023. F2 · balance_after: Includes 110,167 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:00 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | Tax withholdingClass A Common Stock | 11,590 | $10.33 | $119,724.70 |
DisclosureSEC source: 0000899243-23-008980 · doc4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,530 F1 · shares: The transaction reported reflects the withholding of performance stock units ("PSUs"), which were granted on July 26, 2022 under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan") and vested on March 8, 2023, in satisfaction of the Reporting Person's tax liability as a result of the settlement of the PSUs. F2 · balance_after: Includes 115,373 outstanding restricted stock units ("RSUs") granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| March 08, 2023 Filed Mar 11, 2023 00:51 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 33,149 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008188 · doc4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,120 F1 · shares: Represents shares of Class A common stock underlying performance stock units granted on July 26, 2022 under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"), that vested on March 8, 2023. F2 · balance_after: Includes 115,373 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| January 13, 2023 Filed Jan 19, 2023 00:00 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | Tax withholdingClass A Common Stock | 1,832 | $10.57 | $19,364.24 |
DisclosureSEC source: 0000899243-23-002086 · doc4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,971 F1 · shares: The transaction reported reflects the withholding of restricted stock units ("RSUs") in satisfaction of the Reporting Person's tax liability. The RSUs were granted to the Reporting Person on January 13, 2021 pursuant to the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"), and a portion vested on January 13, 2023. F2 · balance_after: Includes 115,373 outstanding RSUs granted under the 2021 Plan. Each RSU represents the right to receive one share of Class A common stock of the Issuer. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 01:00 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantEmployee Stock Option (right to buy) · Derivative | 366,301 | $0.00 Strike: $10.98 | $0.00 |
DisclosureSEC source: 0000899243-22-037952 · doc4.xml · derivative · entry 2 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,301 Underlying: Class A Common Stock · 366,301 shares Expires 2032-12-05 F3 · derivative.exercise_date: Represents options to purchase Class A Common Stock granted under the 2021 Plan. The options will vest in the following installments: (i) 10% on the date that is 6 months following Grant Date; (ii) 20% on the first anniversary of the Grant Date; (iii) 30% on the date that is 18 months following the Grant Date; and (iv) 40% on the second anniversary of the Grant Date. Read SEC document |
| December 05, 2022 Filed Dec 8, 2022 01:00 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 91,075 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-037952 · doc4.xml · nonDerivative · entry 1 Heffelfinger Jason · CIK 0001942465 · Chief Services Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,803 F1 · security: Represents 91,075 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A common stock of the Issuer ("Class A Common Stock"). The RSUs will vest in the following installments: (i) 10% on the date that is 6 months following 12/05/2022 (the "Grant Date"); (ii) 20% on the first anniversary of the Grant Date; (iii) 30% on the date that is 18 months following the Grant Date; and (iv) 40% on the second anniversary of the Grant Date. F2 · balance_after: Includes 28,790 outstanding RSUs granted under the 2021 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.