Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chefs' Warehouse, Inc.CHEF · Entity 3938 | Director | August 18, 2023 | August 22, 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.
Chefs' Warehouse, Inc.
Report date August 18, 2023 · Filed August 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,465 |
Reported balance
After 2023-08-18 transaction · row 1
1 source rowRow 1 · 2023-08-18 · Gift · Disposed 7,000 · Balance 26,465 F1: The Reporting Person contributed 7,000 shares of the Issuer's common stock to an irrevocable trust for the benefit of the Reporting Person's daughter. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trust, nor do they have control over the trust's investment decisions. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person contributed 7,000 shares of the Issuer's common stock to an irrevocable trust for the benefit of the Reporting Person's daughter. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trust, nor do they have control over the trust's investment decisions.
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 |
|---|---|---|---|---|---|---|
| August 18, 2023 Filed Aug 22, 2023 20:32 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000893 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,465 F1 · shares: The Reporting Person contributed 7,000 shares of the Issuer's common stock to an irrevocable trust for the benefit of the Reporting Person's daughter. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trust, nor do they have control over the trust's investment decisions. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 20:21 UTC Amendment | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GiftCommon Stock | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000671 · ownership.xml · nonDerivative · entry 2 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,465 F3 · shares: The Reporting Person contributed 5,160 shares of the Issuer's common stock to an irrevocable trust for the benefit of the Reporting Person's daughter. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trust, nor do they have control over the trust's investment decisions. F2 · balance_after: The amount of securities beneficially owned following the transaction reported in this Form 4 is reflective of the Reporting Person's beneficial ownership as of this Form 4 and includes the restricted stock units granted to the Reporting Person pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan on May 12, 2023, as reported in the Form 4 filed by the Reporting Person on May 16, 2023. Read SEC document |
| June 13, 2023 Filed Jun 14, 2023 20:21 UTC Amendment | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GiftCommon Stock | 10,269 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000671 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,625 F1 · date: The Reporting Person contributed 10,269 shares of the Issuer's common stock to an irrevocable trust for the benefit of the Reporting Person's daughter. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trust, nor do they have control over the trust's investment decisions. On March 15, 2023, the Reporting Person filed a Form 4 (the "Prior Form 4") that inadvertently reported the contribution of the same number of shares of the Issuer's common stock to irrevocable trusts for the benefit of the Reporting Person's children. The contribution reported on the Prior Form 4 did not occur, and this Form 4 amends the Prior Form 4. F1 · shares: The Reporting Person contributed 10,269 shares of the Issuer's common stock to an irrevocable trust for the benefit of the Reporting Person's daughter. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trust, nor do they have control over the trust's investment decisions. On March 15, 2023, the Reporting Person filed a Form 4 (the "Prior Form 4") that inadvertently reported the contribution of the same number of shares of the Issuer's common stock to irrevocable trusts for the benefit of the Reporting Person's children. The contribution reported on the Prior Form 4 did not occur, and this Form 4 amends the Prior Form 4. F2 · balance_after: The amount of securities beneficially owned following the transaction reported in this Form 4 is reflective of the Reporting Person's beneficial ownership as of this Form 4 and includes the restricted stock units granted to the Reporting Person pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan on May 12, 2023, as reported in the Form 4 filed by the Reporting Person on May 16, 2023. Read SEC document |
| May 12, 2023 Filed May 16, 2023 21:27 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000597 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,625 F1 · kind: The Reporting Person was granted 3,393 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2024 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 20:41 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GiftCommon Stock | 10,269 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-23-000326 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,232 F1 · shares: On March 13, 2023, the Reporting Person contributed 10,269 shares of the Issuer's common stock to irrevocable trusts for the benefit of the Reporting Person's children. Neither the Reporting Person nor any member of the Reporting Person's family is a trustee of the trusts, nor do they have control over the trusts' investment decisions. Read SEC document |
| May 13, 2022 Filed May 17, 2022 21:31 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,130 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-22-000615 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,501 F1 · kind: The Reporting Person was granted 3,130 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2023 annual stockholders' meeting or the one-year anniversary of the date of grant. F1 · price: The Reporting Person was granted 3,130 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. Amended and Restated 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2023 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| May 14, 2021 Filed May 18, 2021 21:33 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,189 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-21-000587 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,371 F1 · kind: The Reporting Person was granted 3,189 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2022 annual stockholders' meeting or the one-year anniversary of the date of grant. F1 · price: The Reporting Person was granted 3,189 time-vested restricted stock units, each convertible into one share of common stock, pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The restricted stock units will generally vest at the earlier of the date of the Issuer's 2022 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| May 15, 2020 Filed May 18, 2020 23:14 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 7,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-20-000491 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,182 F1 · price: This Reporting Person received 7,746 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The forfeiture restrictions associated with 100% of the award will lapse on the earlier of the date of the Issuer's 2021 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| May 17, 2019 Filed May 21, 2019 21:36 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 2,020 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-19-000392 · ownership.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,436 F1 · price: This Reporting Person received 2,020 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2019 Omnibus Equity Incentive Plan. The forfeiture restrictions associated with 100% of the award will lapse on the earlier of the date of the issuer's 2020 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| May 18, 2018 Filed May 21, 2018 22:39 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 2,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-18-000441 · ss93142_4.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,416 F1 · price: This reporting person received 2,523 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2011 Omnibus Equity Incentive Plan. The forfeiture restrictions associated with 100% of the award will lapse on the earlier of the date of the issuer's 2019 annual stockholders' meeting or the one-year anniversary of the date of grant. Read SEC document |
| May 19, 2017 Filed Jun 1, 2017 01:08 UTC | Chefs' Warehouse, Inc. CHEF · Entity 3938 | GrantCommon Stock | 3,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-17-000419 · ss45115_4.xml · nonDerivative · entry 1 Guarino Alan C. · CIK 0001561766 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,893 F1 · price: This reporting person received 3,691 shares of restricted common stock pursuant to The Chefs' Warehouse, Inc. 2011 Omnibus Equity Incentive Plan. The awards will vest on the earlier of the first anniversary of the grant date or the date of the subsequent annual meeting of the Company's stockholders at which any directors are elected. 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.