Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| United Parks & Resorts Inc.SEAS · Entity 4601 | Chief Transformation Officer | June 17, 2023 | June 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.
United Parks & Resorts Inc.
Report date June 17, 2023 · Filed June 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,703 |
Reported balance
After 2023-06-17 transaction · row 1
1 source rowRow 1 · 2023-06-17 · Tax withholding · Disposed 2,951 · Balance 72,703 F1: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| June 17, 2023 Filed Jun 20, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 2,951 | $58.62 | $172,987.62 |
DisclosureSEC source: 0001209191-23-038331 · doc4.xml · nonDerivative · entry 1 Adams Michelle F · CIK 0001934756 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,703 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 3,513 | $0.00 Strike: $56.92 | $0.00 |
DisclosureSEC source: 0001209191-23-029407 · doc4.xml · derivative · entry 1 Adams Michelle F · CIK 0001934756 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,513 Underlying: Common Stock · 3,513 shares Expires 2033-05-11 F1 · derivative.exercise_date: The option becomes exercisable over three years, with one-third (1/3) becoming exercisable on each of the first three anniversaries of the date of grant. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 130 | $64.60 | $8,398.00 |
DisclosureSEC source: 0001209191-23-016237 · doc4.xml · nonDerivative · entry 2 Adams Michelle F · CIK 0001934756 · Chief Transformation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,654 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 438 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016237 · doc4.xml · nonDerivative · entry 1 Adams Michelle F · CIK 0001934756 · Chief Transformation Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,784 F1 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2022 Bonus Incentive Plan. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 39,000 | $0.00 Strike: $51.11 | $0.00 |
DisclosureSEC source: 0001209191-22-048238 · doc4.xml · derivative · entry 2 Adams Michelle F · CIK 0001934756 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,000 Underlying: Common Stock · 39,000 shares Expires 2032-08-30 F3 · kind: Represents a grant of employee stock options to the reporting person under the Company's 2017 Omnibus Incentive Plan and pursuant to the Company's compensation program which provides that upon the purchase of shares of common stock in the open market, certain employees of the Company may receive a matching grant of employee stock options based on a matching formula, which is currently a one-for-one basis. F4 · derivative.exercise_date: The options become exercisable on the third anniversary of the date of grant. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | PurchaseCommon Stock | 39,000 | $51.03 | $1,990,170.00 |
DisclosureSEC source: 0001209191-22-048238 · doc4.xml · nonDerivative · entry 1 Adams Michelle F · CIK 0001934756 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,346 F1 · kind: Open market purchase. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $50.91 to $51.15, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. Read SEC document |
| August 08, 2022 Filed Aug 12, 2022 21:29 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 1,829 | $0.00 Strike: $54.67 | $0.00 |
DisclosureSEC source: 0001209191-22-045669 · doc4.xml · derivative · entry 1 Adams Michelle F · CIK 0001934756 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,829 Underlying: Common Stock · 1,829 shares Expires 2032-08-08 F1 · derivative.exercise_date: The option becomes exercisable over three years, with one-third (1/3) becoming exercisable on each of the first three anniversaries of the date of grant. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 36,346 | $0.00 Strike: $41.27 | $0.00 |
DisclosureSEC source: 0001209191-22-038649 · doc4.xml · derivative · entry 2 Adams Michelle F · CIK 0001934756 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,346 Underlying: Common Stock · 36,346 shares Expires 2032-06-17 F2 · derivative.exercise_date: The option becomes exercisable over three years, with one-third (1/3) becoming exercisable on each of the first three anniversaries of the date of grant. Read SEC document |
| June 17, 2022 Filed Jun 22, 2022 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 36,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-038649 · doc4.xml · nonDerivative · entry 1 Adams Michelle F · CIK 0001934756 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,346 F1 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vests over three years, with one third (1/3) vesting on each of the first three anniversaries of the date of grant. 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.