Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | CFO - North America | March 11, 2023 | June 05, 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.
Advantage Solutions Inc.
Report date March 11, 2023 · Filed June 05, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 145,214 |
Last balance in matching sequence
After 2023-03-11 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2023-03-11 · Exercise / conversion · Acquired 50,042 · Balance 164,525 F1: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Includes 33,362 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of March 11, 2024 and March 11, 2025. Row 2 · 2023-03-11 · Tax withholding · Disposed 19,311 · Balance 145,214 F2: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of the PSUs and restricted stock units previously reported in Table I as Class A Common Stock. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-11 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2023-03-11 · Exercise / conversion · Disposed 50,042 · Balance 0 F1: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Includes 33,362 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of March 11, 2024 and March 11, 2025. F3: In connection with the vesting reported herein, 121,806 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Includes 33,362 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of March 11, 2024 and March 11, 2025.
F2: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of the PSUs and restricted stock units previously reported in Table I as Class A Common Stock.
F3: In connection with the vesting reported herein, 121,806 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration.
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 01, 2023 Filed Jun 5, 2023 16:36 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 7,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014456 · doc4.xml · derivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,462 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. Includes 4,976 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of June 1, 2024 and June 1, 2025. F2 · derivative.exercise_date: In connection with the vesting reported herein, 18,164 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. F2 · derivative.expiration_date: In connection with the vesting reported herein, 18,164 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 16:36 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 7,462 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014456 · doc4.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 347,988 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. Includes 4,976 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of June 1, 2024 and June 1, 2025. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 17:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 195,312 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008598 · doc4.xml · derivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,312 Underlying: Class A Common Stock · 195,312 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 17:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 195,312 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008598 · doc4.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,163 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 17:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 16,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008447 · doc4.xml · derivative · entry 3 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,565 Underlying: Class A Common Stock · 16,680 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. F3 · derivative.exercise_date: In connection with the vesting reported herein, 40,602 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the remaining PSUs are scheduled to vest over a two-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F3 · derivative.expiration_date: In connection with the vesting reported herein, 40,602 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the remaining PSUs are scheduled to vest over a two-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 17:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 19,311 | $2.02 | $39,008.22 |
DisclosureSEC source: 0000899243-23-008447 · doc4.xml · nonDerivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,851 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of the PSUs and restricted stock units previously reported in Table I as Class A Common Stock. Read SEC document |
| March 11, 2023 Filed Mar 14, 2023 17:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 16,680 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-008447 · doc4.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,162 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Read SEC document |
| March 11, 2023 Filed Jun 5, 2023 16:48 UTC Amendment | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 50,042 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-026402 · ownership.xml · derivative · entry 3 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 50,042 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Includes 33,362 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of March 11, 2024 and March 11, 2025. F3 · derivative.exercise_date: In connection with the vesting reported herein, 121,806 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. F3 · derivative.expiration_date: In connection with the vesting reported herein, 121,806 of the PSUs originally awarded to the Reporting Person were cancelled for no consideration. Read SEC document |
| March 11, 2023 Filed Jun 5, 2023 16:48 UTC Amendment | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 19,311 | $2.02 | $39,008.22 |
DisclosureSEC source: 0000950170-23-026402 · ownership.xml · nonDerivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 145,214 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of the PSUs and restricted stock units previously reported in Table I as Class A Common Stock. Read SEC document |
| March 11, 2023 Filed Jun 5, 2023 16:48 UTC Amendment | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 50,042 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-026402 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,525 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the partial vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Includes 33,362 PSUs that remain subject to a time-based vesting requirement, 50% of which will vest on each of March 11, 2024 and March 11, 2025. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 16:37 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 14,307 | $2.19 | $31,332.33 |
DisclosureSEC source: 0000947871-23-000073 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,482 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units previously reported in Table I as Class A Common Stock. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 16:43 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 25,626 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000686 · ownership.xml · derivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,626 Underlying: Class A Common Stock · 25,626 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 16:43 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 8,542 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000686 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,789 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:04 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 171,848 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000373 · ownership.xml · derivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,848 Underlying: Class A Common Stock · 171,848 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:04 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 57,282 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000373 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,247 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 21:22 UTC | Advantage Solutions Inc. ADV · Entity 5563 | SaleClass A Common Stock | 7,067 | $5.49 | $38,797.83 |
DisclosureSEC source: 0000947871-22-000341 · ownership.xml · nonDerivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,965 F2 · shares: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.33 to $5.67. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F2 · price: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.33 to $5.67. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:22 UTC | Advantage Solutions Inc. ADV · Entity 5563 | SaleClass A Common Stock | 1,820 | $5.70 | $10,374.00 |
DisclosureSEC source: 0000947871-22-000341 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,032 F1 · shares: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.59 to $5.85. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F1 · price: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.59 to $5.85. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:33 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 50,524 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000323 · ownership.xml · derivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,037 Underlying: Class A Common Stock · 50,524 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Effective as of March 1, 2022, the Issuer's compensation committee certified the performance results of the PSUs, resulting in the conversion of 50,523 units into shares of Class A Common Stock and Restricted Stock Units and the forfeiture for no consideration of 9,064 units previously reported as a component of the target award. F2 · derivative.exercise_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Effective as of March 1, 2022, the Issuer's compensation committee certified the performance results of the PSUs, resulting in the conversion of 50,523 units into shares of Class A Common Stock and Restricted Stock Units and the forfeiture for no consideration of 9,064 units previously reported as a component of the target award. F2 · derivative.expiration_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Effective as of March 1, 2022, the Issuer's compensation committee certified the performance results of the PSUs, resulting in the conversion of 50,523 units into shares of Class A Common Stock and Restricted Stock Units and the forfeiture for no consideration of 9,064 units previously reported as a component of the target award. F3 · balance_after: Represents PSUs remaining eligible to vest on 1/4/2024 subject to achievement of additional performance conditions. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:33 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 50,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-22-000323 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,853 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares of Class A Common Stock and restricted stock units with respect to Class A Common Stock (RSUs) were received upon the satisfaction of performance conditions of performance restricted stock units (PSUs) reported on this Form 4. 33,682 of these RSUs remain subject to service vesting scheduled to occur ratably on 1/4/2023 and 1/4/2024. Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 21:57 UTC | Advantage Solutions Inc. ADV · Entity 5563 | SaleClass A Common Stock | 3,128 | $7.36 | $23,022.08 |
DisclosureSEC source: 0000947871-22-000015 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,329 F1 · price: Represents the weighted average sale price of shares sold to cover withholding tax liability in connection with the vesting and settlement of restricted stock units. These shares were sold in multiple transactions at prices ranging from $7.19 to $7.47. The Reporting Person, undertakes, upon by request by the Commission staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 23, 2021 Filed Mar 24, 2021 18:57 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 2,582 | $11.56 | $29,847.92 |
DisclosureSEC source: 0000947871-21-000365 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,457 F1 · price: Represents the weighted average purchase price of the shares sold ranging from a low of $11.51 to a high of $11.62 per share. The Reporting Person undertakes, upon request by the Commission staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:04 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 65,625 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-000027 · ownership.xml · derivative · entry 2 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,625 Underlying: Class A Common Stock · 65,625 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:04 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 21,875 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-000027 · ownership.xml · nonDerivative · entry 1 Kaye Dean · CIK 0001709916 · CFO - North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,875 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in three equal tranches, with a tranche vesting on each of the first, second and third anniversaries of the grant date. 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.