Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sweetgreen, Inc.SG · Entity 5144 | SVP, Digital and Growth | May 16, 2023 | May 17, 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.
Sweetgreen, Inc.
Report date May 16, 2023 · Filed May 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 236,547 |
Reported balance
After 2023-05-16 transaction · row 1
1 source rowRow 1 · 2023-05-16 · Sale · Disposed 3,864 · Balance 236,547 F1: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I.
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 |
|---|---|---|---|---|---|---|
| May 16, 2023 Filed May 17, 2023 17:53 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 3,864 | $9.46 | $36,553.44 |
DisclosureSEC source: 0001209191-23-030335 · doc4.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,547 F1 · shares: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. Read SEC document |
| February 21, 2023 Filed May 5, 2023 17:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 35,714 | $0.00 Strike: $9.36 | $0.00 |
DisclosureSEC source: 0001209191-23-027778 · doc4.xml · derivative · entry 2 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,714 Underlying: Class A Common Stock · 35,714 shares Expires 2033-02-20 F2 · derivative.exercise_date: The shares subject to the option vest as follows measured from February 15, 2023: (i) 5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the options will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 21, 2023 Filed May 5, 2023 17:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027778 · doc4.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 240,411 F1 · shares: Represents the grant of restricted stock units ("RSUs") that vest as follows measured from February 15, 2023: (i) 5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| February 16, 2023 Filed Feb 21, 2023 18:19 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 4,408 | $9.83 | $43,330.64 |
DisclosureSEC source: 0001209191-23-011351 · doc4.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,411 F1 · shares: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I. F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $9.70 to $9.83. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 16:27 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 4,451 | $14.60 | $64,981.04 |
DisclosureSEC source: 0001628280-22-030441 · wf-form4_166880682609253.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,819 F1 · kind: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $14.53 to $14.60. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| October 18, 2022 Filed Oct 18, 2022 16:47 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 4,000 | $20.00 | $80,000.00 |
DisclosureSEC source: 0001628280-22-026562 · wf-form4_166612601298298.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,270 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 31, 2021, as modified on May 31, 2022. Read SEC document |
| August 17, 2022 Filed Aug 18, 2022 12:50 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 13,462 | $20.03 | $269,576.55 |
DisclosureSEC source: 0001886734-22-000002 · wf-form4_166084140970713.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,270 F1 · kind: The shares sold by the reporting person cover the tax obligation realized upon the vesting of restricted stock units previously reported in Table I F2 · price: The shares were sold at prices ranging from $19.42 to $20.05. The reporting person will provide to the SEC, the issuer or security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 15, 2022 Filed Aug 16, 2022 16:14 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,000 | $20.00 | $40,000.00 |
DisclosureSEC source: 0001628280-22-023020 · wf-form4_166068085121063.xml · nonDerivative · entry 2 Shlossman Daniel · CIK 0001886734 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,732 Read SEC document |
| August 12, 2022 Filed Aug 16, 2022 16:14 UTC | Sweetgreen, Inc. SG · Entity 5144 | SaleClass A Common Stock | 2,000 | $20.00 | $40,000.00 |
DisclosureSEC source: 0001628280-22-023020 · wf-form4_166068085121063.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · Chief Digital Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,732 Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:23 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 41,625 | $0.00 Strike: $27.08 | $0.00 |
DisclosureSEC source: 0001209191-22-027082 · doc4.xml · derivative · entry 2 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,625 Underlying: Class A Common Stock · 41,625 shares Expires 2032-05-01 F2 · derivative.exercise_date: The shares subject to the option vest as follows measured from February 15, 2022: (i) 5% of the Options will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the Options will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the Options will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:23 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantClass A Common Stock | 17,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027082 · doc4.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,732 F1 · shares: Represents the grant of restricted stock units ("RSUs") that vest as follows measured from February 15, 2022: (i) 5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the first year, (ii) 7.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the second year, and (iii) 12.5% of the RSUs will vest in quarterly installments on each Quarterly Vesting Date over the third year, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 28 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2021-05-23 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F6 · derivative.exercise_date: 25% of the shares vest on January 1, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 27 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2031-05-23 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F6 · derivative.exercise_date: 25% of the shares vest on January 1, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 26 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Class A Common Stock · 40,000 shares Expires 2031-05-23 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F5 · derivative.exercise_date: 25% of the shares subject to the original option vested on October 19, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 25 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2031-05-23 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F5 · derivative.exercise_date: 25% of the shares subject to the original option vested on October 19, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 24 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2030-03-16 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F11 · derivative.exercise_date: 25% of the shares subject to the original option vested on March 13, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 23 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2030-03-16 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F11 · derivative.exercise_date: 25% of the shares subject to the original option vested on March 13, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 18,334 | $0.00 Strike: $6.31 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 22 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Underlying: Class A Common Stock · 18,334 shares Expires 2029-06-03 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F9 · derivative.exercise_date: 25% of the shares subject to the original option vested on May 13, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 18,334 | $0.00 Strike: $6.31 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 21 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,334 shares Expires 2029-06-03 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F9 · derivative.exercise_date: 25% of the shares subject to the original option vested on May 13, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 5,417 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 20 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,417 Underlying: Class A Common Stock · 5,417 shares Expires 2028-08-02 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F8 · derivative.exercise_date: 25% of the shares subject to the original option vested on August 1, 2019, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 5,417 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 19 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,417 shares Expires 2028-08-02 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F8 · derivative.exercise_date: 25% of the shares subject to the original option vested on August 1, 2019, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 18 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires 2028-03-10 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F7 · derivative.exercise_date: 25% of the shares subject to the original option vested on February 26, 2019, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 17 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2028-03-10 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F7 · derivative.exercise_date: 25% of the shares subject to the original option vested on February 26, 2019, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherClass A Common Stock | 248,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 9 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,249 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F4 · balance_after: Includes 152,000 shares subject to RSUs. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherCommon Stock | 248,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 8 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. Read SEC document |
| October 24, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 7 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,249 F2 · shares: Represents restricted stock units that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement will be met upon the consummation of the IPO. The time based vesting requirement will be satisfied with respect to 25% of the shares on November 15, 2022 and with respect to the remainder of the shares in equal quarterly amounts over the following 36 months, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| October 24, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 6 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,249 F1 · shares: Represents restricted stock units ("RSUs") that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement will be met upon the consummation of the initial public offering of the Issuer's Class A Common Stock (the "IPO"). The time based vesting requirement will be satisfied with respect to 25% of the shares on August 15, 2022 and with respect to the remainder of the shares in equal quarterly amounts over the following 36 months, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $7.77 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 16 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2030-03-16 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. F11 · derivative.exercise_date: 25% of the shares subject to the original option vested on March 13, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $4.78 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 15 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2030-06-29 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. F10 · derivative.exercise_date: Fully vested. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 21,666 | $0.00 Strike: $6.31 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 14 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Underlying: Common Stock · 21,666 shares Expires 2029-06-03 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. F9 · derivative.exercise_date: 25% of the shares subject to the original option vested on May 13, 2020, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,333 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 13 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,417 Underlying: Common Stock · 8,333 shares Expires 2028-08-02 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. F8 · derivative.exercise_date: 25% of the shares subject to the original option vested on August 1, 2019, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,691 | $0.00 Strike: $3.73 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 12 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,691 shares Expires 2028-03-10 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. F7 · derivative.exercise_date: 25% of the shares subject to the original option vested on February 26, 2019, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 5,000 | $7.77 | $38,850.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 5 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,249 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. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 5,000 | $4.78 | $23,900.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 4 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,249 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. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 21,666 | $6.31 | $136,712.46 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 3 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,249 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. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 8,333 | $3.73 | $31,082.09 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 2 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,583 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. Read SEC document |
| July 22, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | Exercise / conversionCommon Stock | 5,691 | $3.73 | $21,227.43 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · nonDerivative · entry 1 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 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. Read SEC document |
| June 16, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 11 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2031-06-15 F6 · derivative.exercise_date: 25% of the shares vest on January 1, 2022, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting date. Read SEC document |
| May 24, 2021 Filed Nov 23, 2021 18:08 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $10.76 | $0.00 |
DisclosureSEC source: 0001209191-21-066585 · doc4.xml · derivative · entry 10 Shlossman Daniel · CIK 0001886734 · SVP, Digital and Growth 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2031-05-23 F5 · derivative.exercise_date: 25% of the shares subject to the original option vested on October 19, 2021, the one-year anniversary of the vesting commencement date, with the remainder of the shares vesting in 36 equal monthly installments thereafter, subject to the recipient's continuous service through each applicable vesting 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.