Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | DEL TACO BRAND PRESIDENT | May 17, 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.
JACK IN THE BOX INC
Report date May 17, 2023 · Filed May 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 10,933 |
Reported balance
After 2023-05-17 transaction · row 1
1 source rowRow 1 · 2023-05-17 · Sale · Disposed 521 · Balance 10,933 F1: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Del Taco Restaurants, Inc.
Report date March 08, 2022 · Filed March 10, 2022
Section 16 reporting ended · disclosed 2022-03-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 1
1 source rowRow 1 · 2022-03-08 · Disposition to issuer · Disposed 121,960 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F2: Includes 6,109 shares of common stock that were omitted from the reporting person's original Form 3 and subsequent Form 4 filings and corrected in a Form 3/A filed on March 7, 2022. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.93 · Expires 2027-01-04 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-08 · Disposition to issuer · Disposed 50,000 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.93 · Expires 2027-06-30 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-08 · Disposition to issuer · Disposed 15,000 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.89 · Expires 2028-07-02 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-08 · Disposition to issuer · Disposed 65,000 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2022-03-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-03-08 · Disposition to issuer · Disposed 11,500 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share.
F2: Includes 6,109 shares of common stock that were omitted from the reporting person's original Form 3 and subsequent Form 4 filings and corrected in a Form 3/A filed on March 7, 2022.
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 17, 2023 Filed May 17, 2023 18:16 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 521 | $97.99 | $51,052.79 |
DisclosureSEC source: 0001062993-23-011428 · form4.xml · nonDerivative · entry 1 Gretzema Chad · CIK 0001788519 · DEL TACO BRAND PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,933 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. Read SEC document |
| March 09, 2023 Filed Mar 9, 2023 19:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 483 | $85.97 | $41,523.51 |
DisclosureSEC source: 0001062993-23-006457 · form4.xml · nonDerivative · entry 2 Gretzema Chad · CIK 0001788519 · DEL TACO BRAND PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,454 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock awards pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| March 09, 2023 Filed Mar 9, 2023 19:18 UTC | JACK IN THE BOX INC JACK · Entity 1029 | SaleCOMMON STOCK | 229 | $85.97 | $19,687.13 |
DisclosureSEC source: 0001062993-23-006457 · form4.xml · nonDerivative · entry 1 Gretzema Chad · CIK 0001788519 · DEL TACO BRAND PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,937 F1 · shares: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock awards pursuant to 10b5-1 sales instruction in grant agreement. Read SEC document |
| December 20, 2022 Filed Dec 20, 2022 17:52 UTC | JACK IN THE BOX INC JACK · Entity 1029 | GrantCOMMON STOCK | 3,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024237 · form4.xml · nonDerivative · entry 1 Gretzema Chad · CIK 0001788519 · DEL TACO BRAND PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,166 F1 · shares: These securities are restricted stock units that vest in three equal installments commencing one year from the grant date, with after-tax net shares subject to a 50% holding requirement until the executive's stock ownership requirement is met. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:49 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Disposition to issuerPerformance-Based Restricted Stock Units · Derivative | 11,500 | $12.51 Strike: $0.00 | $143,865.00 |
DisclosureSEC source: 0001585583-22-000024 · wf-form4_164696692027214.xml · derivative · entry 5 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 11,500 shares Expires not disclosed F1 · price: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F1 · derivative.expiration_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:49 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Disposition to issuerStock Option (right to buy) · Derivative | 65,000 | $12.51 Strike: $9.89 | $813,150.00 |
DisclosureSEC source: 0001585583-22-000024 · wf-form4_164696692027214.xml · derivative · entry 4 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 65,000 shares Expires 2028-07-02 F1 · price: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:49 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Disposition to issuerStock Option (right to buy) · Derivative | 15,000 | $12.51 Strike: $5.93 | $187,650.00 |
DisclosureSEC source: 0001585583-22-000024 · wf-form4_164696692027214.xml · derivative · entry 3 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 15,000 shares Expires 2027-06-30 F1 · price: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:49 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Disposition to issuerStock Option (right to buy) · Derivative | 50,000 | $12.51 Strike: $7.93 | $625,500.00 |
DisclosureSEC source: 0001585583-22-000024 · wf-form4_164696692027214.xml · derivative · entry 2 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 50,000 shares Expires 2027-01-04 F1 · price: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F1 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 21:49 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Disposition to issuerCOMMON STOCK | 121,960 | $12.51 | $1,525,719.60 |
DisclosureSEC source: 0001585583-22-000024 · wf-form4_164696692027214.xml · nonDerivative · entry 1 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated December 5, 2021, between the issuer and Jack in the Box Inc. (the "Merger Agreement"). Pursuant to the Merger Agreement, each restricted stock award (other than certain non-accelerating restricted stock awards granted to the issuer's executive officers) will vest and be converted into the right to receive cash of $12.51 per share, each unexercised option will vest and be converted into the right to receive cash in an amount equal to the excess of $12.51 over the exercise price of such option, and each performance-based restricted stock unit will vest and be converted into the right to receive cash of $12.51 per share. F2 · shares: Includes 6,109 shares of common stock that were omitted from the reporting person's original Form 3 and subsequent Form 4 filings and corrected in a Form 3/A filed on March 7, 2022. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 21:29 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | GrantStock Option (right to buy) · Derivative | 65,000 | $0.00 Strike: $9.89 | $0.00 |
DisclosureSEC source: 0001585583-21-000046 · wf-form4_162527573138956.xml · derivative · entry 3 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: COMMON STOCK · 65,000 shares Expires 2028-07-02 F3 · derivative.exercise_date: The option vests in four equal annual installments beginning on July 2, 2022. Read SEC document |
| July 02, 2021 Filed Jul 2, 2021 21:29 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | GrantCOMMON STOCK | 11,500 | $9.89 | $113,735.00 |
DisclosureSEC source: 0001585583-21-000046 · wf-form4_162527573138956.xml · nonDerivative · entry 2 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,601 F2 · shares: Consists of Restricted Stock granted under the 2015 Omnibus Incentive Plan that will vest in four equal annual installments, beginning on June 30, 2022. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 21:29 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Tax withholdingCOMMON STOCK | 15,017 | $10.01 | $150,320.17 |
DisclosureSEC source: 0001585583-21-000046 · wf-form4_162527573138956.xml · nonDerivative · entry 1 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,101 F1 · shares: Consists of shares withheld for the payment of the tax liability associated with the vesting of Restricted Stock on June 30, 2021. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 19:24 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $5.93 | $0.00 |
DisclosureSEC source: 0001585583-20-000059 · wf-form4_159373227083842.xml · derivative · entry 3 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: COMMON STOCK · 15,000 shares Expires 2027-06-30 F3 · derivative.exercise_date: The option vests in four equal annual installments beginning June 30, 2021. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 19:24 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | Tax withholdingCOMMON STOCK | 12,012 | $5.93 | $71,231.16 |
DisclosureSEC source: 0001585583-20-000059 · wf-form4_159373227083842.xml · nonDerivative · entry 2 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,118 F2 · shares: Consists of shares withheld for the payment of the tax liability associated with the vesting of Restricted Stock on June 30, 2020. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 19:24 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | GrantCOMMON STOCK | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001585583-20-000059 · wf-form4_159373227083842.xml · nonDerivative · entry 1 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,130 F1 · shares: Consists of Restricted Stock granted under the 2015 Omnibus Incentive Plan that will vest in four equal annual installments, beginning on June 30, 2021. Read SEC document |
| January 04, 2020 Filed Jan 9, 2020 16:52 UTC | Del Taco Restaurants, Inc. TACO · Entity 129239 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $7.93 | $0.00 |
DisclosureSEC source: 0001585583-20-000004 · wf-form4_157860674272754.xml · derivative · entry 2 Gretzema Chad · CIK 0001788519 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: COMMON STOCK · 50,000 shares Expires 2027-01-04 F1 · derivative.exercise_date: The option vests in four equal annual installments beginning January 4, 2021. 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.