Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Inc.BRCC · Entity 6663 | Director · Executive Chairman | May 05, 2023 | May 09, 2023 |
| ODP CorpODP · Entity 71942 | Director · Chairman & CEO | February 13, 2017 | February 15, 2017 |
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.
BRC Inc.
Report date May 05, 2023 · Filed May 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 131,746 |
Reported balance
After 2023-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-05 · Grant · Acquired 23,234 · Balance 131,746 F1: Represents an award of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that vest on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that vest on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration.
ODP Corp
Report date February 13, 2017 · Filed February 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,460,495 |
Ending reported balance
After 2017-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-02-13 · Grant · Acquired 1,799,424 · Balance 4,182,185 F1: The restricted stock units were earned by the Reporting Person after meeting certain performance objectives for the 3-year performance period ending 12/31/2016. Row 2 · 2017-02-13 · Tax withholding · Disposed 721,690 · Balance 3,460,495 F2: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares underlying the payout of performance stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were earned by the Reporting Person after meeting certain performance objectives for the 3-year performance period ending 12/31/2016.
F2: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares underlying the payout of performance stock units.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CARMIKE CINEMAS INC
Report date December 21, 2016 · Filed December 21, 2016
Section 16 reporting ended · disclosed 2016-12-21. 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 2016-12-21 transaction · row 1
1 source rowRow 1 · 2016-12-21 · Disposition to issuer · Disposed 47,540 · Balance 0 F1: As of December 21, 2016, Issuer was acquired by AMC Entertainment Holdings, Inc. ("AMC") pursuant to an Amended and Restated Plan of Merger Agreement dated July 24, 2016 (Merger Agreement"), as more fully described in the Issuer Proxy Statement/Prospectus dated October 13, 2016 ("Proxy") and filed by the Issuer with the SEC on October 11, 2016 (the "Merger"). Each outstanding share of Issuer Common Stock was converted either into $33.06 in cash or 1.0819 shares of AMC Class A Common Stock ("Merger Consideration") with cash paid for any fractional shares. The choice of consideration received was at the election of the holder of Issuer equity securities, subject to the limitations described in the Proxy. All dispositions by Reporting Person in the Merger were approved in advance by the Issuer Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: As of December 21, 2016, Issuer was acquired by AMC Entertainment Holdings, Inc. ("AMC") pursuant to an Amended and Restated Plan of Merger Agreement dated July 24, 2016 (Merger Agreement"), as more fully described in the Issuer Proxy Statement/Prospectus dated October 13, 2016 ("Proxy") and filed by the Issuer with the SEC on October 11, 2016 (the "Merger"). Each outstanding share of Issuer Common Stock was converted either into $33.06 in cash or 1.0819 shares of AMC Class A Common Stock ("Merger Consideration") with cash paid for any fractional shares. The choice of consideration received was at the election of the holder of Issuer equity securities, subject to the limitations described in the Proxy. All dispositions by Reporting Person in the Merger were approved in advance by the Issuer Board of Directors.
DUNKIN' BRANDS GROUP, INC.
Report date December 15, 2020 · Filed December 17, 2020
Section 16 reporting ended · disclosed 2020-12-17. 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 2020-12-15 transaction · row 1
1 source rowRow 1 · 2020-12-15 · Disposition to issuer · Disposed 5,065 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. |
| Restricted Stock UnitsSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-12-15 transaction · row 2
1 source rowRow 2 · 2020-12-15 · Disposition to issuer · Disposed 1,924 · Balance 0 F1: Disposed of as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. |
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 October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc.
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 05, 2023 Filed May 9, 2023 19:34 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 23,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-010602 · form4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,746 F1 · security: Represents an award of restricted stock units under the 2022 Omnibus Incentive Plan of BRC Inc. that vest on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock upon settlement for no consideration. Read SEC document |
| July 18, 2022 Filed Jul 19, 2022 21:12 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 76,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-080940 · tm2221377-1_4seq1.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,512 F1 · security: Represents awards of restricted stock units ("RSUs") under the 2022 Omnibus Incentive Plan of BRC Inc. (the "Issuer"), in the form of 76,742 restricted stock units that vest ratably one third on each anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| May 02, 2022 Filed May 4, 2022 21:06 UTC | BRC Inc. BRCC · Entity 6663 | GrantClass A Common Stock | 31,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-056011 · tm2214529d5_4seq1.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,770 F1 · security: Represents awards of restricted stock units ("RSUs") under the 2022 Omnibus Incentive Plan of BRC Inc. (the "Issuer"), in the form of (i) 15,000 restricted stock units that vest ratably one third on each anniversary of the grant date, (ii) 3,650 restricted stock units that vest in equal quarterly installments until the first anniversary of the grant date and (iii) 13,120 restricted stock units that vest on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement for no consideration. Shares of the Issuer's Class A Common Stock will be delivered to the Reporting Person following vesting. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 16:06 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | Disposition to issuerRestricted Stock Units | 1,924 | $106.50 | $204,906.00 |
DisclosureSEC source: 0001209191-20-064038 · doc4.xml · nonDerivative · entry 2 SMITH ROLAND · CIK 0001036513 · Director 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 October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 16:06 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | Disposition to issuerCommon Stock | 5,065 | $106.50 | $539,422.50 |
DisclosureSEC source: 0001209191-20-064038 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 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 October 30, 2020, by and among Dunkin' Brands Group, Inc., Inspire Brands, Inc. and Vale Merger Sub, Inc. Read SEC document |
| May 12, 2020 Filed May 14, 2020 16:20 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantCommon Stock | 1,924 | $62.38 | $120,019.12 |
DisclosureSEC source: 0001209191-20-029189 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,989 F2 · price: Represents the grant date fair value of the restricted stock unit based on ASC Topic 718. F1 · acquired: Securities acquired represent restricted stock units that will vest in full as of May 12, 2021, which were granted by the Issuer in connection with the Reporting Person's services as a director. Read SEC document |
| May 15, 2019 Filed May 16, 2019 16:54 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantCommon Stock | 1,645 | $72.97 | $120,035.65 |
DisclosureSEC source: 0001209191-19-030443 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,065 F2 · price: Represents the grant date fair value of the restricted stock unit based on ASC Topic 718. F1 · acquired: Securities acquired represent restricted stock units that will vest in full as of May 15, 2020, which were granted by the Issuer in connection with the Reporting Person's services as a director. Read SEC document |
| May 16, 2018 Filed May 18, 2018 08:11 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantCommon Stock | 1,716 | $64.11 | $110,012.76 |
DisclosureSEC source: 0001209191-18-031259 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,420 F2 · price: Represents the grant date fair value of the restricted stock unit based on ASC Topic 718. F1 · acquired: Securities acquired represent restricted stock units that will vest in full as of May 16, 2019, which were granted by the Issuer in connection with the Reporting Person's services as a director. Read SEC document |
| July 19, 2017 Filed Jul 20, 2017 17:07 UTC | DUNKIN' BRANDS GROUP, INC. DNKN · Entity 144558 | GrantCommon Stock | 1,704 | $52.20 | $88,948.80 |
DisclosureSEC source: 0001209191-17-045841 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704 F2 · price: Represents the grant date fair value of the restricted stock unit based on ASC Topic 718. F1 · acquired: Securities acquired represent restricted stock units that will vest in full as of July 19, 2018, which were granted by the Issuer in connection with the Reporting Person's services as a director. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 18:44 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 721,690 | $4.40 | $3,175,436.00 |
DisclosureSEC source: 0001225208-17-003448 · doc4.xml · nonDerivative · entry 2 SMITH ROLAND · CIK 0001036513 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,460,495 F2 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares underlying the payout of performance stock units. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 18:44 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 1,799,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003448 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,182,185 F1 · kind: The restricted stock units were earned by the Reporting Person after meeting certain performance objectives for the 3-year performance period ending 12/31/2016. Read SEC document |
| December 21, 2016 Filed Dec 21, 2016 10:05 UTC | CARMIKE CINEMAS INC CKEC · Entity 14003 | Disposition to issuerCommon Stock | 47,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-156251 · doc4.xml · nonDerivative · entry 1 SMITH ROLAND · CIK 0001036513 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: As of December 21, 2016, Issuer was acquired by AMC Entertainment Holdings, Inc. ("AMC") pursuant to an Amended and Restated Plan of Merger Agreement dated July 24, 2016 (Merger Agreement"), as more fully described in the Issuer Proxy Statement/Prospectus dated October 13, 2016 ("Proxy") and filed by the Issuer with the SEC on October 11, 2016 (the "Merger"). Each outstanding share of Issuer Common Stock was converted either into $33.06 in cash or 1.0819 shares of AMC Class A Common Stock ("Merger Consideration") with cash paid for any fractional shares. The choice of consideration received was at the election of the holder of Issuer equity securities, subject to the limitations described in the Proxy. All dispositions by Reporting Person in the Merger were approved in advance by the Issuer Board of Directors. F1 · price: As of December 21, 2016, Issuer was acquired by AMC Entertainment Holdings, Inc. ("AMC") pursuant to an Amended and Restated Plan of Merger Agreement dated July 24, 2016 (Merger Agreement"), as more fully described in the Issuer Proxy Statement/Prospectus dated October 13, 2016 ("Proxy") and filed by the Issuer with the SEC on October 11, 2016 (the "Merger"). Each outstanding share of Issuer Common Stock was converted either into $33.06 in cash or 1.0819 shares of AMC Class A Common Stock ("Merger Consideration") with cash paid for any fractional shares. The choice of consideration received was at the election of the holder of Issuer equity securities, subject to the limitations described in the Proxy. All dispositions by Reporting Person in the Merger were approved in advance by the Issuer Board of Directors. 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.