Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vital Farms, Inc.VITL · Entity 5571 | Chief Financial Officer | March 10, 2023 | April 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.
Vital Farms, Inc.
Report date March 10, 2023 · Filed April 17, 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 |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,984 |
Reported balance
After 2023-03-10 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-03-10 · Tax withholding · Disposed 3,169 · Balance 38,984 F1: Shares withheld by the Issuer to satisfy withholding tax obligation. F2: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F3: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the Issuer to satisfy withholding tax obligation.
F2: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions.
F3: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 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 |
|---|---|---|---|---|---|---|
| March 10, 2023 Filed Mar 14, 2023 22:57 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 3,466 | $15.48 | $53,653.68 |
DisclosureSEC source: 0001209191-23-018639 · doc4.xml · nonDerivative · entry 1 Meissner Bo Erick · CIK 0001837527 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,687 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · balance_after: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. Read SEC document |
| March 10, 2023 Filed Apr 17, 2023 21:04 UTC Amendment | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 3,169 | $15.48 | $49,056.12 |
DisclosureSEC source: 0001209191-23-024492 · doc4a.xml · nonDerivative · entry 1 Meissner Bo Erick · CIK 0001837527 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,984 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. F2 · shares: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F2 · balance_after: The number of shares withheld to satisfy the withholding tax obligation was inadvertently misreported. This amendment corrects the number of shares withheld and the number of shares beneficially owned following the reported transactions. F3 · balance_after: Includes 500 shares acquired under the Issuer's Employee Stock Purchase Plan on November 15, 2022. Read SEC document |
| March 22, 2022 Filed May 16, 2022 21:19 UTC | Vital Farms, Inc. VITL · Entity 5571 | Tax withholdingCommon Stock | 288 | $13.45 | $3,873.60 |
DisclosureSEC source: 0001209191-22-029235 · doc4.xml · nonDerivative · entry 1 Meissner Bo Erick · CIK 0001837527 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,653 F1 · kind: Shares withheld by the Issuer to satisfy withholding tax obligation. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 20:56 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 39,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018508 · doc4.xml · nonDerivative · entry 1 Meissner Bo Erick · CIK 0001837527 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,941 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 10, 2023, subject to the Reporting Person's continuous service with the Issuer as of the applicable vesting date. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:03 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantEmployee Stock Option (right to buy) · Derivative | 28,625 | $0.00 Strike: $25.78 | $0.00 |
DisclosureSEC source: 0001209191-21-022873 · doc4.xml · derivative · entry 2 Meissner Bo Erick · CIK 0001837527 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,625 Underlying: Common Stock · 28,625 shares Expires 2031-03-22 F2 · derivative.exercise_date: One-third (1/3rd) of the shares subject to the stock option will vest in equal annual installments commencing on March 22, 2022, subject to the Reporting Person continuing to provide service through each vesting date. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 21:03 UTC | Vital Farms, Inc. VITL · Entity 5571 | GrantCommon Stock | 2,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-022873 · doc4.xml · nonDerivative · entry 1 Meissner Bo Erick · CIK 0001837527 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,909 F1 · shares: Represents a restricted stock unit ("RSU") award. The RSUs vest in three equal annual installments commencing on March 22, 2022, subject to the Reporting Person's continuous service with the Issuer as of the 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.