Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Simply Good Foods CoSMPL · Entity 4946 | SVP of Operations | March 09, 2023 | April 10, 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.
Simply Good Foods Co
Report date March 09, 2023 · Filed April 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,263 |
Reported balance
After 2023-03-09 transaction · row 1
1 source rowRow 1 · 2023-03-09 · Tax withholding · Disposed 1,950 · Balance 21,263 F1: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units.
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 09, 2023 Filed Apr 10, 2023 19:37 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 1,950 | $36.17 | $70,531.50 |
DisclosureSEC source: 0001702744-23-000026 · wf-form4_168116984160159.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,263 F1 · kind: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 19:49 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantOptions to Purchase Common Stock · Derivative | 3,782 | $0.00 Strike: $38.61 | $0.00 |
DisclosureSEC source: 0001702744-22-000096 · wf-form4_166812772470240.xml · derivative · entry 4 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,782 Underlying: Common Stock · 3,782 shares Expires 2032-11-08 F4 · derivative.exercise_date: The stock options vest in three substantially equal annual installments beginning on November 8, 2023, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 19:49 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 2,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-22-000096 · wf-form4_166812772470240.xml · nonDerivative · entry 3 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,213 F3 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the second anniversary of the grant date, subject to the reporting person's continued service with the issuer as of the vesting date. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 19:49 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-22-000096 · wf-form4_166812772470240.xml · nonDerivative · entry 2 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,472 F2 · shares: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three substantially equal annual installments beginning on November 8, 2023, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| November 08, 2022 Filed Nov 10, 2022 19:49 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 433 | $38.61 | $16,718.13 |
DisclosureSEC source: 0001702744-22-000096 · wf-form4_166812772470240.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,812 F1 · shares: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of restricted stock units. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 17:39 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 1,941 | $38.05 | $73,855.05 |
DisclosureSEC source: 0001702744-22-000016 · wf-form4_164695190890990.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,245 F1 · kind: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of RSUs. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:47 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantOptions to Purchase Common Stock · Derivative | 3,878 | $0.00 Strike: $40.88 | $0.00 |
DisclosureSEC source: 0001702744-21-000142 · wf-form4_163659162761754.xml · derivative · entry 3 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,878 Underlying: Common Stock · 3,878 shares Expires 2031-11-08 F3 · derivative.exercise_date: The stock options vest in three substantially equal annual installments beginning on November 8, 2022, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:47 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 292 | $40.88 | $11,936.96 |
DisclosureSEC source: 0001702744-21-000142 · wf-form4_163659162761754.xml · nonDerivative · entry 2 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,186 F2 · kind: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of previously issued performance stock units and restricted stock units. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 19:47 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 1,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-21-000142 · wf-form4_163659162761754.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,478 F1 · shares: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three substantially equal annual installments beginning on November 8, 2022, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| March 09, 2021 Filed Mar 10, 2021 20:47 UTC | Simply Good Foods Co SMPL · Entity 4946 | Tax withholdingCommon Stock | 1,959 | $31.56 | $61,826.04 |
DisclosureSEC source: 0001702744-21-000026 · wf-form4_161542723148448.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,008 F1 · kind: Represents shares withheld by the Issuer to cover the tax withholding obligations upon the vesting of RSUs. Read SEC document |
| November 08, 2020 Filed Nov 10, 2020 19:02 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantOptions to Purchase Common Stock · Derivative | 8,522 | $0.00 Strike: $20.28 | $0.00 |
DisclosureSEC source: 0001702744-20-000118 · wf-form4_160505295917567.xml · derivative · entry 2 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,522 Underlying: Common Stock · 8,522 shares Expires 2030-11-08 F2 · derivative.exercise_date: The stock options vest in three substantially equal annual installments beginning on November 8, 2021, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| November 08, 2020 Filed Nov 10, 2020 19:02 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-20-000118 · wf-form4_160505295917567.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,967 F1 · shares: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three substantially equal annual installments beginning on November 8, 2021, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 17:14 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 18,932 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-20-000022 · wf-form4_158396124993332.xml · nonDerivative · entry 1 Wallis David L · CIK 0001806011 · SVP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,932 F1 · shares: 1. Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock.The RSUs vest in three equal annual installments beginning on March 9, 2021, subject to the reporting person's continuous service with the issuer as of each 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.