Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US Foods Holding Corp.USFD · Entity 3215 | See Remarks | March 29, 2023 | March 31, 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.
US Foods Holding Corp.
Report date March 29, 2023 · Filed March 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 185,244 |
Ending reported balance
After 2023-03-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-03-29 · Sale · Disposed 2,728 · Balance 190,020 F1: The sale transaction described on this line was effected pursuant to a written plan that was entered by the reporting person on November 11, 2022, and is intended to satisfy the affirmative defense conditions of the Rule 10b5-1(C). Row 2 · 2023-03-29 · Tax withholding · Disposed 2,498 · Balance 187,522 Row 3 · 2023-03-30 · Sale · Disposed 2,278 · Balance 185,244 F1: The sale transaction described on this line was effected pursuant to a written plan that was entered by the reporting person on November 11, 2022, and is intended to satisfy the affirmative defense conditions of the Rule 10b5-1(C). |
Filing footnotes · ownership attribution and instrument terms
F1: The sale transaction described on this line was effected pursuant to a written plan that was entered by the reporting person on November 11, 2022, and is intended to satisfy the affirmative defense conditions of the Rule 10b5-1(C).
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 26, 2019 Filed Mar 28, 2019 21:08 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 825 | $34.58 | $28,528.50 |
DisclosureSEC source: 0001665918-19-000055 · wf-form4_155380729131295.xml · nonDerivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,730 Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 21:08 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000055 · wf-form4_155380729131295.xml · nonDerivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,555 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 |
| March 25, 2019 Filed Mar 27, 2019 21:19 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (right to buy) · Derivative | 34,651 | $0.00 Strike: $34.56 | $0.00 |
DisclosureSEC source: 0001665918-19-000037 · wf-form4_155372153186616.xml · derivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,651 Underlying: Common Stock · 34,651 shares Expires 2029-03-25 F3 · derivative.exercise_date: The stock option was granted on March 25, 2019 and vests and becomes exercisable annually in three equal installments beginning on March 25, 2020. Read SEC document |
| March 25, 2019 Filed Mar 27, 2019 21:19 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 9,646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-19-000037 · wf-form4_155372153186616.xml · nonDerivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,741 F1 · price: The restricted stock was granted on March 25, 2019 and vests annually in three equal installments beginning on March 25, 2020. F2 · balance_after: Includes 110 shares of the Issuer's common stock not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan on March 1, 2019. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 23:34 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 4,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-19-000017 · wf-form4_155087846963404.xml · derivative · entry 3 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,049 Underlying: Common Stock · 4,524 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock or, in the Compensation Committee's discretion, cash equal to the fair market value of one share of the Issuer's common stock on the vesting date. F1 · derivative.exercise_date: Shares of the Issuer's common stock were acquired in connection with the vesting of restricted stock units granted on February 21, 2017. F3 · derivative.exercise_date: The restricted stock units were granted on February 21, 2017 and vest annually in four equal installments. F1 · derivative.expiration_date: Shares of the Issuer's common stock were acquired in connection with the vesting of restricted stock units granted on February 21, 2017. F3 · derivative.expiration_date: The restricted stock units were granted on February 21, 2017 and vest annually in four equal installments. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 23:34 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 1,340 | $35.49 | $47,556.60 |
DisclosureSEC source: 0001665918-19-000017 · wf-form4_155087846963404.xml · nonDerivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,985 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 23:34 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 4,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-19-000017 · wf-form4_155087846963404.xml · nonDerivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,325 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. F1 · price: Shares of the Issuer's common stock were acquired in connection with the vesting of restricted stock units granted on February 21, 2017. Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:08 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000091 · wf-form4_152823286138436.xml · derivative · entry 3 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,485 Underlying: Common Stock · 2,742 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F3 · derivative.exercise_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. F3 · derivative.expiration_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:08 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 804 | $36.45 | $29,305.80 |
DisclosureSEC source: 0001665918-18-000091 · wf-form4_152823286138436.xml · nonDerivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,801 Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:08 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 2,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000091 · wf-form4_152823286138436.xml · nonDerivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,605 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. F1 · price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F2 · balance_after: Share total includes an additional 1,674 shares not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 21:11 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 8,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000041 · wf-form4_152227144066690.xml · derivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,443 Underlying: Common Stock · 8,443 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on March 26, 2019. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on March 26, 2019. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 21:11 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (right to buy) · Derivative | 21,863 | $0.00 Strike: $33.56 | $0.00 |
DisclosureSEC source: 0001665918-18-000041 · wf-form4_152227144066690.xml · derivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,863 Underlying: Common Stock · 21,863 shares Expires 2028-03-26 F1 · derivative.exercise_date: The stock options vest and become exercisable in three equal annual installments beginning on March 26, 2019. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 4,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000002 · wf-form4_151942259171212.xml · derivative · entry 3 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,573 Underlying: Common Stock · 4,524 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Time-based restricted stock units vest in four equal annual installments beginning on February 21, 2018. F2 · derivative.expiration_date: Time-based restricted stock units vest in four equal annual installments beginning on February 21, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 1,335 | $32.29 | $43,107.15 |
DisclosureSEC source: 0001665918-18-000002 · wf-form4_151942259171212.xml · nonDerivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,189 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 4,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000002 · wf-form4_151942259171212.xml · nonDerivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,524 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:15 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,101 | $0.00 Strike: $30.39 | $0.00 |
DisclosureSEC source: 0000899243-17-015565 · doc4.xml · derivative · entry 2 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,101 Underlying: Common Stock · 25,101 shares Expires 2027-06-03 F3 · derivative.exercise_date: Time-based stock options granted on June 3, 2017. The time-based stock options will vest and become exercisable in equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:15 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 8,227 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015565 · doc4.xml · derivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,227 Underlying: Common Stock · 8,227 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Time-based restricted stock units granted on June 3, 2017. The time-based restricted stock units vest in three equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: Time-based restricted stock units granted on June 3, 2017. The time-based restricted stock units vest in three equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 23:40 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 18,097 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-005125 · doc4.xml · derivative · entry 1 Iacobucci Andrew E. · CIK 0001695955 · Chief Merchandising Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,097 Underlying: Common Stock · 18,097 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Time-based restricted stock units granted on February 21, 2017. The time-based restricted stock units will vest on each February 21, 2018, 2019, 2020 and 2021, contingent on the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: Time-based restricted stock units granted on February 21, 2017. The time-based restricted stock units will vest on each February 21, 2018, 2019, 2020 and 2021, contingent on the reporting person's continued service with the Issuer. 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.