Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWERS FOODS INCFLO · Entity 4729 | Chief Sales Officer | February 22, 2023 | February 24, 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.
FLOWERS FOODS INC
Report date February 22, 2023 · Filed February 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 117,984 |
Ending reported balance
After 2023-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-22 · Grant · Acquired 43,898 · Balance 132,643 F1: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Row 2 · 2023-02-22 · Tax withholding · Disposed 14,659 · Balance 117,984 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,164.37 |
Reported balance
Holding disclosure · report date 2023-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,164.37 F2: Total includes exempt acquisitions of shares allocated to reporting person under Issuer's 401(k) Plan, based on a plan statement dated as of 12/31/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan.
F2: Total includes exempt acquisitions of shares allocated to reporting person under Issuer's 401(k) Plan, based on a plan statement dated as of 12/31/2022.
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 |
|---|---|---|---|---|---|---|
| February 22, 2023 Filed Feb 24, 2023 21:55 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 14,659 | $28.41 | $416,462.19 |
DisclosureSEC source: 0001127602-23-007087 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,984 Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 21:55 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 43,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007087 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,643 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:23 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 16,577 | $28.47 | $471,947.19 |
DisclosureSEC source: 0001127602-22-006849 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,745 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 22:23 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 48,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006849 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,322 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:05 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 9,669 | $20.98 | $202,855.62 |
DisclosureSEC source: 0001127602-19-007667 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,141 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 19:05 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 31,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007667 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,810 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 17:42 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 3,635 | $20.72 | $75,317.20 |
DisclosureSEC source: 0001127602-18-007950 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,118 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 17:42 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 9,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007950 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,753 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 22:21 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 18,054 | $19.58 | $353,423.30 |
DisclosureSEC source: 0001127602-17-032226 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,357 F1 · price: Average price of trade executions in range from $19.585 to $19.56 per share. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:21 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionOption (Right to Buy) · Derivative | 25,987 | $0.00 Strike: $10.87 | $0.00 |
DisclosureSEC source: 0001127602-17-032226 · form4.xml · derivative · entry 4 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,987 shares Expires 2018-02-10 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. F3 · security: Granted pursuant to the Flowers Foods, Inc. 2001 Equity and Performance Incentive Plan. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:21 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 25,987 | $10.87 | $282,478.69 |
DisclosureSEC source: 0001127602-17-032226 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,411 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 |
| February 23, 2017 Filed Feb 27, 2017 22:50 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 2,999 | $19.20 | $57,580.80 |
DisclosureSEC source: 0001127602-17-008690 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · President, Flowers Bakeries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,424 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:50 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 8,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008690 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · President, Flowers Bakeries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,423 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:18 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 1,600 | $19.51 | $31,209.12 |
DisclosureSEC source: 0001127602-16-070264 · form4.xml · nonDerivative · entry 3 WHEELER DAVID KEITH · CIK 0001614514 · President, Flowers Bakeries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,758 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:18 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionOption (Right to Buy) · Derivative | 11,475 | $0.00 Strike: $11.11 | $0.00 |
DisclosureSEC source: 0001127602-16-070264 · form4.xml · derivative · entry 5 WHEELER DAVID KEITH · CIK 0001614514 · President, Flowers Bakeries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,475 shares Expires 2017-02-09 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. F3 · security: Granted pursuant to the Flowers Foods, Inc. 2001 Equity and Performance Incentive Plan. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:18 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 6,600 | $19.28 | $127,230.84 |
DisclosureSEC source: 0001127602-16-070264 · form4.xml · nonDerivative · entry 2 WHEELER DAVID KEITH · CIK 0001614514 · President, Flowers Bakeries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,358 F1 · price: Average price of trade executions in range from $19.30 to $19.17 per share. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:18 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 11,475 | $11.11 | $127,487.25 |
DisclosureSEC source: 0001127602-16-070264 · form4.xml · nonDerivative · entry 1 WHEELER DAVID KEITH · CIK 0001614514 · President, Flowers Bakeries 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,958 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.