Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIFIRST CORPUNF · Entity 3907 | Director | January 16, 2023 | January 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.
UNIFIRST CORP
Report date January 16, 2023 · Filed January 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,323 |
Ending reported balance
After 2023-01-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-01-16 · Exercise / conversion · Acquired 975 · Balance 15,906 Row 2 · 2023-01-16 · Disposition to issuer · Disposed 583 · Balance 15,323 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $118.76 · Expires 2023-01-16 | Direct | 0 |
Reported balance
After 2023-01-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-16 · Exercise / conversion · Disposed 975 · Balance 0 F1: This stock appreciation right was exercised automatically on its expiration date in accordance with its terms. |
Filing footnotes · ownership attribution and instrument terms
F1: This stock appreciation right was exercised automatically on its expiration date in accordance with its terms.
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 |
|---|---|---|---|---|---|---|
| January 16, 2023 Filed Jan 17, 2023 21:33 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionStock Appreciation Right · Derivative | 975 | $0.00 Strike: $118.76 | $0.00 |
DisclosureSEC source: 0001209191-23-003530 · doc4.xml · derivative · entry 3 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock ($0.10 par value) · 975 shares Expires 2023-01-16 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 · shares: This stock appreciation right was exercised automatically on its expiration date in accordance with its terms. Read SEC document |
| January 16, 2023 Filed Jan 17, 2023 21:33 UTC | UNIFIRST CORP UNF · Entity 3907 | Disposition to issuerCommon Stock | 583 | $198.79 | $115,894.57 |
DisclosureSEC source: 0001209191-23-003530 · doc4.xml · nonDerivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,323 Read SEC document |
| January 16, 2023 Filed Jan 17, 2023 21:33 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-003530 · doc4.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,906 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 |
| November 28, 2022 Filed Nov 30, 2022 23:33 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 858 | $0.00 Strike: $190.53 | $0.00 |
DisclosureSEC source: 0001209191-22-059087 · doc4.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 858 Underlying: Common Stock ($0.10 par value) · 858 shares Expires 2030-11-28 F1 · security: This stock appreciation right is exercisable in full on the grant date (11/28/2022) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 28, 2030 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 15:17 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionStock Appreciation Right · Derivative | 940 | $0.00 Strike: $111.68 | $0.00 |
DisclosureSEC source: 0001209191-22-003434 · doc4.xml · derivative · entry 3 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock ($0.10 par value) · 940 shares Expires 2022-01-17 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 |
| January 13, 2022 Filed Jan 18, 2022 15:17 UTC | UNIFIRST CORP UNF · Entity 3907 | Disposition to issuerCommon Stock | 544 | $192.99 | $104,986.56 |
DisclosureSEC source: 0001209191-22-003434 · doc4.xml · nonDerivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,931 Read SEC document |
| January 13, 2022 Filed Jan 18, 2022 15:17 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock | 940 | $111.68 | $104,979.20 |
DisclosureSEC source: 0001209191-22-003434 · doc4.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,475 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 |
| November 17, 2021 Filed Nov 19, 2021 21:00 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 1,500 | $0.00 Strike: $201.07 | $0.00 |
DisclosureSEC source: 0001209191-21-065769 · doc4.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock ($0.10 par value) · 1,500 shares Expires 2029-11-17 F1 · security: This stock appreciation right is exercisable in full on the grant date (11/17/2021) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of November 17, 2029 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 17:50 UTC | UNIFIRST CORP UNF · Entity 3907 | SaleCommon Stock | 818 | $217.73 | $178,103.14 |
DisclosureSEC source: 0001209191-21-003952 · doc4.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,535 Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 20:48 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionStock Appreciation Rights · Derivative | 1,314 | $0.00 Strike: $81.83 | $0.00 |
DisclosureSEC source: 0001209191-21-003396 · doc4.xml · derivative · entry 3 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock ($0.10 par value) · 1,314 shares Expires 2021-01-11 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 |
| January 11, 2021 Filed Jan 13, 2021 20:48 UTC | UNIFIRST CORP UNF · Entity 3907 | Disposition to issuerCommon Stock | 496 | $217.12 | $107,691.52 |
DisclosureSEC source: 0001209191-21-003396 · doc4.xml · nonDerivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,353 Read SEC document |
| January 11, 2021 Filed Jan 13, 2021 20:48 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock | 1,314 | $81.83 | $107,524.62 |
DisclosureSEC source: 0001209191-21-003396 · doc4.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,849 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 |
| October 26, 2020 Filed Oct 29, 2020 01:48 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $166.94 | $0.00 |
DisclosureSEC source: 0001209191-20-056168 · doc4.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock ($0.10 par value) · 1,000 shares Expires 2028-10-26 F1 · security: This stock appreciation right is exercisable in full on the grant date (10/26/2020) and is required to be settled in stock at the time of exercise. The grant has an expiration date of the earlier of October 26, 2028 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. Read SEC document |
| July 15, 2020 Filed Jul 15, 2020 22:36 UTC | UNIFIRST CORP UNF · Entity 3907 | SaleCommon Stock | 1,209 | $181.73 | $219,711.57 |
DisclosureSEC source: 0001209191-20-042529 · doc4.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,535 Read SEC document |
| January 17, 2020 Filed Jan 22, 2020 17:15 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $211.82 | $0.00 |
DisclosureSEC source: 0001209191-20-004421 · doc4.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock ($0.10 par value) · 1,000 shares Expires 2028-01-17 F1 · security: This stock appreciation right is exercisable in full on the grant date (01/17/2020) and must be settled in stock at the time of exercise. The grant has an expiration date of the earlier of January 17, 2028 or the second anniversary of the date that the grantee ceases to be a member of the Board. F1 · derivative.expiration_date: This stock appreciation right is exercisable in full on the grant date (01/17/2020) and must be settled in stock at the time of exercise. The grant has an expiration date of the earlier of January 17, 2028 or the second anniversary of the date that the grantee ceases to be a member of the Board. Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 15:12 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionStock Appreciation Right · Derivative | 1,724 | $0.00 Strike: $61.88 | $0.00 |
DisclosureSEC source: 0001209191-20-003263 · doc4.xml · derivative · entry 3 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock ($0.10 par value) · 1,724 shares Expires 2020-01-13 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 |
| January 10, 2020 Filed Jan 14, 2020 15:12 UTC | UNIFIRST CORP UNF · Entity 3907 | Disposition to issuerCommon Stock | 1,209 | $207.23 | $250,541.07 |
DisclosureSEC source: 0001209191-20-003263 · doc4.xml · nonDerivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,050 Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 15:12 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock | 1,724 | $61.88 | $106,681.12 |
DisclosureSEC source: 0001209191-20-003263 · doc4.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,259 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 |
| January 11, 2019 Filed Jan 14, 2019 19:30 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $137.53 | $0.00 |
DisclosureSEC source: 0001284084-19-000010 · wf-form4_154749420120526.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock ($0.10 par value) · 1,000 shares Expires 2027-01-11 F1 · security: This stock appreciation right is exercisable in full on the grant date (1/11/2019) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 11, 2027 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. F1 · derivative.exercise_date: This stock appreciation right is exercisable in full on the grant date (1/11/2019) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 11, 2027 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. F1 · derivative.expiration_date: This stock appreciation right is exercisable in full on the grant date (1/11/2019) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 11, 2027 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 18:17 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionStock Appreciation Right · Derivative | 2,500 | $0.00 Strike: $56.16 | $0.00 |
DisclosureSEC source: 0001284084-19-000004 · wf-form4_154705785285534.xml · derivative · entry 3 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock ($0.10 par value) · 2,500 shares Expires 2019-01-15 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 |
| January 08, 2019 Filed Jan 9, 2019 18:17 UTC | UNIFIRST CORP UNF · Entity 3907 | Disposition to issuerCommon Stock | 1,016 | $138.26 | $140,472.16 |
DisclosureSEC source: 0001284084-19-000004 · wf-form4_154705785285534.xml · nonDerivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,535 Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 18:17 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock | 2,500 | $56.16 | $140,400.00 |
DisclosureSEC source: 0001284084-19-000004 · wf-form4_154705785285534.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,551 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 |
| January 12, 2018 Filed Jan 16, 2018 14:57 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $171.15 | $0.00 |
DisclosureSEC source: 0001284084-18-000011 · wf-form4_151611466559264.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock ($0.10 par value) · 1,000 shares Expires 2026-01-12 F1 · security: This stock appreciation right is exercisable in full on the grant date (1/12/2018) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 12, 2026 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. F1 · derivative.exercise_date: This stock appreciation right is exercisable in full on the grant date (1/12/2018) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 12, 2026 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. F1 · derivative.expiration_date: This stock appreciation right is exercisable in full on the grant date (1/12/2018) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 12, 2026 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. Read SEC document |
| January 09, 2018 Filed Jan 9, 2018 16:21 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $53.20 | $0.00 |
DisclosureSEC source: 0001284084-18-000005 · wf-form4_151551488216091.xml · derivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock ($0.10 par value) · 1,500 shares Expires 2018-01-16 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 |
| January 09, 2018 Filed Jan 9, 2018 16:21 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon Stock | 1,500 | $53.20 | $79,800.00 |
DisclosureSEC source: 0001284084-18-000005 · wf-form4_151551488216091.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,051 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 |
| April 11, 2017 Filed Apr 12, 2017 19:32 UTC | UNIFIRST CORP UNF · Entity 3907 | SaleCommon Stock | 1,500 | $137.02 | $205,524.00 |
DisclosureSEC source: 0001437749-17-006512 · rdgdoc.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,551 Read SEC document |
| January 13, 2017 Filed Jan 17, 2017 14:07 UTC | UNIFIRST CORP UNF · Entity 3907 | GrantStock Appreciation Right · Derivative | 988 | $0.00 Strike: $132.85 | $0.00 |
DisclosureSEC source: 0001437749-17-000698 · rdgdoc.xml · derivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 988 Underlying: Common Stock ($0.10 par value) · 988 shares Expires 2025-01-13 F1 · security: This stock appreciation right is exercisable in full on the grant date (1/13/2017) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 13, 2025 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. F1 · derivative.exercise_date: This stock appreciation right is exercisable in full on the grant date (1/13/2017) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 13, 2025 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. F1 · derivative.expiration_date: This stock appreciation right is exercisable in full on the grant date (1/13/2017) and must be settled in stock at the time of exercise. This grant has an expiration date of the earlier of January 13, 2025 or the second anniversary of the date that the grantee ceases to be a member of the Board of Directors. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 17:23 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon stock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $42.21 | $0.00 |
DisclosureSEC source: 0001437749-17-000501 · rdgdoc.xml · derivative · entry 4 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock ($0.10 par value) · 1,500 shares Expires 2017-01-12 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 |
| January 10, 2017 Filed Jan 11, 2017 17:23 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon stock option (right to buy) · Derivative | 1,500 | $0.00 Strike: $28.55 | $0.00 |
DisclosureSEC source: 0001437749-17-000501 · rdgdoc.xml · derivative · entry 3 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock ($0.10 par value) · 1,500 shares Expires 2017-01-16 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 |
| January 10, 2017 Filed Jan 11, 2017 17:23 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon stock | 1,500 | $42.21 | $63,315.00 |
DisclosureSEC source: 0001437749-17-000501 · rdgdoc.xml · nonDerivative · entry 2 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,051 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 |
| January 10, 2017 Filed Jan 11, 2017 17:23 UTC | UNIFIRST CORP UNF · Entity 3907 | Exercise / conversionCommon stock | 1,500 | $28.55 | $42,825.00 |
DisclosureSEC source: 0001437749-17-000501 · rdgdoc.xml · nonDerivative · entry 1 Cohen Phillip L · CIK 0001303645 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,551 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.