Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | President & CCO | March 11, 2022 | March 15, 2022 |
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.
Advantage Solutions Inc.
Report date March 11, 2022 · Filed March 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 515,394 |
Reported balance
After 2022-03-11 transaction · row 1
1 source rowRow 1 · 2022-03-11 · Grant · Acquired 217,028 · Balance 515,394 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 542,570 |
Reported balance
After 2022-03-11 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-03-11 · Grant · Acquired 542,570 · Balance 542,570 F2: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.99 | Direct | 945,664 |
Reported balance
After 2022-03-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-11 · Grant · Acquired 945,664 · Balance 945,664 F3: This stock option represents a right to purchase Class A Common Stock upon vesting. The option vests in equal installments on each of the first, second and third anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date.
F2: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4.
F3: This stock option represents a right to purchase Class A Common Stock upon vesting. The option vests in equal installments on each of the first, second and third anniversaries of the grant date.
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 11, 2022 Filed Mar 15, 2022 21:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option (Right to Buy) · Derivative | 945,664 | $0.00 Strike: $5.99 | $0.00 |
DisclosureSEC source: 0000947871-22-000374 · ownership.xml · derivative · entry 3 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,664 Underlying: Class A Common Stock · 945,664 shares Expires not disclosed F3 · derivative.exercise_date: This stock option represents a right to purchase Class A Common Stock upon vesting. The option vests in equal installments on each of the first, second and third anniversaries of the grant date. F3 · derivative.expiration_date: This stock option represents a right to purchase Class A Common Stock upon vesting. The option vests in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 542,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000374 · ownership.xml · derivative · entry 2 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542,570 Underlying: Class A Common Stock · 542,570 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| March 11, 2022 Filed Mar 15, 2022 21:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 217,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000374 · ownership.xml · nonDerivative · entry 1 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,394 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 07, 2022 Filed Mar 8, 2022 21:16 UTC | Advantage Solutions Inc. ADV · Entity 5563 | SaleClass A Common Stock | 30,067 | $5.49 | $165,067.83 |
DisclosureSEC source: 0000947871-22-000340 · ownership.xml · nonDerivative · entry 2 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,366 F2 · shares: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.32 to $5.73. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F2 · price: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.32 to $5.73. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:16 UTC | Advantage Solutions Inc. ADV · Entity 5563 | SaleClass A Common Stock | 7,593 | $5.71 | $43,356.03 |
DisclosureSEC source: 0000947871-22-000340 · ownership.xml · nonDerivative · entry 1 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,433 F1 · shares: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.59 to $5.92. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. F1 · price: Represents shares of Class A common stock sold to cover withholding tax liability in connection with the vesting and settlement of performance restricted stock units. The price reported in column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging $5.59 to $5.92. The Reporting Person, undertakes, upon by request by the Commission staff the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 230,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-22-000322 · ownership.xml · derivative · entry 2 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,600 Underlying: Class A Common Stock · 230,970 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: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Effective as of March 1, 2022, the Issuer's compensation committee certified the performance results of the PSUs, resulting in the conversion of 230,970 units into shares of Class A Common Stock and Restricted Stock Units and the forfeiture for no consideration of 41,430 units previously reported as a component of the target award. F2 · derivative.exercise_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Effective as of March 1, 2022, the Issuer's compensation committee certified the performance results of the PSUs, resulting in the conversion of 230,970 units into shares of Class A Common Stock and Restricted Stock Units and the forfeiture for no consideration of 41,430 units previously reported as a component of the target award. F2 · derivative.expiration_date: Represents an award of PSUs that is a contingent right to receive Class A Common Stock upon vesting. Effective as of March 1, 2022, the Issuer's compensation committee certified the performance results of the PSUs, resulting in the conversion of 230,970 units into shares of Class A Common Stock and Restricted Stock Units and the forfeiture for no consideration of 41,430 units previously reported as a component of the target award. F3 · balance_after: Represents PSUs remaining eligible to vest on 1/4/2024 subject to achievement of additional performance conditions. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 230,970 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000947871-22-000322 · ownership.xml · nonDerivative · entry 1 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,026 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 Class A Common Stock and restricted stock units with respect to Class A Common Stock (RSUs) were received upon the satisfaction of performance conditions of performance restricted stock units (PSUs) reported on this Form 4. 153.980 of these RSUs remain subject to service vesting scheduled to occur ratably on 1/4/2023 and 1/4/2024. Read SEC document |
| January 06, 2022 Filed Jan 7, 2022 21:56 UTC | Advantage Solutions Inc. ADV · Entity 5563 | SaleClass A Common Stock | 24,234 | $7.36 | $178,362.24 |
DisclosureSEC source: 0000947871-22-000014 · ownership.xml · nonDerivative · entry 1 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,056 F1 · price: Represents the weighted average sale price of shares sold to cover withholding tax liability in connection with the vesting and settlement of restricted stock units. These shares were sold in multiple transactions at prices ranging from $7.19 to $7.47. The Reporting Person, undertakes, upon by request by the Commission staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| March 23, 2021 Filed Mar 24, 2021 18:51 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 4,290 | $11.63 | $49,892.70 |
DisclosureSEC source: 0000947871-21-000363 · ownership.xml · nonDerivative · entry 1 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,290 F1 · price: Represents the weighted average purchase price of the shares sold ranging from a low of $11.63 to a high of $11.65 per share. The Reporting Person undertakes, upon request by the Commission staff, the Issuer or a security holder of the Issuer, to provide full information regarding the number of shares sold at each separate price. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:01 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-000026 · ownership.xml · derivative · entry 2 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Class A Common Stock · 300,000 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Adjusted EBITDA and Revenue, the PSUs are scheduled to vest over a three-year period and may vest from 0% to 150% of the target number of PSUs reported on this Form 4. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 19:01 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000947871-21-000026 · ownership.xml · nonDerivative · entry 1 Griffin Jill L · CIK 0001710580 · President & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest in two equal tranches, with a tranche vesting on each of the first and second anniversaries of the grant 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.