Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INGLES MARKETS INCIMKTA · Entity 4675 | Director · CEO, President and COO | November 26, 2021 | December 14, 2021 |
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.
INGLES MARKETS INC
Report date November 26, 2021 · Filed December 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectIngles Markets Inc. Investment/Profit Sharing Plan Trust | 9,936 |
Reported balance
After 2021-11-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-11-26 · Conversion · Acquired 9,936 · Balance 9,936 F1: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. |
| Class A Common StockSEC Table I · non-derivative | IndirectIngles Markets Inc. Investment/Profit Sharing Plan Trust | 0 |
Reported balance
After 2021-11-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-11-26 · Sale · Disposed 9,936 · Balance 0 |
| Class B Common StockSEC Table II · derivative / convertible security | IndirectIngles Markets Inc. Investment/Profit Sharing Plan Trust | 0 |
Reported balance
After 2021-11-26 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-11-26 · Conversion · Disposed 9,936 · Balance 0 F1: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. |
| Class A Common StockSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2021-11-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale.
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 |
|---|---|---|---|---|---|---|
| November 26, 2021 Filed Dec 14, 2021 16:41 UTC | INGLES MARKETS INC IMKTA · Entity 4675 | ConversionClass B Common Stock · Derivative | 9,936 | $0.00 | $0.00 |
DisclosureSEC source: 0001249480-21-000003 · primary_doc.xml · derivative · entry 4 LANNING JAMES W · CIK 0001249480 · Director · CEO, President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Ingles Markets Inc. Investment/Profit Sharing Plan Trust Disclosed balance after: 0 Underlying: Class A Common Stock · 9,936 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: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. F1 · derivative.exercise_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. F1 · derivative.expiration_date: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. Read SEC document |
| November 26, 2021 Filed Dec 14, 2021 16:41 UTC | INGLES MARKETS INC IMKTA · Entity 4675 | SaleClass A Common Stock | 9,936 | $77.48 | $769,841.28 |
DisclosureSEC source: 0001249480-21-000003 · primary_doc.xml · nonDerivative · entry 2 LANNING JAMES W · CIK 0001249480 · Director · CEO, President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Ingles Markets Inc. Investment/Profit Sharing Plan Trust Disclosed balance after: 0 Read SEC document |
| November 26, 2021 Filed Dec 14, 2021 16:41 UTC | INGLES MARKETS INC IMKTA · Entity 4675 | ConversionClass A Common Stock | 9,936 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001249480-21-000003 · primary_doc.xml · nonDerivative · entry 1 LANNING JAMES W · CIK 0001249480 · Director · CEO, President and COO 10b5-1 filing: Not disclosed Ownership: Indirect · Ingles Markets Inc. Investment/Profit Sharing Plan Trust Disclosed balance after: 9,936 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: The Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and has no expiration date. On November 26, 2021, the reporting person directed the sale of 9,936 shares of his Class B Common Stock, which were held within the Ingles Markets Inc. Investment/Profit Sharing Plan Trust, resulting in the automatic conversion of the shares into Class A Common Stock upon execution of the sale. 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.