Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DOLLAR GENERAL CORPDG · Entity 2133 | EVP & Chief Merchandising Ofc | May 29, 2020 | June 02, 2020 |
| Vitamin Shoppe, Inc.VSI · Entity 16967 | COO | March 10, 2017 | March 13, 2017 |
| Wag! Group Co.CHWA · Entity 77424 | Director | August 30, 2021 | August 30, 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.
DOLLAR GENERAL CORP
Report date May 29, 2020 · Filed June 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,991 |
Ending reported balance
After 2020-05-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-05-29 · Exercise / conversion · Acquired 11,515 · Balance 17,506 Row 2 · 2020-05-29 · Sale · Disposed 11,515 · Balance 5,991 F1: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $190.53 to $191.42, inclusive. The reporting person undertakes to provide Dollar General Coropration, any security holder of Dollar General Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $76.89 · Expires 2027-08-29 | Direct | 34,546 |
Reported balance
After 2020-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-05-29 · Exercise / conversion · Disposed 11,515 · Balance 34,546 F2: The number of securities reported in Column 9 represents 1 option that vested on August 29, 2018, 11,515 options that vested on August 29, 2019, 11,515 options that are subject to time-vesting criteria which are scheduled to vest on August 29, 2020, and 11,515 options that are subject to time-vesting criteria which are scheduled to vest on August 29, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $190.53 to $191.42, inclusive. The reporting person undertakes to provide Dollar General Coropration, any security holder of Dollar General Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4.
F2: The number of securities reported in Column 9 represents 1 option that vested on August 29, 2018, 11,515 options that vested on August 29, 2019, 11,515 options that are subject to time-vesting criteria which are scheduled to vest on August 29, 2020, and 11,515 options that are subject to time-vesting criteria which are scheduled to vest on August 29, 2021.
Vitamin Shoppe, Inc.
Report date March 10, 2017 · Filed March 13, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 35,405 |
Reported balance
After 2017-03-10 transaction · row 1
1 source rowRow 1 · 2017-03-10 · Grant · Acquired 19,633 · Balance 35,405 F1: These shares of restricted stock vest in two (2) equal annual installments, commencing on March 10, 2019, the second anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock vest in two (2) equal annual installments, commencing on March 10, 2019, the second anniversary of the grant date.
Wag! Group Co.
Report date August 30, 2021 · Filed August 30, 2021
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| May 29, 2020 Filed Jun 2, 2020 20:23 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 11,515 | $0.00 Strike: $76.89 | $0.00 |
DisclosureSEC source: 0000029534-20-000050 · edgar.xml · derivative · entry 3 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,546 Underlying: Common Stock · 11,515 shares Expires 2027-08-29 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 · balance_after: The number of securities reported in Column 9 represents 1 option that vested on August 29, 2018, 11,515 options that vested on August 29, 2019, 11,515 options that are subject to time-vesting criteria which are scheduled to vest on August 29, 2020, and 11,515 options that are subject to time-vesting criteria which are scheduled to vest on August 29, 2021. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:23 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | SaleCommon Stock | 11,515 | $191.03 | $2,199,727.72 |
DisclosureSEC source: 0000029534-20-000050 · edgar.xml · nonDerivative · entry 2 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,991 F1 · price: The reported price is a weighted average price. These shares were sold in multiple transactions ranging from $190.53 to $191.42, inclusive. The reporting person undertakes to provide Dollar General Coropration, any security holder of Dollar General Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:23 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Exercise / conversionCommon Stock | 11,515 | $76.89 | $885,388.35 |
DisclosureSEC source: 0000029534-20-000050 · edgar.xml · nonDerivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,506 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 01, 2020 Filed Apr 3, 2020 20:38 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 567 | $153.16 | $86,841.72 |
DisclosureSEC source: 0000029534-20-000026 · edgar.xml · nonDerivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,991 F1 · shares: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of performance share units granted March 21, 2018 (265 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2018 adjusted EBITDA performance) and March 20, 2019 (302 shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2019 adjusted EBITDA performance). Read SEC document |
| March 17, 2020 Filed Mar 19, 2020 14:52 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 20,058 | $0.00 Strike: $154.53 | $0.00 |
DisclosureSEC source: 0000029534-20-000016 · edgar.xml · derivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,058 Underlying: Common Stock · 20,058 shares Expires 2030-03-17 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2021, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 17:51 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 3,561 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-20-000006 · edgar.xml · nonDerivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,558 F1 · shares: Performance share units ("PSUs") earned by reporting person from March 20, 2019 grant, as certified by Issuer's Compensation Committee on March 10, 2020. Each PSU represents right to one share of Issuer's common stock. Amount reported includes PSUs earned as a result of Issuer's fiscal year 2019 adjusted EBITDA performance, 1,187 of which will become vested & be settled & paid in unrestricted shares of Issuer's common stock on April 1, 2020, & remainder of which is subject to time-based vesting requirements (1,187 on each of April 1, 2021 & April 1, 2022) & certain forfeiture & accelerated vesting provisions, & once vested are payable solely in unrestricted shares of Issuer's common stock. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:24 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | Tax withholdingCommon Stock | 265 | $118.33 | $31,357.45 |
DisclosureSEC source: 0000029534-19-000026 · edgar.xml · nonDerivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,997 F1 · shares: Shares of common stock surrendered to the Issuer in payment of taxes in connection with the vesting and payment of a portion of performance share units granted on March 21, 2018 (shares from the vesting of PSUs earned as a result of the Issuer's fiscal year 2018 adjusted EBITDA performance). Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 16:17 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 21,667 | $0.00 Strike: $117.13 | $0.00 |
DisclosureSEC source: 0000029534-19-000016 · edgar.xml · derivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,667 Underlying: Common Stock · 21,667 shares Expires 2029-03-20 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2020, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 16:58 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantCommon Stock | 3,262 | $0.00 | $0.00 |
DisclosureSEC source: 0000029534-19-000008 · edgar.xml · nonDerivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,262 F1 · shares: Performance share units ("PSUs") earned by reporting person from a March 21, 2018 grant, as certified by Issuer's Compensation Committee on March 12, 2019. Each PSU represents right to one share of Issuer's common stock. Amount reported includes PSUs earned as a result of Issuer's fiscal year 2018 adjusted EBITDA performance, 1,088 of which will become vested & be settled & paid in unrestricted shares of Issuer's common stock on April 1, 2019, & remainder of which is subject to time-based vesting requirements (1,087 on each of April 1, 2020 & April 1, 2021) & certain forfeiture & accelerated vesting provisions, & once vested are payable solely in unrestricted shares of Issuer's common stock. Read SEC document |
| March 21, 2018 Filed Mar 23, 2018 15:16 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 25,545 | $0.00 Strike: $92.98 | $0.00 |
DisclosureSEC source: 0000029534-18-000017 · edgar.xml · derivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,545 Underlying: Common Stock · 25,545 shares Expires 2028-03-21 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on April 1, 2019, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 16:44 UTC | DOLLAR GENERAL CORP DG · Entity 2133 | GrantEmployee Stock Option (Right to Buy) · Derivative | 46,061 | $0.00 Strike: $76.89 | $0.00 |
DisclosureSEC source: 0000029534-17-000052 · edgar.xml · derivative · entry 1 Reiser Jason S · CIK 0001596518 · EVP & Chief Merchandising Ofc 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,061 Underlying: Common Stock · 46,061 shares Expires 2027-08-29 F1 · derivative.exercise_date: The option vests in four annual installments of 25% beginning on August 29, 2018, subject to certain forfeiture and accelerated vesting provisions. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 16:13 UTC | Vitamin Shoppe, Inc. VSI · Entity 16967 | GrantCommon Stock, par value $0.01 | 19,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001360530-17-000023 · wf-form4_148943598322685.xml · nonDerivative · entry 1 Reiser Jason S · CIK 0001596518 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,405 F1 · shares: These shares of restricted stock vest in two (2) equal annual installments, commencing on March 10, 2019, the second anniversary 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.