Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RED ROBIN GOURMET BURGERS INCRRGB · Entity 6468 | Chief Accounting Officer | September 28, 2026 | September 29, 2026 |
| SONIDA SENIOR LIVING, INC.CSU · Entity 4563 | SVP-Finance & Accounting, PAO | March 24, 2021 | March 26, 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.
RED ROBIN GOURMET BURGERS INC
Report date September 28, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,820 |
Reported balance
After 2026-09-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-28 · Grant · Acquired 12,820 · Balance 12,820 F1: Represents a one-time award grant of time-based restricted stock units under the issuer's 2024 Performance Incentive Plan. Each time-based stock unit represents the contingent right to receive, upon vesting of the unit, one share of the issuer's common stock. These units are scheduled to vest on the one year anniversary of the date of grant. The closing price on date of grant, September 28, 2026 was $7.46. F2: Includes 12,820 shares subject to vesting and forfeiture restrictions. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a one-time award grant of time-based restricted stock units under the issuer's 2024 Performance Incentive Plan. Each time-based stock unit represents the contingent right to receive, upon vesting of the unit, one share of the issuer's common stock. These units are scheduled to vest on the one year anniversary of the date of grant. The closing price on date of grant, September 28, 2026 was $7.46.
F2: Includes 12,820 shares subject to vesting and forfeiture restrictions.
SONIDA SENIOR LIVING, INC.
Report date March 24, 2021 · Filed March 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,306 |
Ending reported balance
After 2021-03-24 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-24 · Grant · Acquired 3,322 · Balance 3,322 F1: Represents shares of restricted stock granted on March 24, 2021 under the 2019 Omnibus Stock and Incentive Plan for Capital Senior Living Corporation (the "Plan"), which are scheduled to vest in three installments of 33%, 33% and 34% on March 24, 2022, March 24, 2023 and March 24, 2024, respectively. Row 2 · 2021-03-24 · Grant · Acquired 4,984 · Balance 8,306 F2: Represents shares of performance-based restricted stock granted on March 24, 2021 under the Plan, which vest subject to the satisfaction of certain performance conditions for the years ending December 31, 2021, December 31, 2022 and December 31, 2023 (but does not include additional shares of performance-based restricted stock that are subject to achievement of certain maximum performance objectives). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock granted on March 24, 2021 under the 2019 Omnibus Stock and Incentive Plan for Capital Senior Living Corporation (the "Plan"), which are scheduled to vest in three installments of 33%, 33% and 34% on March 24, 2022, March 24, 2023 and March 24, 2024, respectively.
F2: Represents shares of performance-based restricted stock granted on March 24, 2021 under the Plan, which vest subject to the satisfaction of certain performance conditions for the years ending December 31, 2021, December 31, 2022 and December 31, 2023 (but does not include additional shares of performance-based restricted stock that are subject to achievement of certain maximum performance objectives).
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 |
|---|---|---|---|---|---|---|
| September 28, 2026 Filed Sep 29, 2026 20:37 UTC | RED ROBIN GOURMET BURGERS INC RRGB · Entity 6468 | GrantCommon Stock | 12,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001832317-26-000006 · form4-09292026_080931.xml · nonDerivative · entry 1 Dutton Tiffany · CIK 0001832317 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,820 F1 · shares: Represents a one-time award grant of time-based restricted stock units under the issuer's 2024 Performance Incentive Plan. Each time-based stock unit represents the contingent right to receive, upon vesting of the unit, one share of the issuer's common stock. These units are scheduled to vest on the one year anniversary of the date of grant. The closing price on date of grant, September 28, 2026 was $7.46. F2 · balance_after: Includes 12,820 shares subject to vesting and forfeiture restrictions. Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 20:15 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 4,984 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-013679 · doc4.xml · nonDerivative · entry 2 Dutton Tiffany · CIK 0001832317 · SVP-Finance & Accounting, PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,306 F2 · shares: Represents shares of performance-based restricted stock granted on March 24, 2021 under the Plan, which vest subject to the satisfaction of certain performance conditions for the years ending December 31, 2021, December 31, 2022 and December 31, 2023 (but does not include additional shares of performance-based restricted stock that are subject to achievement of certain maximum performance objectives). Read SEC document |
| March 24, 2021 Filed Mar 26, 2021 20:15 UTC | SONIDA SENIOR LIVING, INC. CSU · Entity 4563 | GrantCommon Stock | 3,322 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-013679 · doc4.xml · nonDerivative · entry 1 Dutton Tiffany · CIK 0001832317 · SVP-Finance & Accounting, PAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,322 F1 · shares: Represents shares of restricted stock granted on March 24, 2021 under the 2019 Omnibus Stock and Incentive Plan for Capital Senior Living Corporation (the "Plan"), which are scheduled to vest in three installments of 33%, 33% and 34% on March 24, 2022, March 24, 2023 and March 24, 2024, respectively. 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.