Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MIDDLEBY CorpMIDD · Entity 3889 | Executive VP and COO | December 28, 2020 | December 30, 2020 |
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.
MIDDLEBY Corp
Report date December 28, 2020 · Filed December 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,847 |
Reported balance
After 2020-12-28 transaction · row 1
1 source rowRow 1 · 2020-12-28 · Tax withholding · Disposed 4,170 · Balance 74,847 F1: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 10,596 shares of restricted stock on December 28, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 10,596 shares of restricted stock on December 28, 2020.
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 |
|---|---|---|---|---|---|---|
| December 28, 2020 Filed Dec 30, 2020 21:16 UTC | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 4,170 | $126.48 | $527,421.60 |
DisclosureSEC source: 0001179110-20-012300 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,847 F1 · kind: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 10,596 shares of restricted stock on December 28, 2020. F1 · shares: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 10,596 shares of restricted stock on December 28, 2020. F1 · price: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 10,596 shares of restricted stock on December 28, 2020. Read SEC document |
| April 11, 2020 Filed Apr 16, 2020 01:58 UTC | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 10,596 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-004898 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,017 F1 · kind: Reporting person was granted 10,596 shares of restricted stock on April 11, 2020. The grant is scheduled to vest in full on December 28, 2020. F1 · price: Reporting person was granted 10,596 shares of restricted stock on April 11, 2020. The grant is scheduled to vest in full on December 28, 2020. Read SEC document |
| March 25, 2020 Filed Apr 16, 2020 01:57 UTC | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 7,083 | $55.69 | $394,452.27 |
DisclosureSEC source: 0001179110-20-004897 · edgar.xml · nonDerivative · entry 2 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,421 F2 · kind: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of restricted stock. F2 · shares: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of restricted stock. F2 · price: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of restricted stock. Read SEC document |
| March 25, 2020 Filed Apr 16, 2020 01:57 UTC | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 17,997 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-004897 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,504 F1 · kind: Represents shares of restricted stock that were issued in exchange for the reporting person's annual performance based cash bonus at the same value as would have otherwise been paid in cash for the bonus. The shares of restricted stock fully vested on date of grant. The shares of restricted stock were issued to the reporting person pursuant to the 2011 Long Term Incentive Plan. F1 · shares: Represents shares of restricted stock that were issued in exchange for the reporting person's annual performance based cash bonus at the same value as would have otherwise been paid in cash for the bonus. The shares of restricted stock fully vested on date of grant. The shares of restricted stock were issued to the reporting person pursuant to the 2011 Long Term Incentive Plan. F1 · price: Represents shares of restricted stock that were issued in exchange for the reporting person's annual performance based cash bonus at the same value as would have otherwise been paid in cash for the bonus. The shares of restricted stock fully vested on date of grant. The shares of restricted stock were issued to the reporting person pursuant to the 2011 Long Term Incentive Plan. Read SEC document |
| March 10, 2020 Filed Apr 2, 2020 01:53 UTC | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 984 | $92.74 | $91,256.16 |
DisclosureSEC source: 0001179110-20-004398 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,507 F1 · kind: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 2,500 shares of restricted stock on March 10, 2020. F1 · shares: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 2,500 shares of restricted stock on March 10, 2020. F1 · price: Transaction related to the surrender of shares to fund reporting person's tax liability in connection with vesting of 2,500 shares of restricted stock on March 10, 2020. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 02:36 UTC | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 2,011 | $111.99 | $225,211.89 |
DisclosureSEC source: 0001179110-20-003143 · edgar.xml · nonDerivative · entry 2 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,492 F2 · kind: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. F2 · shares: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. F2 · price: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. Read SEC document |
| March 02, 2020 Filed Mar 5, 2020 02:36 UTC | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 5,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-003143 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,503 F1 · kind: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on August 9, 2019. F1 · shares: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on August 9, 2019. F1 · price: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on August 9, 2019. Read SEC document |
| March 02, 2020 Filed Apr 2, 2020 01:52 UTC Amendment | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 2,012 | $11.99 | $24,123.88 |
DisclosureSEC source: 0001179110-20-004394 · edgar.xml · nonDerivative · entry 2 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,491 F2 · kind: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. F2 · shares: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. F3 · shares: This form corrects the Form 4 previously filed for this transaction which contained an incorrect number of shares that were surrendered to fund reporting person's tax liability related to vesting of performance-based restricted stock. F2 · price: Transaction related to the surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. Read SEC document |
| March 02, 2020 Filed Apr 2, 2020 01:52 UTC Amendment | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 5,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-004394 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,503 F1 · kind: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on August 9, 2019. F1 · shares: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on August 9, 2019. F1 · price: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on August 9, 2019. Read SEC document |
| August 09, 2019 Filed Aug 13, 2019 21:42 UTC | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-009480 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,390 F1 · kind: Reporting person was granted 7,500 shares of restricted stock on August 9, 2019. The grant is subject to a three year vesting schedule that vests in 33 1/3% increments beginning on the first anniversary of the grant date. F1 · price: Reporting person was granted 7,500 shares of restricted stock on August 9, 2019. The grant is subject to a three year vesting schedule that vests in 33 1/3% increments beginning on the first anniversary of the grant date. Read SEC document |
| February 25, 2019 Filed Mar 1, 2019 22:39 UTC | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 5,628 | $118.71 | $668,099.88 |
DisclosureSEC source: 0001179110-19-002943 · edgar.xml · nonDerivative · entry 2 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,890 F2 · kind: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. F2 · shares: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. Read SEC document |
| February 25, 2019 Filed Mar 1, 2019 22:39 UTC | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 14,356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-002943 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,518 F1 · kind: Represents shares acquired upon vesting of shares of performance-based restricted stock that were awarded on March 17, 2016. F1 · shares: Represents shares acquired upon vesting of shares of performance-based restricted stock that were awarded on March 17, 2016. F1 · price: Represents shares acquired upon vesting of shares of performance-based restricted stock that were awarded on March 17, 2016. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:42 UTC | MIDDLEBY Corp MIDD · Entity 3889 | Tax withholdingCommon Stock | 11,508 | $139.22 | $1,602,143.76 |
DisclosureSEC source: 0001179110-17-004649 · edgar.xml · nonDerivative · entry 2 Brewer David · CIK 0001483968 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,162 F2 · kind: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. F2 · shares: Transaction related to surrender of shares to fund reporting person's tax liability related to vesting of performance-based restricted stock. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 21:42 UTC | MIDDLEBY Corp MIDD · Entity 3889 | GrantCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004649 · edgar.xml · nonDerivative · entry 1 Brewer David · CIK 0001483968 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,670 F1 · kind: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on February 24, 2014. F1 · shares: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on February 24, 2014. F1 · price: Represents shares acquired upon vesting of performance-based restricted stock that were awarded on February 24, 2014. 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.