Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Mission Produce, Inc.AVO · Entity 4882 | See Remarks | October 05, 2020 | October 08, 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.
Mission Produce, Inc.
Report date October 05, 2020 · Filed October 08, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 10,000 |
Reported balance
After 2020-10-05 transaction · row 1
1 source rowRow 1 · 2020-10-05 · Purchase · Acquired 10,000 · Balance 10,000 F1: Represents a purchase from the underwriters in the Issuer's initial public offering. |
| COMMON STOCKSEC Table I · non-derivative | IndirectBY THE CHILDREN'S POT TRUST UNDER THE ROSS WILEMAN 2020 IRREVOCABLE TRUST | 451,605 |
Reported balance
Holding disclosure · report date 2020-10-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 451,605 |
| COMMON STOCKSEC Table I · non-derivative | IndirectBY THE DESCENDANTS POT TRUST UNDER THE ROSS WILEMAN 2020 IRREVOCABLE TRUST | 451,605 |
Reported balance
Holding disclosure · report date 2020-10-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 451,605 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a purchase from the underwriters in the Issuer's initial public offering.
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 |
|---|---|---|---|---|---|---|
| October 05, 2020 Filed Oct 8, 2020 01:05 UTC | Mission Produce, Inc. AVO · Entity 4882 | PurchaseCOMMON STOCK | 10,000 | $12.00 | $120,000.00 |
DisclosureSEC source: 0000899243-20-027791 · doc4.xml · nonDerivative · entry 1 Wileman Ross W · CIK 0001825815 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · shares: Represents a purchase from the underwriters in the Issuer's initial public offering. Read SEC document |
| September 30, 2020 Filed Oct 3, 2020 01:17 UTC | Mission Produce, Inc. AVO · Entity 4882 | GrantSTOCK OPTION (RIGHT TO BUY) · Derivative | 34,645 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0000899243-20-027026 · doc4.xml · derivative · entry 1 Wileman Ross W · CIK 0001825815 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,645 Underlying: COMMON STOCK · 34,645 shares Expires 2030-09-30 F1 · derivative.exercise_date: The option vests in four substantially equal installments on each anniversary of the grant date over a four-year period, subject to continued employment. 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.