Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | Director | September 02, 2020 | September 03, 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.
SYSCO CORP
Report date September 02, 2020 · Filed September 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,873 |
Reported balance
After 2020-09-02 transaction · row 1
1 source rowRow 1 · 2020-09-02 · Sale · Disposed 10,000 · Balance 61,873 F1: The price reported is a weighted average sale price per share of the 10,000 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $60.34 to $60.39. The Reporting Person undertakes to provide Sysco Corporation, any security holder of Sysco Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding number of shares sold at each separate price within the ranges set forth in the footnote of this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average sale price per share of the 10,000 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $60.34 to $60.39. The Reporting Person undertakes to provide Sysco Corporation, any security holder of Sysco Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding number of shares sold at each separate price within the ranges set forth in the footnote of this Form 4.
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 02, 2020 Filed Sep 3, 2020 21:05 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 10,000 | $60.38 | $603,800.00 |
DisclosureSEC source: 0000096021-20-000102 · wf-form4_159916711042281.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,873 F1 · price: The price reported is a weighted average sale price per share of the 10,000 shares sold on this date. These shares were sold in multiple transactions at prices ranging from $60.34 to $60.39. The Reporting Person undertakes to provide Sysco Corporation, any security holder of Sysco Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding number of shares sold at each separate price within the ranges set forth in the footnote of this Form 4. Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 22:14 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-19-000144 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,873 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| December 28, 2018 Filed Dec 28, 2018 21:55 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 100 | $62.05 | $6,205.00 |
DisclosureSEC source: 0000096021-18-000230 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,603 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 28, 2018 Filed Dec 28, 2018 21:55 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 201 | $62.05 | $12,472.05 |
DisclosureSEC source: 0000096021-18-000230 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,503 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 22:20 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-18-000192 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,302 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 20:57 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 85 | $72.83 | $6,190.55 |
DisclosureSEC source: 0000096021-18-000162 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,508 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 20:57 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 171 | $72.83 | $12,453.93 |
DisclosureSEC source: 0000096021-18-000162 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,423 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 20:56 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 91 | $68.35 | $6,219.85 |
DisclosureSEC source: 0000096021-18-000105 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,252 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 20:56 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 182 | $68.35 | $12,439.70 |
DisclosureSEC source: 0000096021-18-000105 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,161 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 30, 2018 Filed Mar 30, 2018 20:13 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 104 | $59.96 | $6,235.84 |
DisclosureSEC source: 0000096021-18-000063 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,979 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| March 30, 2018 Filed Mar 30, 2018 20:13 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 208 | $59.96 | $12,471.68 |
DisclosureSEC source: 0000096021-18-000063 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,875 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 102 | $61.06 | $6,228.12 |
DisclosureSEC source: 0000096021-18-000012 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,667 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 204 | $61.06 | $12,456.24 |
DisclosureSEC source: 0000096021-18-000012 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,565 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 22:12 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-17-000190 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,361 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2013 Long-Term Incentive Plan. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 21:04 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 115 | $54.05 | $6,215.75 |
DisclosureSEC source: 0000096021-17-000150 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,403 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 21:04 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 231 | $54.05 | $12,485.55 |
DisclosureSEC source: 0000096021-17-000150 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,288 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:19 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 125 | $49.86 | $6,232.50 |
DisclosureSEC source: 0000096021-17-000097 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,057 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:19 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 250 | $49.86 | $12,465.00 |
DisclosureSEC source: 0000096021-17-000097 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,932 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:01 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 120 | $52.02 | $6,242.40 |
DisclosureSEC source: 0000096021-17-000057 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,682 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 21:01 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 240 | $52.02 | $12,484.80 |
DisclosureSEC source: 0000096021-17-000057 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,562 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:26 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 112 | $55.37 | $6,201.44 |
DisclosureSEC source: 0000096021-17-000016 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,322 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:26 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 225 | $55.37 | $12,458.25 |
DisclosureSEC source: 0000096021-17-000016 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,210 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:24 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,992 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-16-000361 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,985 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2009 Non-Employee Directors Stock Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:20 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 127 | $49.03 | $6,226.81 |
DisclosureSEC source: 0000096021-16-000302 · edgar.xml · nonDerivative · entry 2 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,993 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:20 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 254 | $49.03 | $12,453.62 |
DisclosureSEC source: 0000096021-16-000302 · edgar.xml · nonDerivative · entry 1 Newcomb Nancy · CIK 0001317717 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,866 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the 2009 Non-Employee Directors Stock Plan. 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.