Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | Executive Vice President | August 20, 2020 | August 21, 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 August 20, 2020 · Filed August 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,631 |
Reported balance
After 2020-08-20 transaction · row 1
1 source rowRow 1 · 2020-08-20 · Grant · Acquired 6,605 · Balance 34,631 F1: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2: One-third of the restricted stock units shall vest in equal installments on 09/01/2021, 09/01/2022 and 09/01/2023, respectively. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.08 · Expires 2030-08-19 | Direct | 43,885 |
Reported balance
After 2020-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-08-20 · Grant · Acquired 43,885 · Balance 43,885 F4: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3: One-third of the shares covered by the grant vest and are exercisable on 08/20/2021, 08/20/2022 and 08/20/2023, respectively. No options may be exercised prior to 08/20/2021. Options will expire on 08/19/2030. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan.
F2: One-third of the restricted stock units shall vest in equal installments on 09/01/2021, 09/01/2022 and 09/01/2023, respectively.
F3: One-third of the shares covered by the grant vest and are exercisable on 08/20/2021, 08/20/2022 and 08/20/2023, respectively. No options may be exercised prior to 08/20/2021. Options will expire on 08/19/2030.
F4: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| August 20, 2020 Filed Aug 21, 2020 21:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 43,885 | $0.00 Strike: $58.08 | $0.00 |
DisclosureSEC source: 0000096021-20-000077 · wf-form4_159804472057512.xml · derivative · entry 2 Foster Michael P · CIK 0001795370 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,885 Underlying: Common Stock · 43,885 shares Expires 2030-08-19 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/20/2021, 08/20/2022 and 08/20/2023, respectively. No options may be exercised prior to 08/20/2021. Options will expire on 08/19/2030. Read SEC document |
| August 20, 2020 Filed Aug 21, 2020 21:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 6,605 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000077 · wf-form4_159804472057512.xml · nonDerivative · entry 1 Foster Michael P · CIK 0001795370 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,631 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2021, 09/01/2022 and 09/01/2023, respectively. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 129,113 | $0.00 Strike: $80.55 | $0.00 |
DisclosureSEC source: 0000096021-19-000163 · edgar.xml · derivative · entry 2 Foster Michael P · CIK 0001795370 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,113 Underlying: Common Stock · 129,113 shares Expires 2029-12-01 F3 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 12/2/2020, 12/2/2021 and 12/2/2022, respectively. No options may be exercised prior to 12/2/2020. Options will expire on 12/1/2029. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 28,026 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-19-000163 · edgar.xml · nonDerivative · entry 1 Foster Michael P · CIK 0001795370 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,026 F1 · price: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. This award of restricted stock units was made in connection with the reporting person's hiring as the Company's Executive Vice President, Chief Information and Technology Officer effective December 2, 2019. 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.