Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Vital Farms, Inc.
Report date August 04, 2020 · Filed August 05, 2020
Section 16 reporting ended · disclosed 2020-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,966,927 |
Reported balance
After 2020-08-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-08-04 · Conversion · Acquired 121,246 · Balance 1,966,927 F1: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date. F2: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 1,633,366 |
Reported balance
After 2020-08-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2020-08-04 · Sale · Disposed 333,561 · Balance 1,633,366 F2: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2020-08-04 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2020-08-04 · Sale · Disposed 333,561 · Balance 0 F3: The shares are held by The Jones Management Trust, formed 8/31/2018 (the "Trust"). The Reporting Person is a trustee of the Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 640,461 |
Reported balance
After 2020-08-04 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2020-08-04 · Sale · Disposed 123,000 · Balance 640,461 F4: The shares are held by The MIPOTH-C Trust formed 8/31/2018 ("MIPOTH-C"). The Reporting Person is a trustee of MIPOTH-C. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 640,461 |
Reported balance
After 2020-08-04 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2020-08-04 · Sale · Disposed 123,000 · Balance 640,461 F5: The shares are held by The MIPOTH-J Trust, formed 7/25/2018 ("MIPOTH-J"). The Reporting Person is a trustee of MIPOTH-J. |
| Series B Preferred StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2020-08-04 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-08-04 · Conversion · Disposed 121,246 · Balance 0 F1: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date. F2: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date.
F2: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA.
F3: The shares are held by The Jones Management Trust, formed 8/31/2018 (the "Trust"). The Reporting Person is a trustee of the Trust.
F4: The shares are held by The MIPOTH-C Trust formed 8/31/2018 ("MIPOTH-C"). The Reporting Person is a trustee of MIPOTH-C.
F5: The shares are held by The MIPOTH-J Trust, formed 7/25/2018 ("MIPOTH-J"). The Reporting Person is a trustee of MIPOTH-J.
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 04, 2020 Filed Aug 5, 2020 19:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | ConversionSeries B Preferred Stock · Derivative | 121,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-045311 · doc4.xml · derivative · entry 6 Jones Jason L. · CIK 0001819177 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 121,246 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date. F1 · derivative.exercise_date: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date. F1 · derivative.expiration_date: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date. F2 · ownership.nature: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 19:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 123,000 | $20.46 | $2,516,580.00 |
DisclosureSEC source: 0001209191-20-045311 · doc4.xml · nonDerivative · entry 5 Jones Jason L. · CIK 0001819177 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 640,461 F5 · ownership.nature: The shares are held by The MIPOTH-J Trust, formed 7/25/2018 ("MIPOTH-J"). The Reporting Person is a trustee of MIPOTH-J. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 19:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 123,000 | $20.46 | $2,516,580.00 |
DisclosureSEC source: 0001209191-20-045311 · doc4.xml · nonDerivative · entry 4 Jones Jason L. · CIK 0001819177 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 640,461 F4 · ownership.nature: The shares are held by The MIPOTH-C Trust formed 8/31/2018 ("MIPOTH-C"). The Reporting Person is a trustee of MIPOTH-C. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 19:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 333,561 | $20.46 | $6,824,658.06 |
DisclosureSEC source: 0001209191-20-045311 · doc4.xml · nonDerivative · entry 3 Jones Jason L. · CIK 0001819177 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F3 · ownership.nature: The shares are held by The Jones Management Trust, formed 8/31/2018 (the "Trust"). The Reporting Person is a trustee of the Trust. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 19:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | SaleCommon Stock | 333,561 | $20.46 | $6,824,658.06 |
DisclosureSEC source: 0001209191-20-045311 · doc4.xml · nonDerivative · entry 2 Jones Jason L. · CIK 0001819177 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,633,366 F2 · ownership.nature: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA. Read SEC document |
| August 04, 2020 Filed Aug 5, 2020 19:43 UTC | Vital Farms, Inc. VITL · Entity 5571 | ConversionCommon Stock | 121,246 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-045311 · doc4.xml · nonDerivative · entry 1 Jones Jason L. · CIK 0001819177 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,966,927 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each share of Series B Preferred Stock converted into shares of Common Stock upon the closing of the Issuer's initial public offering, on a one-for-one basis, and had no expiration date. F2 · ownership.nature: The shares are held by The NANAPA Trust, formed 7/25/2018 ("NANAPA"). The Reporting Person is a trustee of NANAPA. 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.