Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifeway Foods, Inc.LWAY · Entity 891 | Director | July 15, 2020 | July 17, 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.
Lifeway Foods, Inc.
Report date July 15, 2020 · Filed July 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, no par valueSEC Table I · non-derivative | Direct | 38,467 |
Reported balance
After 2020-07-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-07-15 · Grant · Acquired 11,406 · Balance 38,467 F1: Represents a time-based restricted stock award. Of such time-based restricted stock, 3,802 of the shares will vest on July 15, 2021; 3,802 will vest on July 15, 2022; and 3,802 will vest on July 15, 2023, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2: Includes (a) a time-based restricted stock award, of which 2,739 will vest on June 20, 2021 and 2,739 will vest on June 20, 2022 (b), a time-based restricted stock award, of which 1,647 will vest on June 15, 2021, in each case contingent on the Reporting Person's continued service as a Director on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a time-based restricted stock award. Of such time-based restricted stock, 3,802 of the shares will vest on July 15, 2021; 3,802 will vest on July 15, 2022; and 3,802 will vest on July 15, 2023, contingent on the Reporting Person's continued service as a Director on each applicable vesting date.
F2: Includes (a) a time-based restricted stock award, of which 2,739 will vest on June 20, 2021 and 2,739 will vest on June 20, 2022 (b), a time-based restricted stock award, of which 1,647 will vest on June 15, 2021, in each case contingent on the Reporting Person's continued service as a Director on the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| July 15, 2020 Filed Jul 17, 2020 22:01 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 11,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-20-002292 · ownership.xml · nonDerivative · entry 1 BERNARDI RENZO · CIK 0001287057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,467 F1 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 3,802 of the shares will vest on July 15, 2021; 3,802 will vest on July 15, 2022; and 3,802 will vest on July 15, 2023, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · balance_after: Includes (a) a time-based restricted stock award, of which 2,739 will vest on June 20, 2021 and 2,739 will vest on June 20, 2022 (b), a time-based restricted stock award, of which 1,647 will vest on June 15, 2021, in each case contingent on the Reporting Person's continued service as a Director on the applicable vesting date. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 15:14 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 8,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-19-001959 · ownership.xml · nonDerivative · entry 1 BERNARDI RENZO · CIK 0001287057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,061 F1 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 2,740 shares will vest on June 20, 2020; 2,739 will vest on June 20, 2021; and 2,739 will vest on June 20, 2022, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. F2 · balance_after: Includes a time-based restricted stock award, 1,647 shares of which will vest on June 15, 2020; and 1,647 will vest on June 15, 2021, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 15:34 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GrantCommon Stock, no par value | 4,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-18-001722 · bernardi_f4.xml · nonDerivative · entry 2 BERNARDI RENZO · CIK 0001287057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,842 F2 · shares: Represents a time-based restricted stock award. Of such time-based restricted stock, 1,648 shares will vest on June 15, 2019; 1,647 will vest on June 15, 2020; and 1,647 will vest on June 15, 2021, contingent on the Reporting Person's continued service as a Director on each applicable vesting date. Read SEC document |
| June 13, 2018 Filed Jun 18, 2018 15:34 UTC | Lifeway Foods, Inc. LWAY · Entity 891 | GiftCommon Stock, no par value | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001683168-18-001722 · bernardi_f4.xml · nonDerivative · entry 1 BERNARDI RENZO · CIK 0001287057 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,900 F1 · shares: Represents a gift by the Reporting Person to an adult child not living in his household. 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.