Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chrome Holding Co.ME · Entity 76268 | Director | August 26, 2024 | August 28, 2024 |
| STARBUCKS CORPSBUX · Entity 2886 | Director | March 25, 2026 | March 27, 2026 |
| Stitch Fix, Inc.SFIX · Entity 5637 | Director | December 12, 2023 | December 14, 2023 |
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.
Chrome Holding Co.
Report date August 26, 2024 · Filed August 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 904,291 |
Reported balance
After 2024-08-26 transaction · row 1
1 source rowRow 1 · 2024-08-26 · Grant · Acquired 658,485 · Balance 904,291 F1: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023, all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023, all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer.
STARBUCKS CORP
Report date March 25, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,187 |
Reported balance
After 2026-03-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-25 · Grant · Acquired 3,667 · Balance 11,187 F1: Represents restricted stock units granted on March 25, 2026, fully vested at the time of the grant, and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors. F2: Includes 204 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted on March 25, 2026, fully vested at the time of the grant, and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors.
F2: Includes 204 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan.
Stitch Fix, Inc.
Report date December 12, 2023 · Filed December 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 67,034 |
Reported balance
After 2023-12-12 transaction · row 1
1 source rowRow 1 · 2023-12-12 · Grant · Acquired 32,051 · Balance 67,034 F1: 100% of the restricted stock units and options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.05 · Expires 2033-12-11 | Direct | 64,102 |
Reported balance
After 2023-12-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-12 · Grant · Acquired 64,102 · Balance 64,102 F1: 100% of the restricted stock units and options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the restricted stock units and options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through 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 |
|---|---|---|---|---|---|---|
| March 25, 2026 Filed Mar 27, 2026 23:22 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 3,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000829224-26-000047 · form4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,187 F1 · shares: Represents restricted stock units granted on March 25, 2026, fully vested at the time of the grant, and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 204 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 21:08 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 3,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009511 · form4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,316 F1 · shares: Represents restricted stock units granted on March 12, 2025, fully vested at the time of the grant, and deferred until termination of service as a director pursuant to the Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 101 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 16:32 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 658,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-038680 · wk-form4_1724877131.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 904,291 F1 · shares: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023, all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 21:37 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 3,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010294 · form4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,074 F1 · shares: Represents restricted stock units granted on March 13, 2024, fully vested at the time of the grant, and deferred pursuant to the Deferred Compensation Plan for Non-Employee Directors. F2 · balance_after: Includes 4 deferred stock units, representing dividends on deferred stock units pursuant to a dividend reinvestment plan. Read SEC document |
| January 16, 2024 Filed Jan 18, 2024 23:37 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 687 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001631 · form4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 687 F1 · shares: Represents restricted stock units granted on January 16, 2024, fully vested at the time of the grant, and deferred pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:14 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 64,102 | $0.00 Strike: $4.05 | $0.00 |
DisclosureSEC source: 0001576942-23-000164 · wk-form4_1702592042.xml · derivative · entry 2 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,102 Underlying: Class A Common Stock · 64,102 shares Expires 2033-12-11 F1 · derivative.exercise_date: 100% of the restricted stock units and options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:14 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 32,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-23-000164 · wk-form4_1702592042.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,034 F1 · shares: 100% of the restricted stock units and options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 16:55 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 154,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048803 · doc4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,806 F1 · shares: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy (the "Director Compensation Policy"), all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2024 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:10 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 57,544 | $0.00 Strike: $4.08 | $0.00 |
DisclosureSEC source: 0001576942-22-000106 · wf-form4_167113860997837.xml · derivative · entry 2 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,544 Underlying: Class A Common Stock · 57,544 shares Expires 2032-12-12 F2 · derivative.exercise_date: 100% of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:10 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 28,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-22-000106 · wf-form4_167113860997837.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,983 F1 · shares: 100% of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 16:48 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 14,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049185 · doc4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,809 F1 · shares: Restricted stock units, or RSUs, issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy, all of which vest on the earlier of (a) the first anniversary of the grant date or (b) the date of the issuer's 2023 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 16:28 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 57,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047862 · doc4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,176 F1 · shares: Restricted stock units, or RSUs, issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy, all of which vest on the earlier of (a) the first anniversary of the grant date or (b) the date of the issuer's 2023 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 8,033 | $0.00 Strike: $18.46 | $0.00 |
DisclosureSEC source: 0001209191-21-069982 · doc4.xml · derivative · entry 2 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,033 Underlying: Class A Common Stock · 8,033 shares Expires 2031-12-14 F2 · derivative.exercise_date: 100% of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding options are subject to acceleration upon a Change in Control. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 21:56 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 4,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069982 · doc4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,211 F1 · shares: 100% of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 16:17 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock, $0.0001 par value | 18,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-056390 · doc4.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,421 F1 · shares: The shares are represented by restricted stock units, or RSUs, all of which shall vest in full on the earlier of (a) the first anniversary of the grant date or (b) the date of the issuer's 2022 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 22:53 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 3,674 | $0.00 Strike: $66.43 | $0.00 |
DisclosureSEC source: 0001576942-20-000162 · wf-form4_160833197390851.xml · derivative · entry 2 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,674 Underlying: Class A Common Stock · 3,674 shares Expires 2030-12-15 F2 · derivative.exercise_date: 100% of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding options are subject to acceleration upon a Change in Control. Read SEC document |
| December 16, 2020 Filed Dec 18, 2020 22:53 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 1,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-20-000162 · wf-form4_160833197390851.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,195 F1 · shares: 100% of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 22:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 795 | $0.00 Strike: $36.01 | $0.00 |
DisclosureSEC source: 0001576942-20-000108 · wf-form4_160349290930177.xml · derivative · entry 2 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 795 Underlying: Class A Common Stock · 795 shares Expires 2030-10-20 F2 · derivative.exercise_date: 100 percent of the options will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding options are subject to acceleration upon a Change in Control. Read SEC document |
| October 21, 2020 Filed Oct 23, 2020 22:42 UTC | Stitch Fix, Inc. SFIX · Entity 5637 | GrantClass A Common Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0001576942-20-000108 · wf-form4_160349290930177.xml · nonDerivative · entry 1 Mohan Neal · CIK 0001829763 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391 F1 · shares: 100 percent of the restricted stock units will vest on the earlier of the first anniversary of the date of grant or the next Annual Meeting of Stockholders. All vesting is subject to the Reporting Person's Continuous Service through the applicable vesting date. Outstanding restricted stock units are subject to acceleration upon a Change in Control. 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.