Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Simply Good Foods CoSMPL · Entity 4946 | Chief Operations Officer | November 08, 2019 | November 13, 2019 |
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.
Simply Good Foods Co
Report date November 08, 2019 · Filed November 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,771 |
Reported balance
After 2019-11-08 transaction · row 1
1 source rowRow 1 · 2019-11-08 · Grant · Acquired 3,307 · Balance 12,771 F1: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments beginning on November 8, 2020, subject to the reporting person's continuous service with the issuer as of each vesting date. |
| Options to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $24.15 · Expires 2029-11-08 | Direct | 10,210 |
Reported balance
After 2019-11-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-11-08 · Grant · Acquired 10,210 · Balance 10,210 F2: The stock options vest in three equal annual installments beginning on November 8, 2020, subject to the reporting person's continuous service with the issuer as of each vesting date |
Filing footnotes · ownership attribution and instrument terms
F1: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments beginning on November 8, 2020, subject to the reporting person's continuous service with the issuer as of each vesting date.
F2: The stock options vest in three equal annual installments beginning on November 8, 2020, subject to the reporting person's continuous service with the issuer as of each 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 |
|---|---|---|---|---|---|---|
| November 08, 2019 Filed Nov 13, 2019 21:07 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantOptions to Purchase Common Stock · Derivative | 10,210 | $0.00 Strike: $24.15 | $0.00 |
DisclosureSEC source: 0001628280-19-014094 · wf-form4_157367924520003.xml · derivative · entry 2 Holm Hanno E · CIK 0001711478 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,210 Underlying: Common Stock · 10,210 shares Expires 2029-11-08 F2 · derivative.exercise_date: The stock options vest in three equal annual installments beginning on November 8, 2020, subject to the reporting person's continuous service with the issuer as of each vesting date Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 21:07 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-19-014094 · wf-form4_157367924520003.xml · nonDerivative · entry 1 Holm Hanno E · CIK 0001711478 · Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,771 F1 · shares: Represents time-based restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments beginning on November 8, 2020, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| July 18, 2019 Filed Jul 19, 2019 20:03 UTC | Simply Good Foods Co SMPL · Entity 4946 | SaleCommon Stock | 10,483 | $26.90 | $281,992.70 |
DisclosureSEC source: 0001702744-19-000025 · wf-form4_156356662133734.xml · nonDerivative · entry 2 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,464 Read SEC document |
| July 17, 2019 Filed Jul 19, 2019 20:03 UTC | Simply Good Foods Co SMPL · Entity 4946 | SaleCommon Stock | 5,500 | $26.85 | $147,675.00 |
DisclosureSEC source: 0001702744-19-000025 · wf-form4_156356662133734.xml · nonDerivative · entry 1 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Read SEC document |
| July 10, 2019 Filed Jul 11, 2019 20:10 UTC | Simply Good Foods Co SMPL · Entity 4946 | SaleCommon Stock | 1,750 | $27.87 | $48,772.50 |
DisclosureSEC source: 0001702744-19-000023 · wf-form4_156287582460466.xml · nonDerivative · entry 1 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,447 Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 23:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantOptions to Purchase Common Stock · Derivative | 16,902 | $0.00 Strike: $19.89 | $0.00 |
DisclosureSEC source: 0001628280-18-014168 · wf-form4_154180521096004.xml · derivative · entry 2 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,902 Underlying: Common Stock · 16,902 shares Expires 2028-11-08 F2 · derivative.exercise_date: The stock options vest in three equal annual installments beginning on November 8, 2019, subject to the reporting person's continuous service with the issuer as of each vesting date. Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 23:13 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 9,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-18-014168 · wf-form4_154180521096004.xml · nonDerivative · entry 1 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,197 F1 · shares: Represents performance-based restricted stock units ("PSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest at the end of a three-year period as follows, subject to the reporting person's continuous service with the issuer as of the vesting date: (i) 50% of the PSUs vest on November 8, 2021 if the closing price of the issuer's common stock for at least 20 of the 30 consecutive trading days immediately prior to November 8, 2021, equals or exceeds 100%, but less than 115%, of the closing price of the issuer's common stock on the grant date, and (ii) 100% of the PSUs vest on November 8, 2021 if the closing price of the issuer's common stock for at least 20 of the 30 consecutive trading days immediately prior to November 8, 2021, meets or exceeds 115% of the closing price of the issuer's common stock on the grant date. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 15:39 UTC | Simply Good Foods Co SMPL · Entity 4946 | PurchaseCommon Stock | 1,500 | $12.79 | $19,191.15 |
DisclosureSEC source: 0001711478-18-000004 · wf-form4_152467074321492.xml · nonDerivative · entry 4 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,733 Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 15:39 UTC | Simply Good Foods Co SMPL · Entity 4946 | PurchaseCommon Stock | 800 | $12.77 | $10,216.00 |
DisclosureSEC source: 0001711478-18-000004 · wf-form4_152467074321492.xml · nonDerivative · entry 3 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,233 Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 15:39 UTC | Simply Good Foods Co SMPL · Entity 4946 | PurchaseCommon Stock | 1,500 | $12.77 | $19,152.75 |
DisclosureSEC source: 0001711478-18-000004 · wf-form4_152467074321492.xml · nonDerivative · entry 2 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,433 Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 15:39 UTC | Simply Good Foods Co SMPL · Entity 4946 | PurchaseCommon Stock | 200 | $12.77 | $2,553.00 |
DisclosureSEC source: 0001711478-18-000004 · wf-form4_152467074321492.xml · nonDerivative · entry 1 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,933 Read SEC document |
| July 14, 2017 Filed Jul 18, 2017 21:01 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantOptions to Purchase Common Stock · Derivative | 120,065 | Not disclosed Strike: $12.00 | Not disclosed |
DisclosureSEC source: 0001213900-17-007704 · f4071417holm_simply.xml · derivative · entry 1 Holm Hanno E · CIK 0001711478 · VP & Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,065 Underlying: Common Stock · 120,065 shares Expires not disclosed F1 · security: Represents options to purchase common stock of the Issuer on a one to one basis awarded pursuant to the Issuer's 2017 Long Term Incentive Plan. F1 · price: Represents options to purchase common stock of the Issuer on a one to one basis awarded pursuant to the Issuer's 2017 Long Term Incentive Plan. F2 · derivative.exercise_date: Options vest and become exercisable in three equal installments on July 14, 2018, July 14, 2019 and July 14, 2020, subject to the recipient's continued service with the Company from the date of grant on July 14, 2017. The options expire on the ten-year anniversary of the award. F2 · derivative.expiration_date: Options vest and become exercisable in three equal installments on July 14, 2018, July 14, 2019 and July 14, 2020, subject to the recipient's continued service with the Company from the date of grant on July 14, 2017. The options expire on the ten-year anniversary of the award. 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.