Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LUBYS INCLUB · Entity 137503 | Director | July 01, 2019 | July 02, 2019 |
| SYSCO CORPSYY · Entity 2003 | Director | September 29, 2017 | September 29, 2017 |
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.
LUBYS INC
Report date July 01, 2019 · Filed July 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock AwardSEC Table I · non-derivative | Direct | 129,705 |
Reported balance
After 2019-07-01 transaction · row 1
1 source rowRow 1 · 2019-07-01 · Grant · Acquired 17,045 · Balance 129,705 F1: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 7/1/2022 or the date of the director's resignation or retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 7/1/2022 or the date of the director's resignation or retirement.
SYSCO CORP
Report date September 29, 2017 · Filed September 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 99,605.288 |
Ending reported balance
After 2017-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-09-29 · Grant · Acquired 231 · Balance 99,490.288 F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Row 2 · 2017-09-29 · Grant · Acquired 115 · Balance 99,605.288 F2: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan.
F2: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral 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 |
|---|---|---|---|---|---|---|
| July 01, 2019 Filed Jul 2, 2019 17:00 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 17,045 | $1.10 | $18,749.50 |
DisclosureSEC source: 0000016099-19-000047 · wf-form4_156210121197434.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,705 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 7/1/2022 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 7/1/2022 or the date of the director's resignation or retirement. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 14:31 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 12,842 | $1.46 | $18,749.32 |
DisclosureSEC source: 0000016099-19-000022 · wf-form4_155422985393014.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,660 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 04/01/2022 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 04/01/2022 or the date of the director's resignation or retirement. Read SEC document |
| January 01, 2019 Filed Jan 2, 2019 14:06 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 15,756 | $1.19 | $18,749.64 |
DisclosureSEC source: 0000016099-19-000002 · wf-form4_154645597591924.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,818 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 01/01/2022 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 01/01/2022 or the date of the director's resignation or retirement. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 11:37 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 2,219 | $1.69 | $3,750.11 |
DisclosureSEC source: 0000016099-18-000110 · wf-form4_153849466081033.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,562 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 10/01/2021 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 10/01/2021 or the date of the director's resignation or retirement. Read SEC document |
| July 01, 2018 Filed Jul 2, 2018 13:36 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 1,437 | $2.61 | $3,750.57 |
DisclosureSEC source: 0000016099-18-000067 · wf-form4_153055295236957.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,343 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 07/01/2021 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 07/01/2021 or the date of the director's resignation or retirement. Read SEC document |
| April 01, 2018 Filed Apr 2, 2018 15:43 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 1,320 | $2.84 | $3,748.80 |
DisclosureSEC source: 0000016099-18-000053 · wf-form4_152269819368270.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,906 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 04/01/2021 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 04/01/2021 or the date of the director's resignation or retirement. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 13:21 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Unit · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000016099-18-000032 · wf-form4_151845970327738.xml · derivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · derivative.exercise_date: The resticted stock units vest on February 8, 2021 or as subject to the terms of the Award Agreement. F2 · derivative.expiration_date: The resticted stock units vest on February 8, 2021 or as subject to the terms of the Award Agreement. Read SEC document |
| January 23, 2018 Filed Feb 8, 2018 10:48 UTC | LUBYS INC LUB · Entity 137503 | Exercise / conversionRestricted Stock Unit · Derivative | 7,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000016099-18-000023 · wf-form4_151810491682462.xml · derivative · entry 2 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 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. F2 · derivative.exercise_date: The restricted stock units were granted on January 23, 2015 with a three year restriction and vested on January 23, 2018. Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · derivative.expiration_date: The restricted stock units were granted on January 23, 2015 with a three year restriction and vested on January 23, 2018. Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. Read SEC document |
| January 23, 2018 Filed Feb 8, 2018 10:48 UTC | LUBYS INC LUB · Entity 137503 | Exercise / conversionCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000016099-18-000023 · wf-form4_151810491682462.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,586 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 · shares: Shares acquired with the vesting of restricted stock units. Read SEC document |
| January 01, 2018 Filed Jan 2, 2018 16:19 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 1,410 | $2.66 | $3,750.60 |
DisclosureSEC source: 0000016099-18-000002 · wf-form4_151492793729543.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,086 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 01/01/2021 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 01/01/2021 or the date of the director's resignation or retirement. Read SEC document |
| October 01, 2017 Filed Oct 2, 2017 14:03 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 1,404 | $2.67 | $3,748.68 |
DisclosureSEC source: 0000016099-17-000086 · wf-form4_150696740978278.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,676 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 10/01/2020 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 10/01/2020 or the date of the director's resignation or retirement. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:52 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 115 | $54.05 | $6,215.75 |
DisclosureSEC source: 0000096021-17-000140 · edgar.xml · nonDerivative · entry 2 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,605.288 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:52 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 231 | $54.05 | $12,485.55 |
DisclosureSEC source: 0000096021-17-000140 · edgar.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,490.288 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 13:00 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 1,320 | $2.84 | $3,748.80 |
DisclosureSEC source: 0000016099-17-000060 · wf-form4_149927401176057.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,272 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 07/01/2020 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 07/01/2020 or the date of the director's resignation or retirement. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:06 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 125 | $49.86 | $6,232.50 |
DisclosureSEC source: 0000096021-17-000089 · edgar.xml · nonDerivative · entry 2 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,900.191 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:06 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 250 | $49.86 | $12,465.00 |
DisclosureSEC source: 0000096021-17-000089 · edgar.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,775.191 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 13:10 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 1,202 | $3.12 | $3,750.24 |
DisclosureSEC source: 0000016099-17-000028 · wf-form4_149123942193506.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,952 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 04/01/2020 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 04/01/2020 or the date of the director's resignation or retirement. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:49 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 120 | $52.02 | $6,242.40 |
DisclosureSEC source: 0000096021-17-000047 · edgar.xml · nonDerivative · entry 2 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,184.49 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:49 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 240 | $52.02 | $12,484.80 |
DisclosureSEC source: 0000096021-17-000047 · edgar.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,064.49 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 17:05 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 882 | $4.25 | $3,748.50 |
DisclosureSEC source: 0000016099-17-000002 · wf-form4_148348112383452.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,250 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 01/01/2020 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 01/01/2020 or the date of the director's resignation or retirement. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 112 | $55.37 | $6,201.44 |
DisclosureSEC source: 0000096021-17-000006 · edgar.xml · nonDerivative · entry 2 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,508.28 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:16 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 225 | $55.37 | $12,458.25 |
DisclosureSEC source: 0000096021-17-000006 · edgar.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,396.28 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 15:27 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Unit · Derivative | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000016099-16-000077 · wf-form4_148062401353480.xml · derivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · derivative.exercise_date: The restricted stock units vest on November 30, 2019 or as subject to the terms of the Award Agreement. F2 · derivative.expiration_date: The restricted stock units vest on November 30, 2019 or as subject to the terms of the Award Agreement. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:13 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,992 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-16-000350 · edgar.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,171.28 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2009 Non-Employee Directors Stock Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 16:30 UTC | LUBYS INC LUB · Entity 137503 | GrantRestricted Stock Award | 884 | $4.24 | $3,748.16 |
DisclosureSEC source: 0000016099-16-000041 · wf-form4_147561298902986.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,368 F1 · shares: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 10/01/2019 or the date of the director's resignation or retirement. F1 · price: The security fully vests at time granted and remains subject to a restriction on alienation until the earlier of 10/01/2019 or the date of the director's resignation or retirement. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:09 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 127 | $49.03 | $6,226.81 |
DisclosureSEC source: 0000096021-16-000290 · edgar.xml · nonDerivative · entry 2 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,866.91 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:09 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 254 | $49.03 | $12,453.62 |
DisclosureSEC source: 0000096021-16-000290 · edgar.xml · nonDerivative · entry 1 CRAVEN JUDITH B · CIK 0001046840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,739.91 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the 2009 Non-Employee Directors Stock Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. 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.