Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ODP CorpODP · Entity 71942 | SVP & Chief Accounting Officer | April 03, 2019 | April 04, 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.
ODP Corp
Report date April 03, 2019 · Filed April 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,857 |
Reported balance
After 2019-04-03 transaction · row 1
1 source rowRow 1 · 2019-04-03 · Tax withholding · Disposed 5,111 · Balance 98,857 F1: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on April 3, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on April 3, 2018.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Wendy's Co
Report date August 11, 2017 · Filed August 15, 2017
Section 16 reporting ended · disclosed 2017-08-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.36 · Expires 2027-08-11 | Direct | 40,007 |
Reported balance
After 2017-08-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-08-11 · Grant · Acquired 40,007 · Balance 40,007 F1: With tandem net exercise and tax withholding rights. F2: The option vests in three equal installments on August 11, 2018, 2019 and 2020 subject to continued employment on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: With tandem net exercise and tax withholding rights.
F2: The option vests in three equal installments on August 11, 2018, 2019 and 2020 subject to continued employment 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 |
|---|---|---|---|---|---|---|
| April 03, 2019 Filed Apr 4, 2019 16:18 UTC | ODP Corp ODP · Entity 71942 | Tax withholdingCommon Stock | 5,111 | $3.77 | $19,268.47 |
DisclosureSEC source: 0001225208-19-006448 · doc4.xml · nonDerivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,857 F1 · shares: Shares of common stock withheld by Issuer to satisfy tax withholding obligations on vesting of shares with restrictions from a grant issued on April 3, 2018. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 17:58 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 41,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-005565 · doc4.xml · nonDerivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,968 F1 · shares: The reporting person was granted Restricted Stock Units ("RSUs") on March 15, 2019 (the "Grant Date"), of which one-third of the RSUs will vest on the first anniversary of the Grant Date - March 15, 2020, one-half of the remaining unvested RSUs will vest on March 15, 2021, and all remaining unvested RSUs will vest on March 15, 2022. Read SEC document |
| April 03, 2018 Filed Apr 5, 2018 17:03 UTC | ODP Corp ODP · Entity 71942 | GrantCommon Stock | 62,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-007472 · doc4.xml · nonDerivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP & Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,959 F1 · shares: These restricted stock units will be settled in shares of the Company's common stock at the time of vesting, and will vest with respect to one-third of the underlying shares on April 3, 2019, April 3, 2020 and April 3, 2021. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:24 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 40,007 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001225208-17-014034 · doc4.xml · derivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,007 Underlying: Common Stock · 40,007 shares Expires 2027-08-11 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 11, 2018, 2019 and 2020 subject to continued employment on the applicable vesting date. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:36 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011479 · doc4.xml · derivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,228 Underlying: Common Stock · 138 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on June 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. Read SEC document |
| May 12, 2017 Filed May 16, 2017 22:03 UTC | Wendy's Co WEN · Entity 4659 | SaleCommon Stock | 10,123 | $15.87 | $160,669.22 |
DisclosureSEC source: 0001225208-17-009921 · doc4.xml · nonDerivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,369 Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 21:25 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006559 · doc4.xml · derivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,090 Underlying: Common Stock · 156 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on March 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:09 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 3,801 | $13.87 | $52,700.87 |
DisclosureSEC source: 0001225208-17-005365 · doc4.xml · nonDerivative · entry 2 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,492 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:09 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 10,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005365 · doc4.xml · nonDerivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,293 F1 · shares: Reflects settlement of performance units granted to Mr. Kriss in February 2014 as part of the Company's long-term incentive plan. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043550 · doc4.xml · derivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,934 Underlying: Common Stock · 141 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on December 15, 2016. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:50 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039504 · doc4.xml · derivative · entry 1 Kriss Scott A · CIK 0001625538 · SVP Chief Accounting & Tax Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,793 Underlying: Common Stock · 167 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 15, 2016. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 11, 2017 and December 11, 2018, subject to Mr. Kriss' continued employment with the Company on the applicable vesting date. 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.