Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWERS FOODS INCFLO · Entity 4729 | Director · President and CEO | February 20, 2019 | February 22, 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.
FLOWERS FOODS INC
Report date February 20, 2019 · Filed February 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 940,972 |
Ending reported balance
After 2019-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-20 · Grant · Acquired 233,654 · Balance 1,046,329 F1: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Row 2 · 2019-02-20 · Tax withholding · Disposed 105,357 · Balance 940,972 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 389.65 |
Reported balance
Holding disclosure · report date 2019-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 389.65 F2: Total includes exempt acquisitions of shares allocated to reporting person under Issuer's 401(k) Plan, based on a plan statement dated as of 12/31/2018. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 12,282 |
Reported balance
Holding disclosure · report date 2019-02-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 12,282 F3: Beneficial ownership is disclaimed. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 4,437 |
Reported balance
Holding disclosure · report date 2019-02-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 4,437 F3: Beneficial ownership is disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan.
F2: Total includes exempt acquisitions of shares allocated to reporting person under Issuer's 401(k) Plan, based on a plan statement dated as of 12/31/2018.
F3: Beneficial ownership is disclaimed.
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 |
|---|---|---|---|---|---|---|
| February 20, 2019 Filed Feb 22, 2019 18:52 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 105,357 | $20.98 | $2,210,389.86 |
DisclosureSEC source: 0001127602-19-007665 · form4.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940,972 Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 18:52 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 233,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007665 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,046,329 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 17:33 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 32,555 | $20.72 | $674,539.60 |
DisclosureSEC source: 0001127602-18-007941 · form4.xml · nonDerivative · entry 3 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 812,675 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 17:33 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 71,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-007941 · form4.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845,230 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| February 20, 2018 Filed Feb 23, 2018 17:33 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 12,874 | $21.01 | $270,482.74 |
DisclosureSEC source: 0001127602-18-007941 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 773,398 Read SEC document |
| December 14, 2017 Filed Feb 2, 2018 17:57 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 5,000 | $19.79 | $98,950.00 |
DisclosureSEC source: 0001127602-18-003498 · form5.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Child Disclosed balance after: 12,282 F1 · ownership.nature: Beneficial ownership is disclaimed. Read SEC document |
| December 14, 2017 Filed Feb 2, 2018 17:57 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 15,000 | $19.79 | $296,850.00 |
DisclosureSEC source: 0001127602-18-003498 · form5.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 786,272 Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionOption (Right to Buy) · Derivative | 226,125 | $0.00 Strike: $10.87 | $0.00 |
DisclosureSEC source: 0001127602-17-032213 · form4.xml · derivative · entry 6 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 226,125 shares Expires 2018-02-10 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. F4 · security: Granted pursuant to the Flowers Foods, Inc. 2001 Equity and Performance Incentive Plan. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 177,081 | $19.00 | $3,365,141.08 |
DisclosureSEC source: 0001127602-17-032213 · form4.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,272 F1 · price: Average price of trade executions in range from $19.025 to $18.931. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 22:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 226,125 | $10.87 | $2,457,978.75 |
DisclosureSEC source: 0001127602-17-032213 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 978,353 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. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:27 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionRestricted Stock Award · Derivative | 58,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020003 · form4.xml · derivative · entry 6 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,500 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. F3 · security: Granted pursuant to the Flowers Foods, Inc. 2001 Equity and Performance Incentive Plan. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:27 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 28,050 | $18.48 | $518,364.00 |
DisclosureSEC source: 0001127602-17-020003 · form4.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 752,228 Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 20:27 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 58,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020003 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,278 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. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:18 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Tax withholdingCommon Stock | 24,958 | $19.20 | $479,193.60 |
DisclosureSEC source: 0001127602-17-008657 · form4.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,778 Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 22:18 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantCommon Stock | 66,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008657 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,736 F1 · shares: Vesting of contingent performance share units granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. Read SEC document |
| December 19, 2016 Filed Dec 29, 2016 22:46 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 5,000 | $19.21 | $96,050.00 |
DisclosureSEC source: 0001127602-16-071043 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680,086 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 10,000 | $19.72 | $197,200.00 |
DisclosureSEC source: 0001127602-16-070275 · form4.xml · nonDerivative · entry 5 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 685,086 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 7,350 | $19.67 | $144,574.50 |
DisclosureSEC source: 0001127602-16-070275 · form4.xml · nonDerivative · entry 4 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 695,086 Read SEC document |
| December 15, 2016 Filed Dec 16, 2016 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 10,850 | $19.95 | $216,457.50 |
DisclosureSEC source: 0001127602-16-070275 · form4.xml · nonDerivative · entry 3 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 702,436 Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionOption (Right to Buy) · Derivative | 152,100 | $0.00 Strike: $11.11 | $0.00 |
DisclosureSEC source: 0001127602-16-070275 · form4.xml · derivative · entry 9 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 152,100 shares Expires 2017-02-09 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. F4 · security: Granted pursuant to the Flowers Foods, Inc. 2001 Equity and Performance Incentive Plan. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | SaleCommon Stock | 89,000 | $19.22 | $1,710,179.50 |
DisclosureSEC source: 0001127602-16-070275 · form4.xml · nonDerivative · entry 2 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713,286 F1 · price: Average price of trade executions in a range from $19.2929 to $19.1419 per share. Read SEC document |
| December 14, 2016 Filed Dec 16, 2016 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 152,100 | $11.11 | $1,689,831.00 |
DisclosureSEC source: 0001127602-16-070275 · form4.xml · nonDerivative · entry 1 SHIVER ALLEN L · CIK 0001219537 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,286 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. 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.