Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | SVP | December 01, 2018 | December 04, 2018 |
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.
SYSCO CORP
Report date December 01, 2018 · Filed December 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,863.23 |
Reported balance
After 2018-12-01 transaction · row 1
1 source rowRow 1 · 2018-12-01 · Tax withholding · Disposed 927 · Balance 23,863.23 F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations.
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 |
|---|---|---|---|---|---|---|
| December 01, 2018 Filed Dec 4, 2018 21:53 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 927 | $67.40 | $62,479.80 |
DisclosureSEC source: 0000096021-18-000206 · edgar.xml · nonDerivative · entry 1 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,863.23 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 23, 2018 Filed Aug 30, 2018 20:55 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 38,914 | $0.00 Strike: $75.08 | $0.00 |
DisclosureSEC source: 0000096021-18-000134 · edgar.xml · derivative · entry 1 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,914 Underlying: Common Stock · 38,914 shares Expires 2028-08-22 F2 · price: Options granted by the Compensation Committee of the Company's Board of Directors pursuant to the 2013 Long-Term Incentive Plan. F1 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/23/2019, 8/23/2020 and 8/23/2021, respectively. No options may be exercised prior to 8/23/2019. Options will expire on 8/22/2028. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 22:09 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 11,323 | $0.00 Strike: $33.40 | $0.00 |
DisclosureSEC source: 0000096021-18-000032 · edgar.xml · derivative · entry 3 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,324 Underlying: Common Stock · 11,323 shares Expires 2023-11-14 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation Committee of the company's Board of Directors pursuant to the 2007 Stock Incentive Plan, as amended. F2 · derivative.exercise_date: One-fifth of the shares covered by the original grant vest and are exercisable on 11/14/2014, 11/14/2015, 11/14/2016, 11/14/2017, and 11/14/2018, respectively. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 22:09 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 11,323 | $62.00 | $702,026.00 |
DisclosureSEC source: 0000096021-18-000032 · edgar.xml · nonDerivative · entry 2 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,501.603 F1 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 16, 2018 Filed Jan 18, 2018 22:09 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 11,323 | $33.40 | $378,188.20 |
DisclosureSEC source: 0000096021-18-000032 · edgar.xml · nonDerivative · entry 1 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,824.603 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:12 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionStock Options (Right to buy) · Derivative | 12,834 | $0.00 Strike: $29.96 | $0.00 |
DisclosureSEC source: 0000096021-18-000030 · edgar.xml · derivative · entry 4 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,834 shares Expires 2019-11-13 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Options granted by the Compensation Committee of the company's Board of Directors pursuant to the 2007 Stock Incentive Plan, as amended. F2 · derivative.exercise_date: Options are fully exercisable. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:12 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 12,834 | $60.76 | $779,793.84 |
DisclosureSEC source: 0000096021-18-000030 · edgar.xml · nonDerivative · entry 3 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,501.603 F1 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:12 UTC | SYSCO CORP SYY · Entity 2003 | Exercise / conversionCommon Stock | 12,834 | $29.96 | $384,506.64 |
DisclosureSEC source: 0000096021-18-000030 · edgar.xml · nonDerivative · entry 2 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,335.603 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 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 10, 2018 Filed Jan 11, 2018 22:12 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 3,511 | $60.76 | $213,328.36 |
DisclosureSEC source: 0000096021-18-000030 · edgar.xml · nonDerivative · entry 1 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,501.603 F1 · kind: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 22:11 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 988 | $57.73 | $57,037.24 |
DisclosureSEC source: 0000096021-17-000235 · edgar.xml · nonDerivative · entry 1 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,917.61 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. F2 · balance_after: The Form 3 filed by the reporting person on November 17, 2017, as well as a Form 4 filed by the reporting person on November 21, 2017, inadvertently overstated by 3,588.61 shares the number of shares of common stock directly beneficially owned by the reporting person. The correct number of shares of common stock directly beneficially owned by the reporting person was (1) 29,916.61 shares for purposes of Table I, Column 2 of the Form 3 and (2) 28,917.61 shares for purposes of Table I, Column 5 of the prior Form 4. Each of these prior Forms should be deemed corrected hereby. Read SEC document |
| November 20, 2017 Filed Nov 21, 2017 22:10 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,011 | $54.89 | $55,493.79 |
DisclosureSEC source: 0000096021-17-000211 · edgar.xml · nonDerivative · entry 1 Goetz William W · CIK 0001297258 · SVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,494.21 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. 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.