Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| US Foods Holding Corp.USFD · Entity 3215 | Chief Supply Chain Officer | June 03, 2018 | June 05, 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.
US Foods Holding Corp.
Report date June 03, 2018 · Filed June 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,096 |
Reported balance
After 2018-06-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-06-03 · Exercise / conversion · Acquired 3,656 · Balance 4,096 F1: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F2: Share total includes an additional 440 shares not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | Direct | 3,024 |
Reported balance
After 2018-06-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-06-03 · Tax withholding · Disposed 1,072 · Balance 3,024 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,313 |
Reported balance
After 2018-06-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-06-03 · Exercise / conversion · Disposed 3,656 · Balance 7,313 F1: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F3: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date.
F2: Share total includes an additional 440 shares not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan.
F3: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments.
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 |
|---|---|---|---|---|---|---|
| June 03, 2018 Filed Jun 5, 2018 21:06 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionRestricted Stock Units · Derivative | 3,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000089 · wf-form4_152823271600036.xml · derivative · entry 3 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,313 Underlying: Common Stock · 3,656 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. F1 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F3 · derivative.exercise_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. F3 · derivative.expiration_date: The restricted stock units were granted on June 3, 2017 and vest annually in three equal installments. Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:06 UTC | US Foods Holding Corp. USFD · Entity 3215 | Tax withholdingCommon Stock | 1,072 | $36.45 | $39,074.40 |
DisclosureSEC source: 0001665918-18-000089 · wf-form4_152823271600036.xml · nonDerivative · entry 2 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024 Read SEC document |
| June 03, 2018 Filed Jun 5, 2018 21:06 UTC | US Foods Holding Corp. USFD · Entity 3215 | Exercise / conversionCommon Stock | 3,656 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-18-000089 · wf-form4_152823271600036.xml · nonDerivative · entry 1 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,096 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 · price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock, or in the Compensation Committee's discretion, cash equal to the fair market value of a share of the Issuer's common stock on the vesting date. F2 · balance_after: Share total includes an additional 440 shares not previously reported that were acquired by the Reporting Person through the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 21:10 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 9,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-18-000039 · wf-form4_152227140640949.xml · derivative · entry 2 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,933 Underlying: Common Stock · 9,933 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning on March 26, 2019. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on March 26, 2019. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 21:10 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (right to buy) · Derivative | 25,721 | $0.00 Strike: $33.56 | $0.00 |
DisclosureSEC source: 0001665918-18-000039 · wf-form4_152227140640949.xml · derivative · entry 1 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,721 Underlying: Common Stock · 25,721 shares Expires 2028-03-26 F1 · derivative.exercise_date: The stock options vest and become exercisable in three equal annual installments beginning on March 26, 2019. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:18 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantEmployee Stock Option (Right to Buy) · Derivative | 33,468 | $0.00 Strike: $30.39 | $0.00 |
DisclosureSEC source: 0000899243-17-015571 · doc4.xml · derivative · entry 2 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,468 Underlying: Common Stock · 33,468 shares Expires 2027-06-03 F3 · derivative.exercise_date: Time-based stock options granted on June 3, 2017. The time-based stock options will vest and become exercisable in equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. Read SEC document |
| June 03, 2017 Filed Jun 6, 2017 23:18 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantRestricted Stock Units · Derivative | 10,969 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-015571 · doc4.xml · derivative · entry 1 Gent Ty · CIK 0001703542 · Chief Supply Chain Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,969 Underlying: Common Stock · 10,969 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: Time-based restricted stock units granted on June 3, 2017. The time-based restricted stock units vest in three equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. F2 · derivative.expiration_date: Time-based restricted stock units granted on June 3, 2017. The time-based restricted stock units vest in three equal installments on each June 3, 2018, 2019 and 2020, contingent on the reporting person's continued service with the Issuer. 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.