Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOWERS FOODS INCFLO · Entity 4729 | Director | May 29, 2018 | May 31, 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.
FLOWERS FOODS INC
Report date May 29, 2018 · Filed May 31, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,500 |
Reported balance
After 2018-05-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-29 · Grant · Acquired 6,500 · Balance 6,500 F2: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F3: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4: No expiration date. |
| Deferred StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,180 |
Reported balance
Holding disclosure · report date 2018-05-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 5,180 F2: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F3: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4: No expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 475,952 |
Reported balance
Holding disclosure · report date 2018-05-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 475,952 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 7,669,757 |
Reported balance
Holding disclosure · report date 2018-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,669,757 F1: Beneficial ownership is disclaimed. |
Filing footnotes · ownership attribution and instrument terms
F1: Beneficial ownership is disclaimed.
F2: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan.
F3: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price.
F4: No expiration 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 |
|---|---|---|---|---|---|---|
| May 29, 2018 Filed May 31, 2018 20:37 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantDeferred Stock · Derivative | 6,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019346 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock · 6,500 shares Expires not disclosed F2 · security: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F3 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionDeferred Stock · Derivative | 7,020 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001127602-18-019099 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,020 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 under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F1 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F1 · price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| May 24, 2018 Filed May 29, 2018 21:22 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 7,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019099 · form4.xml · nonDerivative · entry 1 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 475,952 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: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:15 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantDeferred Stock · Derivative | 5,180 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000595 · form4.xml · derivative · entry 4 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,180 Underlying: Common Stock · 5,180 shares Expires not disclosed F3 · security: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F1 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F1 · price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:15 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionDeferred Stock · Derivative | 5,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-000595 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,010 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 under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F1 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F1 · price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:15 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000595 · form4.xml · nonDerivative · entry 1 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,932 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: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. Read SEC document |
| December 26, 2017 Filed Jan 3, 2018 21:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,832 | $19.43 | $152,175.76 |
DisclosureSEC source: 0001127602-18-000580 · form5.xml · nonDerivative · entry 5 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,669,757 F1 · ownership.nature: Beneficial ownership is disclaimed. Read SEC document |
| December 26, 2017 Filed Jan 3, 2018 21:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,832 | $19.43 | $152,175.76 |
DisclosureSEC source: 0001127602-18-000580 · form5.xml · nonDerivative · entry 4 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,922 Read SEC document |
| December 26, 2017 Filed Jan 3, 2018 21:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,832 | $19.43 | $152,175.76 |
DisclosureSEC source: 0001127602-18-000580 · form5.xml · nonDerivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,669,757 F1 · ownership.nature: Beneficial ownership is disclaimed. Read SEC document |
| December 26, 2017 Filed Jan 3, 2018 21:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,832 | $19.43 | $152,175.76 |
DisclosureSEC source: 0001127602-18-000580 · form5.xml · nonDerivative · entry 2 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,922 Read SEC document |
| December 20, 2017 Filed Jan 3, 2018 21:11 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 1,250 | $19.58 | $24,475.00 |
DisclosureSEC source: 0001127602-18-000580 · form5.xml · nonDerivative · entry 1 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463,922 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 15:24 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantDeferred Stock · Derivative | 7,020 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019948 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,020 Underlying: Common Stock · 7,020 shares Expires not disclosed F2 · security: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F3 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:35 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionDeferred Stock · Derivative | 6,934 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-019683 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,934 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 under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F1 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F1 · price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| May 25, 2017 Filed May 30, 2017 20:35 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 6,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019683 · form4.xml · nonDerivative · entry 1 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 465,172 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: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 21:07 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionDeferred Stock · Derivative | 4,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-000189 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,660 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 under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F1 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F1 · price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| January 03, 2017 Filed Jan 3, 2017 21:07 UTC | FLOWERS FOODS INC FLO · Entity 4729 | Exercise / conversionCommon Stock | 4,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000189 · form4.xml · nonDerivative · entry 1 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,238 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: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. Read SEC document |
| January 01, 2017 Filed Jan 9, 2017 23:03 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GrantDeferred Stock · Derivative | 5,010 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001392 · form4.xml · derivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,010 Underlying: Common Stock · 5,010 shares Expires not disclosed F2 · security: Granted under the Flowers Foods, Inc. 2014 Omnibus Equity and Incentive Compensation Plan. F3 · derivative.exercise_price: In accordance with the terms of the Deferred Shares Agreement for Directors, the deferred shares awarded do not have a conversion or exercise price. F4 · derivative.expiration_date: No expiration date. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 22:14 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 9,169 | $19.77 | $181,271.13 |
DisclosureSEC source: 0001127602-16-071035 · form4.xml · nonDerivative · entry 4 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 453,578 Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 22:14 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,887 | $19.77 | $155,925.99 |
DisclosureSEC source: 0001127602-16-071035 · form4.xml · nonDerivative · entry 3 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462,747 Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 22:14 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,887 | $19.77 | $155,925.99 |
DisclosureSEC source: 0001127602-16-071035 · form4.xml · nonDerivative · entry 2 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,685,421 F1 · ownership.nature: Beneficial ownership is disclaimed. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 22:14 UTC | FLOWERS FOODS INC FLO · Entity 4729 | GiftCommon Stock | 7,887 | $19.77 | $155,925.99 |
DisclosureSEC source: 0001127602-16-071035 · form4.xml · nonDerivative · entry 1 SHIELDS JOSEPH V JR · CIK 0001219536 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,693,308 F1 · ownership.nature: Beneficial ownership is disclaimed. 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.