Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna Holding CoCI · Entity 161580 | Director | November 30, 2016 | December 02, 2016 |
| KOHLS CorpKSS · Entity 865 | Director · Chief Executive Officer | September 21, 2022 | September 23, 2022 |
| LEVI STRAUSS & COLEVI · Entity 3651 | Director · President & CEO | January 30, 2026 | February 03, 2026 |
| PEPSICO INCPEP · Entity 2848 | Director | October 01, 2026 | October 05, 2026 |
| STARBUCKS CORPSBUX · Entity 2886 | pres, Starbucks Coffee EMEA | January 30, 2013 | February 01, 2013 |
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.
Cigna Holding Co
Report date November 30, 2016 · Filed December 02, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.25 Par ValueSEC Table I · non-derivative | Direct | 4,109 |
Reported balance
After 2016-11-30 transaction · row 1
1 source rowRow 1 · 2016-11-30 · Grant · Acquired 333 · Balance 4,109 |
KOHLS Corp
Report date September 21, 2022 · Filed September 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 617,568 |
Reported balance
After 2022-09-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-09-21 · Grant · Acquired 1,756 · Balance 617,568 F1: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable September 21, 2022. These shares vest on the same schedule as the underlying restricted shares. F2: Includes 186,917 unvested shares of restricted stock and restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable September 21, 2022. These shares vest on the same schedule as the underlying restricted shares.
F2: Includes 186,917 unvested shares of restricted stock and restricted stock units.
LEVI STRAUSS & CO
Report date January 30, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 741,775 |
Ending reported balance
After 2026-01-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-30 · Grant · Acquired 125,763 · Balance 791,101 F1: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 29, 2027, January 28, 2028, January 26, 2029, and January 25, 2030, subject to the Reporting Person's continuous service through each such vesting date. Row 2 · 2026-01-30 · Tax withholding · Disposed 49,326 · Balance 741,775 F2: Shares withheld to cover tax obligation from settlement of vested RSUs. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $19.88 · Expires 2036-01-29 | Direct | 377,289 |
Reported balance
After 2026-01-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-30 · Grant · Acquired 377,289 · Balance 377,289 F3: Vests in four equal installments of 25% on each of January 29, 2027, January 28, 2028, January 26, 2029, and January 25, 2030, subject to the Reporting Person's continuous service through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 29, 2027, January 28, 2028, January 26, 2029, and January 25, 2030, subject to the Reporting Person's continuous service through each such vesting date.
F2: Shares withheld to cover tax obligation from settlement of vested RSUs.
F3: Vests in four equal installments of 25% on each of January 29, 2027, January 28, 2028, January 26, 2029, and January 25, 2030, subject to the Reporting Person's continuous service through each such vesting date.
PEPSICO INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| PepsiCo, Inc. Common StockSEC Table I · non-derivative | Direct | 14,020.5467 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Grant · Acquired 467.7007 · Balance 12,428.1901 F1: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis. Row 2 · 2026-10-01 · Grant · Acquired 1,592.3566 · Balance 14,020.5467 F2: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis.
F2: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors.
STARBUCKS CORP
Report date January 30, 2013 · Filed February 01, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,044 |
Ending reported balance
After 2013-01-30 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2013-01-30 · Exercise / conversion · Acquired 21,701 · Balance 148,745 Row 2 · 2013-01-30 · Exercise / conversion · Acquired 28,734 · Balance 177,479 Row 3 · 2013-01-30 · Exercise / conversion · Acquired 19,014 · Balance 196,493 Row 4 · 2013-01-30 · Sale · Disposed 104,449 · Balance 92,044 F1: This transaction was executed in multiple trades at prices ranging from $55.39 to $56.1650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.75 · Expires 2016-11-20 | Direct | 0 |
Reported balance
After 2013-01-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2013-01-30 · Exercise / conversion · Disposed 21,701 · Balance 0 F2: The option representing a right to buy 51,701 shares, became exercisable in one increment of 12,926 shares on November 20, 2007 and three increments of 12,925 shares each on November 20, 2008, November 20, 2009 and November 20, 2010. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.87 · Expires 2017-11-19 | Direct | 0 |
Reported balance
After 2013-01-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2013-01-30 · Exercise / conversion · Disposed 28,734 · Balance 0 F3: The option representing a right to buy 28,734 shares became exercisable in two increments of 7,184 shares each on November 19, 2008 and November 19, 2009, and two increments of 7,183 shares each on November 19, 2010 and November 19, 2011. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.64 · Expires 2018-11-17 | Direct | 19,015 |
Reported balance
After 2013-01-30 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2013-01-30 · Exercise / conversion · Disposed 19,014 · Balance 19,015 F4: The option representing a right to buy 38,029 shares became exercisable in one increment of 9,508 shares on November 17, 2009 and three increments of 9,507 shares each on November 17, 2010, November 17, 2011 and November 17, 2012. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $55.39 to $56.1650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: The option representing a right to buy 51,701 shares, became exercisable in one increment of 12,926 shares on November 20, 2007 and three increments of 12,925 shares each on November 20, 2008, November 20, 2009 and November 20, 2010.
F3: The option representing a right to buy 28,734 shares became exercisable in two increments of 7,184 shares each on November 19, 2008 and November 19, 2009, and two increments of 7,183 shares each on November 19, 2010 and November 19, 2011.
F4: The option representing a right to buy 38,029 shares became exercisable in one increment of 9,508 shares on November 17, 2009 and three increments of 9,507 shares each on November 17, 2010, November 17, 2011 and November 17, 2012.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:03 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,592.3566 | $125.60 | $199,999.99 |
DisclosureSEC source: 0001628280-26-064893 · wk-form4_1791230586.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,020.5467 F2 · shares: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. Read SEC document |
| September 30, 2026 Filed Oct 5, 2026 20:03 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 467.7007 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-064893 · wk-form4_1791230586.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,428.1901 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2025 and September 30, 2026 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $126.72 to $155.29, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:52 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantStock Appreciation Rights · Derivative | 377,289 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001999371-26-002500 · gass-form4_013026.xml · derivative · entry 3 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,289 Underlying: Class A Common Stock · 377,289 shares Expires 2036-01-29 F3 · derivative.exercise_date: Vests in four equal installments of 25% on each of January 29, 2027, January 28, 2028, January 26, 2029, and January 25, 2030, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:52 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 49,326 | $19.88 | $980,600.88 |
DisclosureSEC source: 0001999371-26-002500 · gass-form4_013026.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 741,775 F2 · kind: Shares withheld to cover tax obligation from settlement of vested RSUs. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:52 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 125,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-002500 · gass-form4_013026.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 791,101 F1 · kind: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 29, 2027, January 28, 2028, January 26, 2029, and January 25, 2030, subject to the Reporting Person's continuous service through each such vesting date. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 22:18 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 119,888 | $21.55 | $2,583,586.40 |
DisclosureSEC source: 0001999371-26-001691 · gass-form4_012226.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 665,338 F2 · kind: Shares withheld to cover tax obligation from settlement of vested PRSUs. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 22:18 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 225,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-26-001691 · gass-form4_012226.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 785,226 F1 · kind: On January 27, 2023, the reporting person was granted performance-based restricted stock units (PRSUs). Each PRSU represents a contingent right to receive shares of the Issuer's Class A common stock upon settlement and has no expiration date. The PRSUs vest at the end of a three-year period following the grant on the date that the Board of Directors certifies attainment, based on the Issuer's satisfaction of certain performance criteria. The performance criteria were met on January 22, 2026, resulting in the issuance of 225,247 vested PRSUs. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:01 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,397.2334 | $143.14 | $199,999.99 |
DisclosureSEC source: 0001450262-25-000005 · wk-form4_1759521691.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,960.4894 F2 · shares: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. Read SEC document |
| September 30, 2025 Filed Oct 3, 2025 20:01 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 365.8886 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001450262-25-000005 · wk-form4_1759521691.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,563.256 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2024 and September 30, 2025 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $132.04 to $149.94, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2024 and September 30, 2025 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $132.04 to $149.94, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:41 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantStock Appreciation Rights · Derivative | 399,606 | $0.00 Strike: $19.03 | $0.00 |
DisclosureSEC source: 0001839882-25-006891 · gass-ownership.xml · derivative · entry 2 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,606 Underlying: Class A Common Stock · 399,606 shares Expires 2035-01-30 F2 · derivative.exercise_date: Vests in four equal installments of 25% on each of January 30, 2026, January 29, 2027, January 28, 2028, and January 26, 2029, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:41 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 133,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001839882-25-006891 · gass-ownership.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559,979 F1 · kind: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 30, 2026, January 29, 2027, January 28, 2028, and January 26, 2029, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:20 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 31,746 | $17.54 | $556,824.84 |
DisclosureSEC source: 0001999371-25-000802 · gass-form4_012825.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,777 F1 · kind: Shares withheld to cover tax obligation from settlement of vested RSUs. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:07 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,166.9973 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042117 · wk-form4_1727986064.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,197.3674 F2 · shares: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. Read SEC document |
| September 30, 2024 Filed Oct 3, 2024 20:07 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 244.079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-042117 · wk-form4_1727986064.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,030.3701 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2023 and September 30, 2024 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $164.93 to $172.98, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2023 and September 30, 2024 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $164.93 to $172.98, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| July 10, 2024 Filed Jul 11, 2024 20:20 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GiftClass A Common Stock | 13,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-24-008524 · gass-form4_071024.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,523 Read SEC document |
| January 29, 2024 Filed Feb 1, 2024 02:01 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantStock Appreciation Rights · Derivative | 320,610 | $0.00 Strike: $16.58 | $0.00 |
DisclosureSEC source: 0001999371-24-001296 · gass-form4.xml · derivative · entry 2 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,610 Underlying: Class A Common Stock · 320,610 shares Expires 2034-01-28 F2 · derivative.exercise_date: Vests in four equal installments of 25% on each of January 24, 2025, January 30, 2026, January 29, 2027, and January 28, 2028, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 29, 2024 Filed Feb 1, 2024 02:01 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 131,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001999371-24-001296 · gass-form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471,857 F1 · kind: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 24, 2025, January 30, 2026, January 29, 2027, and January 28, 2028, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 26, 2024 Filed Jan 31, 2024 02:08 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 14,045 | $15.95 | $224,017.75 |
DisclosureSEC source: 0001999371-24-001205 · gass-form4_012624.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339,948 F1 · kind: Shares withheld to cover tax obligation from settlement of vested RSUs. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 22:22 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 138,707 | $16.26 | $2,255,375.82 |
DisclosureSEC source: 0001999371-24-000063 · gass-form4_010224.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 353,993 F1 · kind: Shares withheld to cover tax obligation from settlement of vested restricted stock units. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:27 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,182.2427 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051482 · doc4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,786.2911 F2 · shares: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:27 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 175.043 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-051482 · doc4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,604.0484 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2022 and September 30, 2023 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $169.44 to $185.22, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2022 and September 30, 2023 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $169.44 to $185.22, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:58 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | Tax withholdingClass A Common Stock | 135,305 | $14.40 | $1,948,392.00 |
DisclosureSEC source: 0001209191-23-041246 · doc4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 492,700 F1 · kind: Shares withheld to cover tax obligation from settlement of vested restricted stock units. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 23:21 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantStock Appreciation Rights · Derivative | 266,596 | $0.00 Strike: $17.79 | $0.00 |
DisclosureSEC source: 0001209191-23-005794 · doc4.xml · derivative · entry 2 Gass Michelle · CIK 0001450262 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,596 Underlying: Class A Common Stock · 266,596 shares Expires 2033-01-26 F2 · derivative.exercise_date: Vests in four equal installments of 25% on each of January 26, 2024, January 24, 2025, January 30, 2026, and January 29, 2027, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 27, 2023 Filed Jan 31, 2023 23:21 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 106,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005794 · doc4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 628,005 F1 · kind: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in four equal installments of 25% on each of January 26, 2024, January 24, 2025, January 30, 2026, and January 29, 2027, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 02, 2023 Filed Jan 5, 2023 01:50 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantStock Appreciation Rights · Derivative | 1,296,000 | $0.00 Strike: $15.52 | $0.00 |
DisclosureSEC source: 0001209191-23-001507 · doc4.xml · derivative · entry 2 Gass Michelle · CIK 0001450262 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,296,000 Underlying: Class A Common Stock · 1,296,000 shares Expires 2033-01-02 F2 · derivative.exercise_date: Vests as to 50% on January 2, 2024, 25% on January 2, 2025 and 25% on January 2, 2026, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| January 02, 2023 Filed Jan 5, 2023 01:50 UTC | LEVI STRAUSS & CO LEVI · Entity 3651 | GrantClass A Common Stock | 521,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001507 · doc4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,907 F1 · kind: The shares are represented by restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs vest in two equal installments of 50% on each of July 3, 2023 and January 2, 2024, subject to Participant's Continuous Service through each such vesting date. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 21:43 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,210.2874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052411 · doc4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,429.0054 F2 · shares: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 21:43 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 136.2466 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-052411 · doc4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,218.718 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2021 and September 30, 2022 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $163.26 to $174.08, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2021 and September 30, 2022 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $163.26 to $174.08, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 20:54 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 1,756 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-022901 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,568 F1 · price: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable September 21, 2022. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 186,917 unvested shares of restricted stock and restricted stock units. Read SEC document |
| June 22, 2022 Filed Jun 24, 2022 20:14 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 1,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-018136 · form4.xml · nonDerivative · entry 3 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 615,812 F3 · price: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable June 22, 2022. These shares vest on the same schedule as the underlying restricted shares. F4 · balance_after: Includes 185,161 unvested shares of restricted stock and restricted stock units. Read SEC document |
| March 31, 2022 Filed Jun 24, 2022 20:14 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 50 | $62.09 | $3,104.50 |
DisclosureSEC source: 0001127602-22-018136 · form4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,559 F2 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock units and corresponding dividend equivalent amounts under the Company's Long-Term Compensation Plan. Read SEC document |
| March 31, 2022 Filed Jun 24, 2022 20:14 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-018136 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,609 F1 · price: Issuance of additional shares representing the dividend equivalent amount on vested restricted stock units. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 21:06 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 260 | $62.09 | $16,143.40 |
DisclosureSEC source: 0001127602-22-010885 · form4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,505 F2 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plan. F3 · balance_after: Includes 183,729 unvested shares of restricted stock and restricted stock units. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 21:06 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 1,327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-010885 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,765 F1 · price: Award of additional restricted stock in lieu of a $0.50 per share dividend issued by the Company on all Common Stock, which was payable March 30, 2022. These shares vest on the same schedule as the underlying restricted shares. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 23:49 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-010687 · form4.xml · nonDerivative · entry 3 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,438 F3 · price: Issuance of additional shares representing the dividend equivalent amount on vested restricted stock units. F4 · balance_after: Includes 182,948 unvested shares of restricted stock and restricted stock units. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 23:49 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 6,046 | $60.99 | $368,745.54 |
DisclosureSEC source: 0001127602-22-010687 · form4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 613,258 F2 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock units and corresponding dividend equivalent amounts under the Company's Long-Term Compensation Plan. Read SEC document |
| March 28, 2022 Filed Mar 29, 2022 21:09 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 19,981 | $61.63 | $1,231,429.03 |
DisclosureSEC source: 0001127602-22-010585 · form4.xml · nonDerivative · entry 3 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569,788 F1 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. F2 · balance_after: Includes 146,163 unvested shares of restricted stock and restricted stock units. Read SEC document |
| March 28, 2022 Filed Mar 29, 2022 21:09 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 6,254 | $61.63 | $385,434.02 |
DisclosureSEC source: 0001127602-22-010585 · form4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,769 F1 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. Read SEC document |
| March 28, 2022 Filed Mar 30, 2022 23:49 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 49,516 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-22-010687 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,304 F1 · price: Award of annual long-term grant pursuant to the Company's Long-Term Incentive Program. These time-vested restricted stock units vest in four equal annual installments on the first through fourth anniversaries of the Grant Date. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 21:09 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 5,604 | $61.09 | $342,348.36 |
DisclosureSEC source: 0001127602-22-010585 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,023 F1 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. Read SEC document |
| December 22, 2021 Filed Dec 27, 2021 21:23 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 823 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-031919 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 601,627 F1 · price: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable December 22, 2021. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 213,209 unvested shares of restricted stock and restricted stock units. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:39 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 1,258.6949 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059457 · doc4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,082.4714 F2 · shares: This number represents the filing person's phantom stock units received for service as a director that are payable in shares of PepsiCo Common Stock on a one-for-one basis commencing on the first day of the calendar quarter following the first anniversary of the filing person's retirement or resignation from PepsiCo's Board of Directors. Read SEC document |
| September 30, 2021 Filed Oct 5, 2021 20:39 UTC | PEPSICO INC PEP · Entity 2848 | GrantPepsiCo, Inc. Common Stock | 108.2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-059457 · doc4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,823.7765 F1 · shares: This number includes the phantom stock units acquired on various dates between October 1, 2020 and September 30, 2021 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $141.45 to $150.41, payable in shares of PepsiCo Common Stock on a one-for-one basis. F1 · price: This number includes the phantom stock units acquired on various dates between October 1, 2020 and September 30, 2021 through reinvestment of dividend equivalents pursuant to the PepsiCo Director Deferral Program, at prices ranging from $141.45 to $150.41, payable in shares of PepsiCo Common Stock on a one-for-one basis. Read SEC document |
| September 27, 2021 Filed Sep 28, 2021 20:40 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 7,287 | $55.12 | $401,659.44 |
DisclosureSEC source: 0001127602-21-025929 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,804 F1 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. F2 · balance_after: Includes 212,386 unvested shares of restricted stock and restricted stock units. Read SEC document |
| September 22, 2021 Filed Sep 24, 2021 21:20 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 827 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-025839 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,091 F1 · price: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable September 22, 2021. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 227,650 unvested shares of restricted stock and restricted stock units. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 20:20 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-020663 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,264 F1 · price: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable June 23, 2021. These shares vest on the same schedule as the underlying restricted shares. F2 · balance_after: Includes 226,823 unvested shares of restricted stock and restricted stock units. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 21:27 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 143 | $59.48 | $8,505.64 |
DisclosureSEC source: 0001127602-21-012781 · form4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,478 F2 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. F3 · balance_after: Includes 226,037 unvested shares of restricted stock and restricted stock units. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 21:27 UTC | KOHLS Corp KSS · Entity 865 | GrantCommon Stock | 1,034 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-21-012781 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,621 F1 · price: Award of additional restricted stock in lieu of a $0.25 per share dividend issued by the Company on all Common Stock, which was payable March 31, 2021. These shares vest on the same schedule as the underlying restricted shares. Read SEC document |
| March 29, 2021 Filed Mar 30, 2021 20:53 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 19,514 | $58.98 | $1,150,935.72 |
DisclosureSEC source: 0001127602-21-012324 · form4.xml · nonDerivative · entry 2 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,379 F1 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. F2 · balance_after: Includes 175,094 unvested shares of restricted stock. Read SEC document |
| March 29, 2021 Filed Mar 30, 2021 20:53 UTC | KOHLS Corp KSS · Entity 865 | Tax withholdingCommon Stock | 2,625 | $58.98 | $154,822.50 |
DisclosureSEC source: 0001127602-21-012324 · form4.xml · nonDerivative · entry 1 Gass Michelle · CIK 0001450262 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574,893 F1 · shares: Represents shares used to satisfy tax withholding obligation upon vesting of restricted stock under the Company's Long-Term Compensation Plans. 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.