Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHIPOTLE MEXICAN GRILL INC
Report date March 15, 2018 · Filed March 16, 2018
Section 16 reporting ended · disclosed 2018-03-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,461 |
Reported balance
After 2018-03-15 transaction · row 1
1 source rowRow 1 · 2018-03-15 · Grant · Acquired 3,461 · Balance 6,461 F1: Reflects the partial payout of performance shares originally awarded to the reporting person on February 20, 2015. Vesting of the performance shares was dependent on Chipotle's comparative achievement versus restaurant industry peer companies in average annual growth in sales, net income and shareholder return over the period from January 1, 2015 through December 31, 2017. The Compensation Committee of Chipotle's Board of Directors certified the level of achievement versus the peer group on March 15, 2018, resulting in partial vesting of the performance shares. |
| 2014 Performance SOSARsSEC Table II · derivative / convertible security · Conversion / exercise price $543.20 · Expires 2021-02-03 | Direct | 15,000 |
Reported balance
After 2018-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-03-15 · Grant · Acquired 7,500 · Balance 15,000 F2: Reflects the satisfaction of performance conditions on performance-vesting stock-only stock appreciation rights, or Performance SOSARs, originally granted to the reporting person on February 3, 2014. Vesting of the second tranche of Performance SOSARs was contingent on Chipotle's achievement of stated levels of cumulative cash flow from operations prior to the fifth fiscal year-end following the award date, with vesting to occur no sooner than February 3, 2017, subject to possible acceleration. The Compensation Committee of Chipotle's Board of Directors certified the achievement of the performance target on March 15, 2018, resulting in vesting of the second tranche of 2014 Performance SOSARs. F3: The first tranche of the 2014 Performance SOSARs vested and became exercisable as of May 10, 2016. |
| 2014 Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $543.20 · Expires 2021-02-03 | Direct | 15,000 |
Reported balance
Holding disclosure · report date 2018-03-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 15,000 F4: One half of the 2014 Stock Appreciation Rights vested and became exercisable on February 3, 2016, and the remaining half vested and became exercisable on February 3, 2017. |
| 2013 Performance SOSARsSEC Table II · derivative / convertible security · Conversion / exercise price $318.45 · Expires 2020-02-07 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2018-03-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,000 F5: One half of the 2013 Performance SOSARs vested and became exercisable on February 7, 2015, and the remaining half vested and became exercisable on May 10, 2016. |
| 2013 Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $318.45 · Expires 2020-02-07 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2018-03-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,000 F6: One half of the 2013 Stock Appreciation Rights vested and became exercisable on February 7, 2015, and the remaining half vested and became exercisable on February 7, 2016. |
| 2013 Stock Appreciation Rights - DevelopmentSEC Table II · derivative / convertible security · Conversion / exercise price $365.80 · Expires 2020-06-08 | Direct | 2,000 |
Reported balance
Holding disclosure · report date 2018-03-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,000 F7: One half of the 2013 Stock Appreciation Rights - Development vested and became exercisable on June 8, 2015, and the remaining half vested and became exercisable on June 8, 2016. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the partial payout of performance shares originally awarded to the reporting person on February 20, 2015. Vesting of the performance shares was dependent on Chipotle's comparative achievement versus restaurant industry peer companies in average annual growth in sales, net income and shareholder return over the period from January 1, 2015 through December 31, 2017. The Compensation Committee of Chipotle's Board of Directors certified the level of achievement versus the peer group on March 15, 2018, resulting in partial vesting of the performance shares.
F2: Reflects the satisfaction of performance conditions on performance-vesting stock-only stock appreciation rights, or Performance SOSARs, originally granted to the reporting person on February 3, 2014. Vesting of the second tranche of Performance SOSARs was contingent on Chipotle's achievement of stated levels of cumulative cash flow from operations prior to the fifth fiscal year-end following the award date, with vesting to occur no sooner than February 3, 2017, subject to possible acceleration. The Compensation Committee of Chipotle's Board of Directors certified the achievement of the performance target on March 15, 2018, resulting in vesting of the second tranche of 2014 Performance SOSARs.
F3: The first tranche of the 2014 Performance SOSARs vested and became exercisable as of May 10, 2016.
F4: One half of the 2014 Stock Appreciation Rights vested and became exercisable on February 3, 2016, and the remaining half vested and became exercisable on February 3, 2017.
F5: One half of the 2013 Performance SOSARs vested and became exercisable on February 7, 2015, and the remaining half vested and became exercisable on May 10, 2016.
F6: One half of the 2013 Stock Appreciation Rights vested and became exercisable on February 7, 2015, and the remaining half vested and became exercisable on February 7, 2016.
F7: One half of the 2013 Stock Appreciation Rights - Development vested and became exercisable on June 8, 2015, and the remaining half vested and became exercisable on June 8, 2016.
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 |
|---|---|---|---|---|---|---|
| March 15, 2018 Filed Mar 16, 2018 20:39 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | Grant2014 Performance SOSARs · Derivative | 7,500 | $0.00 Strike: $543.20 | $0.00 |
DisclosureSEC source: 0001209191-18-020201 · doc4.xml · derivative · entry 2 Crumpacker Mark · CIK 0001453251 · Chief Mktg. & Strat. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 7,500 shares Expires 2021-02-03 F2 · kind: Reflects the satisfaction of performance conditions on performance-vesting stock-only stock appreciation rights, or Performance SOSARs, originally granted to the reporting person on February 3, 2014. Vesting of the second tranche of Performance SOSARs was contingent on Chipotle's achievement of stated levels of cumulative cash flow from operations prior to the fifth fiscal year-end following the award date, with vesting to occur no sooner than February 3, 2017, subject to possible acceleration. The Compensation Committee of Chipotle's Board of Directors certified the achievement of the performance target on March 15, 2018, resulting in vesting of the second tranche of 2014 Performance SOSARs. F3 · derivative.exercise_date: The first tranche of the 2014 Performance SOSARs vested and became exercisable as of May 10, 2016. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:39 UTC | CHIPOTLE MEXICAN GRILL INC CMG · Entity 3037 | GrantCommon Stock | 3,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-020201 · doc4.xml · nonDerivative · entry 1 Crumpacker Mark · CIK 0001453251 · Chief Mktg. & Strat. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,461 F1 · kind: Reflects the partial payout of performance shares originally awarded to the reporting person on February 20, 2015. Vesting of the performance shares was dependent on Chipotle's comparative achievement versus restaurant industry peer companies in average annual growth in sales, net income and shareholder return over the period from January 1, 2015 through December 31, 2017. The Compensation Committee of Chipotle's Board of Directors certified the level of achievement versus the peer group on March 15, 2018, resulting in partial vesting of the performance shares. F1 · price: Reflects the partial payout of performance shares originally awarded to the reporting person on February 20, 2015. Vesting of the performance shares was dependent on Chipotle's comparative achievement versus restaurant industry peer companies in average annual growth in sales, net income and shareholder return over the period from January 1, 2015 through December 31, 2017. The Compensation Committee of Chipotle's Board of Directors certified the level of achievement versus the peer group on March 15, 2018, resulting in partial vesting of the performance shares. 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.