Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARZETTI COLANC · Entity 4222 | SVP-T Marzetti Co.Retail Sales | February 27, 2018 | March 01, 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.
MARZETTI CO
Report date February 27, 2018 · Filed March 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,549 |
Reported balance
After 2018-02-27 transaction · row 1
1 source rowRow 1 · 2018-02-27 · Grant · Acquired 491 · Balance 1,549 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $121.09 · Expires 2023-02-27 | Direct | 6,173 |
Reported balance
After 2018-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-02-27 · Grant · Acquired 6,173 · Balance 6,173 F1: Vests one-third per year beginning on the first anniversary of the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 76 |
Reported balance
Holding disclosure · report date 2018-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 76 |
Filing footnotes · ownership attribution and instrument terms
F1: Vests one-third per year beginning on the first anniversary of the date of grant.
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 |
|---|---|---|---|---|---|---|
| February 27, 2018 Filed Mar 1, 2018 21:12 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 6,173 | $0.00 Strike: $121.09 | $0.00 |
DisclosureSEC source: 0001225208-18-004904 · doc4.xml · derivative · entry 3 Tuza Joseph M. · CIK 0001710764 · SVP-T Marzetti Co.Retail Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,173 Underlying: Common Stock · 6,173 shares Expires 2023-02-27 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:12 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 491 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004904 · doc4.xml · nonDerivative · entry 1 Tuza Joseph M. · CIK 0001710764 · SVP-T Marzetti Co.Retail Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,549 Read SEC document |
| February 24, 2018 Filed Feb 26, 2018 22:34 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 68 | $120.47 | $8,191.96 |
DisclosureSEC source: 0001225208-18-004191 · doc4.xml · nonDerivative · entry 1 Tuza Joseph M. · CIK 0001710764 · SVP-T Marzetti Co.Retail Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,058 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.