Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Director | August 20, 2026 | August 21, 2026 |
| STARBUCKS CORPSBUX · Entity 2886 | evp, chief information officer | February 01, 2011 | February 03, 2011 |
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.
Dutch Bros Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 19,282 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Exercise / conversion · Acquired 775 · Balance 19,282 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,324 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Exercise / conversion · Disposed 775 · Balance 2,324 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting.
STARBUCKS CORP
Report date February 01, 2011 · Filed February 03, 2011
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,290 |
Reported balance
After 2011-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2011-02-01 · Sale · Disposed 5,384 · Balance 63,290 F1: This transaction was executed in multiple trades at prices ranging from $32.1801 to $32.185. 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: Includes 71 shares purchased on December 31, 2010, pursuant to the Starbucks Corporation Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $32.1801 to $32.185. 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: Includes 71 shares purchased on December 31, 2010, pursuant to the Starbucks Corporation Employee Stock Purchase Plan.
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 May 23, 2017 · Filed May 25, 2017
Section 16 reporting ended · disclosed 2017-05-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 518 |
Reported balance
After 2017-05-23 transaction · row 1
1 source rowRow 1 · 2017-05-23 · Grant · Acquired 101 · Balance 518 F1: On May 23, 2017, the issuer granted restricted stock units ("RSU's") denominated in shares of its common stock to the reporting person under the Amended and Restated Chipotle Mexican Grill, Inc. 2011 Stock Incentive Plan. The RSU's were scheduled to vest on the third anniversary of the grant date. On May 24, 2017, the Compensation Committee of the issuer's Board of Directors approved the acceleration of vesting of this award in connection with the reporting person's departure from the Board of Directors on May 25, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 23, 2017, the issuer granted restricted stock units ("RSU's") denominated in shares of its common stock to the reporting person under the Amended and Restated Chipotle Mexican Grill, Inc. 2011 Stock Incentive Plan. The RSU's were scheduled to vest on the third anniversary of the grant date. On May 24, 2017, the Compensation Committee of the issuer's Board of Directors approved the acceleration of vesting of this award in connection with the reporting person's departure from the Board of Directors on May 25, 2017.
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 |
|---|---|---|---|---|---|---|
| November 17, 2010 Filed Nov 19, 2010 18:58 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 2,194 | $0.00 Strike: $8.64 | $0.00 |
DisclosureSEC source: 0001127602-10-028587 · form4.xml · derivative · entry 6 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,768 Underlying: Common Stock · 2,194 shares Expires 2018-11-17 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. F2 · derivative.exercise_date: The original grant consisted of 47,536 options. The options became exercisable in two increments of 11,884 shares on November 17, 2009 and November 17, 2010, and become exercisable in two increments of 11,884 shares each on November 17, 2011 and November 17, 2012. Read SEC document |
| November 17, 2010 Filed Nov 19, 2010 18:58 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 9,690 | $0.00 Strike: $8.64 | $0.00 |
DisclosureSEC source: 0001127602-10-028587 · form4.xml · derivative · entry 5 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,962 Underlying: Common Stock · 9,690 shares Expires 2018-11-17 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. F2 · derivative.exercise_date: The original grant consisted of 47,536 options. The options became exercisable in two increments of 11,884 shares on November 17, 2009 and November 17, 2010, and become exercisable in two increments of 11,884 shares each on November 17, 2011 and November 17, 2012. Read SEC document |
| November 17, 2010 Filed Nov 19, 2010 18:58 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 3,912 | $29.99 | $117,320.88 |
DisclosureSEC source: 0001127602-10-028587 · form4.xml · nonDerivative · entry 4 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,190 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. Read SEC document |
| November 17, 2010 Filed Nov 19, 2010 18:58 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionCommon Stock | 2,194 | $8.64 | $18,956.16 |
DisclosureSEC source: 0001127602-10-028587 · form4.xml · nonDerivative · entry 3 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,102 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. Read SEC document |
| November 17, 2010 Filed Nov 19, 2010 18:58 UTC | STARBUCKS CORP SBUX · Entity 2886 | SaleCommon Stock | 9,690 | $29.80 | $288,762.00 |
DisclosureSEC source: 0001127602-10-028587 · form4.xml · nonDerivative · entry 2 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,908 Read SEC document |
| November 17, 2010 Filed Nov 19, 2010 18:58 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionCommon Stock | 9,690 | $8.64 | $83,721.60 |
DisclosureSEC source: 0001127602-10-028587 · form4.xml · nonDerivative · entry 1 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,598 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. Read SEC document |
| November 15, 2010 Filed Nov 17, 2010 19:15 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 48,725 | $0.00 Strike: $30.79 | $0.00 |
DisclosureSEC source: 0001127602-10-028252 · form4.xml · derivative · entry 1 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,725 Underlying: Common Stock · 48,725 shares Expires 2020-11-15 F1 · derivative.exercise_date: The options become exercisable in one increment of 12,182 shares on November 15, 2011 and three increments of 12,181 shares each on November 15, 2012, November 15, 2013 and November 15, 2014. Read SEC document |
| November 09, 2010 Filed Nov 12, 2010 19:19 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 24,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-027891 · form4.xml · nonDerivative · entry 1 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,908 F1 · shares: Restricted Stock Units ("RSUs") earned on the achievement of performance goals under performance-based restricted stock units granted on November 16, 2009. The RSUs vest as follows: 12,194 RSUs vest on November 16, 2011 and 12,194 RSUs vest on November 16, 2012. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 19:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 20,665 | $0.00 Strike: $18.35 | $0.00 |
DisclosureSEC source: 0001127602-10-027709 · form4.xml · derivative · entry 3 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,328 Underlying: Common Stock · 20,665 shares Expires 2018-06-16 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 · derivative.exercise_date: The original grant consisted of 82,658 options. The options became exercisable in one increment of 20,665 shares on June 16, 2009, and become exercisable in one increment of 20,665 shares on June 16, 2010, and two increments of 20,664 shares each on June 16, 2011 and June 16, 2012. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 19:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | SaleCommon Stock | 20,665 | $30.33 | $626,726.05 |
DisclosureSEC source: 0001127602-10-027709 · form4.xml · nonDerivative · entry 2 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,520 F2 · price: This transaction was executed in multiple trades at prices ranging from $30.310 to $30.355. 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. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 19:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionCommon Stock | 20,665 | $18.35 | $379,202.75 |
DisclosureSEC source: 0001127602-10-027709 · form4.xml · nonDerivative · entry 1 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,185 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 · balance_after: Includes 92 shares purchased on June 30, 2010 and 76 shares purchased on September 30, 2010, pursuant to the Starbucks Corporation Employee Stock Purchase Plan. Read SEC document |
| May 17, 2010 Filed May 19, 2010 17:55 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 47,424 | $0.00 Strike: $26.91 | $0.00 |
DisclosureSEC source: 0001127602-10-014930 · form4.xml · derivative · entry 1 Gillett Stephen · CIK 0001492029 · evp, chief information officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,424 Underlying: Common Stock · 47,424 shares Expires 2020-05-17 F1 · derivative.exercise_date: The options become exercisable in four equal increments of 11,856 shares each on May 17, 2011, May 17, 2012, May 17, 2013 and May 17, 2014. 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.