Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | Director | September 29, 2017 | September 29, 2017 |
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.
SYSCO CORP
Report date September 29, 2017 · Filed September 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,678 |
Ending reported balance
After 2017-09-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-09-29 · Grant · Acquired 231 · Balance 110,563 F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Row 2 · 2017-09-29 · Grant · Acquired 115 · Balance 110,678 F2: Represents company match equal to 50% of the shares described in Footnote 1. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 18,500 |
Reported balance
Holding disclosure · report date 2017-09-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan.
F2: Represents company match equal to 50% of the shares described in Footnote 1.
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 |
|---|---|---|---|---|---|---|
| September 29, 2017 Filed Sep 29, 2017 20:57 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 115 | $54.05 | $6,215.75 |
DisclosureSEC source: 0000096021-17-000144 · edgar.xml · nonDerivative · entry 2 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,678 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:57 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 231 | $54.05 | $12,485.55 |
DisclosureSEC source: 0000096021-17-000144 · edgar.xml · nonDerivative · entry 1 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,563 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:09 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 125 | $49.86 | $6,232.50 |
DisclosureSEC source: 0000096021-17-000091 · edgar.xml · nonDerivative · entry 2 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,332 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:09 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 250 | $49.86 | $12,465.00 |
DisclosureSEC source: 0000096021-17-000091 · edgar.xml · nonDerivative · entry 1 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,207 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:54 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 120 | $52.02 | $6,242.40 |
DisclosureSEC source: 0000096021-17-000051 · edgar.xml · nonDerivative · entry 2 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,957 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:54 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 240 | $52.02 | $12,484.80 |
DisclosureSEC source: 0000096021-17-000051 · edgar.xml · nonDerivative · entry 1 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,837 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:19 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 112 | $55.37 | $6,201.44 |
DisclosureSEC source: 0000096021-17-000010 · edgar.xml · nonDerivative · entry 2 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,597 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:19 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 225 | $55.37 | $12,458.25 |
DisclosureSEC source: 0000096021-17-000010 · edgar.xml · nonDerivative · entry 1 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,485 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:17 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,992 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-16-000354 · edgar.xml · nonDerivative · entry 1 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,260 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2009 Non-Employee Directors Stock Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:13 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 127 | $49.03 | $6,226.81 |
DisclosureSEC source: 0000096021-16-000294 · edgar.xml · nonDerivative · entry 2 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,268 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:13 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 254 | $49.03 | $12,453.62 |
DisclosureSEC source: 0000096021-16-000294 · edgar.xml · nonDerivative · entry 1 GOLDEN JONATHAN · CIK 0001026042 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,141 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the 2009 Non-Employee Directors Stock Plan. 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.