Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVISTA CORPAVA · Entity 145 | Director | September 01, 2026 | September 02, 2026 |
| CHIPOTLE MEXICAN GRILL INCCMG · Entity 3037 | Director | June 11, 2026 | June 12, 2026 |
| Dutch Bros Inc.BROS · Entity 3641 | Director | August 20, 2026 | August 21, 2026 |
| Root, Inc.ROOT · Entity 764 | Director | December 30, 2022 | January 03, 2023 |
| STARBUCKS CORPSBUX · Entity 2886 | evp, chief financial officer | November 16, 2018 | November 19, 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.
AVISTA CORP
Report date September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,429 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 44 · Balance 33,429 F1: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2026. F2: Shares issued as part of the Directors annual retainer. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on August 31, 2026.
F2: Shares issued as part of the Directors annual retainer.
CHIPOTLE MEXICAN GRILL INC
Report date June 11, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 49,452 |
Reported balance
After 2026-06-11 transaction · row 1
1 source rowRow 1 · 2026-06-11 · Grant · Acquired 6,880 · Balance 49,452 F1: The reporting person received shares of common stock under the Chipotle Mexican Grill, Inc. 2022 Stock Incentive Plan as compensation for the reporting person's service as a director from June 2026 through May 2027. The shares are freely tradeable on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received shares of common stock under the Chipotle Mexican Grill, Inc. 2022 Stock Incentive Plan as compensation for the reporting person's service as a director from June 2026 through May 2027. The shares are freely tradeable on the date of grant.
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 | 775 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Exercise / conversion · Acquired 775 · Balance 775 |
| 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.
Root, Inc.
Report date December 30, 2022 · Filed January 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 11,201 |
Reported balance
After 2022-12-30 transaction · row 1
1 source rowRow 1 · 2022-12-30 · Grant · Acquired 1,255 · Balance 11,201 F1: Represents the grant of fully vested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of fully vested restricted stock units.
STARBUCKS CORP
Report date November 16, 2018 · Filed November 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,290 |
Reported balance
After 2018-11-16 transaction · row 1
1 source rowRow 1 · 2018-11-16 · Tax withholding · Disposed 2,348 · Balance 81,290 F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction.
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, 2016 Filed Nov 21, 2016 23:30 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 10,801 | $55.85 | $603,235.85 |
DisclosureSEC source: 0001127602-16-067946 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,184 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 15, 2016 Filed Nov 17, 2016 23:02 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 51,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067658 · form4.xml · nonDerivative · entry 2 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,985 F2 · shares: Restricted Stock Units ("RSUs") earned on the achievement of performance goals under performance-based RSUs granted on November 17, 2014. The RSUs are scheduled to vest, subject to continued employment, as follows: 25,747 shares on each of November 17, 2016 and November 17, 2017. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 23:02 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 2,421 | $54.59 | $132,162.39 |
DisclosureSEC source: 0001127602-16-067658 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,491 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 11, 2016 Filed Nov 15, 2016 23:23 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 1,921 | $53.93 | $103,599.53 |
DisclosureSEC source: 0001127602-16-067269 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,912 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 |
| September 02, 2016 Filed Sep 6, 2016 19:04 UTC | AVISTA CORP AVA · Entity 145 | GrantCommon Stock | 41 | $40.52 | $1,661.32 |
DisclosureSEC source: 0000104918-16-000266 · primary_doc.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 662 F1 · kind: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 1, 2016. F2 · shares: Shares issued as part the Directors annual retainer. F1 · price: Shares issued as an award of stock for Director Compensation. The price per share is the closing price on September 1, 2016. Read SEC document |
| February 18, 2016 Filed Feb 22, 2016 23:07 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 1,127 | $56.96 | $64,193.92 |
DisclosureSEC source: 0001127602-16-042756 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,833 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 19, 2015 Filed Nov 23, 2015 23:23 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 18,848 | $0.00 Strike: $24.87 | $0.00 |
DisclosureSEC source: 0001127602-15-032348 · form4.xml · derivative · entry 4 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,282 Underlying: Common Stock · 18,848 shares Expires 2022-11-19 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 19, 2015 Filed Nov 23, 2015 23:23 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 2,140 | $61.46 | $131,524.40 |
DisclosureSEC source: 0001127602-15-032348 · form4.xml · nonDerivative · entry 3 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,960 F3 · 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 19, 2015 Filed Nov 23, 2015 23:23 UTC | STARBUCKS CORP SBUX · Entity 2886 | SaleCommon Stock | 18,848 | $61.73 | $1,163,451.23 |
DisclosureSEC source: 0001127602-15-032348 · form4.xml · nonDerivative · entry 2 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,100 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: This transaction was executed in multiple trades at prices ranging from $61.69 to $61.80. 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 19, 2015 Filed Nov 23, 2015 23:23 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionCommon Stock | 18,848 | $24.87 | $468,749.76 |
DisclosureSEC source: 0001127602-15-032348 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,948 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 16, 2015 Filed Nov 18, 2015 23:12 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 126,768 | $0.00 Strike: $60.68 | $0.00 |
DisclosureSEC source: 0001127602-15-031904 · form4.xml · derivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,768 Underlying: Common Stock · 126,768 shares Expires 2025-11-16 F1 · derivative.exercise_date: The option representing the right to buy a total of 126,768 shares, becomes exercisable in four increments of 31,692 shares each on November 16, 2016, November 16, 2017, November 16, 2018 and November 16, 2019. Read SEC document |
| November 11, 2015 Filed Nov 13, 2015 18:26 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 2,947 | $61.87 | $182,330.89 |
DisclosureSEC source: 0001127602-15-031366 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,100 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 10, 2015 Filed Nov 12, 2015 20:44 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 14,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-031215 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,047 F1 · shares: Restricted Stock Units ("RSUs") earned on the achievement of performance goals under performance-based RSUs granted on November 11, 2013. The RSUs are scheduled to vest, subject to continued employment, as follows, 7,023 shares on November 11, 2015 and 7,022 shares on November 11, 2016. Read SEC document |
| August 17, 2015 Filed Aug 19, 2015 18:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 23,440 | $0.00 Strike: $19.21 | $0.00 |
DisclosureSEC source: 0001127602-15-025433 · form4.xml · derivative · entry 4 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,440 shares Expires 2021-08-15 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. F5 · derivative.exercise_date: The option, representing the right to buy a total of 46,884 shares, became exercisable in two increments of 11,722 shares each on August 15, 2012 and August 15, 2013 and two increments of 11,720 shares each on August 15, 2014 and August 15, 2015. In accordance with the terms of the stock option plan, the exercise price of the option and number of shares subject to the option have been adjusted to reflect the stock split referenced above. Read SEC document |
| August 17, 2015 Filed Aug 19, 2015 18:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | SaleCommon Stock | 23,440 | $56.91 | $1,333,970.40 |
DisclosureSEC source: 0001127602-15-025433 · form4.xml · nonDerivative · entry 3 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,002 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F4 · price: This transaction was executed in multiple trades at prices ranging from $56.85 to $57.01. 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 |
| August 17, 2015 Filed Aug 19, 2015 18:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | Exercise / conversionCommon Stock | 23,440 | $19.21 | $450,282.40 |
DisclosureSEC source: 0001127602-15-025433 · form4.xml · nonDerivative · entry 2 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,442 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 |
| August 17, 2015 Filed Aug 19, 2015 18:18 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 2,982 | $57.74 | $172,180.68 |
DisclosureSEC source: 0001127602-15-025433 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,002 F1 · shares: Shares withheld by the issuer to satisfy tax withholding obligations upon vesting of restricted stock units; not an open market transaction. F2 · balance_after: On April 9, 2015, Starbucks Corporation effected a 2-for-1 stock split. The number of shares reported throughout this Form 4 have been adjusted to reflect the stock split. Read SEC document |
| November 19, 2014 Filed Nov 21, 2014 18:28 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 698 | $77.82 | $54,318.36 |
DisclosureSEC source: 0001127602-14-033170 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,492 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, 2014 Filed Nov 19, 2014 18:34 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 62,863 | $0.00 Strike: $77.83 | $0.00 |
DisclosureSEC source: 0001127602-14-032904 · form4.xml · derivative · entry 2 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,863 Underlying: Common Stock · 62,863 shares Expires 2024-11-17 F2 · derivative.exercise_date: The option, representing the right to buy a total of 62,863 shares, becomes exercisable in three increments of 15,716 shares each on November 17, 2015, November 17, 2016 and November 17, 2017, and one increment of 15,715 shares on November 17, 2018. Read SEC document |
| November 17, 2014 Filed Nov 19, 2014 18:34 UTC | STARBUCKS CORP SBUX · Entity 2886 | Tax withholdingCommon Stock | 1,130 | $77.83 | $87,947.90 |
DisclosureSEC source: 0001127602-14-032904 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,190 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, 2014 Filed Dec 23, 2014 18:04 UTC Amendment | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 63,479 | $0.00 Strike: $77.83 | $0.00 |
DisclosureSEC source: 0001127602-14-035965 · form4a.xml · derivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,479 Underlying: Common Stock · 63,479 shares Expires 2024-11-17 F1 · shares: This number represents an option grant that was under-reported due to administrative error on the Form 4 filed by the reporting person on November 19, 2014. F2 · derivative.exercise_date: The option, representing the right to buy a total of 63,479 shares, becomes exercisable in three increments of 15,870 shares each on November 17, 2015, November 17, 2016 and November 17, 2017, and one increment of 15,869 shares on November 17, 2018. Read SEC document |
| November 11, 2014 Filed Nov 13, 2014 18:36 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 5,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-032168 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,320 F1 · shares: Restricted Stock Units ("RSUs") earned on the achievement of performance goals under performance-based RSUs granted on November 19, 2012. The RSUs are scheduled to vest as follows: 2,551 RSUs will vest on November 19, 2014 and 2,550 RSUs will vest on November 19, 2015. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 20:51 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 16,675 | $73.97 Strike: $73.97 | $1,233,449.75 |
DisclosureSEC source: 0001127602-14-007553 · form4.xml · derivative · entry 2 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,675 Underlying: Common Stock · 16,675 shares Expires 2024-02-18 F2 · derivative.exercise_date: The option, representing the right to buy a total of 16,675 shares, becomes exercisable in three increments of 4,169 shares each on February 18, 2015, February 18, 2016 and February 18, 2017, and one increment of 4,168 shares on February 18, 2018. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 20:51 UTC | STARBUCKS CORP SBUX · Entity 2886 | GrantCommon Stock | 4,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-007553 · form4.xml · nonDerivative · entry 1 Maw Scott Harlan · CIK 0001483625 · evp, chief financial officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,219 F1 · shares: Represents Restricted Stock Units granted February 18, 2014, 2,028 of which are scheduled to vest on each of February 18, 2016 and February 18, 2018. 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.