Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | Director | July 30, 2026 | September 01, 2026 |
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.
Grocery Outlet Holding Corp.
Report date July 30, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,934 |
Reported balance
After 2026-07-30 transaction · row 1
1 source rowRow 1 · 2026-07-30 · Other · Disposed 45,000 · Balance 49,934 F1: Reflects the transfer of shares previously held directly by the Reporting Person to a tenancy in common held by two revocable family trust accounts. The transfer constituted only a change in form of beneficial ownership exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended, as the Reporting Person retains a pecuniary interest in all transferred shares. |
| Common StockSEC Table I · non-derivative | IndirectBy TIC | 60,000 |
Last balance in matching sequence
After 2026-08-27 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2026-07-30 · Other · Acquired 45,000 · Balance 45,000 F1: Reflects the transfer of shares previously held directly by the Reporting Person to a tenancy in common held by two revocable family trust accounts. The transfer constituted only a change in form of beneficial ownership exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended, as the Reporting Person retains a pecuniary interest in all transferred shares. F2: Reflects shares of common stock held as tenancy in common by two revocable family trust accounts. The Reporting Person serves as a trustee of one trust and is a beneficiary of the other trust. The Reporting Person disclaims beneficial ownership of the shares held by the trust for which she is a trustee, except to the extent of her pecuniary interest therein. Row 3 · 2026-08-27 · Purchase · Acquired 15,000 · Balance 60,000 F2: Reflects shares of common stock held as tenancy in common by two revocable family trust accounts. The Reporting Person serves as a trustee of one trust and is a beneficiary of the other trust. The Reporting Person disclaims beneficial ownership of the shares held by the trust for which she is a trustee, except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the transfer of shares previously held directly by the Reporting Person to a tenancy in common held by two revocable family trust accounts. The transfer constituted only a change in form of beneficial ownership exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended, as the Reporting Person retains a pecuniary interest in all transferred shares.
F2: Reflects shares of common stock held as tenancy in common by two revocable family trust accounts. The Reporting Person serves as a trustee of one trust and is a beneficiary of the other trust. The Reporting Person disclaims beneficial ownership of the shares held by the trust for which she is a trustee, except to the extent of her pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| August 27, 2026 Filed Sep 1, 2026 01:23 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 15,000 | $11.70 | $175,500.00 |
DisclosureSEC source: 0001823561-26-000003 · wk-form4_1788225783.xml · nonDerivative · entry 3 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By TIC Disclosed balance after: 60,000 F2 · ownership.nature: Reflects shares of common stock held as tenancy in common by two revocable family trust accounts. The Reporting Person serves as a trustee of one trust and is a beneficiary of the other trust. The Reporting Person disclaims beneficial ownership of the shares held by the trust for which she is a trustee, except to the extent of her pecuniary interest therein. Read SEC document |
| July 30, 2026 Filed Sep 1, 2026 01:23 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | OtherCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001823561-26-000003 · wk-form4_1788225783.xml · nonDerivative · entry 2 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By TIC Disclosed balance after: 45,000 F1 · shares: Reflects the transfer of shares previously held directly by the Reporting Person to a tenancy in common held by two revocable family trust accounts. The transfer constituted only a change in form of beneficial ownership exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended, as the Reporting Person retains a pecuniary interest in all transferred shares. F2 · ownership.nature: Reflects shares of common stock held as tenancy in common by two revocable family trust accounts. The Reporting Person serves as a trustee of one trust and is a beneficiary of the other trust. The Reporting Person disclaims beneficial ownership of the shares held by the trust for which she is a trustee, except to the extent of her pecuniary interest therein. Read SEC document |
| July 30, 2026 Filed Sep 1, 2026 01:23 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | OtherCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001823561-26-000003 · wk-form4_1788225783.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,934 F1 · shares: Reflects the transfer of shares previously held directly by the Reporting Person to a tenancy in common held by two revocable family trust accounts. The transfer constituted only a change in form of beneficial ownership exempt under Rule 16a-13 of the Securities Exchange Act of 1934, as amended, as the Reporting Person retains a pecuniary interest in all transferred shares. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 00:17 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 18,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001823561-26-000002 · wk-form4_1780445822.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,934 F1 · shares: Represents 18,868 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| March 10, 2026 Filed Mar 11, 2026 22:42 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 40,000 | $6.26 | $250,400.00 |
DisclosureSEC source: 0001823561-26-000001 · wk-form4_1773268953.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,066 Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 22:13 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 10,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-25-000108 · wk-form4_1749075194.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,066 F1 · shares: Represents 10,692 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 2, 2026, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 22:16 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | PurchaseCommon Stock | 5,000 | $11.40 | $57,000.00 |
DisclosureSEC source: 0001771515-25-000049 · wk-form4_1741299407.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,374 Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:14 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 6,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-24-000112 · wk-form4_1717622077.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,374 F1 · shares: Represents 6,803 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 3, 2025, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 23:46 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 5,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-23-000071 · wk-form4_1687477561.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,571 F1 · shares: Represents 5,837 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 20, 2024, subject to the continued service of the reporting person through such vesting date. The RSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy, including (i) a full annual equity award and (ii) a one-time pro rata annual equity award due to a change in 2023 from the historical grant date in early March to the annual meeting date. Read SEC document |
| May 12, 2022 Filed May 13, 2022 23:18 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000062 · wf-form4_165248385795277.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,734 F1 · shares: Represents 705 restricted stock units ("RSUs") granted to the reporting person that will vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date. Such RSUs were granted in connection with an April 2022 amendment to the issuer's non-employee director compensation policy. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 23:34 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 3,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000019 · wf-form4_164669605943035.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,029 F1 · shares: Represents 3,448 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| March 04, 2021 Filed Mar 9, 2021 01:59 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-010495 · doc4.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,581 F1 · shares: Represents 2,821 restricted stock units ("RSUs") granted to the reporting person which are scheduled to vest on March 1, 2022, subject to the continued service of the reporting person through such vesting date. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 23:09 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-024854 · doc4.xml · nonDerivative · entry 1 Jaros Carey F. · CIK 0001823561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 F1 · shares: Represents 760 restricted stock units granted to the reporting person which are scheduled to vest on September 4, 2021, subject to the continued service of the reporting person through such vesting date. 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.