Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARZETTI COMZTI · Entity 4222 | President-Foodservice Division | August 25, 2026 | August 28, 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.
MARZETTI CO
Report date August 25, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,285 |
Ending reported balance
After 2026-08-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-25 · Grant · Acquired 623 · Balance 6,465 Row 2 · 2026-08-25 · Tax withholding · Disposed 180 · Balance 6,285 |
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 25, 2026 Filed Aug 28, 2026 06:01 UTC | MARZETTI CO MZTI · Entity 4222 | Tax withholdingCommon Stock | 180 | $116.05 | $20,889.00 |
DisclosureSEC source: 0001225208-26-007347 · doc4.xml · nonDerivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,285 Read SEC document |
| August 25, 2026 Filed Aug 28, 2026 06:01 UTC | MARZETTI CO MZTI · Entity 4222 | GrantCommon Stock | 623 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007347 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,465 Read SEC document |
| August 18, 2026 Filed Aug 20, 2026 23:28 UTC | MARZETTI CO MZTI · Entity 4222 | GrantRestricted Stock Units · Derivative | 1,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007260 · doc4.xml · derivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,947 Underlying: Common Stock · 1,947 shares Expires 2029-08-18 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Read SEC document |
| August 15, 2026 Filed Aug 18, 2026 15:04 UTC | MARZETTI CO MZTI · Entity 4222 | Tax withholdingCommon Stock | 301 | $116.05 | $34,931.05 |
DisclosureSEC source: 0001225208-26-007148 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,842 Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 19:26 UTC | MARZETTI CO MZTI · Entity 4222 | Tax withholdingCommon Stock | 532 | $180.29 | $95,914.28 |
DisclosureSEC source: 0001225208-25-007443 · doc4.xml · nonDerivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,143 Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 19:26 UTC | MARZETTI CO MZTI · Entity 4222 | GrantCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007443 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,675 Read SEC document |
| August 16, 2025 Filed Aug 19, 2025 21:06 UTC | MARZETTI CO MZTI · Entity 4222 | Tax withholdingCommon Stock | 319 | $180.29 | $57,512.51 |
DisclosureSEC source: 0001225208-25-007350 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,890 Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 20:12 UTC | MARZETTI CO MZTI · Entity 4222 | GrantRestricted Stock Units · Derivative | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007263 · doc4.xml · derivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,245 Underlying: Common Stock · 1,245 shares Expires 2028-08-12 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 14:15 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 395 | $198.38 | $78,360.10 |
DisclosureSEC source: 0001225208-24-008243 · doc4.xml · nonDerivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,209 Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 14:15 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008243 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,604 Read SEC document |
| August 17, 2024 Filed Aug 20, 2024 19:39 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 254 | $198.38 | $50,388.52 |
DisclosureSEC source: 0001225208-24-008095 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,279 Read SEC document |
| August 13, 2024 Filed Aug 15, 2024 22:00 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 1,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-008030 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,533 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:01 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 176 | $199.81 | $35,166.56 |
DisclosureSEC source: 0001225208-24-003087 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,370 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 18:44 UTC | MARZETTI CO LANC · Entity 4222 | SaleCommon Stock | 1,207 | $192.66 | $232,540.62 |
DisclosureSEC source: 0001225208-24-002585 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,546 F1 · price: Price represents a weighted average of the sale price. Shares were sold at prices ranging from $192.64 to $192.69. Upon the request by the SEC staff, the Issuer, or a security holder of the Issuer, the reporting person will provide the full information about the number of shares sold at each separate price. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:13 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 2,695 | $153.71 Strike: $153.71 | $414,248.45 |
DisclosureSEC source: 0001225208-24-001542 · doc4.xml · derivative · entry 6 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,695 shares Expires 2027-02-25 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:13 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 3,582 | $177.99 Strike: $177.99 | $637,560.18 |
DisclosureSEC source: 0001225208-24-001542 · doc4.xml · derivative · entry 5 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,792 Underlying: Common Stock · 3,582 shares Expires 2028-02-23 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:13 UTC | MARZETTI CO LANC · Entity 4222 | Disposition to issuerCommon Stock | 5,156 | $204.04 | $1,052,030.24 |
DisclosureSEC source: 0001225208-24-001542 · doc4.xml · nonDerivative · entry 4 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,753 Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:13 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 369 | $204.04 | $75,290.76 |
DisclosureSEC source: 0001225208-24-001542 · doc4.xml · nonDerivative · entry 3 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,909 Read SEC document |
| February 01, 2024 Filed Feb 5, 2024 21:13 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 2,695 | $153.71 | $414,248.45 |
DisclosureSEC source: 0001225208-24-001542 · doc4.xml · nonDerivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,278 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 |
| February 01, 2024 Filed Feb 5, 2024 21:13 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 3,582 | $177.99 | $637,560.18 |
DisclosureSEC source: 0001225208-24-001542 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,583 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 15, 2023 Filed Aug 17, 2023 20:32 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-008325 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,001 Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 22:40 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 228 | $192.42 | $43,871.76 |
DisclosureSEC source: 0001225208-23-002978 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,966 Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 18:39 UTC | MARZETTI CO LANC · Entity 4222 | SaleCommon Stock | 1,535 | $198.73 | $305,050.55 |
DisclosureSEC source: 0001225208-22-012870 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,194 F1 · price: Price represents a weighted average of the sale price. Shares were sold at prices ranging from $198.65 to $198.92. Upon the request by the SEC staff, the Issuer, or a security holder of the Issuer, the reporting person will provide the full information about the number of shares sold at each separate price. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 3,044 | $0.00 Strike: $154.44 | $0.00 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · derivative · entry 8 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,044 shares Expires 2024-08-20 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionStock Appreciation Right · Derivative | 5,386 | $0.00 Strike: $153.71 | $0.00 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · derivative · entry 7 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,695 Underlying: Common Stock · 5,386 shares Expires 2027-02-25 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 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | Disposition to issuerCommon Stock | 6,227 | $208.48 | $1,298,204.96 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · nonDerivative · entry 6 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,729 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 668 | $208.48 | $139,264.64 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · nonDerivative · entry 5 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,956 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | SaleCommon Stock | 100 | $209.58 | $20,958.00 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · nonDerivative · entry 4 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,624 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | SaleCommon Stock | 59 | $209.13 | $12,338.67 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · nonDerivative · entry 3 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,724 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 3,044 | $154.44 | $470,115.36 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · nonDerivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,783 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 10, 2022 Filed Nov 14, 2022 20:50 UTC | MARZETTI CO LANC · Entity 4222 | Exercise / conversionCommon Stock | 5,386 | $153.71 | $827,882.06 |
DisclosureSEC source: 0001225208-22-011634 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,739 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 20, 2022 Filed Aug 24, 2022 20:45 UTC | MARZETTI CO LANC · Entity 4222 | Tax withholdingCommon Stock | 68 | $147.46 | $10,027.28 |
DisclosureSEC source: 0001225208-22-009790 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,353 Read SEC document |
| August 16, 2022 Filed Aug 18, 2022 17:48 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 1,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009649 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,421 Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 23:34 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 851 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011575 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,351 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:05 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 5,374 | $0.00 Strike: $177.99 | $0.00 |
DisclosureSEC source: 0001225208-21-003778 · doc4.xml · derivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,374 Underlying: Common Stock · 5,374 shares Expires 2028-02-23 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:05 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 590 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003778 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 19:34 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 8,081 | $0.00 Strike: $153.71 | $0.00 |
DisclosureSEC source: 0001225208-20-003645 · doc4.xml · derivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,081 Underlying: Common Stock · 8,081 shares Expires 2027-02-25 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 19:34 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003645 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 910 Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 17:28 UTC | MARZETTI CO LANC · Entity 4222 | GrantStock Appreciation Right · Derivative | 3,044 | $0.00 Strike: $154.44 | $0.00 |
DisclosureSEC source: 0001225208-19-011818 · doc4.xml · derivative · entry 2 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 Underlying: Common Stock · 3,044 shares Expires 2024-08-20 F1 · derivative.exercise_date: Vests one-third per year beginning on the first anniversary of the date of grant. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 17:28 UTC | MARZETTI CO LANC · Entity 4222 | GrantCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-011818 · doc4.xml · nonDerivative · entry 1 Bird Kristin · CIK 0001786052 · President-Foodservice Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227 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.