Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATURES SUNSHINE PRODUCTS INCNATR · Entity 1465 | Director | July 01, 2021 | July 06, 2021 |
| Petco Health & Wellness Company, Inc.WOOF · Entity 5186 | Chief Marketing Officer | January 19, 2021 | January 22, 2021 |
| Wendy's CoWEN · Entity 4659 | CMO & Customer Growth Officer | September 15, 2026 | September 17, 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.
NATURES SUNSHINE PRODUCTS INC
Report date July 01, 2021 · Filed July 06, 2021
This filing explicitly reported no securities owned.
Petco Health & Wellness Company, Inc.
Report date January 19, 2021 · Filed January 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 500 |
Reported balance
After 2021-01-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-01-19 · Purchase · Acquired 500 · Balance 500 F1: Represents the purchase of shares of Class A common stock of the Issuer in the Issuer's directed share program in connection with its initial public offering. F2: These shares are held in an account for the Reporting Person's child and the Reporting Person is the custodian of the account. The Reporting Person disclaims ownership of the shares held in this custodial account, and this report is not an admission that the Reporting Person is the beneficial owner of these shares for purposes of Section 16 or for any other purposes. |
| Class A Common StockSEC Table I · non-derivative | Direct | 27,778 |
Reported balance
Holding disclosure · report date 2021-01-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,778 F3: Includes 27,778 outstanding restricted stock units, which each represent the right to receive one share of Class A common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the purchase of shares of Class A common stock of the Issuer in the Issuer's directed share program in connection with its initial public offering.
F2: These shares are held in an account for the Reporting Person's child and the Reporting Person is the custodian of the account. The Reporting Person disclaims ownership of the shares held in this custodial account, and this report is not an admission that the Reporting Person is the beneficial owner of these shares for purposes of Section 16 or for any other purposes.
F3: Includes 27,778 outstanding restricted stock units, which each represent the right to receive one share of Class A common stock of the Issuer.
Wendy's Co
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 170,478 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 796 · Balance 170,478 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on September 15, 2026. F4: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 171,274 |
Reported balance
After 2026-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-15 · Grant · Acquired 796 · Balance 171,274 F1: With tandem dividend equivalent rights and tax withholding rights. F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3: Represents dividend equivalent units issued on September 15, 2026. F4: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: With tandem dividend equivalent rights and tax withholding rights.
F2: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock.
F3: Represents dividend equivalent units issued on September 15, 2026.
F4: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date.
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 15, 2026 Filed Sep 17, 2026 20:43 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 796 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000165 · form4.xml · derivative · entry 2 Hassan Tariq H. · CIK 0001834426 · CMO & Customer Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,274 Underlying: Common Stock · 796 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 15, 2026. F4 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2026 Filed Sep 17, 2026 20:43 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 796 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000165 · form4.xml · derivative · entry 1 Hassan Tariq H. · CIK 0001834426 · CMO & Customer Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,478 Underlying: Common Stock · 796 shares Expires not disclosed F1 · security: With tandem dividend equivalent rights and tax withholding rights. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F3 · shares: Represents dividend equivalent units issued on September 15, 2026. F4 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 20:13 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 84,841 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000154 · form4.xml · derivative · entry 4 Hassan Tariq · CIK 0001834426 · CMO & Customer Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,682 Underlying: Common Stock · 84,841 shares Expires not disclosed F3 · security: With tandem dividend equivalent rights and tax withholding rights. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 20:13 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 324,833 | $0.00 Strike: $8.84 | $0.00 |
DisclosureSEC source: 0000030697-26-000154 · form4.xml · derivative · entry 3 Hassan Tariq · CIK 0001834426 · CMO & Customer Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 649,666 Underlying: Common Stock · 324,833 shares Expires 2036-08-24 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 20:13 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 84,841 | $0.00 | $0.00 |
DisclosureSEC source: 0000030697-26-000154 · form4.xml · derivative · entry 2 Hassan Tariq · CIK 0001834426 · CMO & Customer Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,841 Underlying: Common Stock · 84,841 shares Expires not disclosed F3 · security: With tandem dividend equivalent rights and tax withholding rights. F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. F5 · derivative.expiration_date: The restricted stock units will vest in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 20:13 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (Right to Buy) · Derivative | 324,833 | $0.00 Strike: $8.84 | $0.00 |
DisclosureSEC source: 0000030697-26-000154 · form4.xml · derivative · entry 1 Hassan Tariq · CIK 0001834426 · CMO & Customer Growth Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,833 Underlying: Common Stock · 324,833 shares Expires 2036-08-24 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 24, 2027, 2028 and 2029, subject to Mr. Hassan's continued employment with the Company on the applicable vesting date. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:49 UTC | NATURES SUNSHINE PRODUCTS INC NATR · Entity 1465 | GrantCommon Shares | 3,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001834426-21-000002 · wf-form4_162560812710996.xml · nonDerivative · entry 1 Hassan Tariq · CIK 0001834426 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,119 F1 · shares: These shares are in the form of restricted stock units (RSUs). Each RSU represents the right to receive one share of NATR common stock. These RSUs vest in monthly installments from the initial grant date through May 5, 2022. Read SEC document |
| January 19, 2021 Filed Jan 22, 2021 00:05 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | PurchaseClass A Common Stock | 500 | $18.00 | $9,000.00 |
DisclosureSEC source: 0000899243-21-002745 · doc4.xml · nonDerivative · entry 1 Hassan Tariq · CIK 0001834426 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 500 F1 · kind: Represents the purchase of shares of Class A common stock of the Issuer in the Issuer's directed share program in connection with its initial public offering. F2 · ownership.direct: These shares are held in an account for the Reporting Person's child and the Reporting Person is the custodian of the account. The Reporting Person disclaims ownership of the shares held in this custodial account, and this report is not an admission that the Reporting Person is the beneficial owner of these shares for purposes of Section 16 or for any other purposes. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:41 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantEmployee Stock Option (right to buy) · Derivative | 71,429 | $0.00 Strike: $18.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002255 · doc4.xml · derivative · entry 2 Hassan Tariq · CIK 0001834426 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,429 Underlying: Class A Common Stock · 71,429 shares Expires 2031-01-13 F2 · derivative.exercise_date: Represents options to purchase Class A Common Stock granted under the 2021 Plan. The options will vest in the following installments: (i) 34% on the first anniversary of the Grant Date, (ii) 16.5% on the date that is 18 months following the Grant Date; (iii) 16.5% on the second anniversary of the Grant Date; (iv) 16.5% on the date that is 30 months following the Grant Date; and (v) 16.5% on the third anniversary of the Grant Date. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 01:41 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 27,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-002255 · doc4.xml · nonDerivative · entry 1 Hassan Tariq · CIK 0001834426 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,778 F1 · security: Represents 27,778 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (the "2021 Plan"). Each RSU represents the right to receive one share of Class A common stock of the Issuer ("Class A Common Stock"). The RSUs will vest in the following installments: (i) 34% on the first anniversary of 1/13/2021 (the "Grant Date"), (ii) 16.5% on the date that is 18 months following the Grant Date; (iii) 16.5% on the second anniversary of the Grant Date; (iv) 16.5% on the date that is 30 months following the Grant Date; and (v) 16.5% on the third anniversary of the Grant 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.