Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | EVP and CHRO | September 11, 2026 | September 15, 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.
SYSCO CORP
Report date September 11, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,645.664 |
Ending reported balance
After 2026-09-14 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-09-11 · Exercise / conversion · Acquired 960 · Balance 50,811.664 F1: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Row 2 · 2026-09-11 · Sale · Disposed 960 · Balance 49,851.664 F1: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. Row 3 · 2026-09-11 · Tax withholding · Disposed 149 · Balance 49,702.664 F2: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Row 4 · 2026-09-14 · Sale · Disposed 57 · Balance 49,645.664 F3: The sale was effected pursuant to a Rule 10b5-1 trading plan. |
| Stock Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $69.95 · Expires 2033-09-10 | Direct | 1 |
Reported balance
After 2026-09-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-11 · Exercise / conversion · Disposed 960 · Balance 1 F1: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan. F5: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F4: One-third of the shares covered by the grant vest and are exercisable on 9/11/2024, 9/11/2025 and 9/11/2026, respectively. No options may be exercised prior to 9/11/2024. Options will expire on 9/10/2033. |
Filing footnotes · ownership attribution and instrument terms
F1: The exercises and sales were effected pursuant to a Rule 10b5-1 trading plan.
F2: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations.
F3: The sale was effected pursuant to a Rule 10b5-1 trading plan.
F4: One-third of the shares covered by the grant vest and are exercisable on 9/11/2024, 9/11/2025 and 9/11/2026, respectively. No options may be exercised prior to 9/11/2024. Options will expire on 9/10/2033.
F5: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan.
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 01, 2024 Filed Aug 2, 2024 21:38 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 2,179 | $76.44 | $166,562.76 |
DisclosureSEC source: 0000096021-24-000072 · wk-form4_1722634702.xml · nonDerivative · entry 2 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,126.629 F2 · shares: These shares were withheld upon the vesting of performance share units to pay tax withholding obligations. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 21:38 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 8,947.351 | $76.44 | $683,935.51 |
DisclosureSEC source: 0000096021-24-000072 · wk-form4_1722634702.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,305.629 F1 · shares: Shares received upon the vesting of performance share units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors (the "Committee") pursuant to the 2018 Omnibus Incentive Plan. These performance share units were granted by the Committee in August 2021. The number of shares of common stock received upon the vesting of these performance share units was determined based upon the Company's performance with regard to pre-established financial performance metrics for the performance period from fiscal 2022 to fiscal 2024. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 21:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 2,884 | $0.00 Strike: $69.95 | $0.00 |
DisclosureSEC source: 0000096021-23-000154 · wk-form4_1694639927.xml · derivative · entry 2 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,884 Underlying: Common Stock · 2,884 shares Expires 2033-09-10 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 9/11/2024, 9/11/2025 and 9/11/2026, respectively. No options may be exercised prior to 9/11/2024. Options will expire on 9/10/2033. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 21:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000154 · wk-form4_1694639927.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,107.199 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/11/2024, 09/11/2025 and 09/11/2026, respectively. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 21:12 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 689 | $69.65 | $47,988.85 |
DisclosureSEC source: 0000096021-23-000132 · wk-form4_1694034760.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,972.199 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 22:07 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 18,857 | $0.00 Strike: $74.85 | $0.00 |
DisclosureSEC source: 0000096021-23-000105 · wk-form4_1691791612.xml · derivative · entry 2 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,857 Underlying: Common Stock · 18,857 shares Expires 2033-08-09 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 8/10/2024, 8/10/2025 and 8/10/2026, respectively. No options may be exercised prior to 8/10/2024. Options will expire on 8/9/2033. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 22:07 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 7,263 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-23-000105 · wk-form4_1691791612.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,661.199 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 08/10/2024, 08/10/2025 and 08/10/2026, respectively. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 21:07 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 353 | $82.22 | $29,023.66 |
DisclosureSEC source: 0000096021-22-000165 · wf-form4_166215282343558.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,186.808 F1 · shares: These shares were withheld upon the vesting of restricted stock units to pay tax withholding obligations. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 21:41 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock · Derivative | 21,695 | $0.00 Strike: $85.57 | $0.00 |
DisclosureSEC source: 0000096021-22-000139 · wf-form4_166094526273939.xml · derivative · entry 2 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,695 Underlying: Common Stock · 21,695 shares Expires 2032-08-17 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/18/2023, 08/18/2024 and 08/18/2025, respectively. No options may be exercised prior to 08/18/2023. Options will expire on 08/17/2032. Read SEC document |
| August 18, 2022 Filed Aug 19, 2022 21:41 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 4,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-22-000139 · wf-form4_166094526273939.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,539.808 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2023, 09/01/2024 and 09/01/2025, respectively. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:40 UTC | SYSCO CORP SYY · Entity 2003 | GrantStock Options (Right to buy) · Derivative | 30,358 | $0.00 Strike: $76.94 | $0.00 |
DisclosureSEC source: 0000096021-21-000081 · wf-form4_162975481133707.xml · derivative · entry 2 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,358 Underlying: Common Stock · 30,358 shares Expires 2031-08-18 F4 · price: Options granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F3 · derivative.exercise_date: One-third of the shares covered by the grant vest and are exercisable on 08/19/2022, 08/19/2023 and 08/19/2024, respectively. No options may be exercised prior to 08/19/2022. Options will expire on 08/18/2031. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 21:40 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 4,347 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-21-000081 · wf-form4_162975481133707.xml · nonDerivative · entry 1 Phillips Ronald L · CIK 0001861524 · EVP and CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,347 F1 · shares: Restricted stock units granted by the Compensation and Leadership Development Committee of the Company's Board of Directors pursuant to the 2018 Omnibus Incentive Plan. F2 · price: One-third of the restricted stock units shall vest in equal installments on 09/01/2022, 09/01/2023 and 09/01/2024, respectively. 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.