Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Performance Food Group CoPFGC · Entity 797 | Director · See Remarks | August 22, 2026 | August 24, 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.
Performance Food Group Co
Report date August 22, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 208,113 |
Reported balance
After 2026-08-22 transaction · row 1
1 source rowRow 1 · 2026-08-22 · Tax withholding · Disposed 1,033 · Balance 208,113 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Core-Mark Holding Company, LLC
Report date September 01, 2021 · Filed September 01, 2021
Section 16 reporting ended · disclosed 2021-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Coremark Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 1
1 source rowRow 1 · 2021-09-01 · Disposition to issuer · Disposed 231,632 · Balance 0 F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE. |
| 2019 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-09-01 · Disposition to issuer · Disposed 7,125 · Balance 0 F2: Converted pursuant to the Merger Agreement into restricted stock units of PFGC based on the performance target levels previously determined by the Board and the Equity Award Exchange Ratio as set forth in the Merger Agreement. |
| 2020 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-09-01 · Disposition to issuer · Disposed 18,592 · Balance 0 F2: Converted pursuant to the Merger Agreement into restricted stock units of PFGC based on the performance target levels previously determined by the Board and the Equity Award Exchange Ratio as set forth in the Merger Agreement. |
| 2021 Performance SharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-09-01 · Disposition to issuer · Disposed 25,420 · Balance 0 F2: Converted pursuant to the Merger Agreement into restricted stock units of PFGC based on the performance target levels previously determined by the Board and the Equity Award Exchange Ratio as set forth in the Merger Agreement. |
| 2019 RSU GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-09-01 · Disposition to issuer · Disposed 4,858 · Balance 0 F3: Converted pursuant to the Merger Agreement into a number of restricted stock units of PFGC based on the Equity Award Exchange Ratio as set forth in the Merger Agreement. |
| 2020 RSU GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-09-01 · Disposition to issuer · Disposed 11,268 · Balance 0 F3: Converted pursuant to the Merger Agreement into a number of restricted stock units of PFGC based on the Equity Award Exchange Ratio as set forth in the Merger Agreement. |
| 2021 RSU GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2021-09-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-09-01 · Disposition to issuer · Disposed 13,865 · Balance 0 F3: Converted pursuant to the Merger Agreement into a number of restricted stock units of PFGC based on the Equity Award Exchange Ratio as set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted pursuant to the Agreement and Plan of Merger (the "Merger Agreement") between Core-Mark Holding Company, Inc. ("CORE") and Performance Food Group Company ("PFGC") into $23.875 in cash and 0.44 shares of PFGC for each share of CORE.
F2: Converted pursuant to the Merger Agreement into restricted stock units of PFGC based on the performance target levels previously determined by the Board and the Equity Award Exchange Ratio as set forth in the Merger Agreement.
F3: Converted pursuant to the Merger Agreement into a number of restricted stock units of PFGC based on the Equity Award Exchange Ratio as set forth in the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| January 01, 2019 Filed Jan 3, 2019 19:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2016 RSU GRANT · Derivative | 2,868 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-19-000039 · form.xml · derivative · entry 4 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 2,868 shares Expires 2023-01-20 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. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 19:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 1,647 | $23.79 | $39,182.13 |
DisclosureSEC source: 0001246360-19-000039 · form.xml · nonDerivative · entry 3 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,594 F1 · shares: Shares withheld for taxes on RSU Vesting Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 19:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 2,678 | $0.01 | $26.78 |
DisclosureSEC source: 0001246360-19-000039 · form.xml · nonDerivative · entry 2 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,241 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 |
| January 01, 2019 Filed Jan 3, 2019 19:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 2,868 | $0.01 | $28.68 |
DisclosureSEC source: 0001246360-19-000039 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,563 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 |
| October 01, 2018 Filed Oct 3, 2018 12:51 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2017 RSU Grant - Promotional · Derivative | 3,115 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-18-002308 · form.xml · derivative · entry 3 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,230 Underlying: Coremark Common Stock · 3,115 shares Expires 2024-10-09 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 |
| October 01, 2018 Filed Oct 3, 2018 12:51 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 760 | $31.15 | $23,674.00 |
DisclosureSEC source: 0001246360-18-002308 · form.xml · nonDerivative · entry 2 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,695 Read SEC document |
| October 01, 2018 Filed Oct 3, 2018 12:51 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 3,115 | $0.01 | $31.15 |
DisclosureSEC source: 0001246360-18-002308 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,455 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 |
| July 02, 2018 Filed Jul 5, 2018 12:21 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2018 Promotional Grant · Derivative | 30,837 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-18-001839 · form.xml · derivative · entry 1 McPherson Scott E · CIK 0001338505 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,837 Underlying: Coremark Common Stock · 30,837 shares Expires 2025-07-02 F1 · shares: This grant is made upon the promotion of Mr McPherson to CEO Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:35 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2017 RSU Grant · Derivative | 2,678 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-18-000320 · form.xml · derivative · entry 4 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,357 Underlying: Coremark Common Stock · 2,678 shares Expires 2024-01-23 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. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:35 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 653 | $23.45 | $15,312.85 |
DisclosureSEC source: 0001246360-18-000320 · form.xml · nonDerivative · entry 2 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,340 F1 · shares: Shares withheld for taxes on RSU Vesting Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:35 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 2,678 | $0.01 | $26.78 |
DisclosureSEC source: 0001246360-18-000320 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,993 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 |
| January 22, 2018 Filed Jan 24, 2018 21:35 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2018 RSU Grant · Derivative | 15,889 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-18-000320 · form.xml · derivative · entry 3 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,889 Underlying: Coremark Common Stock · 15,889 shares Expires 2025-01-22 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 20:28 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2016 RSU GRANT · Derivative | 2,866 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-18-000038 · form.xml · derivative · entry 6 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,868 Underlying: Coremark Common Stock · 2,866 shares Expires 2023-01-20 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. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 20:28 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2010 LTIP RSU GRANT 2015 · Derivative | 3,100 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-18-000038 · form.xml · derivative · entry 5 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 3,100 shares Expires 2023-01-26 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 |
| January 01, 2018 Filed Jan 3, 2018 20:28 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 1,625 | $31.23 | $50,748.75 |
DisclosureSEC source: 0001246360-18-000038 · form.xml · nonDerivative · entry 4 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,315 F1 · shares: Shares withheld for taxes on Performance RSU Vesting previously reported in Table I Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 20:28 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 1,677 | $31.23 | $52,372.71 |
DisclosureSEC source: 0001246360-18-000038 · form.xml · nonDerivative · entry 3 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,940 F1 · shares: Shares withheld for taxes on Performance RSU Vesting previously reported in Table I Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 20:28 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 2,866 | $0.01 | $28.66 |
DisclosureSEC source: 0001246360-18-000038 · form.xml · nonDerivative · entry 2 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,617 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 |
| January 01, 2018 Filed Jan 3, 2018 20:28 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 3,100 | $0.01 | $31.00 |
DisclosureSEC source: 0001246360-18-000038 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,751 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 |
| October 09, 2017 Filed Oct 11, 2017 16:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2017 RSU Grant - Promotional · Derivative | 9,345 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-17-002917 · form.xml · derivative · entry 1 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,345 Underlying: Coremark Common Stock · 9,345 shares Expires 2024-10-09 Read SEC document |
| June 02, 2017 Filed Jun 2, 2017 15:14 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | SaleCoremark Common Stock | 10,000 | $35.33 | $353,258.00 |
DisclosureSEC source: 0001246360-17-002075 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,651 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 21:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Grant2017 RSU Grant · Derivative | 8,035 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-17-000316 · form.xml · derivative · entry 4 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,035 Underlying: Coremark Common Stock · 8,035 shares Expires 2024-01-23 Read SEC document |
| January 20, 2017 Filed Jan 25, 2017 21:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2016 RSU GRANT · Derivative | 2,866 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-17-000316 · form.xml · derivative · entry 3 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,734 Underlying: Coremark Common Stock · 2,866 shares Expires 2023-01-20 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. Read SEC document |
| January 20, 2017 Filed Jan 25, 2017 21:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 1,078 | $40.08 | $43,206.24 |
DisclosureSEC source: 0001246360-17-000316 · form.xml · nonDerivative · entry 2 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,651 Read SEC document |
| January 20, 2017 Filed Jan 25, 2017 21:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 2,866 | $0.01 | $28.66 |
DisclosureSEC source: 0001246360-17-000316 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,729 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 |
| January 01, 2017 Filed Jan 11, 2017 10:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2010 LTIP RSU GRANT 2015 · Derivative | 3,100 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-17-000158 · form.xml · derivative · entry 6 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 Underlying: Coremark Common Stock · 3,100 shares Expires 2022-01-26 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 |
| January 01, 2017 Filed Jan 11, 2017 10:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversion2010 LTIP RSU GRANT 2014 · Derivative | 5,336 | $0.00 Strike: $0.01 | $0.00 |
DisclosureSEC source: 0001246360-17-000158 · form.xml · derivative · entry 5 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Coremark Common Stock · 5,336 shares Expires 2021-02-03 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 |
| January 01, 2017 Filed Jan 11, 2017 10:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 3,985 | $43.02 | $171,434.70 |
DisclosureSEC source: 0001246360-17-000158 · form.xml · nonDerivative · entry 4 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,863 F1 · shares: Shares withheld on Performance RSUs previously reported in Table I. Read SEC document |
| January 01, 2017 Filed Jan 11, 2017 10:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Tax withholdingCoremark Common Stock | 2,310 | $43.02 | $99,376.20 |
DisclosureSEC source: 0001246360-17-000158 · form.xml · nonDerivative · entry 3 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,848 Read SEC document |
| January 01, 2017 Filed Jan 11, 2017 10:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 3,100 | $0.01 | $31.00 |
DisclosureSEC source: 0001246360-17-000158 · form.xml · nonDerivative · entry 2 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,158 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 |
| January 01, 2017 Filed Jan 11, 2017 10:56 UTC | Core-Mark Holding Company, LLC CORE · Entity 135829 | Exercise / conversionCoremark Common Stock | 5,336 | $0.01 | $53.36 |
DisclosureSEC source: 0001246360-17-000158 · form.xml · nonDerivative · entry 1 McPherson Scott E · CIK 0001338505 · SVP - Bus Dev & Strategic Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,058 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.