Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | See Remarks | August 21, 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.
Grocery Outlet Holding Corp.
Report date August 21, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,342 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Sale · Disposed 1,432 · Balance 54,342 F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted.
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 21, 2026 Filed Aug 24, 2026 22:03 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | SaleCommon Stock | 1,432 | $11.30 | $16,181.60 |
DisclosureSEC source: 0002084658-26-000002 · wk-form4_1787608990.xml · nonDerivative · entry 1 Kerr Frank Michael · CIK 0002084658 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,342 F1 · shares: These shares were sold to satisfy the reporting person's tax withholding obligation upon vesting of RSUs previously granted. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantPerformance Stock Unit · Derivative | 65,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001771515-26-000022 · wk-form4_1773692105.xml · derivative · entry 2 Kerr Frank Michael · CIK 0002084658 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,707 Underlying: Common Stock · 65,707 shares Expires not disclosed F2 · derivative.exercise_price: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. F2 · price: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. F2 · derivative.exercise_date: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. F2 · derivative.expiration_date: Represents a grant of performance-based RSUs ("PSUs"). Each PSU represents a right to receive one share of the Issuer's common stock upon vesting. The PSUs are earned based on the achievement of specified share price goals for specified time periods during a three-year performance period ending on the last day of the Issuer's fiscal year 2028. The Reporting Person could earn 0-200% of the amount reported depending on the level of performance achieved. The PSUs will vest upon the certification of achievement by the Compensation Committee of the Board of Directors of the Issuer following the end of the performance period, subject to the Reporting Person's continued employment or service with the Issuer as contemplated in the PSU Award Agreement. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 20:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 43,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-26-000022 · wk-form4_1773692105.xml · nonDerivative · entry 1 Kerr Frank Michael · CIK 0002084658 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,774 F1 · shares: Represents 43,805 restricted stock units ("RSUs") granted on March 12, 2026 to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest in three equal installments on March 1 of each of 2027, 2028 and 2029, subject to the reporting person's completion of each 12 month period of service through such vesting dates. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 23:44 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantStock Options (Right to Buy) · Derivative | 18,535 | $0.00 Strike: $16.71 | $0.00 |
DisclosureSEC source: 0002084658-25-000004 · wk-form4_1758152674.xml · derivative · entry 2 Kerr Frank Michael · CIK 0002084658 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,535 Underlying: Common Stock · 18,535 shares Expires 2035-09-15 F2 · derivative.exercise_date: Represents 18,535 stock options granted on September 15, 2025, which vest in three equal installments on September 15 of each of 2026, 2027 and 2028, subject to the continued service of the reporting person through such vesting dates. Does not include up to an additional 9,018 unvested performance stock units ("PSUs") at target achievement (or up to an additional 18,036 unvested PSUs at maximum achievement) which are eligible to vest upon the achievement of certain performance-based vesting conditions. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 23:44 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 11,969 | $16.71 | $200,001.99 |
DisclosureSEC source: 0002084658-25-000004 · wk-form4_1758152674.xml · nonDerivative · entry 1 Kerr Frank Michael · CIK 0002084658 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,969 F1 · shares: Represents 11,969 restricted stock units ("RSUs") granted to the reporting person that will entitle the reporting person to receive one share of the Issuer's Common Stock per RSU. The RSUs will vest, and the underlying shares will be concurrently issued in a series of three equal installments on August 20 of each of 2026, 2027 and 2028, subject to the continued service of the reporting person through such vesting dates. 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.