Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BALL CorpBALL · Entity 3320 | Director | April 29, 2026 | May 01, 2026 |
| Dutch Bros Inc.BROS · Entity 3641 | Director | August 20, 2026 | August 21, 2026 |
| PAPA JOHNS INTERNATIONAL INCPZZA · Entity 5165 | Director · President & CEO | July 31, 2026 | August 03, 2026 |
| PERRIGO Co plcPRGO · Entity 4516 | Director | June 21, 2024 | June 26, 2024 |
| Wendy's CoWEN · Entity 4659 | Director · President & CEO | December 15, 2023 | December 19, 2023 |
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.
BALL Corp
Report date April 29, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,890.3205 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Exercise / conversion · Acquired 3,369 · Balance 11,890.3205 F1: Common stock acquired upon the lapse of Table II Restricted Stock Units. F2: N/A |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,365 |
Reported balance
After 2026-04-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-29 · Grant · Acquired 2,903 · Balance 12,365 F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F4: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,996 |
Reported balance
After 2026-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-30 · Exercise / conversion · Disposed 3,369 · Balance 8,996 F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock. F5: Lapse of restricted stock units. F2: N/A |
Filing footnotes · ownership attribution and instrument terms
F1: Common stock acquired upon the lapse of Table II Restricted Stock Units.
F2: N/A
F3: Each restricted stock unit represents a contingent right to receive one share of Ball Corporation Common Stock.
F4: Annual Restricted Stock Unit Award (RSU) granted to non-employee Directors under Ball Corporation's Stock and Cash Incentive Plan.
F5: Lapse of restricted stock units.
Dutch Bros Inc.
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,133 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Exercise / conversion · Acquired 775 · Balance 8,133 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,324 |
Reported balance
After 2026-08-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-20 · Exercise / conversion · Disposed 775 · Balance 2,324 F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of August 20, 2026, November 20, 2026, February 20, 2027, and the remaining 25% will vest on the earlier of (i) May 20, 2027, and (ii) the date of the Issuer's 2027 annual stockholder meeting.
PAPA JOHNS INTERNATIONAL INC
Report date July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,034 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Tax withholding · Disposed 8,498 · Balance 196,034 |
PERRIGO Co plc
Report date June 21, 2024 · Filed June 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No securities are beneficially ownedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-06-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Wendy's Co
Report date December 15, 2023 · Filed December 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 41,066 |
Reported balance
After 2023-12-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-15 · Grant · Acquired 508 · Balance 41,066 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 December 15, 2023. F4: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Penegor'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 December 15, 2023.
F4: The restricted stock units will vest in three equal installments on August 11, 2024, 2025 and 2026, subject to Mr. Penegor'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 |
|---|---|---|---|---|---|---|
| December 17, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 3,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294,534 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| December 17, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | Exercise / conversionCommon Stock | 58,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,751 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the Company's common stock. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 23:19 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-018931 · doc4.xml · derivative · entry 5 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,423 Underlying: Common Stock · 557 shares Expires not disclosed F2 · security: With tandem dividend equivalent rights and tax withholding rights. F1 · 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 December 15, 2017. F4 · derivative.exercise_date: The restricted stock units vest in two equal installments on December 17, 2017 and December 17, 2018, respectively, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units vest in two equal installments on December 17, 2017 and December 17, 2018, respectively, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 20:49 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 548 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-015128 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,866 Underlying: Common Stock · 548 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, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| August 11, 2017 Filed Aug 15, 2017 21:25 UTC | Wendy's Co WEN · Entity 4659 | GrantEmployee Stock Option (right to buy) · Derivative | 520,099 | $0.00 Strike: $15.36 | $0.00 |
DisclosureSEC source: 0001225208-17-014035 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,099 Underlying: Common Stock · 520,099 shares Expires 2027-08-11 F1 · security: With tandem net exercise and tax withholding rights. F2 · derivative.exercise_date: The option vests in three equal installments on August 11, 2018, 2019 and 2020 subject to continued employment on the applicable vesting date. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 21:36 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011480 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,318 Underlying: Common Stock · 566 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 June 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 21:25 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006560 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,752 Underlying: Common Stock · 637 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 March 15, 2017. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:11 UTC | Wendy's Co WEN · Entity 4659 | Tax withholdingCommon Stock | 18,453 | $13.87 | $255,850.85 |
DisclosureSEC source: 0001225208-17-005370 · doc4.xml · nonDerivative · entry 2 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,323 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:11 UTC | Wendy's Co WEN · Entity 4659 | GrantCommon Stock | 53,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005370 · doc4.xml · nonDerivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,776 F1 · shares: Reflects settlement of performance units granted to Mr. Penegor in February 2014 as part of the Company's long-term incentive plan. Read SEC document |
| December 15, 2016 Filed Dec 19, 2016 22:06 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043551 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,115 Underlying: Common Stock · 573 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 December 15, 2016. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 21:51 UTC | Wendy's Co WEN · Entity 4659 | GrantRestricted Stock Units · Derivative | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-039511 · doc4.xml · derivative · entry 1 Penegor Todd Allan · CIK 0001578490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,542 Underlying: Common Stock · 684 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, 2016. F4 · derivative.exercise_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting date. F4 · derivative.expiration_date: The restricted stock units will vest in two equal installments on December 17, 2017 and December 17, 2018, subject to Mr. Penegor's continued employment with the Company on the applicable vesting 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.