Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Chief Financial Officer | March 08, 2024 | March 11, 2024 |
| First Watch Restaurant Group, Inc.FWRG · Entity 5170 | Director | May 21, 2026 | May 22, 2026 |
| Four Corners Property Trust, Inc.FCPT · Entity 4287 | Director | September 15, 2026 | September 16, 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.
Dutch Bros Inc.
Report date March 08, 2024 · Filed March 11, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-03-08 transaction · row 1
1 source rowRow 1 · 2024-03-08 · Gift · Disposed 169,603 · Balance 0 F1: On March 8, 2024, the reporting person transferred 169,603 shares to the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Jemley Living Trust dtd 6/24/2022 | 1,070,032 |
Reported balance
After 2024-03-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-03-08 · Gift · Acquired 169,603 · Balance 1,070,032 F1: On March 8, 2024, the reporting person transferred 169,603 shares to the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares. F2: Held by the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 8, 2024, the reporting person transferred 169,603 shares to the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares.
F2: Held by the Jemley Living Trust dtd 6/24/2022, of which the reporting person is a trustee and has voting and dispositive power over the shares.
First Watch Restaurant Group, Inc.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,278 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 12,345 · Balance 44,278 F1: Represents the grant by the Issuer of restricted stock units ("RSUs") to the Reporting Person, which vest on May 21, 2027, subject to Reporting Person's continuous service through the vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant by the Issuer of restricted stock units ("RSUs") to the Reporting Person, which vest on May 21, 2027, subject to Reporting Person's continuous service through the vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock.
Four Corners Property Trust, Inc.
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,714 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Other · Acquired 245 · Balance 48,714 F1: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock.
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 17, 2021 Filed Sep 22, 2021 01:48 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantClass A Common Stock | 763,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057198 · doc4.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 763,225 Read SEC document |
| September 17, 2021 Filed Jan 7, 2022 23:46 UTC Amendment | Dutch Bros Inc. BROS · Entity 3641 | GrantClass A Common Stock | 1,272,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-002563 · doc4a.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,272,032 F1 · shares: Consists of: (i) 508,807 Restricted Stock Awards granted to the Reporting Person under the 2021 Equity Incentive Plan, vesting in three equal annual installments commencing on January 1, 2022; and (ii) 763,225 shares of the Issuer which were fully vested on the date of grant, September 17, 2021. Read SEC document |
| July 15, 2021 Filed Jul 15, 2021 23:44 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 169 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-21-000064 · wf-form4_162639260905058.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,735 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| June 11, 2021 Filed Jun 15, 2021 19:34 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | GrantCommon Stock | 3,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-21-000056 · wf-form4_162378563610259.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,566 Read SEC document |
| April 15, 2021 Filed Apr 16, 2021 18:17 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-21-000042 · wf-form4_161859700872201.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,071 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 17:55 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-21-000008 · wf-form4_161107893851596.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,942 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| October 15, 2020 Filed Oct 16, 2020 00:02 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-20-000103 · wf-form4_160280651062439.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,816 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| July 15, 2020 Filed Jul 16, 2020 18:31 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 145 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-20-000086 · wf-form4_159492425553027.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,689 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| June 12, 2020 Filed Jun 15, 2020 19:45 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | GrantCommon Stock | 3,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-20-000072 · wf-form4_159225034235542.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,544 Read SEC document |
| April 15, 2020 Filed Apr 15, 2020 23:38 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-20-000040 · wf-form4_158699391623475.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,867 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| January 15, 2020 Filed Jan 16, 2020 14:42 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-20-000003 · wf-form4_157918571617588.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,753 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| October 15, 2019 Filed Oct 15, 2019 23:55 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 74 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-19-000078 · wf-form4_157118369402123.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,674 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| July 15, 2019 Filed Jul 15, 2019 21:01 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 75 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-19-000071 · wf-form4_156322447031112.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,600 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| June 15, 2019 Filed Jun 17, 2019 20:20 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | GrantCommon Stock | 2,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-19-000056 · wf-form4_156080283422628.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,525 Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 23:58 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 42 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-19-000039 · wf-form4_155537267657547.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,545 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| January 14, 2019 Filed Jan 15, 2019 22:41 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-19-000002 · wf-form4_154759207215562.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,503 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| October 12, 2018 Filed Oct 12, 2018 23:28 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-18-000102 · wf-form4_153938691658528.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,458 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:41 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 44 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-18-000079 · wf-form4_153177730483327.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,412 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| June 15, 2018 Filed Jun 18, 2018 23:37 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | GrantCommon Stock | 2,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-18-000068 · wf-form4_152936503837745.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,368 Read SEC document |
| April 13, 2018 Filed Apr 17, 2018 00:15 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 15 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-18-000050 · wf-form4_152392409686277.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,565 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| January 12, 2018 Filed Jan 13, 2018 01:46 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 15 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650132-18-000007 · wf-form4_151580798309386.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,550 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| December 12, 2017 Filed Dec 13, 2017 23:12 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001650132-17-000021 · wf-form4_151320676023829.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535 Read SEC document |
| October 13, 2017 Filed Oct 17, 2017 22:55 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | OtherCommon Stock | 22 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001123292-17-001598 · edgar.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,327 F1 · shares: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. F1 · price: Represents dividend equivalent rights that accrued on a restricted stock unit award pursuant to the dividend reinvestment feature of the award. Each dividend equivalent right is the economic equivalent of one share of the registrant's common stock and is settled in common stock. Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 21:45 UTC | Four Corners Property Trust, Inc. FCPT · Entity 4287 | GrantCommon Stock | 1,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-17-001428 · edgar.xml · nonDerivative · entry 1 Jemley Charles · CIK 0001716761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305 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.