Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Grocery Outlet Holding Corp.GO · Entity 4840 | Director | June 01, 2026 | June 03, 2026 |
| HERSHEY COHSY · Entity 795 | Director | April 01, 2026 | April 03, 2026 |
| VIVMARK RESIDENTIALVMRK · Entity 499 | Director | August 17, 2026 | August 20, 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 June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,235 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 18,868 · Balance 52,235 F1: Represents 18,868 deferred stock units ("DSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors.. The DSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 18,868 deferred stock units ("DSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors.. The DSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy.
HERSHEY CO
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,515.543 |
Reported balance
After 2026-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 85.306 · Balance 17,515.543 F1: The total amount of securities reported as directly owned in Column 5 includes 114.229 shares acquired on March 16, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The total amount of securities reported as directly owned in Column 5 includes 114.229 shares acquired on March 16, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders.
VIVMARK RESIDENTIAL
Report date August 17, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 9,477 |
Reported balance
After 2026-08-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-17 · Grant · Acquired 2,620 · Balance 9,477 F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential) scheduled to vest in the future. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 29,832 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,832 F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027.
F2: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential) scheduled to vest in the future.
F3: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. Also includes restricted shares that the reporting person deferred to the SERP upon vesting of the shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BOB EVANS FARMS INC
Report date January 12, 2018 · Filed January 17, 2018
Section 16 reporting ended · disclosed 2018-01-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $.01 Par ValueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-01-12 transaction · row 1
1 source rowRow 1 · 2018-01-12 · Disposition to issuer · Disposed 10,228 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of September 18, 2017 (the Merger Agreement), by and among Bob Evans Farms, Inc. (the Company), Post Holdings, Inc. (Post) and Haystack Corporation, a wholly-owned subsidiary of Post at the effective time of the merger, these shares of Company common stock were converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $77.00. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-01-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-01-12 · Disposition to issuer · Disposed 1,912.6708 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time of the merger, as a result of the Companys determination to cancel the Companys deferred compensation plans, each of these shares of phantom stock were cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $77.00. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of September 18, 2017 (the Merger Agreement), by and among Bob Evans Farms, Inc. (the Company), Post Holdings, Inc. (Post) and Haystack Corporation, a wholly-owned subsidiary of Post at the effective time of the merger, these shares of Company common stock were converted into the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $77.00.
F2: Pursuant to the Merger Agreement, at the effective time of the merger, as a result of the Companys determination to cancel the Companys deferred compensation plans, each of these shares of phantom stock were cancelled in exchange for the right to receive a cash payment (without interest and subject to applicable withholding taxes) equal to the per share merger consideration of $77.00.
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 17, 2026 Filed Aug 20, 2026 00:28 UTC | VIVMARK RESIDENTIAL VMRK · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,620 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000051 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,477 F1 · shares: Represents restricted shares granted for prospective service from August 17, 2026 to the 2027 Annual Meeting of Shareholders, which are scheduled to vest on August 17, 2027. F2 · balance_after: Direct total includes restricted shares of Vivmark Residential (formerly known as Equity Residential) scheduled to vest in the future. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 20:19 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000906107-26-000023 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,255 F1 · shares: Represents restricted shares granted for prospective service from the 2026 Annual Meeting of Shareholders, which are scheduled to vest on June 18, 2027. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 00:15 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 18,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001190910-26-000001 · wk-form4_1780445738.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,235 F1 · shares: Represents 18,868 deferred stock units ("DSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 1, 2027, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors.. The DSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:23 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 85.306 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000156 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,515.543 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 114.229 shares acquired on March 16, 2026, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:15 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 246.697 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-26-000016 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,316.008 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 123.417 shares acquired on December 15, 2025, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:23 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 225.07 | $0.00 | $0.00 |
DisclosureSEC source: 0000047111-25-000151 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,945.894 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 122.546 shares acquired on September 15, 2025, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 21:55 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 241.738 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018934 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,598.278 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 130.449 shares acquired on June 16, 2025, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:11 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-018870 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,979 F1 · shares: Represents restricted shares granted for prospective service from the 2025 Annual Meeting of Shareholders to the 2026 Annual Meeting of Shareholders which are scheduled to vest on July 1, 2026. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 22:09 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 10,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-25-000104 · wk-form4_1749074949.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,367 F1 · shares: Represents 10,692 deferred stock units ("DSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 2, 2026, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors.. The DSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:22 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 250.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011393 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,226.091 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 127.551 shares acquired on March 14, 2025, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 23:42 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 251.792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-000553 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,847.98 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 118.990 shares acquired on December 16, 2024, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:22 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 221.481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-024901 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,477.198 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 103.375 shares acquired on September 16, 2024, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:13 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 231.582 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019858 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,152.342 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 108.528 shares acquired on June 15, 2024, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:12 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 3,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019148 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,952 F1 · shares: Represents restricted shares granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders which are scheduled to vest on June 20, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:25 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 6,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-24-000124 · wk-form4_1717622727.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,675 F1 · shares: Represents 6,803 deferred stock units ("DSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 3, 2025, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors. The DSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,241 | $0.00 Strike: $52.20 | $0.00 |
DisclosureSEC source: 0001127602-24-013627 · form4.xml · derivative · entry 4 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 3,241 shares Expires 2024-06-12 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 |
| April 26, 2024 Filed Apr 30, 2024 20:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 3,241 | $65.48 | $212,220.68 |
DisclosureSEC source: 0001127602-24-013627 · form4.xml · nonDerivative · entry 2 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,720 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:10 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 3,241 | $52.20 | $169,180.20 |
DisclosureSEC source: 0001127602-24-013627 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,961 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:26 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 220.162 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012216 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,812.232 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 102.566 shares acquired on March 15, 2024, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:32 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 270.533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000452 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,530.084 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 92.931 shares acquired on December 15, 2023, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| January 01, 2024 Filed Jan 26, 2024 21:18 UTC Amendment | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 229.953 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002284 · form4a.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,489.504 F1 · shares: The original Form 4, filed on January 3, 2024, inadvertently over-reported the number of shares acquired and beneficially owned by the reporting person on January 1, 2024 by 40.58 shares. As properly reported in this amendment, the reporting person acquired 229.953 shares on January 1, 2024. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 20:17 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 210.929 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025177 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,166.62 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 77.898 shares acquired on September 15, 2023, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 20:23 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 170.464 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020062 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,877.793 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 54.224 shares acquired on June 15, 2023, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 23:43 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 5,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-23-000069 · wk-form4_1687477389.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,872 F1 · shares: Represents 5,837 deferred stock units ("DSUs") granted to the reporting person which are scheduled to vest on the earlier of (i) the date of the next annual meeting of stockholders following the date of grant; or (ii) June 20, 2024, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors.. The DSUs represent the annual equity retainer under the Issuer's non-employee director compensation policy, including (i) a full annual equity award and (ii) a one-time pro rata annual equity award due to a change in 2023 from the historical grant date in early March to the annual meeting date. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:15 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018984 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,720 F1 · shares: Represents restricted shares granted for prospective service from the 2023 Annual Meeting of Shareholders to the 2024 Annual Meeting of Shareholders which are scheduled to vest on June 15, 2024. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:21 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 167.699 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-012201 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,653.105 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 56.915 shares acquired on March 15, 2023, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 22:08 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 3,354 | $0.00 Strike: $48.10 | $0.00 |
DisclosureSEC source: 0001127602-23-005893 · form4.xml · derivative · entry 4 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 3,354 shares Expires 2023-06-13 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 |
| February 16, 2023 Filed Feb 17, 2023 22:08 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 3,354 | $66.23 | $222,135.42 |
DisclosureSEC source: 0001127602-23-005893 · form4.xml · nonDerivative · entry 2 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,857 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 22:08 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 3,354 | $48.10 | $161,327.40 |
DisclosureSEC source: 0001127602-23-005893 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,211 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:54 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 182.749 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000563 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,428.491 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 58.350 shares acquired on December 15, 2022, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2022 Filed Oct 3, 2022 20:11 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 178.955 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023223 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,187.392 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 61.074 shares acquired on September 15, 2022, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 21:20 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 183.908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018774 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,947.363 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 55.530 shares acquired on June 15, 2022, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 8,064 | $0.00 Strike: $68.74 | $0.00 |
DisclosureSEC source: 0001127602-22-017909 · form4.xml · derivative · entry 3 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,064 Underlying: Common Shares Of Beneficial Interest · 8,064 shares Expires 2032-06-16 F4 · shares: Represents share options granted for prospective service from the 2022 Annual Meeting of Shareholders to the 2023 Annual Meeting of Shareholders. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,382 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017909 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,882 F1 · shares: Represents restricted shares granted for prospective service from the 2022 Annual Meeting of Shareholders to the 2023 Annual Meeting of Shareholders which are scheduled to vest on June 16, 2023. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| May 12, 2022 Filed May 13, 2022 23:09 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000058 · wf-form4_165248332103019.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,035 F1 · shares: Represents 705 deferred stock units ("DSUs") granted to the reporting person that will vest on March 1, 2023, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors. Such DSUs were granted in connection with an April 2022 amendment to the issuer's non-employee director compensation policy. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 20:11 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 185.177 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011127 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,707.925 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 53.796 shares acquired on March 15, 2022, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 23:25 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 3,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-22-000017 · wf-form4_164669553953264.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,330 F1 · shares: Represents a grant of 3,448 deferred stock units that will vest in full on March 1, 2023, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 01:16 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 208.127 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000192 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,468.952 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 57.939 shares acquired on December 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 20:12 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 235.377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026280 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,202.886 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 61.272 shares acquired on September 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionNon-qualified Stock Option (Right to Buy) · Derivative | 6,665 | $0.00 Strike: $50.68 | $0.00 |
DisclosureSEC source: 0001127602-21-025815 · form4.xml · derivative · entry 4 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares Of Beneficial Interest · 6,665 shares Expires 2022-06-21 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 |
| September 23, 2021 Filed Sep 24, 2021 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | SaleCommon Shares Of Beneficial Interest | 6,665 | $82.94 | $552,795.10 |
DisclosureSEC source: 0001127602-21-025815 · form4.xml · nonDerivative · entry 2 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | Exercise / conversionCommon Shares Of Beneficial Interest | 6,665 | $50.68 | $337,782.20 |
DisclosureSEC source: 0001127602-21-025815 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,165 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 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 13:57 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 230.455 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020899 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,906.237 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 53.442 shares acquired on June 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:22 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020393 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,239 F1 · shares: Represents restricted shares granted for prospective service from the 2021 Annual Meeting of Shareholders to the 2022 Annual Meeting of Shareholders which are scheduled to vest on June 17, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 14:26 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 250.973 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012887 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,622.34 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 59.322 shares acquired on March 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders Read SEC document |
| March 04, 2021 Filed Mar 9, 2021 01:25 UTC | Grocery Outlet Holding Corp. GO · Entity 4840 | GrantCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001771515-21-000013 · wf-form4_161525313573553.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,882 F1 · shares: Represents a grant of 2,821 deferred stock units that will vest in full on March 1, 2022, subject to the continued service of the reporting person through such vesting date, and, if vested, will be settled in shares of Common Stock upon the reporting person's termination of service from the board of directors. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:25 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 264.148 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000363 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,312.045 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 58.812 shares acquired on December 15, 2020, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 13:53 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 282.386 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026430 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,989.085 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 59.306 shares acquired on September 15, 2020, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 18:14 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 313.259 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020582 · form4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,647.393 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 61.026 shares acquired on June 15, 2020, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 22:04 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,739 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-018004 · doc4.xml · nonDerivative · entry 1 HABEN MARY KAY · CIK 0001190910 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,330 F1 · shares: Represents restricted shares granted for prospective service from the 2020 Annual Meeting of Shareholders to the 2021 Annual Meeting of Shareholders which are scheduled to vest on June 25, 2021. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. 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.