Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| JACK IN THE BOX INCJACK · Entity 1029 | Director · Exec Chairman & Interim CEO | October 13, 2026 | October 13, 2026 |
| Xponential Fitness, Inc.XPOF · Entity 6109 | Chief Executive Officer | June 17, 2025 | June 18, 2025 |
| YUM BRANDS INCYUM · Entity 3067 | CEO - Taco Bell | March 10, 2023 | December 20, 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.
JACK IN THE BOX INC
Report date October 13, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 169,265 |
Reported balance
After 2026-10-13 transaction · row 1
1 source rowRow 1 · 2026-10-13 · Sale · Disposed 7,013 · Balance 169,265 F1: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposition of shares to satisfy tax withholding obligation upon vesting of restricted stock units pursuant to the Company's policy for an automatic sell-to-cover stated in the grant agreement.
Xponential Fitness, Inc.
Report date June 17, 2025 · Filed June 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 309,269 |
Reported balance
After 2025-06-17 transaction · row 1
1 source rowRow 1 · 2025-06-17 · Tax withholding · Disposed 14,480 · Balance 309,269 F1: The disposition reported on this Form 4 represents shares withheld to cover tax withholding obligations in connection with the vesting of Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan. The disposition was to satisfy tax withholding obligations to be funded by a "mandatory withhold to cover" transaction and does not represent a discretionary transaction by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: The disposition reported on this Form 4 represents shares withheld to cover tax withholding obligations in connection with the vesting of Class A common stock subject to restricted stock units (RSUs) award granted pursuant to the Issuer's equity incentive plan. The disposition was to satisfy tax withholding obligations to be funded by a "mandatory withhold to cover" transaction and does not represent a discretionary transaction by the reporting person.
YUM BRANDS INC
Report date March 10, 2023 · Filed December 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,754.31 |
Reported balance
After 2023-03-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-10 · Other · Acquired 13.31 · Balance 2,754.31 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Vesting occurs upon distribution date of grant, that is 4 years from grant date. F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $131.31 | Direct | 3,826.49 |
Reported balance
After 2023-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-03-10 · Other · Acquired 18.49 · Balance 3,826.49 F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,766.8 |
Reported balance
After 2023-06-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-09 · Other · Acquired 12.49 · Balance 2,766.8 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Vesting occurs upon distribution date of grant, that is 4 years from grant date. F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $131.31 | Direct | 3,843.84 |
Reported balance
After 2023-06-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-09 · Other · Acquired 17.35 · Balance 3,843.84 F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,780.03 |
Reported balance
After 2023-09-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-09-08 · Other · Acquired 13.23 · Balance 2,780.03 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Vesting occurs upon distribution date of grant, that is 4 years from grant date. F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $131.31 | Direct | 3,862.22 |
Reported balance
After 2023-09-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-09-08 · Other · Acquired 18.38 · Balance 3,862.22 F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,667.95 |
Reported balance
After 2023-12-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-12-08 · Other · Acquired 12.92 · Balance 2,667.95 F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Vesting occurs upon distribution date of grant, that is 4 years from grant date. F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $131.31 | Direct | 3,707.17 |
Reported balance
After 2023-12-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-12-08 · Other · Acquired 17.95 · Balance 3,707.17 F2: Vesting occurs 25% per year beginning one year from grant date. F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Issuer's common stock. Vesting occurs upon distribution date of grant, that is 4 years from grant date.
F2: Vesting occurs 25% per year beginning one year from grant date.
F3: The final distribution under this grant will occur four years from the grant date. There are no specified expiration dates for this grant.
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 09, 2021 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Exercise / conversionRestricted Stock Units · Derivative | 4,201 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · derivative · entry 7 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,415.53 Underlying: Common Stock · 4,201 shares Expires not disclosed 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 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Tax withholdingCommon Stock | 62 | $133.20 | $8,258.40 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · nonDerivative · entry 4 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,232 Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Tax withholdingCommon Stock | 1,332 | $133.20 | $177,422.40 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · nonDerivative · entry 3 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,294 Read SEC document |
| August 09, 2021 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Exercise / conversionCommon Stock | 156 | $133.20 | $20,779.20 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · nonDerivative · entry 2 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,626 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 |
| August 09, 2021 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Exercise / conversionCommon Stock | 4,201 | $133.20 | $559,573.20 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · nonDerivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 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 |
| June 11, 2021 Filed Aug 10, 2022 15:19 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 60.44 | $119.65 Strike: $119.02 | $7,231.65 |
DisclosureSEC source: 0001127602-22-020746 · form4.xml · derivative · entry 4 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,745.64 Underlying: Common Stock · 60.44 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| March 12, 2021 Filed Aug 10, 2022 15:19 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 68.67 | $104.81 Strike: $119.02 | $7,197.30 |
DisclosureSEC source: 0001127602-22-020746 · form4.xml · derivative · entry 3 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,685.2 Underlying: Common Stock · 68.67 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 21:15 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantStock Appreciation Right · Derivative | 41,138 | $0.00 Strike: $103.36 | $0.00 |
DisclosureSEC source: 0001127602-21-004681 · form4.xml · derivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,138 Underlying: Common Stock · 41,138 shares Expires 2031-02-08 F1 · derivative.exercise_date: Vesting occurs 25% per year beginning one year from grant date. Read SEC document |
| December 11, 2020 Filed Feb 8, 2021 21:54 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 63.55 | $105.99 Strike: $119.02 | $6,735.66 |
DisclosureSEC source: 0001127602-21-004393 · form4.xml · derivative · entry 2 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,395.67 Underlying: Common Stock · 63.55 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| September 11, 2020 Filed Feb 8, 2021 21:54 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 72.63 | $92.27 Strike: $119.02 | $6,701.57 |
DisclosureSEC source: 0001127602-21-004393 · form4.xml · derivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,332.12 Underlying: Common Stock · 72.63 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| August 09, 2020 Filed Aug 10, 2020 20:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Exercise / conversionRestricted Stock Units · Derivative | 7,130 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001127602-20-023242 · form4.xml · derivative · entry 5 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,259.49 Underlying: Common Stock · 7,130 shares Expires not disclosed 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 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| August 09, 2020 Filed Aug 10, 2020 20:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Tax withholdingCommon Stock | 2,861 | $90.82 | $259,836.02 |
DisclosureSEC source: 0001127602-20-023242 · form4.xml · nonDerivative · entry 2 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,269 Read SEC document |
| August 09, 2020 Filed Aug 10, 2020 20:13 UTC | YUM BRANDS INC YUM · Entity 3067 | Exercise / conversionCommon Stock | 7,130 | $90.82 | $647,546.60 |
DisclosureSEC source: 0001127602-20-023242 · form4.xml · nonDerivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,130 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 |
| June 12, 2020 Filed Aug 10, 2020 20:13 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 109.57 | $91.28 Strike: $119.02 | $10,001.55 |
DisclosureSEC source: 0001127602-20-023242 · form4.xml · derivative · entry 4 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,389.49 Underlying: Common Stock · 109.57 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| June 12, 2020 Filed Aug 10, 2021 18:32 UTC Amendment | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 109.57 | $91.28 Strike: $119.02 | $10,001.55 |
DisclosureSEC source: 0001127602-21-023445 · form4a.xml · derivative · entry 6 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,610.35 Underlying: Common Stock · 109.57 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| June 12, 2020 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 109.57 | $91.28 Strike: $119.02 | $10,001.55 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · derivative · entry 6 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,610.35 Underlying: Common Stock · 109.57 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| March 06, 2020 Filed Aug 10, 2021 18:32 UTC Amendment | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 111.29 | $89.40 Strike: $119.02 | $9,949.33 |
DisclosureSEC source: 0001127602-21-023445 · form4a.xml · derivative · entry 5 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,391.21 Underlying: Common Stock · 111.29 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| March 06, 2020 Filed Aug 10, 2021 18:13 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 111.29 | $89.40 Strike: $119.02 | $9,949.33 |
DisclosureSEC source: 0001127602-21-023443 · form4.xml · derivative · entry 5 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,391.21 Underlying: Common Stock · 111.29 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| March 03, 2020 Filed Aug 10, 2020 20:13 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 111.29 | $89.40 Strike: $119.02 | $9,949.33 |
DisclosureSEC source: 0001127602-20-023242 · form4.xml · derivative · entry 3 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,279.92 Underlying: Common Stock · 111.29 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| February 10, 2020 Filed Feb 11, 2020 22:17 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantStock Appreciation Right · Derivative | 40,629 | $0.00 Strike: $102.87 | $0.00 |
DisclosureSEC source: 0001127602-20-004915 · form4.xml · derivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,629 Underlying: Common Stock · 40,629 shares Expires 2030-02-10 F1 · derivative.exercise_date: Vesting occurs 25% per year beginning one year from grant date. Read SEC document |
| December 06, 2019 Filed Feb 10, 2020 22:05 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 89.63 | $98.77 Strike: $119.02 | $8,852.76 |
DisclosureSEC source: 0001127602-20-004691 · form4.xml · derivative · entry 2 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,168.63 Underlying: Common Stock · 89.63 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| September 06, 2019 Filed Feb 10, 2020 22:05 UTC | YUM BRANDS INC YUM · Entity 3067 | OtherRestricted Stock Units · Derivative | 74 | $119.21 Strike: $119.02 | $8,821.54 |
DisclosureSEC source: 0001127602-20-004691 · form4.xml · derivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,079 Underlying: Common Stock · 74 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 21:12 UTC | YUM BRANDS INC YUM · Entity 3067 | GrantRestricted Stock Units · Derivative | 21,005 | $0.00 Strike: $119.02 | $0.00 |
DisclosureSEC source: 0001127602-19-026429 · form4.xml · derivative · entry 1 King Mark James · CIK 0001783820 · CEO - Taco Bell 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,005 Underlying: Common Stock · 21,005 shares Expires not disclosed F1 · derivative.exercise_date: Vesting occurs 33% per year beginning one year from grant date. F2 · derivative.expiration_date: Shares underlying grant will fully distribute 08/09/2022. 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.