Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADVANCE AUTO PARTS INCAAP · Entity 4323 | Director | July 24, 2026 | July 28, 2026 |
| Portillo's Inc.PTLO · Entity 5886 | Director | August 12, 2026 | August 12, 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.
ADVANCE AUTO PARTS INC
Report date July 24, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,199.296 |
Reported balance
After 2026-07-24 transaction · row 1
1 source rowRow 1 · 2026-07-24 · Grant · Acquired 388.37 · Balance 90,199.296 F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 34,070 |
Reported balance
Holding disclosure · report date 2026-07-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,070 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives
Portillo's Inc.
Report date August 12, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectBy Family Trust | 551,770 |
Reported balance
After 2026-08-12 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-12 · Purchase · Acquired 65,355 · Balance 551,770 F1: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $4.51 to $4.63, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. |
| Class A common stockSEC Table I · non-derivative | Direct | 73,479 |
Reported balance
Holding disclosure · report date 2026-08-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 73,479 |
Filing footnotes · ownership attribution and instrument terms
F1: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $4.51 to $4.63, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DARDEN RESTAURANTS INC
Report date September 20, 2023 · Filed September 22, 2023
Section 16 reporting ended · disclosed 2023-09-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 160,699 |
Reported balance
After 2023-09-20 transaction · row 1
1 source rowRow 1 · 2023-09-20 · Exercise / conversion · Acquired 2,742 · Balance 160,699 F1: Restricted stock units convert into common stock on a one-for-one basis. |
| Restricted Stock Units (FY23 Director Annual Grant)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-09-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-20 · Exercise / conversion · Disposed 2,742 · Balance 0 F1: Restricted stock units convert into common stock on a one-for-one basis. F2: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. The director has a one time option to defer settlement until their termination from the board. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. The director has a one time option to defer settlement until their termination from the board.
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 12, 2026 Filed Aug 12, 2026 20:30 UTC | Portillo's Inc. PTLO · Entity 5886 | PurchaseClass A common stock | 65,355 | $4.59 | $299,979.45 |
DisclosureSEC source: 0001242843-26-000010 · wk-form4_1786566605.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 551,770 F1 · price: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $4.51 to $4.63, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. Read SEC document |
| July 24, 2026 Filed Jul 28, 2026 20:08 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 388.37 | $55.80 | $21,671.05 |
DisclosureSEC source: 0001193125-26-320995 · ownership.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,199.296 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:04 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2,601.908 | $57.65 | $150,000.00 |
DisclosureSEC source: 0001193125-26-257364 · ownership.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,810.926 F2 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:04 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 3,209.02 | $57.65 | $185,000.00 |
DisclosureSEC source: 0001193125-26-257364 · ownership.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,209.018 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on June 2, 2027 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| May 11, 2026 Filed May 12, 2026 22:03 UTC | Portillo's Inc. PTLO · Entity 5886 | PurchaseClass A common stock | 70,165 | $4.28 | $300,306.20 |
DisclosureSEC source: 0001242843-26-000008 · wk-form4_1778623401.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 486,415 F1 · price: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $4.23 to $4.32, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. Read SEC document |
| April 24, 2026 Filed Apr 28, 2026 20:14 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 346.027 | $58.18 | $20,131.85 |
DisclosureSEC source: 0001193125-26-187072 · ownership.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,999.998 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:34 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 12,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001242843-26-000006 · wk-form4_1776371640.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,479 F1 · shares: Represents restricted stock units granted on April 15, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Read SEC document |
| March 13, 2026 Filed Mar 13, 2026 22:15 UTC | Portillo's Inc. PTLO · Entity 5886 | PurchaseClass A common stock | 286,000 | $5.18 | $1,481,480.00 |
DisclosureSEC source: 0001242843-26-000004 · wk-form4_1773440101.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 416,250 F1 · price: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $5.02 to $5.34, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 21:32 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 428.154 | $46.77 | $20,024.76 |
DisclosureSEC source: 0001628280-26-003633 · wk-form4_1769549536.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,653.971 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 21:39 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 49,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001242843-26-000002 · wk-form4_1767649152.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,798 F1 · shares: Represents restricted stock units ("RSUs") granted on January 2, 2026, which will vest in full on December 31, 2026, subject to the Reporting Person's continued service with the Issuer through such vesting date and the terms of the applicable award agreement. Upon vesting of the RSUs, the settlement has been deferred by the Reporting Person, pursuant to the Reporting Person's election made on December 23, 2025 and maintained by the Issuer. Read SEC document |
| October 24, 2025 Filed Oct 27, 2025 21:21 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 365.349 | $54.56 | $19,933.44 |
DisclosureSEC source: 0001628280-25-046494 · wk-form4_1761600098.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,225.817 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives Read SEC document |
| October 15, 2025 Filed Oct 16, 2025 23:04 UTC | Portillo's Inc. PTLO · Entity 5886 | GrantClass A common stock | 2,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001242843-25-000003 · wk-form4_1760655848.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,779 F1 · shares: Represents restricted stock units granted on October 15, 2025, which will vest in full on October 15, 2026, subject to the terms of the applicable award agreement. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 20:45 UTC | Portillo's Inc. PTLO · Entity 5886 | PurchaseClass A common stock | 130,250 | $7.68 | $1,000,320.00 |
DisclosureSEC source: 0001871509-25-000128 · wk-form4_1754685925.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 130,250 F1 · price: Represents the weighted average purchase price. These shares were purchased in multiple transactions at prices ranging from $7.54 to $7.78, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the aforementioned range. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 20:11 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 338.256 | $58.68 | $19,848.86 |
DisclosureSEC source: 0001158449-25-000249 · wk-form4_1753819884.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,860.468 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| May 27, 2025 Filed May 29, 2025 20:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 3,024.194 | $49.60 | $150,000.02 |
DisclosureSEC source: 0001158449-25-000205 · wk-form4_1748550372.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,522.212 F2 · shares: These shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| May 27, 2025 Filed May 29, 2025 20:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 3,326.613 | $49.60 | $165,000.00 |
DisclosureSEC source: 0001158449-25-000205 · wk-form4_1748550372.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,498.018 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on May 27, 2026 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| April 25, 2025 Filed Apr 30, 2025 00:40 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 551.197 | $32.88 | $18,123.36 |
DisclosureSEC source: 0001158449-25-000163 · wk-form4_1745973619.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,171.405 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 20:06 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | PurchaseCommon Stock | 14,640 | $34.15 | $499,956.00 |
DisclosureSEC source: 0001158449-25-000105 · wk-form4_1741637187.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 34,070 F1 · price: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $34.01 to $34.26, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. Read SEC document |
| January 24, 2025 Filed Jan 28, 2025 21:38 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 372.22 | $48.44 | $18,030.34 |
DisclosureSEC source: 0001158449-25-000033 · wk-form4_1738100291.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,620.208 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 20:34 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 487.438 | $36.74 | $17,908.47 |
DisclosureSEC source: 0001158449-24-000215 · wk-form4_1730234056.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,247.988 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| July 26, 2024 Filed Jul 29, 2024 21:46 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 293.533 | $60.76 | $17,835.07 |
DisclosureSEC source: 0001158449-24-000180 · wk-form4_1722289610.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,760.55 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:33 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2,300.261 | $65.21 | $150,000.02 |
DisclosureSEC source: 0001158449-24-000148 · wk-form4_1717619585.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,467.017 F2 · shares: A portion of these shares of issuer common stock were acquired by the reporting person in lieu of cash compensation under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| June 04, 2024 Filed Jun 5, 2024 20:33 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 2,530.287 | $65.21 | $165,000.02 |
DisclosureSEC source: 0001158449-24-000148 · wk-form4_1717619585.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,166.756 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on June 4, 2025 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 21:40 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 220.552 | $75.14 | $16,572.28 |
DisclosureSEC source: 0001158449-24-000104 · wk-form4_1714513226.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,636.469 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| January 26, 2024 Filed Jan 29, 2024 22:31 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 249.207 | $66.25 | $16,509.96 |
DisclosureSEC source: 0001158449-24-000021 · wk-form4_1706567461.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,415.917 Read SEC document |
| October 27, 2023 Filed Oct 31, 2023 20:27 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 329.213 | $49.90 | $16,427.73 |
DisclosureSEC source: 0001158449-23-000233 · wk-form4_1698784034.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,166.71 Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 20:40 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units (FY23 Director Annual Grant) · Derivative | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009037 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,742 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. The director has a one time option to defer settlement until their termination from the board. F2 · derivative.expiration_date: The RSUs vest on the first to occur of one year from date of grant and the date of the next annual meeting of shareholders. The director has a one time option to defer settlement until their termination from the board. Read SEC document |
| September 20, 2023 Filed Sep 22, 2023 20:40 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-009037 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,699 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 13, 2023 Filed Sep 14, 2023 22:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | PurchaseCommon Stock | 8,670 | $57.65 | $499,817.70 |
DisclosureSEC source: 0001158449-23-000214 · wk-form4_1694730365.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 19,430 F2 · price: The price per share reported in this column is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $56.95 to $58.00, inclusive. The reporting person undertakes to provide to the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the preceding sentence. Read SEC document |
| August 28, 2023 Filed Sep 14, 2023 22:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 17,141.55 | $65.63 | $1,124,999.93 |
DisclosureSEC source: 0001158449-23-000214 · wk-form4_1694730365.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,837.497 F1 · shares: These deferred stock units, which will be converted to shares of issuer common stock at the time of distribution, were awarded under the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. These shares will vest on August 28, 2024 and will be distributed on a pro-rata basis if board service ends prior to the vesting date. Otherwise, these shares will be distributed to the reporting person at the end of the director's board service. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 14:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 33,923 | $0.00 Strike: $78.84 | $0.00 |
DisclosureSEC source: 0001225208-23-007919 · doc4.xml · derivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,924 Underlying: Common Stock · 33,923 shares Expires 2030-07-29 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. F5 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 29, 2023. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 14:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 26,221 | $166.64 | $4,369,428.11 |
DisclosureSEC source: 0001225208-23-007919 · doc4.xml · nonDerivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,957 F4 · price: This transaction was executed in multiple trades at prices ranging from $166.165 to $167.16. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 14:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 21,296 | $166.63 | $3,548,603.59 |
DisclosureSEC source: 0001225208-23-007919 · doc4.xml · nonDerivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,178 F3 · price: This transaction was executed in multiple trades at prices ranging from $166.15 to $167.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 14:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 14,597 | $167.36 | $2,442,983.11 |
DisclosureSEC source: 0001225208-23-007919 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,474 F2 · price: This transaction was executed in multiple trades at prices ranging from $167.17 to $167.6371. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 14:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 12,627 | $167.34 | $2,113,029.96 |
DisclosureSEC source: 0001225208-23-007919 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,071 F1 · price: This transaction was executed in multiple trades at prices ranging from $167.16 to $167.65. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 14:54 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 33,923 | $78.84 | $2,674,489.32 |
DisclosureSEC source: 0001225208-23-007919 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,698 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 |
| July 29, 2023 Filed Aug 1, 2023 21:24 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units (FY21 Annual Grant) · Derivative | 16,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007844 · doc4.xml · derivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,826 shares Expires 2023-07-29 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 21:24 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY21) · Derivative | 50,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007844 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,478 shares Expires 2024-07-29 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_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This grant vested in full on July 29, 2023 as a result of the reporting person having met the provisions for Normal Retirement in the applicable Award Agreement. Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 21:24 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 19,864 | $167.52 | $3,327,617.28 |
DisclosureSEC source: 0001225208-23-007844 · doc4.xml · nonDerivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,775 Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 21:24 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 6,622 | $167.52 | $1,109,317.44 |
DisclosureSEC source: 0001225208-23-007844 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,639 Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 21:24 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 16,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007844 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,261 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. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 29, 2023 Filed Aug 1, 2023 21:24 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 50,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007844 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 28, 2023 Filed Aug 2, 2023 00:35 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 165.382 | $73.17 | $12,101.00 |
DisclosureSEC source: 0001158449-23-000195 · wk-form4_1690936504.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,695.947 F1 · shares: These shares of issuer common stock were acquired pursuant to a dividend reinvestment feature of the Advance Auto Parts, Inc. Deferred Stock Unit Plan for Non-Employee Directors and Selected Executives. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 31,818 | $0.00 Strike: $124.24 | $0.00 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · derivative · entry 7 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,818 shares Expires 2029-07-24 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. F5 · derivative.exercise_date: This option vested in two equal annual installments beginning on July 24, 2022. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY20) · Derivative | 5,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · derivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,982 shares Expires 2023-07-24 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_price: Performance restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 24, 2022. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 31,818 | $169.87 | $5,404,942.75 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · nonDerivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,957 F3 · price: This transaction was executed in multiple trades at prices ranging from $169.52 to $170.18. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 3,628 | $169.63 | $615,418.73 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · nonDerivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,775 F2 · price: This transaction was executed in multiple trades at prices ranging from $169.53 to $169.81. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 2,354 | $170.37 | $401,050.98 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,403 Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 5,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 24, 2023 Filed Jul 26, 2023 20:38 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 31,818 | $124.24 | $3,953,068.32 |
DisclosureSEC source: 0001225208-23-007693 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,775 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.