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 |
|---|---|---|---|---|---|---|
| July 19, 2023 Filed Jul 20, 2023 20:50 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 33,000 | $170.09 | $5,612,970.00 |
DisclosureSEC source: 0001225208-23-007598 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Indirect · By Kiawah Creek 2, LLC Disclosed balance after: 0 F1 · kind: Kiawah Creek 2, LLC, a limited liability company owned by the reporting person, contributed Darden Restaurants, Inc. (DRI) common stock to an exchange fund in exchange for units of the exchange fund. The transaction with the exchange fund closed on July 19, 2023, pursuant to a subscription agreement signed on March 27, 2023 by Kiawah Creek 2, LLC. F2 · shares: On July 5, 2023, 33,000 directly held common shares were transferred to Kiawah Creek 2, LLC, a limited liability company owned by the reporting person, at which time those shares became indirectly owned by the reporting person. F3 · price: The price per share used by the exchange fund for the DRI common stock contributed by Kiawah Creek 2, LLC was based on the closing price as of July 18, 2023, the day before the exchange fund transaction closed. Read SEC document |
| June 27, 2023 Filed Jun 28, 2023 15:28 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 8,899 | $163.12 | $1,451,616.45 |
DisclosureSEC source: 0001225208-23-007013 · 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: 190,957 F3 · price: This transaction was executed in multiple trades at prices ranging from $163.05 to $163.20. 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 |
| June 26, 2023 Filed Jun 28, 2023 15:28 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: 0001225208-23-007013 · 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: 31,818 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. F4 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 24, 2022. Read SEC document |
| June 26, 2023 Filed Jun 28, 2023 15:28 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 29,553 | $160.26 | $4,736,016.02 |
DisclosureSEC source: 0001225208-23-007013 · 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: 199,856 F2 · price: This transaction was executed in multiple trades at prices ranging from $159.66 to $160.63. 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 |
| June 26, 2023 Filed Jun 28, 2023 15:28 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 2,265 | $160.73 | $364,049.83 |
DisclosureSEC source: 0001225208-23-007013 · 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: 229,409 F1 · price: This transaction was executed in multiple trades at prices ranging from $160.66 to $160.8392. 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 |
| June 26, 2023 Filed Jun 28, 2023 15:28 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 31,818 | $124.24 | $3,953,068.32 |
DisclosureSEC source: 0001225208-23-007013 · 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: 231,674 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 20, 2023 Filed Jun 21, 2023 21:12 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY21) · Derivative | 50,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006960 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,478 Underlying: Common Stock · 50,478 shares Expires 2024-07-29 F1 · security: On July 29, 2020, the Reporting Person was awarded 33,652 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (relative total shareholder return as compared to a selected comparison group) from July 29, 2020 through May 28, 2023. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 20, 2023, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 50,478 PSUs being earned in accordance with the provisions of the applicable award agreement. F4 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 29, 2023. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 22:05 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 36,104.05 | $66.89 | $2,414,999.90 |
DisclosureSEC source: 0001158449-23-000170 · wk-form4_1686780308.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,530.565 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 12, 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 |
| June 07, 2023 Filed Jun 9, 2023 20:25 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | PurchaseCommon Stock | 7,635 | $65.51 | $500,160.45 |
DisclosureSEC source: 0001158449-23-000149 · wk-form4_1686342317.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: 10,760 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 $65.43 to $65.63, 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 |
| April 28, 2023 Filed May 2, 2023 21:10 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 145.239 | $125.53 | $18,231.85 |
DisclosureSEC source: 0001158449-23-000130 · wf-form4_168306182592582.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,426.515 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 28, 2023 Filed Mar 30, 2023 18:09 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 78,916 | $0.00 Strike: $107.05 | $0.00 |
DisclosureSEC source: 0001225208-23-004320 · doc4.xml · derivative · entry 4 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 · 78,916 shares Expires 2028-07-25 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. F3 · derivative.exercise_date: This option vested in two equal annual installments beginning July 25, 2021. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 18:09 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 47,567 | $153.69 | $7,310,657.85 |
DisclosureSEC source: 0001225208-23-004320 · 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: 199,856 F2 · price: This transaction was executed in multiple trades at prices ranging from $153.18 to $154.17. 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 |
| March 28, 2023 Filed Mar 30, 2023 18:09 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 31,349 | $154.30 | $4,837,247.88 |
DisclosureSEC source: 0001225208-23-004320 · 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: 247,423 F1 · price: This transaction was executed in multiple trades at prices ranging from $154.18 to $154.56. 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 |
| March 28, 2023 Filed Mar 30, 2023 18:09 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 78,916 | $107.05 | $8,447,957.80 |
DisclosureSEC source: 0001225208-23-004320 · 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: 278,772 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 |
| January 03, 2023 Filed Jan 5, 2023 22:10 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 119.131 | $151.54 | $18,053.11 |
DisclosureSEC source: 0001158449-23-000015 · wf-form4_167295660154686.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,281.276 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 |
| December 27, 2022 Filed Jan 4, 2023 18:55 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GiftCommon Stock | 3,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-000115 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,856 Read SEC document |
| October 14, 2022 Filed Oct 17, 2022 14:06 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 10,000 | $133.54 | $1,335,429.00 |
DisclosureSEC source: 0001225208-22-010977 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,480 F2 · price: This transaction was executed in multiple trades at prices ranging from $133.16 to $134.15. 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 |
| October 14, 2022 Filed Oct 17, 2022 14:06 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 9,000 | $131.88 | $1,186,903.80 |
DisclosureSEC source: 0001225208-22-010977 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,480 F1 · price: This transaction was executed in multiple trades at prices ranging from $131.51 to $132.24. 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 |
| September 30, 2022 Filed Oct 4, 2022 21:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 114.375 | $156.34 | $17,881.39 |
DisclosureSEC source: 0001158449-22-000252 · wf-form4_166491878051894.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,162.145 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 |
| September 21, 2022 Filed Sep 23, 2022 18:05 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantRestricted Stock Units (FY23 Director Annual Grant) · Derivative | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010443 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 Underlying: Common Stock · 2,742 shares Expires not disclosed 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 |
| August 02, 2022 Filed Aug 3, 2022 14:29 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 33,468 | $124.57 | $4,169,158.96 |
DisclosureSEC source: 0001225208-22-009148 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,480 F2 · price: This transaction was executed in multiple trades at prices ranging from $124.06 to $125.055. 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 02, 2022 Filed Aug 3, 2022 14:29 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 7,974 | $125.29 | $999,094.36 |
DisclosureSEC source: 0001225208-22-009148 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,948 F1 · price: This transaction was executed in multiple trades at prices ranging from $125.06 to $125.60. 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 29, 2022 Filed Aug 1, 2022 17:11 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (CEO) · Derivative | 36,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009072 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,651 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. F2 · security: On June 29, 2017, the Reporting Person was awarded 81,735 target special performance restricted stock units (PSUs) that vest in three tranches subject to the achievement of performance criteria (achievement ofthree-year, four-year and five-year EBITDA targets). 26.7% vested on May 31, 2020, 33.3% vested on May 30, 2021 and the remaining 40% vested on May 29, 2022. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: Includes 3,957 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. F4 · derivative.exercise_date: Earned PSUs settled into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. F4 · derivative.expiration_date: Earned PSUs settled into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 17:11 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 14,424 | $126.58 | $1,825,789.92 |
DisclosureSEC source: 0001225208-22-009072 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,922 Read SEC document |
| July 29, 2022 Filed Aug 1, 2022 17:11 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 36,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009072 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,346 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 25, 2022 Filed Jul 27, 2022 20:55 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY19) · Derivative | 15,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009010 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,211 shares Expires 2022-07-25 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. F2 · shares: Includes 1401 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. Fractional shares are settled in cash pursuant to the terms of the award agreement. F3 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 25, 2021. Read SEC document |
| July 25, 2022 Filed Jul 27, 2022 20:55 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,987 | $118.78 | $711,135.86 |
DisclosureSEC source: 0001225208-22-009010 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,695 Read SEC document |
| July 25, 2022 Filed Jul 27, 2022 20:55 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 15,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-009010 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,682 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, 2022 Filed Jul 26, 2022 20:36 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units (FY20 Annual Grant) · Derivative | 10,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008972 · doc4.xml · derivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,494 shares Expires 2022-07-24 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: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 24, 2022 Filed Jul 26, 2022 20:36 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY20) · Derivative | 5,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008972 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,982 Underlying: Common Stock · 5,981 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. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 24, 2022. Read SEC document |
| July 24, 2022 Filed Jul 26, 2022 20:36 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 4,130 | $121.35 | $501,175.50 |
DisclosureSEC source: 0001225208-22-008972 · doc4.xml · nonDerivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,471 Read SEC document |
| July 24, 2022 Filed Jul 26, 2022 20:36 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 2,354 | $121.35 | $285,657.90 |
DisclosureSEC source: 0001225208-22-008972 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,601 Read SEC document |
| July 24, 2022 Filed Jul 26, 2022 20:36 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 5,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008972 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,955 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: Performance restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 24, 2022 Filed Jul 26, 2022 20:36 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 10,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008972 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,974 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 |
| July 01, 2022 Filed Jul 5, 2022 21:01 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 102.1 | $173.64 | $17,728.64 |
DisclosureSEC source: 0001158449-22-000221 · wf-form4_165705481828470.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,047.77 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 21, 2022 Filed Jun 23, 2022 17:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY20) · Derivative | 11,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008244 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,963 Underlying: Common Stock · 11,963 shares Expires 2023-07-24 F5 · security: On July 24, 2019, the Reporting Person was awarded 20,987 target performance restricted stock units (PSUs) subject to the achievement of performance criteria (relative total shareholder return as compared to a selected comparison group) from July 24, 2019 through May 29, 2022. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F6 · shares: On June 21, 2022, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 11,963 PSUs being earned in accordance with the provisions of the applicable award agreement. F7 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 24, 2022. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 17:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (CEO) · Derivative | 32,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-008244 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,694 Underlying: Common Stock · 32,694 shares Expires not disclosed F1 · security: On July 26, 2017, the Reporting Person was awarded 81,735 target special performance restricted stock units (PSUs) that vest in three tranches subject to the achievement of performance criteria (achievement ofthree-year, four-year and five-year EBITDA targets.) 26.7% vested on May 31, 2020, 33.3% vested on May 30, 2021 and the remaining 40% vested on May 29, 2022. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 21, 2022, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 32,694 PSUs being earned in accordance with the provisions of the applicable award agreement. F4 · derivative.exercise_date: Earned PSUs will settle into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. F4 · derivative.expiration_date: Earned PSUs will settle into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. Read SEC document |
| May 30, 2022 Filed Jun 1, 2022 21:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 777 | $193.05 | $149,999.85 |
DisclosureSEC source: 0001158449-22-000188 · wf-form4_165412018103371.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,945.67 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 30, 2022 Filed Jun 1, 2022 21:49 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 854.7 | $193.05 | $164,999.84 |
DisclosureSEC source: 0001158449-22-000188 · wf-form4_165412018103371.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,168.67 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 30, 2023 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 01, 2022 Filed Apr 5, 2022 22:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 73.121 | $207.48 | $15,171.15 |
DisclosureSEC source: 0001158449-22-000156 · wf-form4_164919689646145.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,313.971 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 05, 2022 Filed Jan 7, 2022 16:22 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 76,725 | $0.00 Strike: $85.83 | $0.00 |
DisclosureSEC source: 0001225208-22-000565 · doc4.xml · derivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 76,725 shares Expires 2027-07-26 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. F3 · derivative.exercise_date: This option vested in two equal annual installments beginning on July 26, 2020. Read SEC document |
| January 05, 2022 Filed Jan 7, 2022 16:22 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 39,211 | $151.89 | $5,955,735.26 |
DisclosureSEC source: 0001225208-22-000565 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,480 F2 · price: This transaction was executed in multiple trades at prices ranging from $151.62 to $152.59. 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 |
| January 05, 2022 Filed Jan 7, 2022 16:22 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 37,514 | $152.89 | $5,735,661.76 |
DisclosureSEC source: 0001225208-22-000565 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,691 F1 · price: This transaction was executed in multiple trades at prices ranging from $152.64 to $152.96. 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 |
| January 05, 2022 Filed Jan 7, 2022 16:22 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 76,725 | $85.83 | $6,585,306.75 |
DisclosureSEC source: 0001225208-22-000565 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,205 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 |
| January 03, 2022 Filed Jan 5, 2022 16:54 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 42.536 | $236.79 | $10,072.10 |
DisclosureSEC source: 0001158449-22-000012 · wf-form4_164140165841443.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,230.542 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 06, 2021 Filed Oct 12, 2021 13:02 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-013078 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,480 Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 22:11 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 48.189 | $208.00 | $10,023.31 |
DisclosureSEC source: 0001158449-21-000196 · wf-form4_163338550317423.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,188.006 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 30, 2021 Filed Aug 2, 2021 19:52 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (CEO) · Derivative | 29,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010990 · doc4.xml · derivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,177 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. F5 · security: On June 29, 2017, the Reporting Person was awarded 81,735 target special performance restricted stock units (PSUs) that vest in three tranches subject to the achievement of performance criteria (achievement of three-year, four-year and five-year EBITDA targets). 26.7% vested on May 31, 2020, 33.3% vested on May 30, 2021 and the remaining 40% will vest on May 29, 2022. F3 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F6 · shares: Includes 1,959 additional shares delivered as dividend equivalents upon settlement pursuant to the terms of the applicable award agreement. F7 · derivative.exercise_date: Earned PSUs settled into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. F7 · derivative.expiration_date: Earned PSUs settled into common stock on the fifth business day following the Chief Financial Officer's certification of the Company's achievement of the performance goal for the applicable performance period. Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 19:52 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 11,482 | $150.23 | $1,724,940.86 |
DisclosureSEC source: 0001225208-21-010990 · doc4.xml · nonDerivative · entry 4 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,085 Read SEC document |
| July 30, 2021 Filed Aug 2, 2021 19:52 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 29,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010990 · doc4.xml · nonDerivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,567 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. F3 · price: Performance restricted stock units convert into common stock on a one-for-one basis. 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.