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 30, 2021 Filed Aug 6, 2021 16:39 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GiftCommon Stock | 46,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-011263 · 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: 225,480 Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 19:52 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,748 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001225208-21-010990 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,748 shares Expires 2026-07-27 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 vested in two equal annual installments beginning on July 27, 2019. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 19:52 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 30,748 | $150.18 | $4,617,611.65 |
DisclosureSEC source: 0001225208-21-010990 · 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: 254,390 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $150.00 to $150.63. 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 |
| July 29, 2021 Filed Aug 2, 2021 19:52 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 30,748 | $59.68 | $1,835,040.64 |
DisclosureSEC source: 0001225208-21-010990 · 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: 285,138 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 28, 2021 Filed Jul 30, 2021 18:29 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantStock Option (Right to Buy) · Derivative | 33,326 | $0.00 Strike: $148.20 | $0.00 |
DisclosureSEC source: 0001225208-21-010958 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,326 Underlying: Common Stock · 33,326 shares Expires 2031-07-28 F2 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 28, 2024. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 18:29 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantRestricted Stock Units (FY22 Annual Grant) · Derivative | 9,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010958 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,365 Underlying: Common Stock · 9,365 shares Expires 2024-07-28 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY18) · Derivative | 14,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010884 · doc4.xml · derivative · entry 9 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,792 shares Expires 2021-07-26 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. F1 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F5 · shares: Includes 973 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. F6 · derivative.exercise_date: This grant vested in two equal annual installments beginning on July 26, 2020. Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,822 | $144.52 | $841,395.44 |
DisclosureSEC source: 0001225208-21-010884 · doc4.xml · nonDerivative · entry 6 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,390 Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 14,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010884 · doc4.xml · nonDerivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,212 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, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionRestricted Stock Units (FY19 Annual Grant) · Derivative | 13,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010884 · doc4.xml · derivative · entry 8 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,029 shares Expires 2021-07-25 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| July 25, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (FY19) · Derivative | 14,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010884 · doc4.xml · derivative · entry 7 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,810.74 Underlying: Common Stock · 14,530 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. F3 · shares: Includes 720 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. F4 · derivative.exercise_date: This award vests in two equal annual installments beginning on July 25, 2021. Read SEC document |
| July 25, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,719 | $144.52 | $826,509.88 |
DisclosureSEC source: 0001225208-21-010884 · 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: 245,420 Read SEC document |
| July 25, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 5,127 | $144.52 | $740,954.04 |
DisclosureSEC source: 0001225208-21-010884 · 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: 251,139 Read SEC document |
| July 25, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 13,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010884 · 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: 256,266 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 25, 2021 Filed Jul 27, 2021 21:35 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 14,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-010884 · 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: 243,237 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 14, 2021 Filed Jul 16, 2021 12:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,510 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001225208-21-010674 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,748 Underlying: Common Stock · 1,510 shares Expires 2026-07-27 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 27, 2019. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 12:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 1,510 | $150.02 | $226,523.25 |
DisclosureSEC source: 0001225208-21-010674 · 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: 228,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $150.00 to $150.03. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide uponrequest 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 14, 2021 Filed Jul 16, 2021 12:58 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 1,510 | $59.68 | $90,116.80 |
DisclosureSEC source: 0001225208-21-010674 · 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: 230,217 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 12, 2021 Filed Jul 14, 2021 17:34 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,694 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001225208-21-010639 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,258 Underlying: Common Stock · 6,694 shares Expires 2026-07-27 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 27, 2019. Read SEC document |
| July 12, 2021 Filed Jul 14, 2021 17:34 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 6,694 | $150.01 | $1,004,191.04 |
DisclosureSEC source: 0001225208-21-010639 · 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: 228,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $150.00 to $150.10. 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 12, 2021 Filed Jul 14, 2021 17:34 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 6,694 | $59.68 | $399,497.92 |
DisclosureSEC source: 0001225208-21-010639 · 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: 235,401 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 07, 2021 Filed Jul 9, 2021 15:07 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,900 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001225208-21-010525 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,952 Underlying: Common Stock · 4,900 shares Expires 2026-07-27 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 27, 2019. Read SEC document |
| July 07, 2021 Filed Jul 9, 2021 15:07 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 4,900 | $150.02 | $735,102.90 |
DisclosureSEC source: 0001225208-21-010525 · 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: 228,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $150.00 to $150.19. 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 07, 2021 Filed Jul 9, 2021 15:07 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 4,900 | $59.68 | $292,432.00 |
DisclosureSEC source: 0001225208-21-010525 · 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: 233,607 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 02, 2021 Filed Jul 6, 2021 20:52 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 47.269 | $211.05 | $9,976.12 |
DisclosureSEC source: 0001158449-21-000157 · wf-form4_162560474390843.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,139.817 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 |
| June 30, 2021 Filed Jul 1, 2021 20:50 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001225208-21-009965 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,852 Underlying: Common Stock · 40,000 shares Expires 2026-07-27 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 27, 2019. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:50 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 40,000 | $145.07 | $5,802,696.00 |
DisclosureSEC source: 0001225208-21-009965 · 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: 228,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $145.00 to $145.25. 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 30, 2021 Filed Jul 1, 2021 20:50 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 40,000 | $59.68 | $2,387,200.00 |
DisclosureSEC source: 0001225208-21-009965 · 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: 268,707 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 22, 2021 Filed Jun 24, 2021 18:43 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (FY19) · Derivative | 27,621.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009582 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,621.48 Underlying: Common Stock · 27,621.48 shares Expires 2022-07-25 F5 · security: On July 25, 2018, the Reporting Person was awarded 26,058 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 25, 2018 through May 30, 2021. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F6 · shares: On June 22, 2021, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 27,621.48 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. F7 · derivative.exercise_date: This grant vests in two equal annual installments beginning on July 25, 2021. Read SEC document |
| June 22, 2021 Filed Jun 24, 2021 18:43 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantPerformance Restricted Stock Units (CEO) · Derivative | 27,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009582 · doc4.xml · derivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,218 Underlying: Common Stock · 27,218 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 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. F2 · derivative.exercise_price: Performance restricted stock units convert into common stock on a one-for-one basis. F3 · shares: On June 22, 2021, the Compensation Committee of the Board of Directors determined the final results under the applicable performance criteria resulting in 27,218 PSUs being earned in accordance with the provisions of the applicable award agreement. Pursuant to the terms of the applicable award agreement, additional shares of Darden common stock representing accrued dividend equivalents will be delivered to the Reporting Person upon settlement of the PSUs. 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 27, 2021 Filed May 28, 2021 19:16 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 1,298.77 | $188.64 | $244,999.97 |
DisclosureSEC source: 0001158449-21-000109 · wf-form4_162222940144307.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,092.548 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 SelectedExecutives. Read SEC document |
| May 27, 2021 Filed May 28, 2021 19:16 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 821.671 | $188.64 | $155,000.02 |
DisclosureSEC source: 0001158449-21-000109 · wf-form4_162222940144307.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,502.735 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, 2022 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 04, 2021 Filed May 6, 2021 16:06 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $59.68 | $0.00 |
DisclosureSEC source: 0001225208-21-007656 · 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: 83,852 Underlying: Common Stock · 40,000 shares Expires 2026-07-27 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 vested in two equal annual installments beginning on July 27, 2019. Read SEC document |
| May 04, 2021 Filed May 6, 2021 16:06 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 29,411 | $142.68 | $4,196,232.07 |
DisclosureSEC source: 0001225208-21-007656 · 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: 228,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F3 · price: This transaction was executed in multiple trades at prices ranging from $142.18 to $143.17. 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 |
| May 04, 2021 Filed May 6, 2021 16:06 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 10,589 | $143.45 | $1,519,023.82 |
DisclosureSEC source: 0001225208-21-007656 · 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: 258,118 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 5, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $143.19 to $144.05. 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 |
| May 04, 2021 Filed May 6, 2021 16:06 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 40,000 | $59.68 | $2,387,200.00 |
DisclosureSEC source: 0001225208-21-007656 · 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: 268,707 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 |
| May 03, 2021 Filed May 6, 2021 00:11 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 291.043 | $201.86 | $58,749.94 |
DisclosureSEC source: 0001158449-21-000093 · wf-form4_162025988860877.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,977.107 F1 · 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 |
| April 05, 2021 Filed Apr 5, 2022 22:15 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 10.308 | $183.23 | $1,888.73 |
DisclosureSEC source: 0001158449-22-000156 · wf-form4_164919689646145.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,240.85 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 |
| February 19, 2021 Filed Feb 22, 2021 19:15 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionStock Option (Right to Buy) · Derivative | 78,957 | $0.00 Strike: $65.02 | $0.00 |
DisclosureSEC source: 0001225208-21-003274 · doc4.xml · derivative · entry 5 LEE EUGENE I JR · CIK 0001242843 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 78,957 shares Expires 2025-07-29 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 vested in two equal annual installments beginning on the third anniversary of the grant. Read SEC document |
| February 19, 2021 Filed Feb 22, 2021 19:15 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 35,000 | $133.04 | $4,656,515.50 |
DisclosureSEC source: 0001225208-21-003274 · 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: 228,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 19, 2021. F4 · price: This transaction was executed in multiple trades at prices ranging from $129.61 to $134.36. 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 |
| February 19, 2021 Filed Feb 22, 2021 19:15 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 23,957 | $131.66 | $3,154,284.03 |
DisclosureSEC source: 0001225208-21-003274 · 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: 263,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 19, 2021. F3 · price: This transaction was executed in multiple trades at prices ranging from $130.00 to $132.98. 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 |
| February 19, 2021 Filed Feb 22, 2021 19:15 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | SaleCommon Stock | 20,000 | $130.69 | $2,613,842.00 |
DisclosureSEC source: 0001225208-21-003274 · 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: 287,664 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 19, 2021. F2 · price: This transaction was executed in multiple trades at prices ranging from $129.30 to $131.83. 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 |
| February 19, 2021 Filed Feb 22, 2021 19:15 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 78,957 | $65.02 | $5,133,784.14 |
DisclosureSEC source: 0001225208-21-003274 · 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: 307,664 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 04, 2021 Filed Jan 6, 2021 22:26 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 11.984 | $157.34 | $1,885.56 |
DisclosureSEC source: 0001158449-21-000004 · wf-form4_160997198879976.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,681.064 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 28, 2020 Filed Jan 4, 2021 21:16 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000046 · 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: 228,707 Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 17:53 UTC | ADVANCE AUTO PARTS INC AAP · Entity 4323 | GrantCommon Stock | 12.11 | $155.50 | $1,883.11 |
DisclosureSEC source: 0001158449-20-000244 · wf-form4_160200682565715.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,669.08 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 31, 2020 Filed Aug 4, 2020 18:12 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionPerformance Restricted Stock Units (CEO) · Derivative | 24,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010198 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,090 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 of three-year, four-year and five-year EBITDA targets.) 26.7% vested on May 31, 2020, 33.3% will vest on May 30, 2021 and the remaining 40% will vest 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 2,267 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. 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 31, 2020 Filed Aug 4, 2020 18:12 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Tax withholdingCommon Stock | 9,481 | $78.55 | $744,732.55 |
DisclosureSEC source: 0001225208-20-010198 · doc4.xml · nonDerivative · entry 2 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,707 Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 18:12 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | Exercise / conversionCommon Stock | 24,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-010198 · doc4.xml · nonDerivative · entry 1 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,188 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 29, 2020 Filed Jul 31, 2020 14:31 UTC | DARDEN RESTAURANTS INC DRI · Entity 3191 | GrantStock Option (Right to Buy) · Derivative | 67,847 | $0.00 Strike: $74.29 | $0.00 |
DisclosureSEC source: 0001225208-20-010091 · doc4.xml · derivative · entry 3 LEE EUGENE I JR · CIK 0001242843 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,847 Underlying: Common Stock · 67,847 shares Expires 2030-07-29 F2 · derivative.exercise_date: This option vests in two equal annual installments beginning on July 29, 2023. 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.