Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 2U, Inc.TWOU · Entity 89183 | Director | May 05, 2021 | May 07, 2021 |
| Lyft, Inc.LYFT · Entity 2493 | Director | June 15, 2023 | June 16, 2023 |
| RALPH LAUREN CORPRL · Entity 3256 | Director | October 09, 2026 | October 14, 2026 |
| Sweetgreen, Inc.SG · Entity 5144 | Director | June 13, 2024 | June 17, 2024 |
| Walgreens Boots Alliance, Inc.WBA · Entity 16467 | Director | August 13, 2025 | August 15, 2025 |
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.
2U, Inc.
Report date May 05, 2021 · Filed May 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,197 |
Last balance in matching sequence
After 2021-05-05 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2021-05-05 · Grant · Acquired 6,054 · Balance 18,671 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. Row 2 · 2021-05-05 · Grant · Acquired 1,399 · Balance 20,070 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. F3: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $55,000. Row 3 · 2021-05-05 · Grant · Acquired 127 · Balance 20,197 F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. F4: The restricted stock units were issued to the reporting person in lieu of annual committee member retainer fees of $5,000. |
Filing footnotes · ownership attribution and instrument terms
F1: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer.
F2: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date.
F3: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $55,000.
F4: The restricted stock units were issued to the reporting person in lieu of annual committee member retainer fees of $5,000.
Lyft, Inc.
Report date June 15, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 59,043 |
Reported balance
After 2023-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-15 · Grant · Acquired 24,645 · Balance 59,043 F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs shall vest on each of August 20, 2023, November 20, 2023, February 20, 2024, and the earlier of May 20, 2024 or the day prior to the date of the Issuer's 2024 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through each such date. Vested RSUs will be delivered to the Reporting Person on the earlier of (i) immediately prior to a change in control of the Issuer or (ii) within 60 days following the Reporting Person's retirement or separation from service with the Issuer and all of its affiliates. F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 11,171 |
Reported balance
Holding disclosure · report date 2023-06-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,171 F3: These shares are held by the Valerie J. Jarrett Revocable Trust, of which the Reporting Person is the trustee and sole beneficiary. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs shall vest on each of August 20, 2023, November 20, 2023, February 20, 2024, and the earlier of May 20, 2024 or the day prior to the date of the Issuer's 2024 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through each such date. Vested RSUs will be delivered to the Reporting Person on the earlier of (i) immediately prior to a change in control of the Issuer or (ii) within 60 days following the Reporting Person's retirement or separation from service with the Issuer and all of its affiliates.
F2: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
F3: These shares are held by the Valerie J. Jarrett Revocable Trust, of which the Reporting Person is the trustee and sole beneficiary.
RALPH LAUREN CORP
Report date October 09, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,545.24 |
Reported balance
After 2026-10-09 transaction · row 1
1 source rowRow 1 · 2026-10-09 · Grant · Acquired 1.24 · Balance 6,545.24 F1: Represents restricted stock units of the Issuer's Class A Common Stock payable as a result of the payment of a cash dividend on the Issuer's Class A Common Stock. The restricted stock units are payable solely in shares of the Issuer's Class A Common Stock issued to the Reporting Person in respect of restricted stock units previously granted under the Issuer's 2019 Long-Term Stock Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units of the Issuer's Class A Common Stock payable as a result of the payment of a cash dividend on the Issuer's Class A Common Stock. The restricted stock units are payable solely in shares of the Issuer's Class A Common Stock issued to the Reporting Person in respect of restricted stock units previously granted under the Issuer's 2019 Long-Term Stock Incentive Plan.
Sweetgreen, Inc.
Report date June 13, 2024 · Filed June 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 91,208 |
Reported balance
After 2024-06-13 transaction · row 1
1 source rowRow 1 · 2024-06-13 · Grant · Acquired 6,485 · Balance 91,208 F1: Represents the grant of fully vested Restricted Stock Units. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of fully vested Restricted Stock Units. Each RSU represents a contingent right to receive one share of the Issuer's Class A common stock upon settlement.
Walgreens Boots Alliance, Inc.
Report date August 13, 2025 · Filed August 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 86,025.29 |
Reported balance
After 2025-08-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-08-13 · Grant · Acquired 16,820.86 · Balance 86,025.29 F1: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The annual phantom stock grant is issued as non-employee director compensation under the Amended and Restated Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan") in arrears with respect to services rendered over the course of the prior year, and each unit of phantom stock is the economic equivalent of one share of the company's common stock.
F2: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan.
F3: Includes phantom stock units that were issued in lieu of dividends on outstanding phantom stock units.
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 |
|---|---|---|---|---|---|---|
| November 22, 2021 Filed Nov 23, 2021 23:15 UTC | Sweetgreen, Inc. SG · Entity 5144 | PurchaseClass A Common Stock | 3,571 | $28.00 | $99,988.00 |
DisclosureSEC source: 0001209191-21-066598 · doc4.xml · nonDerivative · entry 4 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,571 F3 · balance_after: Includes 10,000 shares subject to RSUs. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 23:15 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherClass A Common Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-066598 · doc4.xml · nonDerivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F3 · balance_after: Includes 10,000 shares subject to RSUs. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 23:15 UTC | Sweetgreen, Inc. SG · Entity 5144 | OtherCommon Stock | 60,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-066598 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · kind: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. F2 · price: Each share of Common Stock was reclassified into one share of Class A Common Stock immediately prior to the completion of the IPO. Read SEC document |
| November 03, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | PurchaseClass A Common Stock | 6 | $122.62 | $735.71 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 7 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,491.91 F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 19:52 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 4,226.543 | $47.32 | $200,000.01 |
DisclosureSEC source: 0001618921-21-000111 · wf-form4_163598350636741.xml · derivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,553.33 Underlying: Common Stock · 4,226.543 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through October 29, 2021) on outstanding phantom stock units. Read SEC document |
| October 24, 2021 Filed Nov 23, 2021 23:15 UTC | Sweetgreen, Inc. SG · Entity 5144 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-066598 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · shares: Represents restricted stock units ("RSUs") that are subject to both a time based vesting requirement and a liquidity event vesting requirement. The liquidity event vesting requirement was met upon the consummation of the initial public offering of the Issuer's Class A Common Stock (the "IPO"). The time based vesting requirement was satisfied with respect to 25% of the shares on November 15, 2021 and will be satisfied with respect to an additional 25% of the shares on each of February 15, 2022, May 15, 2022 and August 15, 2022, subject to the reporting person's continuous service through each applicable vesting date. Read SEC document |
| October 20, 2021 Filed Oct 21, 2021 19:36 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 516.636 | $48.39 | $25,000.02 |
DisclosureSEC source: 0001618921-21-000094 · wf-form4_163485938095908.xml · derivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,326.78 Underlying: Common Stock · 516.636 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through October 15, 2021) on outstanding phantom stock units. Read SEC document |
| October 08, 2021 Filed Oct 12, 2021 20:53 UTC | RALPH LAUREN CORP RL · Entity 3256 | GrantClass A Common Stock | 8.6 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-21-003144 · es210191415_4-jarrett.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,441.6 F1 · shares: Represents restricted stock units of the Issuer's Class A Common Stock payable as a result of the payment of a cash dividend on the Issuer's Class A Common Stock. The restricted stock units are payable solely in shares of the Issuer's Class A Common Stock issued to the Reporting Person in respect of restricted stock units previously granted under the Issuer's 2019 Long-Term Stock Incentive Plan. F1 · price: Represents restricted stock units of the Issuer's Class A Common Stock payable as a result of the payment of a cash dividend on the Issuer's Class A Common Stock. The restricted stock units are payable solely in shares of the Issuer's Class A Common Stock issued to the Reporting Person in respect of restricted stock units previously granted under the Issuer's 2019 Long-Term Stock Incentive Plan. Read SEC document |
| July 29, 2021 Filed Aug 2, 2021 20:34 UTC | RALPH LAUREN CORP RL · Entity 3256 | GrantClass A Common Stock | 1,433 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950142-21-002538 · es210174158_4-jarrett.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,433 F1 · price: Represents shares of the Issuer's Class A Common Stock issued to the Reporting Person as restricted stock units granted under the Issuer's 2019 Long-Term Stock Incentive Plan. These restricted stock units will vest on July 29, 2022, subject to the Reporting Person's continued service through the 2022 Annual Meeting of Stockholders. Read SEC document |
| July 16, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | PurchaseClass A Common Stock | 4 | $108.68 | $434.73 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 6 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,485.91 F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 17:06 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 533.276 | $46.88 | $24,999.98 |
DisclosureSEC source: 0001618921-21-000066 · wf-form4_162646960032749.xml · derivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,792.84 Underlying: Common Stock · 533.276 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through June 30, 2021) on outstanding phantom stock units. Read SEC document |
| June 24, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | PurchaseClass A Common Stock | 6 | $120.28 | $721.70 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 5 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481.91 F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. Read SEC document |
| June 17, 2021 Filed Jun 23, 2021 00:36 UTC | Lyft, Inc. LYFT · Entity 2493 | GrantClass A Common Stock | 4,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042603 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,666 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs shall vest on each of August 20, 2021, November 20, 2021, February 20, 2022, and the earlier of May 20, 2022 or the day prior to the date of the Issuer's 2022 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through each such date. Vested RSUs will be delivered to the Reporting Person on the earlier of (i) immediately prior to a change in control of the Issuer or (ii) within 60 days following the Reporting Person's retirement or separation from service with the Issuer and all of its affiliates. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| May 06, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | SaleClass A Common Stock | 5 | $133.75 | $668.74 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 4 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475.91 F3 · kind: The reporting person's sale of shares reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's purchase of certain shares on January 26, 2021 and July 16, 2021. The reporting person has paid to the Issuer $124.71, representing the full amount of the profit realized in connection with the short-swing transaction. F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. F4 · price: The price reported in Column 4 is a weighted average price. This sale was executed through multiple trades at prices ranging from $133.6479 to $133.8462. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares sold at each separate price for all transactions reported on this Form 5. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:20 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 127 | $39.31 | $4,992.37 |
DisclosureSEC source: 0001209191-21-031094 · doc4.xml · nonDerivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,197 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. F4 · price: The restricted stock units were issued to the reporting person in lieu of annual committee member retainer fees of $5,000. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:20 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 1,399 | $39.31 | $54,994.69 |
DisclosureSEC source: 0001209191-21-031094 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,070 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $55,000. Read SEC document |
| May 05, 2021 Filed May 7, 2021 21:20 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 6,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031094 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,671 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2022, subject to the reporting person's continued service as a director of the issuer as of that date. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 16:39 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 475.466 | $52.58 | $25,000.00 |
DisclosureSEC source: 0001618921-21-000045 · wf-form4_161946953057882.xml · derivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,249 Underlying: Common Stock · 475.466 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2021 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through April 15, 2021) on outstanding phantom stock units. Read SEC document |
| April 06, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | PurchaseClass A Common Stock | 5 | $123.62 | $618.12 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,480.91 F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. F2 · price: The price reported in Column 4 is a weighted average price. This purchase was executed through multiple trades at prices ranging from $123.4457 to $123.695. The reporting person hereby undertakes to provide upon request to the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares purchased at each separate price for all transactions reported on this Form 5. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 01:29 UTC | Lyft, Inc. LYFT · Entity 2493 | SaleClass A Common Stock | 1,430 | $58.99 | $84,350.27 |
DisclosureSEC source: 0001209191-21-014051 · doc4.xml · nonDerivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 11,171 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into by Valerie J. Jarrett Revocable Trust, of which the Reporting Person is the trustee and sole beneficiary (the "Jarrett Trust"). F5 · price: This transaction was executed in multiple trades at prices ranging from $58.77 to $59.21. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · ownership.nature: These shares are held by the Jarrett Trust. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 01:29 UTC | Lyft, Inc. LYFT · Entity 2493 | SaleClass A Common Stock | 3,600 | $58.13 | $209,253.96 |
DisclosureSEC source: 0001209191-21-014051 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 12,601 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into by Valerie J. Jarrett Revocable Trust, of which the Reporting Person is the trustee and sole beneficiary (the "Jarrett Trust"). F4 · price: This transaction was executed in multiple trades at prices ranging from $57.76 to $58.69. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · ownership.nature: These shares are held by the Jarrett Trust. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 01:29 UTC | Lyft, Inc. LYFT · Entity 2493 | SaleClass A Common Stock | 4,970 | $57.19 | $284,251.70 |
DisclosureSEC source: 0001209191-21-014051 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 16,201 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan entered into by Valerie J. Jarrett Revocable Trust, of which the Reporting Person is the trustee and sole beneficiary (the "Jarrett Trust"). F2 · price: This transaction was executed in multiple trades at prices ranging from $56.76 to $57.64. The price reported above reflects the weighted average sale price. The Reporting Person undertakes to provide upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate sale price. F3 · ownership.nature: These shares are held by the Jarrett Trust. Read SEC document |
| February 09, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | PurchaseClass A Common Stock | 7 | $110.77 | $775.39 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475.91 F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 17:30 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 493.291 | $50.68 | $24,999.99 |
DisclosureSEC source: 0001618921-21-000016 · wf-form4_161221859725069.xml · derivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766.8 Underlying: Common Stock · 493.291 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F3 · balance_after: Includes phantom stock units issued in lieu of dividends (through January 15, 2021) on outstanding phantom stock units. Read SEC document |
| January 26, 2021 Filed Apr 19, 2022 23:35 UTC | RALPH LAUREN CORP RL · Entity 3256 | PurchaseClass A Common Stock | 19 | $109.40 | $2,078.60 |
DisclosureSEC source: 0000950142-22-001435 · es220235291_5-jarrett.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,468.91 F1 · shares: Includes an aggregate of 47 shares inadvertently acquired in purchases and 5 shares inadvertently disposed in sales by the reporting person's financial advisor for the reporting person's account in 2021. The reporting person had no knowledge of such purchases and sales and, as a result, failed to report such transactions on Form 4. Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 17:22 UTC | Walgreens Boots Alliance, Inc. WBA · Entity 16467 | GrantPhantom Stock Units · Derivative | 270.463 | $33.52 | $9,065.92 |
DisclosureSEC source: 0001618921-20-000099 · wf-form4_160409296399559.xml · derivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270.46 Underlying: Common Stock · 270.463 shares Expires not disclosed F1 · derivative.exercise_price: The phantom stock is issued as non-employee director compensation under the amended and restated Walgreens Boots Alliance, Inc. 2013 Omnibus Incentive Plan (including the applicable election forms thereunder, the "Plan"), and each unit of phantom stock is the economic equivalent of one share of the company's common stock. F2 · derivative.exercise_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. F2 · derivative.expiration_date: To be settled following termination of service as a director in accordance with the terms and conditions of the Plan. Read SEC document |
| June 19, 2020 Filed Jun 24, 2020 01:13 UTC | Lyft, Inc. LYFT · Entity 2493 | GrantClass A Common Stock | 7,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-038674 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,415 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs shall vest on each of August 20, 2020, November 20, 2020, February 20, 2021, and the earlier of May 20, 2021 or the day prior to the date of the Issuer's 2021 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through each such date. Vested RSUs will be delivered to the Reporting Person on the earlier of (i) immediately prior to a change in control of the Issuer or (ii) within 60 days following the Reporting Person's retirement or separation from service with the Issuer and all of its affiliates. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| May 04, 2020 Filed May 6, 2020 20:10 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 984 | $25.40 | $24,993.60 |
DisclosureSEC source: 0001209191-20-027557 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,617 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2021, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| May 04, 2020 Filed May 6, 2020 20:10 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 7,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027557 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,633 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2021, subject to the reporting person's continued service as a director of the issuer as of that date. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:08 UTC | Lyft, Inc. LYFT · Entity 2493 | GrantClass A Common Stock | 4,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036731 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,948 F1 · shares: These securities are restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Class A Common Stock. One-fourth of the RSUs shall vest on each of August 20, 2019, November 20, 2019, February 20, 2020, and the earlier of May 20, 2020 or the day prior to the date of the Issuer's 2020 annual meeting of stockholders, subject to the Reporting Person continuing as a service provider through each such date. F2 · balance_after: Certain of these securities are RSUs. Each RSU represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 18:42 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 3,601 | $0.00 Strike: $61.01 | $0.00 |
DisclosureSEC source: 0001209191-19-026464 · doc4.xml · derivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,601 Underlying: Common Stock · 3,601 shares Expires 2029-04-25 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2020, 2021 and 2022, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 18:42 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 1,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-026464 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,759 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2020, 2021 and 2022, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2019 Filed Apr 29, 2019 18:42 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 409 | $61.01 | $24,953.09 |
DisclosureSEC source: 0001209191-19-026464 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,120 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2020, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| April 02, 2019 Filed Apr 5, 2019 00:49 UTC | Lyft, Inc. LYFT · Entity 2493 | PurchaseClass A Common Stock | 3,000 | $72.00 | $216,000.00 |
DisclosureSEC source: 0000899243-19-010048 · doc4.xml · nonDerivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,471 F3 · shares: Represents shares acquired pursuant to a directed share program in connection with the Issuer's initial public offering of Class A Common Stock. F4 · balance_after: Certain of these securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each restricted stock unit. Read SEC document |
| April 02, 2019 Filed Apr 5, 2019 00:49 UTC | Lyft, Inc. LYFT · Entity 2493 | OtherClass A Common Stock | 17,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-010048 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,471 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F2 · balance_after: These securities are restricted stock units. Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock, subject to the applicable vesting schedule and conditions of each restricted stock unit. Read SEC document |
| April 02, 2019 Filed Apr 5, 2019 00:49 UTC | Lyft, Inc. LYFT · Entity 2493 | OtherCommon Stock | 17,471 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-19-010048 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:41 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 1,504 | $0.00 Strike: $78.77 | $0.00 |
DisclosureSEC source: 0001209191-18-026763 · doc4.xml · derivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504 Underlying: Common Stock · 1,504 shares Expires 2028-04-25 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of April 1, 2019, 2020 and 2021, subject to the reporting person's continued service with the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:41 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 698 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026763 · doc4.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F4 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of April 1, 2019, 2020 and 2021, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| April 25, 2018 Filed Apr 27, 2018 21:41 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 317 | $78.77 | $24,970.09 |
DisclosureSEC source: 0001209191-18-026763 · doc4.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The shares underlying this restricted stock unit award will vest in full on April 1, 2019, subject to the reporting person's continued service as a director of the issuer as of that date. F3 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $25,000. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 06:40 UTC | 2U, Inc. TWOU · Entity 89183 | GrantEmployee Stock Option (right to buy) · Derivative | 1,305 | $0.00 Strike: $64.51 | $0.00 |
DisclosureSEC source: 0001179110-18-000459 · edgar.xml · derivative · entry 3 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,305 Underlying: Common Stock · 1,305 shares Expires 2028-01-01 F5 · derivative.exercise_date: The option award will vest as to one-third of the underlying shares on each of January 1, 2019, 2020 and 2021, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 06:40 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 96 | $64.51 | $6,192.96 |
DisclosureSEC source: 0001179110-18-000459 · edgar.xml · nonDerivative · entry 2 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 696 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F3 · shares: The shares underlying this restricted stock unit award will vest in full on January 1, 2019, subject to the reporting person's continued service as a director of the issuer as of that date. F4 · price: The restricted stock units were issued to the reporting person in lieu of annual director retainer fees of $6,250. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 06:40 UTC | 2U, Inc. TWOU · Entity 89183 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000459 · edgar.xml · nonDerivative · entry 1 JARRETT VALERIE B · CIK 0001208575 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F1 · security: The security represents restricted stock units granted to the reporting person. Each restricted stock unit represents a contingent right to receive one share of common stock of the issuer. F2 · shares: The restricted stock unit award will vest as to one-third of the underlying shares on each of January 1, 2019, 2020 and 2021, subject to the reporting person's continued service as a director of the issuer as of the applicable vesting date. 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.