Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Dutch Bros Inc.BROS · Entity 3641 | Director | September 30, 2023 | October 03, 2023 |
| Inspire Medical Systems, Inc.INSP · Entity 1186 | Director | July 15, 2026 | July 18, 2026 |
| Vita Coco Company, Inc.COCO · Entity 4155 | Director | June 03, 2026 | June 05, 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.
Dutch Bros Inc.
Report date September 30, 2023 · Filed October 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,826 |
Reported balance
After 2023-09-30 transaction · row 1
1 source rowRow 1 · 2023-09-30 · Exercise / conversion · Acquired 938 · Balance 10,826 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,814 |
Reported balance
After 2023-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-30 · Exercise / conversion · Disposed 938 · Balance 2,814 F1: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting.
F2: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting.
Inspire Medical Systems, Inc.
Report date July 15, 2026 · Filed July 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,854 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 383 · Balance 8,854 F1: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy.
Vita Coco Company, Inc.
Report date June 03, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,050 |
Reported balance
After 2026-06-03 transaction · row 1
1 source rowRow 1 · 2026-06-03 · Grant · Acquired 1,530 · Balance 2,050 F1: Represents RSUs granted under the Company's 2021 Incentive Award Plan which vest in full the earlier of (i) the day immediately preceding the Annual Stockholders Meeting after the grant date or (ii) the first anniversary of the grant date provided the Reporting Person remains in continuous service on the applicable vesting date. Each RSU represents the right to receive one share of common stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents RSUs granted under the Company's 2021 Incentive Award Plan which vest in full the earlier of (i) the day immediately preceding the Annual Stockholders Meeting after the grant date or (ii) the first anniversary of the grant date provided the Reporting Person remains in continuous service on the applicable vesting date. Each RSU represents the right to receive one share of common stock of the Issuer.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CHICO'S FAS, INC.
Report date April 24, 2019 · Filed April 25, 2019
Section 16 reporting ended · disclosed 2019-04-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 710,162 |
Reported balance
After 2019-04-24 transaction · row 1
1 source rowRow 1 · 2019-04-24 · Disposition to issuer · Disposed 846,190 · Balance 710,162 F1: Shares forfeited are from restricted stock and performance stock unit awards granted in 2017, 2018 and 2019 with multi-year vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares forfeited are from restricted stock and performance stock unit awards granted in 2017, 2018 and 2019 with multi-year vesting conditions.
RAYMOND JAMES FINANCIAL INC
Report date February 20, 2020 · Filed February 24, 2020 · Amendment
Section 16 reporting ended · disclosed 2020-02-24. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
No balance rows disclosed in this filing.
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 15, 2026 Filed Jul 18, 2026 01:22 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-084764 · tm2620811-1_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,854 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| June 03, 2026 Filed Jun 5, 2026 20:19 UTC | Vita Coco Company, Inc. COCO · Entity 4155 | GrantCommon Stock | 1,530 | $75.18 | $115,025.40 |
DisclosureSEC source: 0001482981-26-000144 · form4.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,050 F1 · shares: Represents RSUs granted under the Company's 2021 Incentive Award Plan which vest in full the earlier of (i) the day immediately preceding the Annual Stockholders Meeting after the grant date or (ii) the first anniversary of the grant date provided the Reporting Person remains in continuous service on the applicable vesting date. Each RSU represents the right to receive one share of common stock of the Issuer. Read SEC document |
| April 30, 2026 Filed May 4, 2026 22:20 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 3,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-055059 · tm2613528-3_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,471 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock. The RSUs shall vest upon the earlier to occur of (a) the first anniversary of the date of grant or (b) the date that is immediately prior to the occurrence of a Change of Control (as defined in the Issuer's 2018 Incentive Award Plan), in each case subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:06 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 342 | $52.07 | $17,807.94 |
DisclosureSEC source: 0001104659-26-044369 · tm2612028-4_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,909 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 21:05 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 200 | $96.47 | $19,294.00 |
DisclosureSEC source: 0001104659-26-005030 · tm263634-2_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,567 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| January 07, 2026 Filed Jan 8, 2026 21:49 UTC | Vita Coco Company, Inc. COCO · Entity 4155 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0000908834-26-000015 · form4.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520 F1 · shares: Represents RSUs granted under the Company's 2021 Incentive Award Plan which vest in full the earlier of (i) the day immediately preceding the Annual Stockholders Meeting after the grant date or (ii) the first anniversary of the grant date provided the Reporting Person remains in continuous service on the applicable vesting date. Read SEC document |
| October 14, 2025 Filed Oct 16, 2025 20:15 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 245 | $78.84 | $19,315.80 |
DisclosureSEC source: 0001104659-25-100089 · tm2528856-1_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,367 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 20:06 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 148 | $128.00 | $18,944.00 |
DisclosureSEC source: 0001104659-25-068327 · tm2521079-2_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,122 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| May 01, 2025 Filed May 5, 2025 23:32 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 1,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-044674 · tm2514079-8_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,974 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock. The RSUs shall vest upon the earlier to occur of (a) the first anniversary of the date of grant or (b) the date that is immediately prior to the occurrence of a Change of Control (as defined in the Issuer's 2018 Incentive Award Plan), in each case subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:05 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 116 | $149.70 | $17,365.20 |
DisclosureSEC source: 0001104659-25-035493 · tm2512484-1_4seq1.xml · nonDerivative · entry 1 Broader Shelley G · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,708 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| January 15, 2025 Filed Jan 18, 2025 01:17 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 92 | $176.33 | $16,222.36 |
DisclosureSEC source: 0001104659-25-004602 · tm253739-4_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,592 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| October 14, 2024 Filed Oct 16, 2024 20:19 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 77 | $210.46 | $16,205.42 |
DisclosureSEC source: 0001104659-24-109186 · tm2426283-1_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 21:06 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 117 | $138.58 | $16,213.86 |
DisclosureSEC source: 0001104659-24-080584 · tm2419668-1_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,423 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:08 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 716 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-057564 · tm2413647-2_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,306 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock. The RSUs shall vest upon the earlier to occur of (a) the first anniversary of the date of grant or (b) the date that is immediately prior to the occurrence of a Change of Control (as defined in the Issuer's 2018 Incentive Award Plan), in each case subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| April 12, 2024 Filed Apr 16, 2024 21:16 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 70 | $231.74 | $16,221.80 |
DisclosureSEC source: 0001104659-24-047888 · tm2411955-3_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,590 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:45 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 87 | $186.10 | $16,190.70 |
DisclosureSEC source: 0001104659-24-004908 · tm243653-3_4seq1.xml · nonDerivative · entry 3 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,520 F3 · shares: Represents shares of Common Stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:45 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 8 | $150.47 | $1,203.76 |
DisclosureSEC source: 0001104659-24-004908 · tm243653-3_4seq1.xml · nonDerivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,433 F2 · shares: Represents shares of Common Stock issued in lieu of cash fees as to which the Reporting Person is entitled pursuant to the Company's Non-Employee Director Compensation Policy in respect of compensation for the third quarter of 2023. Such shares were not previously issued due to an inadvertent clerical error. Read SEC document |
| January 16, 2024 Filed Jan 19, 2024 01:45 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 2 | $325.91 | $651.82 |
DisclosureSEC source: 0001104659-24-004908 · tm243653-3_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,425 F1 · shares: Represents shares of Common Stock issued in lieu of cash fees as to which the Reporting Person is entitled pursuant to the Company's Non-Employee Director Compensation Policy in respect of compensation for the second quarter of 2023. Such shares were not previously issued due to an inadvertent clerical error. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 23:50 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 99 | $150.47 | $14,896.53 |
DisclosureSEC source: 0001104659-23-109696 · tm2328548-5_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,423 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 18:43 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000114 · wf-form4_169635859294241.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,814 Underlying: Class A Common Stock · 938 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 18:43 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000114 · wf-form4_169635859294241.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,826 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 17, 2023 Filed Jul 19, 2023 20:46 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 46 | $325.91 | $14,991.86 |
DisclosureSEC source: 0001104659-23-082372 · tm2321602-2_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 3,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 6 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,752 Underlying: Class A Common Stock · 3,752 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F4 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. F4 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2023, December 31, 2023, March 31, 2024, and the remaining 25% will vest on the earlier of (i) June 30, 2024, and (ii) the date of the Issuer's 2024 annual stockholder meeting. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 3,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 5 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,032 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 3,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 4 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,032 Underlying: Class A Common Stock · 3,032 shares Expires not disclosed F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F3 · derivative.exercise_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. F3 · derivative.expiration_date: The reporting person received an award of restricted stock units, 100% of which vested on May 16, 2023. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · derivative · entry 3 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 628 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which vested on each of September 30, 2022, December 31, 2022, March 31, 2023 and the date of the Issuer's 2023 annual stockholder meeting, which occurred on May 16, 2023. Read SEC document |
| May 16, 2023 Filed May 17, 2023 19:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 3,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · nonDerivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,888 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 16, 2023 Filed May 17, 2023 19:49 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 628 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000085 · wf-form4_168435296579846.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,856 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 |
| April 27, 2023 Filed May 1, 2023 23:51 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 669 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-054649 · tm2314266-7_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,278 F1 · shares: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock. The RSUs shall vest upon the earlier to occur of (a) the first anniversary of the date of grant or (b) the date that is immediately prior to the occurrence of a Change of Control (as defined in the Issuer's 2018 Incentive Award Plan), in each case subject to the Reporting Person's continued employment with the Issuer through the applicable vesting date. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 20:06 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 64 | $231.77 | $14,833.28 |
DisclosureSEC source: 0001104659-23-044573 · tm2312581-2_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 609 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 23:02 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000066 · wf-form4_168056294029500.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628 Underlying: Class A Common Stock · 627 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 23:02 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000066 · wf-form4_168056294029500.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,228 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 10, 2023 Filed Jan 20, 2023 00:57 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 60 | $248.31 | $14,898.60 |
DisclosureSEC source: 0001104659-23-005115 · tm233800-5_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 545 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Company's Non-Employee Director Compensation Policy. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 19:09 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000008 · wf-form4_167285934316480.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255 Underlying: Class A Common Stock · 627 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 19:09 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-23-000008 · wf-form4_167285934316480.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,601 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 |
| October 11, 2022 Filed Oct 13, 2022 20:26 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 85 | $168.98 | $14,363.30 |
DisclosureSEC source: 0001104659-22-108512 · tm2228171-7_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 15:15 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000117 · wf-form4_166481012013928.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,882 Underlying: Class A Common Stock · 627 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represents a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 15:15 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 627 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000117 · wf-form4_166481012013928.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,974 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 17, 2022 Filed Sep 20, 2022 14:52 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 1,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000109 · wf-form4_166368554655674.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,086 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units with 25% vesting on December 17, 2021 and 25% shall vest every 3 months thereafter until vested in full on September 17, 2022. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units with 25% vesting on December 17, 2021 and 25% shall vest every 3 months thereafter until vested in full on September 17, 2022. Read SEC document |
| September 17, 2022 Filed Sep 20, 2022 14:52 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 1,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000109 · wf-form4_166368554655674.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,347 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 11, 2022 Filed Jul 13, 2022 22:07 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 67 | $193.86 | $12,988.62 |
DisclosureSEC source: 0001104659-22-079607 · tm2221003-1_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| June 17, 2022 Filed Jun 17, 2022 22:30 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000075 · wf-form4_165550500528444.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086 Underlying: Class A Common Stock · 1,087 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units with 25% vesting on December 17, 2021 and 25% shall vest every 3 months thereafter until vested in full on September 17, 2022. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units with 25% vesting on December 17, 2021 and 25% shall vest every 3 months thereafter until vested in full on September 17, 2022. Read SEC document |
| June 17, 2022 Filed Jun 17, 2022 22:30 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000075 · wf-form4_165550500528444.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,261 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 20:27 UTC | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 2,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000063 · wf-form4_165420161809395.xml · derivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,508 Underlying: Class A Common Stock · 2,508 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. Read SEC document |
| June 01, 2022 Filed Jul 7, 2022 15:35 UTC Amendment | Dutch Bros Inc. BROS · Entity 3641 | GrantRestricted Stock Units · Derivative | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000077 · wf-form4a_165720812471983.xml · derivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,509 Underlying: Class A Common Stock · 2,509 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. F2 · derivative.expiration_date: The reporting person received an award of restricted stock units, 25% of which will vest on each of September 30, 2022, December 31, 2022, March 31, 2023, and the remaining 25% will vest on the earlier of (i) June 30, 2023, and (ii) the date of the Issuer's 2023 annual stockholder meeting. Read SEC document |
| April 28, 2022 Filed May 11, 2022 00:52 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantStock Option (right to buy) · Derivative | 1,243 | $0.00 Strike: $211.29 | $0.00 |
DisclosureSEC source: 0001104659-22-058423 · tm2215111-8_4seq1.xml · derivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243 Underlying: Common Stock · 1,243 shares Expires 2032-04-28 F1 · derivative.exercise_date: The option vests and becomes exercisable on April 28, 2023, subject to the Reporting Person's continuous service to the Issuer through such date. Read SEC document |
| April 08, 2022 Filed Apr 13, 2022 00:45 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 51 | $254.08 | $12,958.08 |
DisclosureSEC source: 0001104659-22-045207 · tm2212578-3_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Issuer's Non-Employee Director Compensation Policy. Read SEC document |
| March 17, 2022 Filed Mar 18, 2022 20:56 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionRestricted Stock Units · Derivative | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000028 · wf-form4_164763698271937.xml · derivative · entry 2 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,173 Underlying: Class A Common · 1,087 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: The restricted stock units represent a contingent right to receive a corresponding number of shares of the Class A Common Stock of the Issuer upon vesting. F2 · derivative.exercise_date: The reporting person received an award of restricted stock units with 25% vesting on December 17, 2021 and 25% shall vest every 3 months thereafter until vested in full on September 17, 2022. F3 · derivative.expiration_date: If the reporting person's employment is terminated for any reason before an applicable vesting date, all restricted stock units that have not yet vested shall be forfeited without consideration, except in the change of control severance agreement and any other agreements regarding equity vesting between the reporting person and Issuer, which agreements or form agreements are filed with the SEC. Read SEC document |
| March 17, 2022 Filed Mar 18, 2022 20:56 UTC | Dutch Bros Inc. BROS · Entity 3641 | Exercise / conversionClass A Common | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001866581-22-000028 · wf-form4_164763698271937.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,174 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 10, 2022 Filed Jan 12, 2022 21:18 UTC | Inspire Medical Systems, Inc. INSP · Entity 1186 | GrantCommon Stock | 57 | $227.56 | $12,970.92 |
DisclosureSEC source: 0001104659-22-003605 · tm222681-5_4seq1.xml · nonDerivative · entry 1 Broader Shelley G. · CIK 0001426843 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282 F1 · shares: Represents shares of common stock received in lieu of cash fees pursuant to the Issuer's Non-Employee Director Compensation Policy. 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.