Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SYSCO CORPSYY · Entity 2003 | Director | September 30, 2022 | September 30, 2022 |
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.
SYSCO CORP
Report date September 30, 2022 · Filed September 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 56,971.301 |
Reported balance
After 2022-09-30 transaction · row 1
1 source rowRow 1 · 2022-09-30 · Grant · Acquired 208 · Balance 56,971.301 F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 174 to be received in lieu of the base retainer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 174 to be received in lieu of the base retainer.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Janus Henderson Group Ltd.
Report date June 30, 2026 · Filed July 02, 2026
Section 16 reporting ended · disclosed 2026-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-06-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-30 · Disposition to issuer · Disposed 23,504 · Balance 5,793 F1: On June 30, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2025 (as amended, including by Amendment No. 1 dated March 24, 2026, and a side letter dated June 16, 2026, the "Merger Agreement"), among the Issuer, Jupiter Company Limited ("Parent"), and Jupiter Merger Sub Limited ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent and changing its name to "Janus Henderson Group Ltd." At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer (except for ordinary shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration"). F2: Includes 23,504 outstanding restricted stock units ("RSUs") held by the Reporting Person (including dividend equivalents in the form of RSUs) that were cancelled as of immediately prior to the Effective Time and were exchanged for the right to receive a lump sum cash payment equal to (a)(1) the Merger Consideration, multiplied by (2) the number of shares of the Issuer subject to such RSUs immediately prior to the Effective Time, plus (b) the amount of any accrued but unpaid dividend equivalent rights. Row 2 · 2026-06-30 · Other · Disposed 5,793 · Balance 0 F3: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. |
| Common StockSEC Table I · non-derivative | IndirectBy Sundance Investments Inc. | 0 |
Reported balance
After 2026-06-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-06-30 · Other · Disposed 14,900 · Balance 0 F3: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. F4: Shares are held by Sundance Investments Inc., an investment trust under which the Reporting Person is the sole shareholder. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 30, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2025 (as amended, including by Amendment No. 1 dated March 24, 2026, and a side letter dated June 16, 2026, the "Merger Agreement"), among the Issuer, Jupiter Company Limited ("Parent"), and Jupiter Merger Sub Limited ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent and changing its name to "Janus Henderson Group Ltd." At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer (except for ordinary shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration").
F2: Includes 23,504 outstanding restricted stock units ("RSUs") held by the Reporting Person (including dividend equivalents in the form of RSUs) that were cancelled as of immediately prior to the Effective Time and were exchanged for the right to receive a lump sum cash payment equal to (a)(1) the Merger Consideration, multiplied by (2) the number of shares of the Issuer subject to such RSUs immediately prior to the Effective Time, plus (b) the amount of any accrued but unpaid dividend equivalent rights.
F3: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value.
F4: Shares are held by Sundance Investments Inc., an investment trust under which the Reporting Person is the sole shareholder.
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 2, 2026 23:56 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | OtherCommon Stock | 14,900 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-022640 · rdgdoc.xml · nonDerivative · entry 3 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Sundance Investments Inc. Disclosed balance after: 0 F3 · shares: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. F3 · price: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. F4 · ownership.nature: Shares are held by Sundance Investments Inc., an investment trust under which the Reporting Person is the sole shareholder. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 23:56 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | OtherCommon Stock | 5,793 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-022640 · rdgdoc.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · shares: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. F3 · price: Immediately prior to the Effective Time, the Reporting Person and Sundance Investments Inc. contributed 5,793 and 14,900 ordinary shares of the Issuer, respectively, to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 23:56 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | Disposition to issuerCommon Stock | 23,504 | $52.00 | $1,222,208.00 |
DisclosureSEC source: 0001437749-26-022640 · rdgdoc.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,793 F1 · shares: On June 30, 2026, pursuant to that certain Agreement and Plan of Merger, dated as of December 21, 2025 (as amended, including by Amendment No. 1 dated March 24, 2026, and a side letter dated June 16, 2026, the "Merger Agreement"), among the Issuer, Jupiter Company Limited ("Parent"), and Jupiter Merger Sub Limited ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent and changing its name to "Janus Henderson Group Ltd." At the effective time of the Merger (the "Effective Time"), each ordinary share of the Issuer (except for ordinary shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration"). F2 · shares: Includes 23,504 outstanding restricted stock units ("RSUs") held by the Reporting Person (including dividend equivalents in the form of RSUs) that were cancelled as of immediately prior to the Effective Time and were exchanged for the right to receive a lump sum cash payment equal to (a)(1) the Merger Consideration, multiplied by (2) the number of shares of the Issuer subject to such RSUs immediately prior to the Effective Time, plus (b) the amount of any accrued but unpaid dividend equivalent rights. Read SEC document |
| May 11, 2026 Filed May 14, 2026 00:14 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 5,899 | $51.71 | $305,037.29 |
DisclosureSEC source: 0001437749-26-016821 · rdgdoc.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,297 F1 · shares: Represents a grant of restricted stock units which vests one year after the date of grant. F2 · balance_after: Includes dividend equivalents in the form of restricted stock units. Read SEC document |
| May 02, 2025 Filed May 16, 2025 20:47 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 8,051 | $35.40 | $285,005.40 |
DisclosureSEC source: 0001437749-25-017440 · rdgdoc.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,896 F2 · shares: Represents a grant of restricted stock units which vest one year after the date of grant. F3 · balance_after: Includes dividend equivalents in the form of restricted stock units. Read SEC document |
| May 03, 2024 Filed May 6, 2024 17:15 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 8,700 | $32.76 | $285,012.00 |
DisclosureSEC source: 0001437749-24-014768 · rdgdoc.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,493 F2 · shares: Represents a grant of restricted stock units which vests one year after the date of grant. Read SEC document |
| May 25, 2023 Filed May 26, 2023 18:35 UTC | Janus Henderson Group Ltd. JHG · Entity 15494 | GrantCommon Stock | 5,793 | $25.63 | $148,474.59 |
DisclosureSEC source: 0001209191-23-032449 · doc4.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,793 Read SEC document |
| September 30, 2022 Filed Sep 30, 2022 21:08 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 208 | $71.48 | $14,867.84 |
DisclosureSEC source: 0000096021-22-000177 · wf-form4_166457206796222.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,971.301 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 174 to be received in lieu of the base retainer. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 21:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 175 | $85.30 | $14,927.50 |
DisclosureSEC source: 0000096021-22-000090 · wf-form4_165670936739395.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,753.856 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 146 to be received in lieu of the base retainer. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 21:01 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 180 | $82.99 | $14,938.20 |
DisclosureSEC source: 0000096021-22-000058 · wf-form4_164884688265495.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,571.669 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 150 to be received in lieu of the base retainer. Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 01:55 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 410 | $77.94 | $31,955.40 |
DisclosureSEC source: 0000096021-22-000004 · wf-form4_164126128807033.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,386.305 F2 · shares: These shares were withheld upon the issuance of shares received in lieu of a portion of the reporting person's non-employee director annual cash retainer fees for calendar 2021 pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan to pay Canadian tax withholding obligations. Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 01:55 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 192 | $77.94 | $14,964.48 |
DisclosureSEC source: 0000096021-22-000004 · wf-form4_164126128807033.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,796.305 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 160 to be received in lieu of the base retainer. Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 23:35 UTC Amendment | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 413 | $77.94 | $32,189.22 |
DisclosureSEC source: 0000096021-22-000018 · wf-form4a_164133932589306.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,383.305 F2 · shares: These shares were withheld upon the issuance of shares received in lieu of a portion of the reporting person's non-employee director annual cash retainer fees for calendar 2021 pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan to pay Canadian tax withholding obligations. F3 · shares: On January 3, 2022, the reporting person filed a Form 4 that inadvertently understated the number of shares that were withheld to pay Canadian tax withholding obligations by the reporting person in Column 4, second row of Table 1 by 3 shares and inadvertently overstated the number of shares of common stock directly beneficially owned by the reporting person in Column 5 of Table 1 by 3 shares. This amendment is being filed to correct the number of shares reported in both the second row of Column 4 and the number of shares reported in Column 5. As of the filing of this amendment, the reporting person directly beneficially owns 56,383.305 shares of common stock. F3 · balance_after: On January 3, 2022, the reporting person filed a Form 4 that inadvertently understated the number of shares that were withheld to pay Canadian tax withholding obligations by the reporting person in Column 4, second row of Table 1 by 3 shares and inadvertently overstated the number of shares of common stock directly beneficially owned by the reporting person in Column 5 of Table 1 by 3 shares. This amendment is being filed to correct the number of shares reported in both the second row of Column 4 and the number of shares reported in Column 5. As of the filing of this amendment, the reporting person directly beneficially owns 56,383.305 shares of common stock. Read SEC document |
| December 30, 2021 Filed Jan 4, 2022 23:35 UTC Amendment | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 192 | $77.94 | $14,964.48 |
DisclosureSEC source: 0000096021-22-000018 · wf-form4a_164133932589306.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,796.305 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 160 to be received in lieu of the base retainer. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 23:09 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,322 | $74.93 | $99,057.46 |
DisclosureSEC source: 0000096021-21-000143 · wf-form4_163762256507782.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,604.305 F3 · shares: These shares were withheld upon the issuance of shares to pay Canadian tax withholding obligations. Read SEC document |
| November 19, 2021 Filed Nov 22, 2021 23:09 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,469 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-21-000143 · wf-form4_163762256507782.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,926.305 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 21:15 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 184 | $80.93 | $14,891.12 |
DisclosureSEC source: 0000096021-21-000117 · wf-form4_163312291139860.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,447.537 F1 · kind: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 154 to be received in lieu of the base retainer. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:12 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 198 | $75.68 | $14,984.64 |
DisclosureSEC source: 0000096021-21-000053 · wf-form4_162517387571286.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,252.94 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 165 to be received in lieu of the base retainer. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 21:22 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 189 | $79.03 | $14,936.67 |
DisclosureSEC source: 0000096021-21-000028 · wf-form4_161731208403947.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,046.081 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan, including 158 to be received in lieu of the base retainer. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 22:04 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 469 | $73.29 | $34,373.01 |
DisclosureSEC source: 0000096021-21-000002 · wf-form4_160988424513562.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,846.88 F1 · shares: These shares were withheld upon the issuance of shares to pay Canadian tax withholding obligations. Read SEC document |
| December 31, 2020 Filed Dec 31, 2020 22:09 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 170 | $73.29 | $12,459.30 |
DisclosureSEC source: 0000096021-20-000157 · wf-form4_160945255696762.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,315.88 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| November 20, 2020 Filed Nov 20, 2020 22:12 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,376 | $71.99 | $99,058.24 |
DisclosureSEC source: 0000096021-20-000129 · wf-form4_160591032261291.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145.88 F3 · shares: These shares were withheld upon the issuance of the restricted stock to pay Canadian tax withholding obligations. Read SEC document |
| November 20, 2020 Filed Nov 20, 2020 22:12 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-20-000129 · wf-form4_160591032261291.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,521.88 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 21:26 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 204 | $61.17 | $12,478.68 |
DisclosureSEC source: 0000096021-20-000106 · wf-form4_160158755481043.xml · nonDerivative · entry 3 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,940.557 F4 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| June 30, 2020 Filed Jun 30, 2020 21:08 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 229 | $54.42 | $12,462.18 |
DisclosureSEC source: 0000096021-20-000050 · wf-form4_159355128517823.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,640.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| March 31, 2020 Filed Mar 31, 2020 21:06 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 269 | $46.35 | $12,468.15 |
DisclosureSEC source: 0000096021-20-000030 · wf-form4_158568876194327.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,411.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| December 31, 2019 Filed Dec 31, 2019 21:40 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 145 | $85.80 | $12,441.00 |
DisclosureSEC source: 0000096021-19-000171 · wf-form4_157782841886029.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,142.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| December 31, 2019 Filed Oct 1, 2020 21:26 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 359 | $85.80 | $30,802.20 |
DisclosureSEC source: 0000096021-20-000106 · wf-form4_160158755481043.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,736.557 F1 · shares: These shares were withheld upon the issuance of shares to pay Canadian tax withholding obligations. F3 · balance_after: Due to an administrative error on behalf of the Company, this transaction was not previously reported. As a result, the reporting person's Form 4 filed since the date of this transaction have overstated the reporting person's ownership by 974 shares. Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,216 | $81.50 | $99,104.00 |
DisclosureSEC source: 0000096021-19-000134 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,997.21 F3 · shares: These shares were withheld upon the issuance of restricted stock to pay Canadian tax withholding obligations. Read SEC document |
| November 15, 2019 Filed Nov 15, 2019 22:03 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-19-000134 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,213.21 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 30, 2019 Filed Sep 30, 2019 21:22 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 158 | $78.87 | $12,461.46 |
DisclosureSEC source: 0000096021-19-000110 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,943.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| September 30, 2019 Filed Sep 30, 2019 21:07 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 158 | $78.87 | $12,461.46 |
DisclosureSEC source: 0000096021-19-000107 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,943.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 21:16 UTC | SYSCO CORP SYY · Entity 2003 | SaleCommon Stock | 20,203 | $77.23 | $1,560,277.69 |
DisclosureSEC source: 0000096021-19-000095 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,785.21 Read SEC document |
| June 28, 2019 Filed Jun 28, 2019 20:33 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 177 | $70.44 | $12,467.88 |
DisclosureSEC source: 0000096021-19-000047 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,988.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| March 29, 2019 Filed Mar 29, 2019 21:01 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 188 | $66.26 | $12,456.88 |
DisclosureSEC source: 0000096021-19-000029 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,811.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| December 31, 2018 Filed Oct 1, 2020 21:26 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 615 | $62.05 | $38,160.75 |
DisclosureSEC source: 0000096021-20-000106 · wf-form4_160158755481043.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,095.557 F1 · shares: These shares were withheld upon the issuance of shares to pay Canadian tax withholding obligations. F2 · balance_after: Due to an administrative error on behalf of the Company, this transaction was not previously reported. As a result, the reporting person's Form 4 filed since the date of this transaction through December 31, 2019 overstated the reporting person's ownership by 615 shares. Read SEC document |
| December 28, 2018 Filed Dec 28, 2018 21:37 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 100 | $62.05 | $6,205.00 |
DisclosureSEC source: 0000096021-18-000220 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,623.21 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 28, 2018 Filed Dec 28, 2018 21:37 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 201 | $62.05 | $12,472.05 |
DisclosureSEC source: 0000096021-18-000220 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,523.21 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2018 Omnibus Incentive Plan. Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 22:02 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,496 | $66.22 | $99,065.12 |
DisclosureSEC source: 0000096021-18-000182 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,322.21 F3 · shares: These shares were withheld upon the issuance of restricted stock to pay Canadian tax withholding obligations. Read SEC document |
| November 16, 2018 Filed Nov 19, 2018 22:02 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-18-000182 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,818.21 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2018 Sysco Corporation Omnibus Incentive Plan. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 20:41 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 85 | $72.83 | $6,190.55 |
DisclosureSEC source: 0000096021-18-000152 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,016.23 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 28, 2018 Filed Sep 28, 2018 20:41 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 171 | $72.83 | $12,453.93 |
DisclosureSEC source: 0000096021-18-000152 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,931.23 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 20:45 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 91 | $68.35 | $6,219.85 |
DisclosureSEC source: 0000096021-18-000095 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,752.48 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| June 29, 2018 Filed Jun 29, 2018 20:45 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 182 | $68.35 | $12,439.70 |
DisclosureSEC source: 0000096021-18-000095 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,661.48 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 30, 2018 Filed Mar 30, 2018 20:02 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 104 | $59.96 | $6,235.84 |
DisclosureSEC source: 0000096021-18-000055 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,470.73 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| March 30, 2018 Filed Mar 30, 2018 20:02 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 208 | $59.96 | $12,471.68 |
DisclosureSEC source: 0000096021-18-000055 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,366.73 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 22:06 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 581 | $61.06 | $35,475.86 |
DisclosureSEC source: 0000096021-18-000024 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,150.09 F1 · shares: These shares were withheld upon the issuance of shares to pay Canadian tax withholding obligations. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:06 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 165 | $61.06 | $10,074.90 |
DisclosureSEC source: 0000096021-18-000024 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,731.09 F1 · shares: These shares were withheld upon the issuance of shares to pay Canadian tax withholding obligations. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:05 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 102 | $61.06 | $6,228.12 |
DisclosureSEC source: 0000096021-18-000004 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,896.09 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:05 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 204 | $61.06 | $12,456.24 |
DisclosureSEC source: 0000096021-18-000004 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,794.09 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. 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.