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 |
|---|---|---|---|---|---|---|
| November 16, 2017 Filed Nov 17, 2017 22:04 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,584 | $54.10 | $85,694.40 |
DisclosureSEC source: 0000096021-17-000182 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,590.09 F3 · shares: These shares were withheld upon the issuance of restricted stock to pay Canadian tax withholding obligations. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 22:04 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-17-000182 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,174.09 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2013 Long-Term Incentive Plan. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:50 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 115 | $54.05 | $6,215.75 |
DisclosureSEC source: 0000096021-17-000138 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,206.927 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 20:50 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 231 | $54.05 | $12,485.55 |
DisclosureSEC source: 0000096021-17-000138 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,091.927 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 30, 2017 Filed Jul 5, 2017 22:04 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 125 | $49.86 | $6,232.50 |
DisclosureSEC source: 0000096021-17-000087 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,851.387 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 22:04 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 250 | $49.86 | $12,465.00 |
DisclosureSEC source: 0000096021-17-000087 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,726.387 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 31, 2017 Filed Apr 4, 2017 20:47 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 120 | $52.02 | $6,242.40 |
DisclosureSEC source: 0000096021-17-000045 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,468.631 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:47 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 240 | $52.02 | $12,484.80 |
DisclosureSEC source: 0000096021-17-000045 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,348.631 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 |
| December 31, 2016 Filed Jan 3, 2017 22:14 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 112 | $55.37 | $6,201.44 |
DisclosureSEC source: 0000096021-17-000004 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,100.917 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 22:14 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 225 | $55.37 | $12,458.25 |
DisclosureSEC source: 0000096021-17-000004 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,988.917 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 |
| November 15, 2016 Filed Nov 17, 2016 22:11 UTC | SYSCO CORP SYY · Entity 2003 | Tax withholdingCommon Stock | 1,602 | $53.49 | $85,690.98 |
DisclosureSEC source: 0000096021-16-000348 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,763.917 F3 · shares: These shares were withheld upon the issuance of restricted stock to pay Canadian tax withholding obligations. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 22:11 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,992 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-16-000348 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,365.917 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2009 Non-Employee Directors Stock Plan. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:07 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 127 | $49.03 | $6,226.81 |
DisclosureSEC source: 0000096021-16-000288 · edgar.xml · nonDerivative · entry 2 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,364.292 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:07 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 254 | $49.03 | $12,453.62 |
DisclosureSEC source: 0000096021-16-000288 · edgar.xml · nonDerivative · entry 1 CASSADAY JOHN M · CIK 0001308732 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,237.292 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the 2009 Non-Employee Directors Stock 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.