Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | Director | May 28, 2025 | May 29, 2025 |
| BJ's Wholesale Club Holdings, Inc.BJ · Entity 638 | Director | June 27, 2018 | June 27, 2018 |
| Petco Health & Wellness Company, Inc.WOOF · Entity 5186 | Director | June 30, 2026 | July 02, 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.
Advantage Solutions Inc.
Report date May 28, 2025 · Filed May 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 204,302 |
Reported balance
After 2025-05-28 transaction · row 1
1 source rowRow 1 · 2025-05-28 · Grant · Acquired 141,129 · Balance 204,302 F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date.
BJ's Wholesale Club Holdings, Inc.
Report date June 27, 2018 · Filed June 27, 2018
This filing explicitly reported no securities owned.
Petco Health & Wellness Company, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 153,338 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 60,662 · Balance 153,338 F1: Represents 60,662 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 30, 2027. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy LLC | 750,000 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 750,000 F2: On November 28, 2025, the shares previously held by a trust were transferred to an LLC owned 50% by the Reporting Person and 50% by the Reporting Person's spouse. The transfer did not result in any change in the Reporting Person's beneficial ownership of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 60,662 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 30, 2027.
F2: On November 28, 2025, the shares previously held by a trust were transferred to an LLC owned 50% by the Reporting Person and 50% by the Reporting Person's spouse. The transfer did not result in any change in the Reporting Person's beneficial ownership of the shares.
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 20:05 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 60,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001826470-26-000054 · form4.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,338 F1 · security: Represents 60,662 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 30, 2027. Read SEC document |
| July 24, 2025 Filed Jul 28, 2025 22:18 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 43,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019669 · form4.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,676 F1 · security: Represents 43,422 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) July 24, 2026. Read SEC document |
| May 28, 2025 Filed May 29, 2025 21:41 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 141,129 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079186 · ownership.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,302 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 23:15 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 49,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021283 · form4.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,254 F1 · security: Represents 49,254 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) July 29, 2025. Read SEC document |
| May 29, 2024 Filed May 29, 2024 23:35 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | PurchaseClass A Common Stock | 750,000 | $3.14 | $2,354,325.00 |
DisclosureSEC source: 0001127602-24-016850 · form4.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 750,000 F1 · kind: The shares were purchased in multiple transactions at prices ranging from $3.045 to $3.1999, inclusive. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote (1) to this Form 4. F1 · price: The shares were purchased in multiple transactions at prices ranging from $3.045 to $3.1999, inclusive. The price reported in Column 4 is a weighted average price. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| May 29, 2024 Filed May 31, 2024 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 49,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067461 · ownership.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,173 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the earlier of the one-year anniversary of the date of grant or the day immediately preceding the date of the first annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
| February 27, 2024 Filed Feb 29, 2024 22:00 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 13,458 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-023236 · ownership.xml · nonDerivative · entry 1 Breitner Cameron · CIK 0001311558 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,458 F1 · shares: Represents an award of restricted stock units (RSUs) that is a contingent right to receive Class A Common Stock upon vesting. The RSUs are scheduled to vest on the date of the annual meeting of the Issuer's stockholders occurring after the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.