Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FIVE BELOW, INCFIVE · Entity 3393 | Director | June 29, 2026 | July 01, 2026 |
| Kontoor Brands, Inc.KTB · Entity 4039 | Director | April 02, 2026 | April 10, 2026 |
| PAPA JOHNS INTERNATIONAL INCPZZA · Entity 5165 | Director · President and CEO | March 04, 2024 | March 06, 2024 |
| Shake Shack Inc.SHAK · Entity 4254 | Director · Chief Executive Officer | May 23, 2026 | May 27, 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.
FIVE BELOW, INC
Report date June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,506 |
Reported balance
After 2026-06-29 transaction · row 1
1 source rowRow 1 · 2026-06-29 · Purchase · Acquired 530 · Balance 1,506 |
Kontoor Brands, Inc.
Report date April 02, 2026 · Filed April 10, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock-dSEC Table II · derivative / convertible security | Direct | 8,480.274 |
Reported balance
Holding disclosure · report date 2026-04-02 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 8,480.274 F1: Represents phantom stock units ("PSUs") accrued under the Kontoor Brands Deferred Savings Plan For Non-Employee Directors Plan ("Plan"), to be settled 100% in cash upon the reporting person's retirement. The number of PSUs acquired equals the amount of Directors' fees deferred by the reporting person divided by the fair market value (average of the high and low selling prices) per share on the date of deferral. The number of PSUs beneficially owned may vary over time due to deemed reinvestment of dividends. F2: 1 for 1. F3: There is no date that should appear in these columns. These columns are not applicable to this particular filing. F4: The Form 4 filed on April 3, 2026 reported the award of 722.8045 shares of Phantom Stock-d Common Stock. These shares were reported erroneously. This amended Form 4 is being filed to remove the award transaction and to correct the reporting person's Phantom Stock-d Common Stock ownership per the following of the reported transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents phantom stock units ("PSUs") accrued under the Kontoor Brands Deferred Savings Plan For Non-Employee Directors Plan ("Plan"), to be settled 100% in cash upon the reporting person's retirement. The number of PSUs acquired equals the amount of Directors' fees deferred by the reporting person divided by the fair market value (average of the high and low selling prices) per share on the date of deferral. The number of PSUs beneficially owned may vary over time due to deemed reinvestment of dividends.
F2: 1 for 1.
F3: There is no date that should appear in these columns. These columns are not applicable to this particular filing.
F4: The Form 4 filed on April 3, 2026 reported the award of 722.8045 shares of Phantom Stock-d Common Stock. These shares were reported erroneously. This amended Form 4 is being filed to remove the award transaction and to correct the reporting person's Phantom Stock-d Common Stock ownership per the following of the reported transaction.
PAPA JOHNS INTERNATIONAL INC
Report date March 04, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,052 |
Reported balance
After 2024-03-04 transaction · row 1
1 source rowRow 1 · 2024-03-04 · Grant · Acquired 35,039 · Balance 161,052 F1: Grant of shares of restricted stock vesting in three equal annual installments beginning one year from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of shares of restricted stock vesting in three equal annual installments beginning one year from the grant date.
Shake Shack Inc.
Report date May 23, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CLASS A COMMON STOCKSEC Table I · non-derivative | Direct | 71,853 |
Ending reported balance
After 2026-05-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-23 · Tax withholding · Disposed 3,687 · Balance 74,158 F1: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") withheld for taxes upon the vesting of restricted stock units that were acquired by Mr. Lynch on May 23, 2024 pursuant to Mr. Lynch's Employment Agreement with the Issuer (the "Employment Agreement") and the Issuer's 2015 Incentive Award Plan, as amended (the "Incentive Award Plan"). The restricted stock units representing the right to receive Class A Stock of the Issuer vest in 4 equal installments on each of May 23, 2025, May 23, 2026, May 23, 2027, and May 23, 2028. Row 2 · 2026-05-23 · Tax withholding · Disposed 2,305 · Balance 71,853 F2: Represents shares of Class A Stock of the Issuer withheld for taxes upon the vesting of restricted stock units that were acquired by Mr. Lynch on May 23, 2024 pursuant to Mr. Lynch's Employment Agreement and the Issuer's Incentive Award Plan. The restricted stock units representing the right to receive Class A Stock of the Issuer vest in 2 equal installments on each of May 23, 2025 and May 23, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Class A Common Stock ("Class A Stock") of Shake Shack Inc. (the "Issuer") withheld for taxes upon the vesting of restricted stock units that were acquired by Mr. Lynch on May 23, 2024 pursuant to Mr. Lynch's Employment Agreement with the Issuer (the "Employment Agreement") and the Issuer's 2015 Incentive Award Plan, as amended (the "Incentive Award Plan"). The restricted stock units representing the right to receive Class A Stock of the Issuer vest in 4 equal installments on each of May 23, 2025, May 23, 2026, May 23, 2027, and May 23, 2028.
F2: Represents shares of Class A Stock of the Issuer withheld for taxes upon the vesting of restricted stock units that were acquired by Mr. Lynch on May 23, 2024 pursuant to Mr. Lynch's Employment Agreement and the Issuer's Incentive Award Plan. The restricted stock units representing the right to receive Class A Stock of the Issuer vest in 2 equal installments on each of May 23, 2025 and May 23, 2026.
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 |
|---|---|---|---|---|---|---|
| December 31, 2021 Filed Jan 3, 2022 21:05 UTC | Kontoor Brands, Inc. KTB · Entity 4039 | GrantPhantom Stock-d · Derivative | 416.2993 | $51.05 | $21,250.00 |
DisclosureSEC source: 0001127602-22-000081 · form4.xml · derivative · entry 1 Lynch Robert · CIK 0001786642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,206.3316 Underlying: Common Stock · 416.2993 shares Expires not disclosed F1 · security: Represents phantom stock units ("PSUs") accrued under the Kontoor Brands Deferred Savings Plan For Non-Employee Directors Plan ("Plan"), to be settled 100% in cash upon the reporting person's retirement. The number of PSUs acquired equals the amount of Directors' fees deferred by the reporting person divided by the fair market value (average of the high and low selling prices) per share on the date of deferral. The number of PSUs beneficially owned may vary over time due to deemed reinvestment of dividends. F2 · derivative.exercise_price: 1 for 1. F4 · price: Each PSU was acquired at the election of the Director by deferring $51.045 of fees per PSU. F3 · derivative.exercise_date: There is no date that should appear in these columns. These columns are not applicable to this particular filing. F3 · derivative.expiration_date: There is no date that should appear in these columns. These columns are not applicable to this particular filing. Read SEC document |
| November 24, 2021 Filed Nov 27, 2021 01:18 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | SaleCommon Stock | 12,200 | $133.46 | $1,628,202.24 |
DisclosureSEC source: 0001225208-21-014160 · doc4.xml · nonDerivative · entry 2 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,947 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $132.935 to $133.78. The reporting person has provided to the issuer and will provide to the SEC staff or a security holder of the issuer, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| November 24, 2021 Filed Nov 27, 2021 01:18 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | SaleCommon Stock | 300 | $133.95 | $40,185.00 |
DisclosureSEC source: 0001225208-21-014160 · doc4.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,147 Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 21:36 UTC | Kontoor Brands, Inc. KTB · Entity 4039 | GrantPhantom Stock-d · Derivative | 421.0839 | $50.47 | $21,250.00 |
DisclosureSEC source: 0001127602-21-026706 · form4.xml · derivative · entry 1 Lynch Robert · CIK 0001786642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787.2423 Underlying: Common Stock · 421.0839 shares Expires not disclosed F1 · security: Represents phantom stock units ("PSUs") accrued under the Kontoor Brands Deferred Savings Plan For Non-Employee Directors Plan ("Plan"), to be settled 100% in cash upon the reporting person's retirement. The number of PSUs acquired equals the amount of Directors' fees deferred by the reporting person divided by the fair market value (average of the high and low selling prices) per share on the date of deferral. The number of PSUs beneficially owned may vary over time due to deemed reinvestment of dividends. F2 · derivative.exercise_price: 1 for 1. F4 · price: Each PSU was acquired at the election of the Director by deferring $50.4650 of fees per PSU. F3 · derivative.exercise_date: There is no date that should appear in these columns. These columns are not applicable to this particular filing. F3 · derivative.expiration_date: There is no date that should appear in these columns. These columns are not applicable to this particular filing. Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 21:23 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | Tax withholdingCommon Stock | 10,292 | $124.66 | $1,283,000.72 |
DisclosureSEC source: 0001225208-21-011772 · doc4.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,447 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 22:01 UTC | Kontoor Brands, Inc. KTB · Entity 4039 | GrantPhantom Stock-d · Derivative | 366.1584 | $58.04 | $21,250.00 |
DisclosureSEC source: 0001127602-21-021630 · form4.xml · derivative · entry 1 Lynch Robert · CIK 0001786642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366.1584 Underlying: Common Stock · 366.1584 shares Expires not disclosed F1 · security: Represents phantom stock units ("PSUs") accrued under the Kontoor Brands Deferred Savings Plan For Non-Employee Directors Plan ("Plan"), to be settled 100% in cash upon the reporting person's retirement. The number of PSUs acquired equals the amount of Directors' fees deferred by the reporting person divided by the fair market value (average of the high and low selling prices) per share on the date of deferral. The number of PSUs beneficially owned may vary over time due to deemed reinvestment of dividends. F2 · derivative.exercise_price: 1 for 1. F4 · price: Each PSU was acquired at the election of the Director by deferring $58.035 of fees per PSU. F3 · derivative.exercise_date: There is no date that should appear in these columns. These columns are not applicable to this particular filing. F3 · derivative.expiration_date: There is no date that should appear in these columns. These columns are not applicable to this particular filing. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:20 UTC | Kontoor Brands, Inc. KTB · Entity 4039 | GrantCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013069 · form4.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,330 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 02:01 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | GrantCommon Stock | 17,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-004380 · doc4.xml · nonDerivative · entry 2 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,739 F1 · kind: Grant of shares of restricted stock vesting in three equal annual installments beginning one year from the grant date. Read SEC document |
| February 28, 2021 Filed Mar 3, 2021 02:01 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | Tax withholdingCommon Stock | 3,510 | $90.19 | $316,566.90 |
DisclosureSEC source: 0001225208-21-004380 · doc4.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,679 Read SEC document |
| February 28, 2020 Filed Mar 2, 2020 23:30 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | PurchaseCommon Stock | 7,120 | $55.92 | $398,177.46 |
DisclosureSEC source: 0001225208-20-003937 · doc4.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,581 F1 · price: The price in Column 4 is a weighted average price. The prices actually paid ranged from $55.745 to $56.08. The reporting person has provided to the issuer and will provide to the SEC staff or a security holder of the issuer, upon request, information regarding the number of shares purchased at each price within the range. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:13 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | GrantCommon Stock | 23,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-004193 · doc4.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,069 F1 · kind: Grant of shares of restricted stock vesting in three equal annual installments beginning one year from the grant date. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 21:16 UTC | PAPA JOHNS INTERNATIONAL INC PZZA · Entity 5165 | GrantCommon Stock | 68,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-001089 · edgar.xml · nonDerivative · entry 1 Lynch Robert · CIK 0001786642 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,461 F1 · kind: Grant of shares of restricted stock, one-third of which will vest on the second anniversary of the grant date, and two-thirds of which will vest on the third anniversary of the grant date, subject to continued service as of the applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.