Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Affirm Holdings, Inc.AFRM · Entity 1572 | Director | December 04, 2023 | December 06, 2023 |
| BJs RESTAURANTS INCBJRI · Entity 1175 | Director | September 02, 2026 | September 10, 2026 |
| CAVA GROUP, INC.CAVA · Entity 756 | Director | June 22, 2026 | June 24, 2026 |
| Honest Company, Inc.HNST · Entity 5346 | Director | May 21, 2026 | May 22, 2026 |
| Simply Good Foods CoSMPL · Entity 4946 | Director | January 28, 2026 | January 30, 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.
Affirm Holdings, Inc.
Report date December 04, 2023 · Filed December 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 37,238 |
Reported balance
After 2023-12-04 transaction · row 1
1 source rowRow 1 · 2023-12-04 · Grant · Acquired 5,186 · Balance 37,238 F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 4, 2024 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date. F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units (RSUs) under the Issuer's Amended and Restated 2012 Stock Plan. The RSUs vest in full upon the earlier of December 4, 2024 or the date of the Issuer's next annual meeting of stockholders, subject to continued service by the Reporting Person as a non-employee director until such earlier date.
F2: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
BJs RESTAURANTS INC
Report date September 02, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
CAVA GROUP, INC.
Report date June 22, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,455 |
Reported balance
After 2026-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-22 · Grant · Acquired 1,881 · Balance 7,455 F1: Reflects a grant of restricted stock units ("RSUs"), which vest in full on the earlier of (i) June 22, 2027 and (ii) the business day before the date of the next annual meeting of the stockholders of CAVA Group Inc. (the "Issuer"), subject to the reporting person's continued service through such date. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.0001 per share upon settlement. F2: Includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units ("RSUs"), which vest in full on the earlier of (i) June 22, 2027 and (ii) the business day before the date of the next annual meeting of the stockholders of CAVA Group Inc. (the "Issuer"), subject to the reporting person's continued service through such date. Each RSU represents a contingent right to receive one share of the Issuer's common stock, par value $0.0001 per share upon settlement.
F2: Includes unvested RSUs.
Honest Company, Inc.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 364,465 |
Reported balance
After 2026-05-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 41,970 · Balance 364,465 F1: 41,970 Restricted Stock Units (RSUs) will vest in full on the earlier of (a) May 21, 2027, and (b) the date immediately prior to the date of the 2027 Annual Meeting, subject to the Eligible Director's Continuous Service on the vesting date. F2: Includes 41,970 RSUs which are payable in an equivalent number of shares of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 41,970 Restricted Stock Units (RSUs) will vest in full on the earlier of (a) May 21, 2027, and (b) the date immediately prior to the date of the 2027 Annual Meeting, subject to the Eligible Director's Continuous Service on the vesting date.
F2: Includes 41,970 RSUs which are payable in an equivalent number of shares of the Issuer's common stock.
Simply Good Foods Co
Report date January 28, 2026 · Filed January 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,076 |
Reported balance
After 2026-01-28 transaction · row 1
1 source rowRow 1 · 2026-01-28 · Grant · Acquired 6,500 · Balance 29,076 F1: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") granted pursuant to the issuer's annual director compensation program. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CALLIDUS SOFTWARE INC
Report date April 05, 2018 · Filed April 12, 2018
Section 16 reporting ended · disclosed 2018-04-12. 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 |
Reported balance
After 2018-04-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-04-05 · Disposition to issuer · Disposed 15,152 · Balance 0 F1: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration"). F2: Disposed of pursuant to the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration").
F2: Disposed of pursuant to the Merger Agreement.
Covista Inc.
Report date May 04, 2021 · Filed May 04, 2021
Section 16 reporting ended · disclosed 2021-05-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,782 |
Reported balance
Holding disclosure · report date 2021-05-04 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,782 |
Medallia, Inc.
Report date October 29, 2021 · Filed November 02, 2021
Section 16 reporting ended · disclosed 2021-11-02. 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 2021-10-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-10-29 · Disposition to issuer · Disposed 4,276 · Balance 13,784 F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash. Row 2 · 2021-10-29 · Disposition to issuer · Disposed 13,784 · Balance 0 F2: The shares are represented by restricted stock units, or RSUs. Pursuant to the terms of the Issuer's 2019 Equity Incentive Plan and the Outside Director Compensation Plan, the RSUs vested in full in connection with a change in control. F3: Immediately prior to the effective time of the merger, each vested RSU was cancelled and converted into a right to receive $34.00 in cash for each outstanding unit. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger between the Issuer, Project Metal Parent, LLC and Project Metal Merger Sub, Inc. dated July 25, 2021, each share of issued and outstanding Issuer common stock was cancelled and converted into the right to receive $34.00 in cash.
F2: The shares are represented by restricted stock units, or RSUs. Pursuant to the terms of the Issuer's 2019 Equity Incentive Plan and the Outside Director Compensation Plan, the RSUs vested in full in connection with a change in control.
F3: Immediately prior to the effective time of the merger, each vested RSU was cancelled and converted into a right to receive $34.00 in cash for each outstanding unit.
PANERA BREAD CO
Report date July 18, 2017 · Filed July 18, 2017
Section 16 reporting ended · disclosed 2017-07-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 1
1 source rowRow 1 · 2017-07-18 · Disposition to issuer · Disposed 140 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. (the "Merger Agreement") in exchange for $315 per share in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $208.06 · Expires 2022-12-28 | Direct | 0 |
Reported balance
After 2017-07-18 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-07-18 · Disposition to issuer · Disposed 560 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding stock option, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such option, and (ii) the number of shares underlying such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. (the "Merger Agreement") in exchange for $315 per share in cash, without interest, less any applicable withholding taxes (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, each outstanding stock option, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such option, and (ii) the number of shares underlying such option.
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 |
|---|---|---|---|---|---|---|
| September 06, 2019 Filed Sep 10, 2019 20:24 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 3,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-19-000039 · wf-form4_156814704790631.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,553 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date Read SEC document |
| July 23, 2019 Filed Jul 24, 2019 20:11 UTC | Simply Good Foods Co SMPL · Entity 4946 | GrantCommon Stock | 542 | $0.00 | $0.00 |
DisclosureSEC source: 0001702744-19-000030 · wf-form4_156399909328280.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542 F1 · shares: Represents restricted stock units ("RSUs") granted under the issuer's 2017 Omnibus Incentive Plan. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest on the first anniversary of the grant date Read SEC document |
| February 19, 2019 Filed Feb 19, 2019 20:27 UTC | Covista Inc. ATGE · Entity 3964 | SaleCommon Stock | 2,936 | $49.03 | $143,952.08 |
DisclosureSEC source: 0001127602-19-006722 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,523 Read SEC document |
| November 08, 2018 Filed Nov 9, 2018 18:22 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 1,064 | $57.87 | $61,573.68 |
DisclosureSEC source: 0001127602-18-032610 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,459 F1 · security: Includes common stock acquired upon vesting of restricted stock units. Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 22:21 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 2,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-032548 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,523 F1 · security: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date. Read SEC document |
| April 05, 2018 Filed Apr 12, 2018 16:41 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | Disposition to issuerCommon Stock | 15,152 | $36.00 | $545,472.00 |
DisclosureSEC source: 0001104659-18-023726 · a4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: This Form 4 is being filed in connection with the April 5, 2018 closing of the merger (the "Merger") of Emerson One Acquisition Corp. ("Merger Sub") with and into the Issuer pursuant to the Agreement and Plan of Merger, dated as of January 29, 2018 (the "Merger Agreement"), by and among SAP America, Inc., Merger Sub and the Issuer. Upon closing of the Merger, each outstanding share of Common Stock of the Issuer was converted into the right to receive $36.00 per share in cash, without interest (the "Merger Consideration"). F2 · kind: Disposed of pursuant to the Merger Agreement. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 21:33 UTC | Covista Inc. ATGE · Entity 3964 | Tax withholdingCommon Stock | 1,283 | $38.15 | $48,946.45 |
DisclosureSEC source: 0001127602-17-031921 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,293 Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 21:22 UTC | Covista Inc. ATGE · Entity 3964 | GrantCommon Stock | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-031741 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,576 F1 · shares: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 17:26 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerStock Option (right to buy) · Derivative | 560 | Not disclosed Strike: $208.06 | Not disclosed |
DisclosureSEC source: 0001209191-17-045539 · doc4.xml · derivative · entry 2 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 560 shares Expires 2022-12-28 F2 · price: Pursuant to the Merger Agreement, each outstanding stock option, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such option, and (ii) the number of shares underlying such option. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding stock option, whether vested or unvested, was cancelled in exchange for a cash payment equal to the product of (i) the excess, if any, of (x) the Merger Consideration over (y) the exercise price per share of such option, and (ii) the number of shares underlying such option. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 17:26 UTC | PANERA BREAD CO PNRA · Entity 174378 | Disposition to issuerClass A Common Stock | 140 | $315.00 | $44,100.00 |
DisclosureSEC source: 0001209191-17-045539 · doc4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger, dated as of April 4, 2017, by and among Panera Bread Company, Rye Parent Corp., Rye Merger Sub, Inc. and JAB Holdings B.V. (the "Merger Agreement") in exchange for $315 per share in cash, without interest, less any applicable withholding taxes (the "Merger Consideration"). Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 17:05 UTC | CALLIDUS SOFTWARE INC CALD · Entity 167600 | GrantCommon Stock | 6,794 | $22.30 | $151,506.20 |
DisclosureSEC source: 0001231376-17-000026 · edgardoc.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,152 F1 · shares: The shares indicated are issued as restricted stock units and fully vested on the date of the award. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 14:51 UTC | PANERA BREAD CO PNRA · Entity 174378 | GrantStock Option (Right to Buy) · Derivative | 560 | $0.00 Strike: $208.06 | $0.00 |
DisclosureSEC source: 0001209191-16-156994 · doc4.xml · derivative · entry 2 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560 Underlying: Class A Common Stock · 560 shares Expires 2022-12-28 Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 14:51 UTC | PANERA BREAD CO PNRA · Entity 174378 | GrantClass A Common Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-156994 · doc4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 14:46 UTC | Covista Inc. DV · Entity 3964 | GrantCommon Stock | 3,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-066799 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,276 F1 · security: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Stock units vest 100% on the one year anniversary of the transaction date. Read SEC document |
| November 05, 2016 Filed Nov 7, 2016 22:46 UTC | Covista Inc. DV · Entity 3964 | Tax withholdingCommon Stock | 1,434 | $23.05 | $33,053.70 |
DisclosureSEC source: 0001127602-16-066270 · form4.xml · nonDerivative · entry 1 WHITE JAMES D · CIK 0001280940 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,636 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.