Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | See Remarks | June 12, 2026 | June 16, 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 June 12, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 54,337 |
Ending reported balance
After 2026-06-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-12 · Exercise / conversion · Acquired 7,092 · Balance 57,740 F1: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023. Row 2 · 2026-06-12 · Tax withholding · Disposed 3,403 · Balance 54,337 F2: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-12 · Exercise / conversion · Disposed 7,092 · Balance 0 F1: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023.
F2: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs.
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 12, 2026 Filed Jun 16, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 7,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-272679 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,092 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 3,403 | $39.20 | $133,397.60 |
DisclosureSEC source: 0001193125-26-272679 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,337 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 7,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-272679 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,740 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit ("PSU") award originally granted on June 12, 2023. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 10,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201630 · ownership.xml · derivative · entry 2 Taylor Michael Larry · CIK 0001978459 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,154 Underlying: Class A Common Stock · 10,154 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 23,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201630 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,648 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 in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 387 | $33.76 | $13,065.12 |
DisclosureSEC source: 0001193125-26-170552 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,956 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 1,291 | $23.55 | $30,403.05 |
DisclosureSEC source: 0001193125-26-147726 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,343 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. F2 · balance_after: The amount of shares reported herein reflects a 1-for-25 reverse stock split that was effected by the Issuer on March 26, 2026. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 116,279 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086769 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,280 Underlying: Class A Common Stock · 116,279 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 37,753 | $1.54 | $58,139.62 |
DisclosureSEC source: 0000950170-25-086769 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715,866 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. Read SEC document |
| June 12, 2025 Filed Jun 16, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 116,279 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086769 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 753,619 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 4,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-081664 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,147 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 2,166 | $1.15 | $2,490.90 |
DisclosureSEC source: 0000950170-25-081664 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 637,340 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 4,147 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-081664 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,506 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 20:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 5,624 | $1.23 | $6,917.52 |
DisclosureSEC source: 0000950170-25-057386 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,359 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option · Derivative | 612,596 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0000950170-25-052099 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612,596 Underlying: Class A Common Stock · 612,596 shares Expires 2032-04-04 F3 · derivative.exercise_date: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 230,769 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-052099 · ownership.xml · derivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,769 Underlying: Class A Common Stock · 230,769 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 230,769 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-052099 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 640,983 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 in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 12,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038799 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,665 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 6,615 | $1.61 | $10,617.08 |
DisclosureSEC source: 0000950170-25-038799 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,214 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 12,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-038799 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 416,829 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 11, 2022. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 116,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073724 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,559 Underlying: Class A Common Stock · 116,278 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 61,009 | $3.06 | $186,687.54 |
DisclosureSEC source: 0000950170-24-073724 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,164 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. Read SEC document |
| June 12, 2024 Filed Jun 14, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 116,278 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073724 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 465,173 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 12, 2023. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 4,145 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071339 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,145 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 3,500 | $3.24 | $11,340.00 |
DisclosureSEC source: 0000950170-24-071339 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,895 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units and the PSUs. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 4,145 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-071339 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352,395 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on June 1, 2022. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option · Derivative | 219,200 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0000950170-24-046950 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,200 Underlying: Class A Common Stock · 219,200 shares Expires 2034-04-19 F3 · derivative.exercise_date: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 69,284 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-046950 · ownership.xml · derivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,284 Underlying: Class A Common Stock · 69,284 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.exercise_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. F2 · derivative.expiration_date: Represents an award of performance restricted stock units (PSUs) that is a contingent right to receive Class A Common Stock upon vesting. Subject to the achievement of certain performance conditions based on Advantage Cash Earnings and Adjusted EBITDA Margin, the PSUs are scheduled to vest on the third anniversary of the grant date and may vest from 0% to 200% of the target number of PSUs reported on this Form 4. Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantClass A Common Stock | 69,284 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-046950 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,250 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 in equal installments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| April 19, 2024 Filed May 2, 2024 20:30 UTC Amendment | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option · Derivative | 219,200 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0000950170-24-052188 · ownership.xml · derivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,200 Underlying: Class A Common Stock · 219,200 shares Expires 2031-04-19 F1 · derivative.exercise_date: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. F2 · derivative.expiration_date: This amendment to Form 4 is being filed solely to correct the expiration date of the stock option granted by the Issuer to the Reporting Person on April 19, 2024. Read SEC document |
| April 19, 2024 Filed Feb 14, 2025 21:15 UTC Amendment | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option · Derivative | 219,780 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0000950170-25-021217 · ownership.xml · derivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retailer Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 219,780 Underlying: Class A Common Stock · 219,780 shares Expires 2031-04-19 F1 · derivative.exercise_date: The stock option is scheduled to vest in equal installments on each of the first, second and third anniversaries of the grant date. F2 · balance_after: This amendment to Form 4 is being filed solely to correct the number of stock options granted by the Issuer to the Reporting Person on April 19, 2024. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:00 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 10,688 | $3.91 | $41,790.08 |
DisclosureSEC source: 0000950170-24-033624 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,966 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:35 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 5,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010787 · ownership.xml · derivative · entry 3 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,428 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on 01/04/2021. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on 01/04/2021. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on 01/04/2021. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:35 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 2,424 | $3.92 | $9,502.08 |
DisclosureSEC source: 0000950170-24-010787 · ownership.xml · nonDerivative · entry 2 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,654 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of the PSUs. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 23:35 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 5,428 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010787 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,078 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on 01/04/2021. Read SEC document |
| January 17, 2024 Filed Jan 19, 2024 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 9,723 | $3.62 | $35,197.26 |
DisclosureSEC source: 0000950170-24-005809 · ownership.xml · nonDerivative · entry 1 Taylor Michael Larry · CIK 0001978459 · COO, Retail Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,650 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units previously reported in Table I as Class A Common Stock. 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.