Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| J M SMUCKER CoSJM · Entity 627 | Director | October 01, 2026 | October 02, 2026 |
| POTBELLY CORPPBPB · Entity 73914 | Director | June 12, 2019 | June 14, 2019 |
| Toast, Inc.TOST · Entity 3272 | Director | 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.
J M SMUCKER Co
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 10,396.453 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 1,466 · Balance 10,396.453 F1: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director.
F2: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent.
POTBELLY CORP
Report date June 12, 2019 · Filed June 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,411 |
Reported balance
After 2019-06-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-06-12 · Grant · Acquired 17,699 · Balance 53,411 F1: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: The common stock is a restricted stock unit which represents a right to receive one share of common stock for each restricted stock unit. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date.
Toast, Inc.
Report date June 12, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Exercise / conversion · Disposed 5,256 · Balance 0 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and deferred settlement. F2: The RSUs vested in full on June 12, 2026. F3: Not Applicable. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,888 |
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 · Grant · Acquired 8,888 · Balance 8,888 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and deferred settlement. F5: The RSUs shall vest in full on the earlier of 1) June 12, 2027 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3: Not Applicable. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,968 |
Reported balance
After 2026-06-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-12 · Exercise / conversion · Acquired 5,256 · Balance 14,968 F4: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable after the Reporting Person's termination of service as a board member. F3: Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and deferred settlement.
F2: The RSUs vested in full on June 12, 2026.
F3: Not Applicable.
F4: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable after the Reporting Person's termination of service as a board member.
F5: The RSUs shall vest in full on the earlier of 1) June 12, 2027 and 2) the next annual meeting of the Issuer's stockholders following the grant date.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 22:03 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,466 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-26-000102 · wk-form4_1790978631.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,396.453 Underlying: Common Shares · 1,466 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:38 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 8,888 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-26-000138 · wk-form4_1781642285.xml · derivative · entry 3 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,888 Underlying: Class A Common Stock · 8,888 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and deferred settlement. F5 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 12, 2027 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:38 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionDeferred Stock Units · Derivative | 5,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-26-000138 · wk-form4_1781642285.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,968 Underlying: Class A Common Stock · 5,256 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. F4 · derivative.exercise_price: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable after the Reporting Person's termination of service as a board member. F4 · derivative.exercise_date: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable after the Reporting Person's termination of service as a board member. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:38 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 5,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-26-000138 · wk-form4_1781642285.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,256 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and deferred settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 12, 2026. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:33 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 8,500 | $28.97 | $246,245.00 |
DisclosureSEC source: 0001608495-26-000006 · wk-form4_1773434004.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,530 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:34 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,566 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-25-000095 · wk-form4_1759523652.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,584.403 Underlying: Common Shares · 1,566 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:33 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 5,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000234 · wk-form4_1750192425.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,256 Underlying: Class A Common Stock · 5,256 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 13, 2026 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:46 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionDeferred Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000213 · wk-form4_1749588386.xml · derivative · entry 3 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 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. F4 · derivative.exercise_price: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable upon the Reporting Person's termination of service as a board member. F4 · derivative.exercise_date: Represents Deferred Stock Units ("DSUs") under the Toast, Inc. (the "Company") Deferred Compensation Program. Each DSU is the economic equivalent of one share of Company's Class A Common Stock. The DSUs become payable upon the Reporting Person's termination of service as a board member. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:46 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-25-000213 · wk-form4_1749588386.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,712 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2025. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:46 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 7,500 | $44.00 | $330,000.00 |
DisclosureSEC source: 0001650164-25-000213 · wk-form4_1749588386.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,030 Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:39 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 15,285 | $42.11 | $643,712.49 |
DisclosureSEC source: 0001650164-24-000395 · wk-form4_1732311545.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,530 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.11 to $42.135 inclusive. 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 sold at each separate price within this price range set forth in this footnote. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:44 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-24-000089 · wk-form4_1727988277.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,755.453 Underlying: Common Shares · 1,320 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:40 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 9,712 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000217 · wk-form4_1718052035.xml · derivative · entry 3 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 6, 2025 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:40 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 11,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000217 · wk-form4_1718052035.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,593 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 6, 2024. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:40 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 11,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000217 · wk-form4_1718052035.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,815 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 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| January 28, 2024 Filed Jan 30, 2024 21:50 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 7,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000038 · wk-form4_1706651429.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,645 shares Expires 2028-01-28 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments over three years following January 28, 2021. Read SEC document |
| January 28, 2024 Filed Jan 30, 2024 21:50 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 7,645 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000038 · wk-form4_1706651429.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,222 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:51 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-23-000127 · wk-form4_1696452653.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,240.049 Underlying: Common Shares · 1,317 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:33 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 11,593 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000232 · wk-form4_1686602004.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,593 Underlying: Class A Common Stock · 11,593 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on the earlier of 1) June 8, 2024 and 2) the next annual meeting of the Issuer's stockholders following the grant date. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:38 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 11,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000205 · wk-form4_1685997494.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,292 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vested in full on June 2, 2023. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:38 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 11,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000205 · wk-form4_1685997494.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,577 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 · price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 22:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 7,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000030 · wf-form4_167520524842937.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,645 Underlying: Class A Common Stock · 7,640 shares Expires 2028-01-28 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments over three years following January 28, 2021. Read SEC document |
| January 28, 2023 Filed Jan 31, 2023 22:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 7,640 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000030 · wf-form4_167520524842937.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,285 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 22:16 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-22-000123 · wf-form4_166492178453888.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,814.618 Underlying: Common Shares · 1,146 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| June 02, 2022 Filed Jun 3, 2022 20:41 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 11,292 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001650164-22-000043 · wf-form4_165428889259041.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,292 Underlying: Class A Common Stock · 11,292 shares Expires not disclosed F1 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in full on June 2, 2023. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:21 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 7,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003863 · doc4.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,285 Underlying: Class A Common Stock · 7,645 shares Expires 2028-01-28 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs vest in three equal annual installments over three years following January 28, 2021. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 21:21 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 7,645 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-003863 · doc4.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,645 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:04 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 22,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001608495-21-000003 · wf-form4_163553788266388.xml · derivative · entry 3 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,930 Underlying: Class A Common Stock · 22,930 shares Expires 2028-01-28 F1 · derivative.exercise_price: In connection with the voluntary conversion described in footnote 2 below, the outstanding Restricted Stock Units ("RSUs") convertible into Class B Common Stock remain unchanged, except that the RSUs are now convertible into Class A Common Stock upon vesting and settlement. F2 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs shall vest in three equal annual installments over three years following January 28, 2021. Read SEC document |
| October 27, 2021 Filed Oct 29, 2021 20:04 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 22,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001608495-21-000003 · wf-form4_163553788266388.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 22,930 shares Expires 2028-01-28 F1 · derivative.exercise_price: In connection with the voluntary conversion described in footnote 2 below, the outstanding Restricted Stock Units ("RSUs") convertible into Class B Common Stock remain unchanged, except that the RSUs are now convertible into Class A Common Stock upon vesting and settlement. F2 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F3 · derivative.exercise_date: The RSUs shall vest in three equal annual installments over three years following January 28, 2021. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:44 UTC | J M SMUCKER Co SJM · Entity 627 | GrantDeferred Stock Units · Derivative | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0000091419-21-000094 · wf-form4_163346664403984.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,588 Underlying: Common Shares · 1,254 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F2 · balance_after: This amount includes shares acquired under the Company's dividend reinvestment plan, as administered by its transfer agent. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:26 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 22,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037905 · doc4.xml · derivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,930 Underlying: Class B Common Stock · 22,930 shares Expires 2028-01-28 F3 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4 · derivative.exercise_date: The RSUs shall vest in three equal annual installments over three years following January 28, 2021. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:26 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 22,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037905 · doc4.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,930 shares Expires 2028-01-28 F3 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4 · derivative.exercise_date: The RSUs shall vest in three equal annual installments over three years following January 28, 2021. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 21:20 UTC | J M SMUCKER Co SJM · Entity 627 | GrantCommon Shares · Derivative | 1,294 | $116.00 Strike: $0.00 | $150,104.00 |
DisclosureSEC source: 0000091419-20-000138 · wf-form4_160167363944611.xml · derivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 Underlying: Common Shares · 1,294 shares Expires not disclosed F1 · derivative.exercise_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. F1 · derivative.expiration_date: Deferred Stock Units are payable in Common Shares at a rate of 1-for-1 following termination of services as a director. Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 15:59 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 17,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-19-000030 · edgardoc.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,411 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. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date. Read SEC document |
| May 24, 2018 Filed May 29, 2018 19:21 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 5,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-18-000029 · edgardoc.xml · nonDerivative · entry 3 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,712 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. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date. Read SEC document |
| May 24, 2018 Filed May 29, 2018 19:21 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-18-000029 · edgardoc.xml · nonDerivative · entry 2 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,009 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. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date. Read SEC document |
| May 24, 2018 Filed May 29, 2018 19:21 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-18-000029 · edgardoc.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,961 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. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction date. Read SEC document |
| May 11, 2017 Filed May 15, 2017 18:27 UTC | POTBELLY CORP PBPB · Entity 73914 | GrantCommon Stock | 12,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001195734-17-000022 · edgardoc.xml · nonDerivative · entry 1 Chapman-Hughes Susan · CIK 0001608495 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,391 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. Restricted stock units vest 50% on the first anniversary of the transaction date and 50% on the second anniversary of the transaction 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.