Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| United Parks & Resorts Inc.PRKS · Entity 4601 | See Remarks | September 15, 2026 | September 17, 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.
United Parks & Resorts Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,733 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 1,150 · Balance 26,733 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.70 to $35.7150, inclusive. The Reporting Person undertakes to provide to United Parks and Resorts Inc. ("PRKS"), any security holder of PRKS or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.70 to $35.7150, inclusive. The Reporting Person undertakes to provide to United Parks and Resorts Inc. ("PRKS"), any security holder of PRKS or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4.
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 15, 2026 Filed Sep 17, 2026 20:30 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | SaleCommon Stock | 1,150 | $35.71 | $41,071.33 |
DisclosureSEC source: 0001193125-26-394392 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,733 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.70 to $35.7150, inclusive. The Reporting Person undertakes to provide to United Parks and Resorts Inc. ("PRKS"), any security holder of PRKS or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote to this Form 4. Read SEC document |
| May 29, 2026 Filed Jun 13, 2026 01:43 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-270038 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,883 F1 · shares: Represents restricted stock units issued pursuant to the Issuer's 2025 Omnibus Incentive Plan, which vest thirty days after the registrant hires a permanent Chief Financial Officer. In addition, the officer is required to maintain ownership of at least fifty percent of the net shares received upon vesting until: (1) one year after the original final vesting date of the grant, if employed at such date; or (2) the second anniversary of the termination of the officer's employment with the Issuer. Read SEC document |
| April 29, 2026 Filed May 2, 2026 01:33 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 79 | $34.36 | $2,714.44 |
DisclosureSEC source: 0001193125-26-202044 · ownership.xml · nonDerivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,638 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| April 29, 2026 Filed May 2, 2026 01:33 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-202044 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,717 F1 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2025 Bonus Incentive Plan. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 01:44 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 350 | $35.17 | $12,309.50 |
DisclosureSEC source: 0001193125-26-099173 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,375 F1 · shares: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 01:03 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 329 | $33.92 | $11,159.68 |
DisclosureSEC source: 0001193125-26-092126 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,802 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of restricted stock units. Read SEC document |
| December 15, 2025 Filed Dec 18, 2025 02:22 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 15,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-323404 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,131 F1 · shares: Represents restricted stock units issued pursuant to the Issuer's 2025 Omnibus Incentive Plan, which vest over four years, with 25% vesting on each of the first four anniversaries of the date of grant. In addition, the officer is required to maintain ownership of at least fifty percent of the net shares received upon vesting until: (1) one year after the original final vesting date of the grant, if employed at such date; or (2) the second anniversary of the termination of the officer's employment with the Issuer. Read SEC document |
| November 11, 2025 Filed Nov 25, 2025 01:11 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmployee Stock Option (right to buy) · Derivative | 933 | $0.00 Strike: $34.33 | $0.00 |
DisclosureSEC source: 0001193125-25-294038 · ownership.xml · derivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 933 Underlying: Common Stock · 933 shares Expires 2035-11-12 F2 · derivative.exercise_date: The option vests over three years, with one-third (1/3) vesting on each of the first three anniversaries of the date of grant. Any vested options become exercisable: (1) one year after the original final vesting date of the grant, if employed at such date; or (2) the second anniversary of the termination of the officer's employment with the Issuer. Read SEC document |
| November 11, 2025 Filed Nov 25, 2025 01:11 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmploee Stock Option (right to buy) · Derivative | 2,180 | $0.00 Strike: $34.33 | $0.00 |
DisclosureSEC source: 0001193125-25-294038 · ownership.xml · derivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,180 Underlying: Common Stock · 2,180 shares Expires 2035-11-12 F1 · derivative.exercise_date: The option becomes exercisable over three years, with one-third (1/3) becoming exercisable on each of the first three anniversaries of the date of grant. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 2,009 | $0.00 Strike: $53.18 | $0.00 |
DisclosureSEC source: 0000950170-24-061586 · ownership.xml · derivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,009 Underlying: Common Stock · 2,009 shares Expires 2034-05-15 F1 · derivative.exercise_date: Represents stock options issued pursuant to the Issuer's 2017 Omnibus Incentive Plan and become exercisable in three installments beginning on May 15, 2025 with one-third (1/3) vesting on each of the first three anniversaries of the grant date, which was May 15, 2024. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 104 | $53.69 | $5,583.76 |
DisclosureSEC source: 0000950170-24-058609 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,147 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 20:25 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 106 | $52.89 | $5,606.34 |
DisclosureSEC source: 0000950170-24-048365 · ownership.xml · nonDerivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,251 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| April 23, 2024 Filed Apr 25, 2024 20:25 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 435 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-048365 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,357 F1 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2023 Bonus Incentive Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 103 | $51.34 | $5,288.02 |
DisclosureSEC source: 0000950170-24-033439 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,922 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 64 | $52.54 | $3,362.56 |
DisclosureSEC source: 0000950170-24-029894 · ownership.xml · nonDerivative · entry 4 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,025 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029894 · ownership.xml · nonDerivative · entry 3 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,089 F3 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2021 Long Term Incentive Plan. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 388 | $52.54 | $20,385.52 |
DisclosureSEC source: 0000950170-24-029894 · ownership.xml · nonDerivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,875 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 1,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-029894 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,263 F1 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2019 Long Term Incentive Plan. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 4,720 | $0.00 Strike: $52.96 | $0.00 |
DisclosureSEC source: 0000950170-24-027902 · ownership.xml · derivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,720 Underlying: Common Stock · 4,720 shares Expires 2034-03-05 F2 · derivative.exercise_date: Represents stock options issued pursuant to the Issuer's 2017 Omnibus Incentive Plan and become exercisable in four installments beginning on March 5, 2025 with 25% vesting on each of the first four anniversaries of the grant date, which was March 5, 2024. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | GrantCommon Stock | 4,720 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-027902 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,920 F1 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vest over four years, with 25% vesting on each of the first four anniversaries of the date of grant. Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 328 | $53.45 | $17,531.60 |
DisclosureSEC source: 0000950170-24-025840 · ownership.xml · nonDerivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,200 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 21:00 UTC | United Parks & Resorts Inc. PRKS · Entity 4601 | Tax withholdingCommon Stock | 57 | $53.45 | $3,046.65 |
DisclosureSEC source: 0000950170-24-025840 · ownership.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,528 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| May 11, 2023 Filed May 15, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 1,877 | $0.00 Strike: $56.92 | $0.00 |
DisclosureSEC source: 0001209191-23-029404 · doc4.xml · derivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,877 Underlying: Common Stock · 1,877 shares Expires 2033-05-11 F1 · derivative.exercise_date: The option becomes exercisable over three years, with one-third (1/3) becoming exercisable on each of the first three anniversaries of the date of grant. Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 98 | $59.66 | $5,846.68 |
DisclosureSEC source: 0001209191-23-028707 · doc4.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,585 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 27 | $56.51 | $1,525.77 |
DisclosureSEC source: 0001209191-23-019251 · doc4.xml · nonDerivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,683 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| March 14, 2023 Filed Mar 16, 2023 20:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 20 | $57.93 | $1,158.60 |
DisclosureSEC source: 0001209191-23-019251 · doc4.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,710 F1 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock units. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | SaleCommon Stock | 2,615 | $67.21 | $175,754.15 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · nonDerivative · entry 6 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,730 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $67.18 to $67.29, inclusive. The reporting person undertakes to provide 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 the range set forth above. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 3,079 | $0.00 Strike: $64.94 | $0.00 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · derivative · entry 7 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,079 Underlying: Common Stock · 3,079 shares Expires 2033-03-02 F7 · derivative.exercise_date: The option becomes exercisable over four years, with 25% becoming exercisable on each of the first four anniversaries of the date of grant. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · nonDerivative · entry 5 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,345 F5 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vests over two years, with 50% vesting on each of the first two anniversaries of the date of grant. Read SEC document |
| March 02, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 3,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · nonDerivative · entry 4 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,079 F4 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vests over four years, with 25% vesting on each of the first four anniversaries of the date of grant. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 282 | $64.60 | $18,217.20 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · nonDerivative · entry 3 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 F3 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 102 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · nonDerivative · entry 2 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,282 F2 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2022 Bonus Incentive Plan. Read SEC document |
| February 28, 2023 Filed Mar 6, 2023 21:00 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 840 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016224 · doc4.xml · nonDerivative · entry 1 Forrester James W Jr · CIK 0001962573 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,180 F1 · shares: Represents common stock of the Issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person related to the 2019 Long Term Incentive Plan. 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.