Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Krispy Kreme, Inc.DNUT · Entity 5375 | Chief Technology & Performance | June 10, 2026 | June 12, 2026 |
| UPBOUND GROUP, INC.RCII · Entity 599 | EVP-Chief Information Officer | August 18, 2017 | August 23, 2017 |
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.
Krispy Kreme, Inc.
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 289,946 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 76,924 · Balance 289,946 F1: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on April 09, 2029. F2: Unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on April 09, 2029.
F2: Unvested RSUs.
UPBOUND GROUP, INC.
Report date August 18, 2017 · Filed August 23, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 7,343 |
Reported balance
Holding disclosure · report date 2017-08-18 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,343 |
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $8.32 · Expires 2027-02-16 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-08-18 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. |
| Employee Stock Option (Right to Purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $12.28 · Expires 2026-07-01 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2017-08-18 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Options vest ratably over 4 years beginning on the first anniversary of the date of grant and becoming fully exercisable on the 4th anniversary of the date of grant (25% of the total number of shares granted vesting on each such anniversary date). Options expire 10 years from the date of grant.
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 10, 2026 Filed Jun 12, 2026 16:47 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 76,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001715241-26-000002 · wk-form4_1781297229.xml · nonDerivative · entry 1 Yochem Angela · CIK 0001715241 · Chief Technology & Performance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289,946 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on April 09, 2029. F2 · balance_after: Unvested RSUs. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 17:04 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantOptions (Right to Buy) · Derivative | 200,000 | $0.00 Strike: $3.22 | $0.00 |
DisclosureSEC source: 0001857154-25-000121 · wk-form4_1752699837.xml · derivative · entry 2 Yochem Angela · CIK 0001715241 · Chief Information & Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2031-07-14 F3 · derivative.exercise_date: Provided employment continues through the applicable vesting dates, these options vest on July 14, 2028. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 17:04 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-25-000121 · wk-form4_1752699837.xml · nonDerivative · entry 1 Yochem Angela · CIK 0001715241 · Chief Information & Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,022 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on July 14, 2027. F2 · balance_after: Unvested RSUs. Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 16:24 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 69,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-25-000049 · wk-form4_1744403055.xml · nonDerivative · entry 1 Yochem Angela · CIK 0001715241 · Chief Information & Technology 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,022 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest on April 10, 2028. F2 · balance_after: Unvested RSUs. Read SEC document |
| April 11, 2024 Filed Apr 12, 2024 16:37 UTC | Krispy Kreme, Inc. DNUT · Entity 5375 | GrantCommon Stock | 20,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001857154-24-000048 · wk-form4_1712954255.xml · nonDerivative · entry 1 Yochem Angela · CIK 0001715241 · SVP Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,091 F1 · shares: Consists of restricted stock units ("RSUs") that upon vesting are settled on a one-for-one basis in shares of common stock. Subject to certain terms and conditions, the RSUs will vest in three installments as follows: 60% on April 11, 2027, 20% on April 11, 2028, and 20% on April 11, 2029. F2 · balance_after: Unvested RSUs 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.