Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Advantage Solutions Inc.ADV · Entity 5563 | Director · Chief Executive Officer | May 18, 2026 | May 20, 2026 |
| Post Holdings Partnering CorpPSPC · Entity 112951 | Director | May 25, 2021 | May 26, 2021 |
| STIFEL FINANCIAL CORPSF · Entity 3461 | Director | June 09, 2026 | June 11, 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 May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 217,164 |
Ending reported balance
After 2026-05-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-18 · Purchase · Acquired 800 · Balance 216,364 Row 2 · 2026-05-19 · Purchase · Acquired 800 · Balance 217,164 |
Post Holdings Partnering Corp
Report date May 25, 2021 · Filed May 26, 2021
This filing explicitly reported no securities owned.
STIFEL FINANCIAL CORP
Report date June 09, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,450 |
Reported balance
After 2026-06-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-09 · Grant · Acquired 2,450 · Balance 2,450 F1: Units vest quarterly over a one year period. F2: No expiration date for these Units |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 13,764 |
Reported balance
Holding disclosure · report date 2026-06-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,764 |
Filing footnotes · ownership attribution and instrument terms
F1: Units vest quarterly over a one year period.
F2: No expiration date for these Units
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 09, 2026 Filed Jun 11, 2026 20:20 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 2,450 | $71.40 Strike: $0.00 | $174,930.00 |
DisclosureSEC source: 0001193125-26-267604 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,450 Underlying: Common Stock · 2,450 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:12 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,812 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-262056 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,812 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. F2 · derivative.exercise_date: Currently exercisable. F3 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 21:12 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-262056 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 13,764 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 · balance_after: This total has been adjusted to reflect the 3-for-2 stock split payable on February 26, 2026. Read SEC document |
| May 19, 2026 Filed May 20, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 800 | $34.60 | $27,680.00 |
DisclosureSEC source: 0001193125-26-232697 · ownership.xml · nonDerivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,164 Read SEC document |
| May 18, 2026 Filed May 20, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 800 | $34.60 | $27,680.00 |
DisclosureSEC source: 0001193125-26-232697 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,364 Read SEC document |
| April 29, 2026 Filed May 1, 2026 20:45 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantPerformance Restricted Stock Unit · Derivative | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201633 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,000 Underlying: Class A Common Stock · 24,000 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 | 56,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201633 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,045,102 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 13, 2026 Filed Mar 17, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option (Right to Buy) · Derivative | 5,000,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001193125-26-110938 · ownership.xml · derivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000,000 Underlying: Class A Common Stock · 5,000,000 shares Expires 2036-03-13 F1 · derivative.exercise_date: The stock option is scheduled to vest in five equal annual installments starting on March 13, 2027. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 287,736 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102264 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 287,736 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 8, 2023. The shares underlying the PSU award vested greater than 100% of target. To satisfy the associated tax withholding obligations, the Reporting Person paid the required amounts in cash; accordingly, no shares were sold or withheld in connection with the vesting. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 8, 2023. The shares underlying the PSU award vested greater than 100% of target. To satisfy the associated tax withholding obligations, the Reporting Person paid the required amounts in cash; accordingly, no shares were sold or withheld in connection with the vesting. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 8, 2023. The shares underlying the PSU award vested greater than 100% of target. To satisfy the associated tax withholding obligations, the Reporting Person paid the required amounts in cash; accordingly, no shares were sold or withheld in connection with the vesting. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 287,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-102264 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,989,102 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 8, 2023. The shares underlying the PSU award vested greater than 100% of target. To satisfy the associated tax withholding obligations, the Reporting Person paid the required amounts in cash; accordingly, no shares were sold or withheld in connection with the vesting. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 200,000 | $0.64 | $128,780.00 |
DisclosureSEC source: 0001193125-26-098640 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,701,366 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $0.62 to $0.65. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 57,167 | $1.14 | $65,170.38 |
DisclosureSEC source: 0001193125-26-041264 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,501,366 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| November 13, 2025 Filed Nov 19, 2025 21:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-288208 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 7,241 Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 1,914 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083177 · ownership.xml · derivative · entry 3 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 1,914 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. F3 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 1,914 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-083177 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 10,187 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. Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 20:39 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 1,875 | $93.35 Strike: $0.00 | $175,031.25 |
DisclosureSEC source: 0000950170-25-083177 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,789 Underlying: Common Stock · 1,875 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 75,000 | $1.15 | $86,122.50 |
DisclosureSEC source: 0000950170-25-072649 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,558,533 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.125 to $1.17. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 13, 2025 Filed May 13, 2025 20:47 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 12,922 | $99.83 | $1,290,003.26 |
DisclosureSEC source: 0000950170-25-070480 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 8,228 Read SEC document |
| April 21, 2025 Filed Apr 23, 2025 20:15 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 30,520 | $1.23 | $37,539.60 |
DisclosureSEC source: 0000950170-25-057387 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,483,533 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 | 2,719,928 | $0.00 Strike: $1.30 | $0.00 |
DisclosureSEC source: 0000950170-25-052097 · ownership.xml · derivative · entry 3 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,719,928 Underlying: Class A Common Stock · 2,719,928 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 | 1,024,615 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-052097 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,024,615 Underlying: Class A Common Stock · 1,024,615 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 | 1,024,615 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-052097 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,514,053 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 12, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 70,000 | $1.74 | $121,996.00 |
DisclosureSEC source: 0000950170-25-037986 · ownership.xml · nonDerivative · entry 3 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,489,438 F3 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $1.60 to $1.79. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 188,679 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037986 · ownership.xml · derivative · entry 4 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,680 Underlying: Class A Common Stock · 188,679 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 8, 2023. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 8, 2023. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 8, 2023. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 83,114 | $1.82 | $151,267.48 |
DisclosureSEC source: 0000950170-25-037986 · ownership.xml · nonDerivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,419,438 F2 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of the PSUs. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 188,679 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-037986 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,502,552 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 8, 2023. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 56,523 | $2.62 | $148,090.26 |
DisclosureSEC source: 0000950170-25-014555 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,313,873 F1 · shares: Represents shares withheld by the Company to satisfy tax withholding requirements on vesting of restricted stock units. Read SEC document |
| November 12, 2024 Filed Nov 13, 2024 13:00 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 18,367 | $3.30 | $60,611.10 |
DisclosureSEC source: 0000950170-24-125955 · ownership.xml · nonDerivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,370,396 Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 13:00 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 16,633 | $3.30 | $54,868.94 |
DisclosureSEC source: 0000950170-24-125955 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,352,029 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $3.29 to $3.30. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| September 09, 2024 Filed Sep 10, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 15,000 | $3.40 | $50,961.00 |
DisclosureSEC source: 0000950170-24-105162 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,335,396 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $3.385 to $3.40. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 21, 2024 Filed Jun 24, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 40,000 | $2.79 | $111,584.00 |
DisclosureSEC source: 0000950170-24-076769 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,320,396 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $2.78 to $2.79. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 07, 2024 Filed Jun 7, 2024 20:56 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,504 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070821 · ownership.xml · derivative · entry 3 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,914 Underlying: Common Stock · 2,504 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. F3 · derivative.exercise_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| June 07, 2024 Filed Jun 7, 2024 20:56 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,504 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-070821 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 21,150 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. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:56 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | GrantPhantom Stock Units · Derivative | 1,914 | $78.37 Strike: $0.00 | $150,000.18 |
DisclosureSEC source: 0000950170-24-070821 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,418 Underlying: Common Stock · 1,914 shares Expires not disclosed F1 · derivative.exercise_date: Units vest quarterly over a one year period. F2 · derivative.expiration_date: No expiration date for these Units Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:40 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | SaleCommon Stock | 13,000 | $79.90 | $1,038,700.00 |
DisclosureSEC source: 0000950170-24-052991 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 18,646 Read SEC document |
| April 19, 2024 Filed Apr 23, 2024 20:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | GrantStock Option · Derivative | 1,447,200 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0000950170-24-046949 · ownership.xml · derivative · entry 3 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,447,200 Underlying: Class A Common Stock · 1,447,200 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 | 207,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-046949 · ownership.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,852 Underlying: Class A Common Stock · 207,852 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 | 207,852 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-046949 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,280,396 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 | 1,447,200 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0000950170-24-052187 · ownership.xml · derivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,447,200 Underlying: Class A Common Stock · 1,447,200 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 | 1,450,549 | $0.00 Strike: $4.33 | $0.00 |
DisclosureSEC source: 0000950170-25-021212 · ownership.xml · derivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,450,549 Underlying: Class A Common Stock · 1,450,549 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 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 188,678 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033625 · ownership.xml · derivative · entry 3 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,359 Underlying: Class A Common Stock · 188,678 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 8, 2023. F1 · derivative.exercise_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 8, 2023. F1 · derivative.expiration_date: Represents the vesting of a Performance Restricted Stock Unit (PSU) award originally granted on March 8, 2023. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:00 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Tax withholdingClass A Common Stock | 84,246 | $3.91 | $329,401.86 |
DisclosureSEC source: 0000950170-24-033625 · ownership.xml · nonDerivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,072,544 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 15, 2024 Filed Mar 19, 2024 21:00 UTC | Advantage Solutions Inc. ADV · Entity 5563 | Exercise / conversionClass A Common Stock | 188,678 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033625 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,156,790 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 8, 2023. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:30 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 15,000 | $3.60 | $54,025.50 |
DisclosureSEC source: 0000950170-24-027202 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,968,112 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $3.57 to $3.63. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 09, 2023 Filed Nov 9, 2023 21:05 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 30,000 | $2.08 | $62,400.00 |
DisclosureSEC source: 0000950170-23-062008 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,953,112 Read SEC document |
| September 06, 2023 Filed Sep 7, 2023 21:01 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 15,000 | $2.68 | $40,273.50 |
DisclosureSEC source: 0000950170-23-047054 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,923,112 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $2.67 to $2.69. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 20:31 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 25,000 | $2.66 | $66,415.00 |
DisclosureSEC source: 0000950170-23-041407 · ownership.xml · nonDerivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,908,112 F2 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $2.62 to $2.66. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:31 UTC | Advantage Solutions Inc. ADV · Entity 5563 | PurchaseClass A Common Stock | 25,000 | $2.65 | $66,155.00 |
DisclosureSEC source: 0000950170-23-041407 · ownership.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,883,112 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were purchased in multiple transactions at prices ranging from $2.60 to $2.65. 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 20:45 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionPhantom Stock Units · Derivative | 2,641 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037385 · doc4.xml · derivative · entry 2 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,504 Underlying: Common Stock · 2,641 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_date: Currently exercisable. F2 · derivative.expiration_date: No expiration date for these Units. Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 20:45 UTC | STIFEL FINANCIAL CORP SF · Entity 3461 | Exercise / conversionCommon Stock | 2,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037385 · doc4.xml · nonDerivative · entry 1 PEACOCK DAVID A · CIK 0001382184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 31,646 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. 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.